Comcast Corp.

Comcast – Still buffering on Competitive Behavior (material SASB category) and SDG 4 (education)

July 25, 2019

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Comcast’s high speed internet segment has contributed to roughly ~25% of revenue growth over the last decade, at higher than company average profitability. However, Comcast’s Competitive Behavior Insight score fell 25% YoY as several issues emerge. In this brief, we discuss the following:

  • The impact of Comcast’s lobbying efforts on the US broadband market
  • Policy risk and the threat of municipal broadband providers to Comcast’s business model
  • Implications to the company’s fundamental and valuation outlook
Industry
Cable & Satellite

Material Categories
Access and Affordability
Competitive Behavior
Regulatory Capture and Political Influence