Comcast: A $100 BIllion Stock At 6x P/E
1. Comcast stock down over 50% from peak, currently $28 per share. 2. Broadband losses moderate, but pressure from wireless competition persists. 3. Theme parks report 18% YoY revenue growth, bolstered by record attendance. 4. Plan to spin off traditional cable networks is underway for focus on growth. 5. AI support tools are reducing churn and enhancing customer service.