The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Great. Well, maybe just to get us started, what are the opportunities for Comcast to sustain annual financial growth, revenue, EBITDA, and earnings
from your portfolio of assets, especially your six key growth businesses as they increase their contribution to total revenue?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Great. That gives us a lot to dig into. So maybe starting with broadband, you're making a lot of strategic changes across your residential broadband
business. Can you take us back to how you decided on the course of actions that you're taking? And then what gives you confidence that you're
on the right path and then maybe just the other side of this is what is the definition of success when you get to the other side of what you're trying
to accomplish?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: So when we pull all this together, you take the new promotions, the bundles, the price locks, how is it impacting the broadband ARPU? And maybe
to take it to a higher level, what's the opportunity to continue to grow broadband revenue on an annual basis?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: And one more on broadband. You mentioned Project Genesis earlier. So just curious, as you're making the forward progress on upgrading the
plant, are you seeing anything different from the markets that are getting Genesis and how customers are responding?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Maybe shifting over to wireless. Following on the announcement that AT&T is buying spectrum from EchoStar, does this effectively remove a
facilities-based option from your menu of future ways that you could operate within the wireless landscape? And maybe it's an opportunity to
discuss the durability of your wireless MVNO strategy you mentioned earlier, your expectations for that to continue to contribute?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: And maybe rounding out the connectivity conversation on the business segment. You referenced earlier the opportunity in mid, enterprise and
government. What are the products and the opportunities to accelerate share gains from those customer verticals?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Maybe flipping over to streaming. You referenced a little this earlier. You've got a very busy sports line-up coming up over the next several months.
So NFL, NBA, Super Bowl, Winter Olympics, what are the opportunities to accelerate subscriber growth, pardon the pun, with all these shots on
goal that you'll have? And how do we think about the investment side as well, as you're approaching the start of this NBA deal and you might have
to ingest some costs from that?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: And maybe switching over to capital allocation. You mentioned the spin earlier. Do you have an update just in terms of cap structure or any other
details that we should be mindful of around the VERSANT spin?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: And is there an update on how Comcast is thinking about M&A and the ways in which you could further optimize the portfolio beyond the
opportunities you mentioned earlier?
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Maybe one last one. Just maybe an update on how you're thinking about returning capital to shareholders.
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Jason, thanks so much for joining us today.
Question: Michael Rollins - Citi Infrastructure Investments LLC - Analyst
: Thank you.
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