Comcast Likely to See Weaker Q2 Connectivity Trends, UBS Says

MT Newswires Live03:11

Comcast (CMCSA) is expected to see worsening connectivity trends in Q2, even as its Q1 results came in better than expected, according to a UBS note on Friday.

UBS said it expects connectivity declines to deepen in Q2, citing higher broadband average revenue per user declines, tougher business comparisons and fading foreign exchange tailwinds.

The brokerage noted that while Q1 showed early signs of progress in Comcast's strategic pivot, supported by lower broadband subscriber losses and more stable operating trends, the near-term outlook remains challenging.

UBS added that management remains open to strategic options, including partnerships, while continuing to focus on executing its standalone strategy.

The firm maintained a neutral rating on the stock with a $32 price target.

Price: 28.05, Change: -3.60, Percent Change: -11.36

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