reports
IOC and Comcast NBCUniversal Agree on Groundbreaking Partnership for t...
LAUSANNE, Switzerland & PHILADELPHIA--(BUSINESS WIRE)-- The International Olympic Committee (IOC) and Comcast NBCUniversal have agreed on a new groundbreaking partnership for the new digital era, taking advantage of the opportunities offered by the rapidly developing media landscape and the unique expertise of the global media and technology company. The agreement includes not only the media rights on all platforms in the United States of America for the Olympic Games through to 2036, but also new, innovative joint strategic initiatives and projects. The partnership, which was approved by th...
Comcast Upgrades Speeds for More Than 20 Million Xfinity Internet Cust...
PHILADELPHIA--(BUSINESS WIRE)-- Today Comcast announced that it has upgraded Xfinity Internet speeds for more than 20 million customers for no additional cost. Xfinity Internet tiers, and the NOW branded prepaid products, will benefit from 50 to 100 percent faster upload speeds than before, helping customers upload large files in a flash when working from home or posting videos to social media in seconds. Download speeds will also increase for most Internet tiers. This press release features multimedia. View the full release here: Comcast upgrades Xfinity Internet speeds for more than 20 milli...
- Blair Levin
NSR Policy: What Does BEAD State Bidding Tell Us?
Last week, we provided several notes analyzing how Congressional Republicans and the Administration, as well as others, were debating changes in the BEAD program. While that rhetoric pointed to significant changes ahead, the states have been proceeding under the existing rules set in the Biden Administration, making significant progress in ways generally not reflected in the DC discussions. In this note, we summarize the state activity and ISP bidding to date. We analyze what the state activi...
Comcast Business Highlights Technology Powering Modern Businesses in L...
PHILADELPHIA & PONTE VEDRA BEACH, Fla.--(BUSINESS WIRE)-- Comcast Business today announced the launch of a new multichannel brand campaign, titled “Powering the Engine of Modern Business,” highlighting its capabilities as a global enterprise technology partner. Debuting today, the campaign includes three TV spots depicting real-world scenarios the company has deployed for its customers. The TV spots feature cameos from Billy Horschel, golf legend Tom Watson and Golf Channel’s Rich Lerner, with narration from Josh Brolin. Comcast Business also announced a new two-year agreement with eight-time ...
Comcast Business Tees Up Next-Level Fan Experiences at THE PLAYERS® Ch...
PHILADELPHIA & PONTE VEDRA BEACH, Fla.--(BUSINESS WIRE)-- is elevating the fan experience at with advanced technology solutions that bring fans closer to the action – on and off the course. Set to take place March 11-16 at the iconic PLAYERS Stadium Course at TPC Sawgrass, this year's tournament leverages Comcast Business's advanced connectivity, secure network solutions, and Internet of Things (IoT) technologies from MachineQ, a Comcast Company, to deliver an unparalleled experience for golf enthusiasts both on-site and around the world. “Comcast Business is redefining the golf experience,...
- Blair Levin
NSR Policy: BEAD Adjustments Certain but Details Still Cloudy
Yesterday, we published a note on whether T, VZ/FYBR and CHTR or Musk will come out on top with revisions to the BEAD program that Republicans are contemplating. As we noted, there are numerous changes we felt confident Republicans would do, such as removing a fiber preference, that will have no material impact on publicly traded companies. But there are several other changes that could, including whether the federal government will impose a high-cost threshold on states that will shift funds f...
Comcast and MIT Media Lab Bring Live Footage and Never-before Seen 3D ...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast’s Xfinity today announced it is collaborating with MIT Media Lab to bring live footage, real-time photos and educational resources from online at and into the homes of viewers across the country through a one-of-a-kind viewing experience available on Xfinity X1. This press release features multimedia. View the full release here: Immersive viewing experience of MIT's historic lunar mission available on Xfinity X1. (Photo: Business Wire) “Comcast has been a proud member of MIT Media Labs for almost 20 years, and we’re honored to be working with them to h...
- Blair Levin
Will T, VZ/FYBR and CHTR or Musk Come Out on Top with BEAD Revisions?
While the Trump Administration and Congressional Republicans have sent some signals about how they will revise the $42.5 Billion Biden Broadband Equity, Access and Deployment (BEAD) program, there has been no definitive word yet on key issues regarding those revisions. That may change today, when there is a congressional hearing on the program. In this note, we review the potential changes from the investor perspective, with a focus on the relative benefits to wireline broadband providers (par...
Comcast Business Offers Customers Enhanced Speeds, 99.99% Network Reli...
