Comcast Corp.

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

July 25, 2019

Sign In to Research

Research briefs are only available to current customers. If you would like to learn more about our Platform and Data products and how we generate unique investment ideas, contact us.

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
Cable & Satellite

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