Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
1. BofA downgraded CMCSA from Buy to Neutral, targeting $38. 2. Comcast struggles with broadband market share and ARPU growth slowing. 3. Goldman Sachs raised dividend to $1.32/share and authorized $15 billion buyback. 4. Subscriber losses overshadowed strong quarterly revenue of $31.9 billion. 5. Management's promotional strategies could risk revenue and margin growth.