Comcast's Earnings Shockers: Ignore The Hype, There Was More Important News

2024-11-08

Comcast's potential spinoff of its linear cable networks is unlikely to have a significant impact, hence management's efforts to temper analyst excitement.
Management's proposal to find a partner for the Peacock streaming service is intriguing, but fraught with complications, including data control and others.
Comcast's ACP losses were lower than expected, aided by new NOW Internet packages, but future broadband losses remain uncertain.
The NBA deal is now admitted by management to be a loss leader. Loss leader strategies rarely work in streaming, making my concerns about the deal even worse.

JHVEPhoto

Well, that was certainly unexpected.

Any of my regular readers know that I like to find aspects of a company that my fellow Seeking Alpha authors haven't covered, to avoid making readers sit through repeats of past articles. My Comcast Corporation (

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