reports
- Jonathan Chaplin
Altice Pre-3Q24 Model Update
This report covers changes to our model to incorporate recent management commentary at investor conferences. We have increased broadband losses estimate. We also lowered revenue and EBITDA slightly. The company needs to stabilize EBITDA and reduce leverage. Progress on the first remains sluggish and the second won’t be easy. We remain on the sidelines.
- Ben Rickett
- James Ratzer
- Russell Waller
EU TELECOMS REFRESH: Can the outperformance continue?
When was the last time we could write that the EU Telecoms sector has been the second best performing sector in the market YTD? As a result, this raises the question of whether the outperformance can continue. We believe regulation will ultimately determine the answer to this question.
Moody's Ratings says Charter's credit ratings are unaffected by the pr...
Moody's Ratings (Moody's) says Charter Communications, Inc.'s (Charter or the company) Ba2 Corporate Family Rating (CFR), all other credit ratings and the negative outlook are unlikely to be affected by its proposed transaction with Liberty Broadband Corporation (parent of GCI, LLC (B1 Stable)). O...
Rogers to Adopt Comcast’s Industry-Leading Network Design Across Its F...
TORONTO & PHILADELPHIA--(BUSINESS WIRE)-- Rogers Communications will begin an industry-first implementation of Comcast's leading network design the two companies announced today. With this collaboration, Rogers will advance its roadmap to deliver faster speeds, enhanced reliability, and lower latency across its footprint like what Comcast has made accessible to more than 60 million homes and businesses in the U.S. The effort continues Comcast's expansion of its global technology platform, allowing service providers across the globe to deliver next-generation connectivity and entertainment expe...
Comcast Leverages Edge Compute to Enhance Streaming Experience for Con...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast is leveraging edge compute technology to put more computing power closer to consumers to deliver a better Internet experience for applications like streaming and gaming and to develop a standardized platform for providers to distribute their content across Comcast’s network. The company will deploy Qwilt’s Open Edge platform, creating the most distributed content delivery network (CDN) in the U.S. This press release features multimedia. View the full release here: Comcast will deploy Qwilt's Open Edge platform, creating the most distributed content deliv...
Comcast Is Harnessing Leading-Edge Cloud and AI Tech to Transform the ...
PHILADELPHIA--(BUSINESS WIRE)-- Today Comcast unveiled Janus, an initiative that leverages leading-edge cloud and AI/ML technology to transform the way its core network will deliver next-generation Internet experiences to customers today, and into the future. Janus maximizes network performance and efficiency by virtualizing Comcast’s core network, unlocking the ability to deliver consistently faster speeds and even more reliable Internet service so customers can stream live sports in 4K, stay connected when extreme weather hits, or use their increasing number of devices to videoconference, VR...
- Jonathan Chaplin
- Russell Waller
Comcast Launches New Free Streaming App The Network on Its Entertainme...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast today announced the introduction and distribution of , a new free, ad-supported streaming app that only releases exclusive originals, across its entertainment platforms, including Xfinity X1, Flex, Xumo Stream Box, and Xumo TV. As part of its commitment to providing high quality programming to diverse audiences and in honor of Hispanic Heritage Month, Xfinity will provide a special ad-free programming offer of one of The Network’s premium original series, The Green Veil, in partnership with actor/producer/activist/entrepreneur John Leguizamo. This press ...
- Vikash Harlalka
CHTR Quick Hit: New pricing a step in the right direction
This morning, Charter issued a press release announcing new bundled pricing along with price locks. They also announced free speed lifts for existing customers as well as steps to improve customer service. We discuss the impact of today’s announcement in this short note.
- Jonathan Chaplin
CHTR Quick Hit: One buyback mystery solved; another emerges
Advance/Newhouse (finally) filed its latest Charter ownership disclosure late Friday afternoon. The buyback amount was the lowest since we started tracking Charter’s buybacks in 2016. In addition, it appears that all the shares were repurchased from A/N and Liberty Broadband; there were no open market purchases. We don’t know why Charter didn’t buy shares in the open market last month; there could be any number of reasons; but we are certainly intrigued. Our thoughts (but few conclusions) in...
