Key Takeaways From Comcasts Analyst Call Concerning 4Q05 Results and 2006 Outlook

Key Takeaways From Comcasts Analyst Call Concerning 4Q05 Results and 2006 Outlook

RELEASE DATE
01-Mar-2006
REGION
North America
Research Code: D543-00-47-00-00
SKU: IT02686-NA-MR_16049
$4,950.00
In stock
SKU
IT02686-NA-MR_16049
$4,950.00
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Description

In this report we provide an overview of the key messages delivered by Comcast, our opinion regarding the market’s generally negative reaction to those messages, and our view of the most important takeaways from the call and from Comcast’s 2005 performance. Note that we will provide a detailed assessment and forecast of Comcast and other leading MSOs in a March 2006 report in Stratecast Partners Consumer Market Strategies Analysis Service.

Table of Contents

Introduction

2005 Financial Performance

Operational Performance

Comcast Still Trying To Find Its Voice

Bundles Benefit Newbies First

Wireless JV – No New News

Wall Street Loss is Comcast’s Gain?

Stratecast Partners - The Last Word

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