The streaming industry has been undergoing consolidation over the past few months with the A&T Discovery merger as well as the recent Amazon MGM deal. With the content war heating up, there is bound to be an expectation for media giants like Comcast to up their marketing expenditure in order to stay competitive in the streaming market. The company did manage to deliver a decent result beating Wall Street expectation on all counts. Comcast’s cable communications and Sky businesses performed well ....
01 Jun 2021
Comcast Invt Thesis, Financial & Price Forecasts, DCF Valuation
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Comcast Invt Thesis, Financial & Price Forecasts, DCF Valuation
- Published:
01 Jun 2021 -
Author:
Ishan Majumdar -
Pages:
14
The streaming industry has been undergoing consolidation over the past few months with the A&T Discovery merger as well as the recent Amazon MGM deal. With the content war heating up, there is bound to be an expectation for media giants like Comcast to up their marketing expenditure in order to stay competitive in the streaming market. The company did manage to deliver a decent result beating Wall Street expectation on all counts. Comcast’s cable communications and Sky businesses performed well ....