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- Q2 2023 Comcast Corp Earnings Call TranscriptJul 27, 2023$10.24 (-0.10%)Earnings
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- Comcast Corp at MoffettNathanson Technology, Media, and Telecom Conference TranscriptMay 16, 2023
- Q1 2023 Comcast Corp Earnings Call TranscriptApr 27, 2023$10.07 (-0.10%)Earnings
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- Comcast Corp at Deutsche Bank Media, Internet & Telecom Conference TranscriptFeb 27, 2023
- Q4 2022 Comcast Corp Earnings Call TranscriptJan 26, 2023$10.03Earnings
- Comcast Corp at UBS Global TMT Conference TranscriptDec 05, 2022
- Comcast Corp at RBC Capital Markets Global Technology, Internet, Media & Telecom Conference TranscriptNov 15, 2022
- Q3 2022 Comcast Corp Earnings Call TranscriptOct 27, 2022$9.97 (-0.20%)Earnings
- Comcast Corp at Goldman Sachs Communacopia + Technology Conference TranscriptSep 14, 2022
- Comcast Corp at Bank of America Media, Communications and Entertainment Conference TranscriptSep 08, 2022
- Q2 2022 Comcast Corp Earnings Call TranscriptJul 28, 2022$9.88 (+0.10%)Earnings
- Comcast Corp at Credit Suisse Communications Conference (Virtual) TranscriptJun 14, 2022
- Comcast Corp at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 24, 2022
- Comcast Corp at Moffettnathanson Media & Communications Summit (Virtual) TranscriptMay 18, 2022
- Q1 2022 Comcast Corp Earnings Call TranscriptApr 28, 2022$9.87 (+0.20%)Earnings
- Comcast Corp at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 07, 2022
- Q4 2021 Comcast Corp Earnings Call TranscriptJan 27, 2022$9.77Earnings
- Comcast Corp at UBS Global TMT Conference (Virtual) TranscriptDec 07, 2021
- Q3 2021 Comcast Corp Earnings Call TranscriptOct 28, 2021$9.83 (+0.10%)Earnings
- Comcast Corp at Goldman Sachs Communacopia Conference (Virtual) TranscriptSep 22, 2021
- Comcast Corp at Bank of America Media, Communications & Entertainment Conference (Virtual) TranscriptSep 14, 2021
- Q2 2021 Comcast Corp Earnings Call TranscriptJul 29, 2021$9.78 (-0.20%)Earnings
- Comcast Corp at Credit Suisse Communications Conference (Virtual) TranscriptJun 14, 2021
- Comcast Corp Annual Shareholders Meeting TranscriptJun 02, 2021
- Comcast Corp at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 26, 2021
- Comcast Corp at Moffettnathanson Media & Communications Summit (Virtual) TranscriptMay 12, 2021
- Q1 2021 Comcast Corp Earnings Call TranscriptApr 29, 2021$10.01 (+0.25%)Earnings
- Comcast Corp at Deutsche Bank Virtual Media, Internet & Telecom Conference TranscriptMar 10, 2021
- Comcast Corp at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 03, 2021
- Q4 2020 Comcast Corp Earnings Call TranscriptJan 28, 2021Earnings
- Comcast Corp at UBS Global TMT Conference (Virtual) TranscriptDec 08, 2020
- Q3 2020 Comcast Corp Earnings Call TranscriptOct 29, 2020Earnings
- Comcast Corp at Goldman Sachs Communacopia Conference (Virtual) TranscriptSep 15, 2020
- Comcast Corp at Bank of America Merrill Lynch Media, Communications and Entertainment Virtual Conference TranscriptSep 09, 2020
- Q2 2020 Comcast Corp Earnings Call TranscriptJul 30, 2020Earnings
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- Comcast Corp Annual Shareholders Meeting TranscriptJun 03, 2020
- Comcast Corp at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 13, 2020
- Comcast Corp at MoffettNathanson Media & Communications Summit (Virtual) TranscriptMay 11, 2020
- Q1 2020 Comcast Corp Earnings Call TranscriptApr 30, 2020Earnings
- Comcast Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 03, 2020
- Q4 2019 Comcast Corp Earnings Call TranscriptJan 23, 2020Earnings
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- Comcast Corp at UBS Global TMT Conference TranscriptDec 09, 2019
- Q3 2019 Comcast Corp Earnings Call TranscriptOct 24, 2019Earnings
- Comcast Corp at Goldman Sachs Communacopia Conference TranscriptSep 18, 2019
- Comcast Corp at Bank of America Merrill Lynch Media, Communications & Entertainment Conference TranscriptSep 11, 2019
- Q2 2019 Comcast Corp Earnings Call TranscriptJul 25, 2019Earnings
- Comcast Corp Annual Shareholders Meeting TranscriptJun 05, 2019
- Comcast Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 14, 2019
- Q1 2019 Comcast Corp Earnings Call TranscriptApr 25, 2019Earnings
- Comcast Corp to Host Conference Call for Eligible Holders of Sky Ltd and SKY Group Finance PLC TranscriptApr 02, 2019
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- Comcast Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptFeb 26, 2019
Comcast Corp at Moffettnathanson Media & Communications Summit (Virtual) Transcript
Good morning, everybody and thank you for joining us for the people in the room and the people who are joining us via webcast for the 9th Annual MoffettNathanson Media and Communications Summit.
I am delighted to welcome this morning, Dave Watson, back for your fifth year at our summit. So thank you for being here. Dave, we've had a couple of conversations, already this morning, about cable. There's one subject that sort of dominates the conversation about cable entirely and of course, that's Flex, so I want to start with that. Okay, just kidding.
So let's start with the broadband business, because that's where everybody's attention is focused. Subscriber growth has come down, obviously, for the industry as a whole, not just for you. And the debate among investors is whether that slowdown is going to tip over into subscriber losses. And I suppose, to some degree, it depends on the diagnosis, right? If the diagnosis is this is approaching saturation, then it should slow toward household
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