Comcast Model Update
We are updating our model mainly for the updated thoughts on the timing of ACP that we covered in this report. The ACP impact will be lower in 2Q24 but higher in 3Q24 and 4Q24 than we modelled previously. We are now misaligned with consensus which expects losses to peak in 2Q24 and improve in 3Q24 (we are above consensus for adds in 2Q24 but well below in 3Q24).
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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