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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Comcast (CMCSA) investor relations material
Comcast UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary8 Dec, 2025
NBCUniversal strategy and recent developments
Achieved all major goals for 2025, including the Versant spin, positioning for shareholder benefit.
Remaining linear assets are NBC, Telemundo, and Bravo, which are integral to the Peacock strategy.
Unique strategy leverages global Parks, leading studios, and a combined broadcast/streaming media segment.
$40 billion in global media revenues, with a focus on integrating content into Peacock.
Entering 2026 with momentum, strong leadership, and a differentiated approach.
Warner Bros. and industry consolidation
Explored a potential combination with Warner Bros., proposing a cash-light, equity-heavy structure.
Proposal would have created a publicly traded subsidiary combining NBCUniversal and Warner Bros. entertainment assets.
Decision not to pursue further due to preference for certainty and maintaining a strong balance sheet.
Management views industry consolidation as positive if underpinned by sound strategy.
Focus remains on executing current strategy amid ongoing industry distractions.
Peacock and media segment performance
Peacock leverages original content, sports, and reality programming, with 41 million high-ARPU subscribers.
Recent sports wins (NFL, NBA, Olympics) and content deals (Taylor Sheridan) drive engagement and acquisition.
Peacock improved EBITDA by $900 million in the last 12 months; price increases have been well received.
Expectation for continued EBITDA improvement and revenue growth in 2026 and beyond, even with NBA costs.
No plans to pursue a global streaming strategy; focus remains on domestic market and content monetization.
Why is Peacock's domestic-only strategy optimal?
Impact of new pricing on H1 '26 ARPU and EBITDA
Identify key growth segments for capital deployment
Partial view of Summaries dataset, powered by Quartr API
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Next Comcast earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
Communication, news, blockbuster movies and more
Comcast is a telecommunications company based in the United States that offers cable television, internet, and voice services to residential and business customers. With a wide range of entertainment products, reliable internet connectivity, and voice communication solutions, Comcast caters to a diverse customer base of both individuals and businesses.
Providing high-speed internet access
One of the core aspects of Comcast’s wide array of services and products is their broadband services. Available for both individuals and businesses alike, the company is well established all over the US. By offering different packages and solutions tailored to each customer's needs, Comcast is able to provide an appealing internet solution for a large percentage of the market. Regardless of whether an individual simply wants to have reliable WiFi in their home or if a business is looking to find a solution for their headquarters, Comcast has a connection solution available.
Mobile solutions
Comcast also provides wireless communication services to its customers through its Xfinity Mobile brand. Xfinity Mobile operates as a mobile virtual network operator (MVNO), leveraging the infrastructure of major wireless networks to deliver cellular services. With Xfinity Mobile, customers can choose between a range of wireless plans that include talk, text, and data options. Comcast, like their competitors T-mobile and AT&T, offer their services to individuals, as well as large corporations, small businesses, organizations, and government agencies.
Heavy-hitting subsidiaries
Xfinity is not the only noteworthy subsidiary of Comcast. Comcast also owns the broadcasting company NBC, which also operates one of the largest television networks in the US. Under the NBC umbrella productions include news, television shows, and sports, as well as movies through the well-acclaimed production company Universal Studios. Comcast also owns Sky, a broadcasting company operating in the UK and Ireland. Sky is primarily known for its sports section with several high-profile broadcasting rights, but also operate traditional TV-channels as well as a streaming service.
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