reports
Comcast’s Black Experience on Xfinity Premieres Award-Winning Document...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast NBCUniversal today announced the exclusive premiere of the award-winning documentary, Color, on Black Experience on Xfinity and the Xumo Play free streaming app. The 90-minute documentary, from multi-award-winning writer and director John Campbell and featuring acclaimed multidisciplinary artist and founder of Dark Matter Media Alteronce Gumby, takes viewers on a global journey to redefine how color is perceived and understood across different cultures. This press release features multimedia. View the full release here: Comcast’s Black Experience on Xfi...
Harris Blitzer Sports & Entertainment and Comcast Spectacor Announce J...
PHILADELPHIA--(BUSINESS WIRE)-- Harris Blitzer Sports & Entertainment (HBSE) and Comcast today announced that HBSE and Comcast Spectacor have entered into a binding agreement to form a 50-50 joint venture to build a world-class, state-of-the-art arena in the South Philadelphia Sports Complex that will be the new home of the Philadelphia 76ers and Philadelphia Flyers. This press release features multimedia. View the full release here: Slated to open in 2031, with the potential to accelerate to an earlier date, the new facility will be one of the finest, most technologically advanced, and sust...
Comcast NBCUniversal Donates $10 Million to Support Los Angeles Wildfi...
LOS ANGELES--(BUSINESS WIRE)-- Comcast NBCUniversal today announced it will donate $10 million in cash to support Los Angeles area wildfire disaster relief and recovery efforts. To assist local communities and families with rebuilding, Comcast NBCUniversal will provide $2.5 million in funding as an inaugural corporate partner to the Habitat for Humanity of Greater Los Angeles’ ReBUILD LA initiative. In addition, contributions will be made to organizations working on the ground to provide short and long-term assistance including the American Red Cross, Entertainment Industry Foundation SoCal ...
Comcast’s Future “SpinCo” CEO Mark Lazarus Announces Key Appointments ...
NEW YORK--(BUSINESS WIRE)-- Mark Lazarus, the prospective Chief Executive Officer of “SpinCo,” Comcast’s planned spin-off of select cable television networks, today announced additional appointments to the future senior leadership team of SpinCo. SpinCo will be a leading independent publicly traded media company comprised of USA Network, CNBC, MSNBC, Oxygen, E!, SYFY and Golf Channel along with complementary digital assets Fandango, Rotten Tomatoes, GolfNow and SportsEngine. The team, which will be led by Mr. Lazarus and Anand Kini, prospective Chief Financial Officer and Chief Operating Offic...
Comcast’s MachineQ Unveils MQio 9w: A New Remote Telemetry Device Revo...
PHILADELPHIA--(BUSINESS WIRE)-- , a Comcast Company, today announced the launch of the , an IoT device that transforms non-connected equipment into “smart” assets. Powered by MachineQ’s scalable IoT network connectivity platform, the remote equipment telemetry and control device delivers real-time visibility and enhanced operational efficiency across various industries, from foodservice to life sciences, adding equipment intelligence to its solutions portfolio. This press release features multimedia. View the full release here: Comcast’s MachineQ Unveils MQio 9w (Graphic: Business Wire) As th...
Sharp Selects Xumo for New 2025 AQUOS QLED Smart TVs
PHILADELPHIA--(BUSINESS WIRE)-- Xumo, a streaming platform joint venture between Comcast and Charter, today announced that Sharp will introduce a new line of QLED 4K UHD TVs featuring the Xumo TV operating system, launching across the U.S. in spring 2025. This press release features multimedia. View the full release here: Sharp will introduce a new line of QLED 4K UHD TVs featuring the Xumo TV operating system (Photo: Business Wire) The TVs, which will be available in 50”, 55”, 65”, 75” and 85” screen class sizes, will offer features and functionality built to solve a growing source of frustr...
Xumo Expands Partnership with Google TV™ to Distribute and Monetize FA...
PHILADELPHIA--(BUSINESS WIRE)-- Xumo, the streaming platform joint venture between Comcast and Charter Communications, today announced it has expanded its enterprise partnership with Google TV Freeplay. In addition to distributing all 160+ free ad-supported streaming TV (FAST) channels that are currently offered on Google TV Freeplay, Xumo will now monetize all those channels, which will be branded as “provided by Xumo” within the experience. Facing increased fragmentation across the television landscape, advertisers are looking for the simplest, data-driven ways to find their audiences at s...