PHILADELPHIA--(BUSINESS WIRE)-- today announced the expansion of its long-standing , providing symmetrical speeds, a guaranteed network uptime Service Level Agreement (SLA), and proactive network monitoring to a million more businesses across the country – all delivered over its advanced network. is an advanced connectivity solution that has been delivering reliable, high-performance Internet services for over a decade. The expanded solution provides businesses a direct Internet connection with symmetrical speeds, robust SLAs including 99.99% network uptime, and proactive network monitorin...
Comcast NBCUniversal SportsTech Welcomes 10 Companies to its 2025 Prog...
PHILADELPHIA--(BUSINESS WIRE)-- Today, 10 enterprise-ready companies were chosen for the fifth class of . This R&D program, powered by Boomtown Innovation, identifies and cultivates emerging companies from around the world to drive their growth and shape the sports industry while creating a space for Comcast and its partners to test and pilot new solutions. The 2025 program launches this week in Atlanta with an immersive kickoff designed to foster collaboration and facilitate deep customer discovery through experiential learning and behind-the-scenes access to world-class sporting events. Ch...
- Blair Levin
- Jonathan Chaplin
Carriers could spend $180BN on spectrum over the next four years
In this note we cover the potential timing of all the major spectrum auctions and transactions that could occur during the current administration, the amount of financial capacity the carriers have for purchasing this spectrum, and the intrinsic value of the spectrum. The analysis has important implications for EchoStar and for the three national carriers.
- Jonathan Chaplin
Autumn for Broadband 4Q24
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Adjusted for ACP, trends have improved again with net adds flat vs. last year. We expect organic net adds to recover next year due to lack of ACP headwind. Though the recovery could be impacted by immigration related headwinds.
- Jonathan Chaplin
- Jonathan Chaplin
Thoughts on Altafiber
Based on press reports from a couple of weeks ago, Altafiber has hired advisors for a strategic review. This may not be new; there were rumors that Altafiber was up for sale while the Frontier process was underway. This note explores the assets, the competitive dynamics in their markets, their end-state penetration, and their value. We are mostly using this as a vehicle to preview some of the new features that the Data Analytics team have built into Broadband Insights over the last three mont...
- Jonathan Chaplin
ATUS 4Q24 Quick Take: Subscribers fine; EBITDA weak
Subscriber trends were in-line; broadband ARPU was better-than-expected; EBITDA was much worse. The Company made up for weak EBITDA with lower-than-expected capex, so that FCF was ok. Finding the floor for EBITDA in light of higher-than-expected costs will be the focus on the call.
- Blair Levin
NSR Policy Spectrum Battles: A Field Guide
In 2025, the federal government will address multiple issues related to spectrum. While not all the issues will be resolved by the end of the year, the policy and political processes related to specific bands will provide greater clarity about the direction of policy, and the winners and losers, throughout the year.
- Blair Levin
NSR Policy Carr Investigates Comcast; Implications for InvestorsNSR P...
NewsMax reported last night that FCC Chair Brendan Carr had sent Comcast CEO Brian Roberts a letter stating that Carr has “asked the FCC's Enforcement Bureau to open an investigation into Comcast and NBCUniversal….to ensure that your companies are not promoting invidious forms of discrimination in violation of FCC regulations and civil rights laws."
Comcast Teams up With 4x NBA Champion and Olympic Gold Medalist Stephe...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast’s Black Experience on Xfinity teams up with 4x NBA Champion and 2x MVP Stephen Curry and his multimedia company, Unanimous Media, award-winning The WorkShop Content Studios and FreshFly, to premiere Spirit, an inspiring docuseries that follows the co-ed cheer team from George Washington High School in Philadelphia. The four-part series follows the “G-Dub” team as they compete at the district, state, and national levels, and make history as the first cheer squad from the School District of Philadelphia to make it to the National Cheerleaders Association (...
- Jonathan Chaplin
Comcast and Dolby to Deliver First-Ever Super Bowl in Both Dolby Visio...
PHILADELPHIA & SAN FRANCISCO--(BUSINESS WIRE)-- Comcast and Dolby today announced that the Super Bowl LIX on FOX will be delivered in both Dolby Vision® and Dolby Atmos® for the first time ever. The experience will be available to Xfinity TV customers as part of Comcast’s new Enhanced 4K offering on X1. This press release features multimedia. View the full release here: The Super Bowl LIX on FOX will be delivered in both Dolby Vision® and Dolby Atmos® for the first time ever. (Photo: Business Wire) Enhanced 4K provides customers with an unmatched viewing experience with the best picture and a...
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