“Two Beats, One Soul” Unites Artists From the U.S. and Cuba to Bring t...
PHILADELPHIA--(BUSINESS WIRE)-- Today, Comcast announced the premiere of Two Beats, One Soul, a documentary film that celebrates and explores the synergies of two cultures by recreating traditional Cuban sounds and rhythms within today’s musical landscape, on Comcast’s Black Experience on Xfinity channel and the Xumo Play free streaming app. Launched in 2021, Black Experience on Xfinity showcases the ultimate in Black storytelling from diverse programming partners, film studios, and independent creators, and has released a variety of original and acquired films and series spotlighting diverse ...
- Blair Levin
NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris an...
Between now and election day, the impact of policy on capital markets will largely be a function of which party markets believe will be in control of the White House and Congress for the next several years. This makes some sense, as the party in control will have the opportunity to dictate policy affecting the stocks we cover. It also makes sense in that this election presents two widely divergent views of the appropriate role of government in the economy.
Comcast’s MachineQ Unveils a Power Monitoring Solution Enabling Compan...
PHILADELPHIA--(BUSINESS WIRE)-- , a Comcast Company, today announced the launch of an IoT-based power monitoring solution designed to assist enterprises in monitoring and managing their energy consumption, leading to operational efficiencies, proactive maintenance, managed costs, and sustainability efforts. The solution also helps enterprises understand asset utilization, providing actionable data to optimize asset use. This press release features multimedia. View the full release here: MachineQ Unveils a Power Monitoring Solution (Photo: Business Wire) The power monitoring solution is partic...
- Russell Waller
- Dave Nicoski
- Ross LaDuke
ILMN ILLUMINA INC.
KMX CARMAX INC.
TFX TELEFLEX INCORPORATED
OMCL OMNICELL INC.
MDT MEDTRONIC PLC
MD MEDNAX INC.
LAD LITHIA MOTORS INC. CLASS A
JNJ JOHNSON & JOHNSON
GILD GILEAD SCIENCES INC.
EXPE EXPEDIA GROUP INC.
CNMD CONMED CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
BXP BOSTON PROPERTIES INC.
ATSG AIR TRANSPORT SERVICES GROUP INC.
APPS DIGITAL TURBINE
ANGO ANGIODYNAMICS INC.
AMPH AMPHASTAR PHARMACEUTICALS INC
AUP AURINIA PHARMACEUTICALS INC.
CRI CARTER'S INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
ASIX ADVANSIX INC.
CSCO CISCO SYSTEMS INC.
KREF KKR REAL ESTATE FINANCE TRUST
ROKU ROKU INC. CLASS A
PGC PEAPACK-GLADSTONE FINANCIAL CORP.
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
NVST ENVISTA HOLDINGS
MTCH MATCH GROUP INC.
GEVO GEVO
CGEM CULLINAN ONCOLOGY INC
OLPX OLAPLEX HLDGS INC
TSE TRINSEO PLC
EXFY EXPENSIFY INC
CCI CALAMOS GLB CNVRTBL & DYNMC INC COM
CSOAD COASTAL CONTACTS INC COM
Fourth Class of Comcast NBCUniversal SportsTech Secures 15 Business De...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast NBCUniversal SportsTech today announced that the 10 companies in its fourth class have secured 15 pilots, partnerships, and commercial deals as a result of their participation in the program. Over the past six months, 28 entrepreneurs have engaged with SportsTech’s prestigious partner consortium, which includes: NBC Sports, NBC Sports Next, Sky Sports, Comcast Spectacor, GOLF, NASCAR, PGA TOUR, Premier League, U.S. Ski & Snowboard, USA Swimming, USA Cycling – and the recently added partner the University of Notre Dame. This builds on SportsTech’s legacy ...
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