- Jonathan Chaplin
Broadband quick hit: Nevada and Delaware BEAD winners announced
Over the last week, broadband offices of Nevada and Delaware have announced the winners of their BEAD process. In this quick note, we analyze the results, compare them with estimates from our Broadband Insights database, and its implications for broadband companies.
Comcast Business Expands Enterprise Capabilities With Acquisition of U...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast Business today announced it has signed an agreement to acquire Nitel, a U.S. managed services provider headquartered in Chicago, from international private equity firm Cinven. The acquisition will expand Comcast Business’ presence in connectivity, global secure networking and advanced technology, and enhance Comcast’s ability to serve enterprise clients. This press release features multimedia. View the full release here: Nitel is a network-as-a-service (NaaS) provider, specializing in delivering advanced managed services and connectivity solutions to e...
- Blair Levin
Update on AT&T and Copper Retirement
One of the quiet issues faced by incumbent local exchange carriers is how to retire their aging, and in today’s broadband market, inferior copper networks. If regulators put up hurdles, the value of the enterprise goes down, as the cost of maintaining the copper networks is high relative to the revenues generated on those networks. If the hurdles go down, the value of those enterprises go up and the incumbent (or a company considering acquiring the incumbent) can provide an entry into serving th...
Comcast and Warner Bros. Discovery Announce Multi-Year Distribution Ag...
PHILADELPHIA & NEW YORK--(BUSINESS WIRE)-- Comcast (NASDAQ: CMCSA) and Warner Bros. Discovery Inc. (NASDAQ: WBD) today announced long-term agreements that will deliver WBD’s extensive portfolio of content to Xfinity and Sky UK and Ireland customers using Comcast’s global technology platform across linear television, apps, and streaming services. This press release features multimedia. View the full release here: Comcast has entered into renewal agreements that further the companies’ longstanding distribution relationship with WBD’s portfolio of linear cable networks for Xfinity TV customers,...
Comcast Premieres "Our Blues Makes Us Gold," A Compelling Documentary ...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast today announced the exclusive premiere of Our Blues Makes Us Gold, a feature-length documentary that examines the history and global impact of North Carolina Agriculture and Technical State University, the country’s largest historically Black university, from filmmakers Brandon Gerard and Ashley Shanté. The documentary is available for free as part of Comcast’s Black Experience on Xfinity and Xumo Play. This press release features multimedia. View the full release here: Comcast Premieres "Our Blues Makes Us Gold" on Black Experience on Xfinity (Graphic:...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jonathan Chaplin
AT&T: what to expect at the analyst day
We think AT&T will address five major themes at the analyst day, including: new three-year targets; increased fiber deployment objectives in region; increased fiber deployment objectives for Gigapower; continued profitable growth for mobile; and a capital allocation plan that commits considerable cash to share repurchases while preserving resources for strategic acquisitions. We address all five themes in this report.
- Jonathan Chaplin
3Q24 Broadband Trends: FWA capacity limits; FWA demand limits
In this iteration of “Broadband Trends” we update our FWA capacity forecast. We also touch on early signs that demand for FWA may be limited, which could prevent mobile operators from reaching capacity limits (or force them to work harder to get there). This could have a big impact on the pace of Cable subscriber growth. Finally, we reprise our work on the competitive positioning of the various operators based on relative NPS scores.
Glinda and Elphaba Wicked Costumes on Display at the Comcast Technolog...
PHILADELPHIA--(BUSINESS WIRE)-- The signature costumes of Glinda and Elphaba, as worn by Ariana Grande and Cynthia Erivo in Universal Pictures' cinematic event Wicked, are on display in the Comcast Technology Center in Philadelphia. Universal Pictures’ Wicked arrives in theaters November 22, 2024. This press release features multimedia. View the full release here: The signature costumes of Glinda and Elphaba, as worn by Ariana Grande and Cynthia Erivo in Universal Pictures' cinematic event Wicked, on display in the Comcast Technology Center in Philadelphia. (Photo: Comcast)View source version...
- Blair Levin
Comcast Spins: Regulatory Implications
Comcast has announced it is spinning off its cable channels. As we wrote in a note when Comcast executives first publicly discussed this possibility, while the spin itself does not create any regulatory issues, the implications down the road were less clear, particularly if Trump was elected. Now that he has been, we provide some updated thoughts here.
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.