New Street Research - Comcast Corporation Class A (CMCSA) Comcast: 1Q22 Quick Take: Broadband Adds Beat, But Helped by One-Time Benefit

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New Street Research

Jonathan Chaplin

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Comcast: 1Q22 Quick Take: Broadband Adds Beat, But Helped by One-Time Benefit

What's new: Financial results were strong, due mostly to better-than-expected results from NBCU (mostly Studio).

28/04/2022 1 EN

Underlying

Comcast Corporation Class A

Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.

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US20030N1019 NASDAQ Stock Market United States

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Jonathan Chaplin

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Comcast: 1Q22 Quick Take: Broadband Adds Beat, But Helped by One-Time Benefit

CMCSA quick hit: Comcast continues to make the right pricing moves

Rethinking BEAD 2.0 as States Rethink Their Options

Mobile and broadband pair trades to consider this summer

Microsoft vs. OpenAI: Implications for investors?

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

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