Episode notes
Comcast plans job cuts and centralization at its Xfinity/Sky connectivity unit to streamline operations and refocus on broadband
Winners
T-Mobile ($TMUS) — Fixed wireless internet keeps siphoning cable broadband customers and the reorg acknowledges that pressure; market share gains can accelerate while Comcast is distracted
Verizon ($VZ) — Also benefits from cable-to-wireless broadband switching and can target households unsettled by Comcast’s changes
AT&T ($T) — Fiber build and FWA positioning look stronger as Comcast works through management layers and standardizes pricing
Charter Communications ($CHTR) — A nimble rival that can court churn in overlapping markets and poach talent during Comcast’s transition
Netflix ($NFLX) — Continued de-emphasis of legacy pay-TV and standardized national pricing on ...
Keywords
trading newsxfinitysky connectivity