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Comcast shifts strategy to mobile as fourth-quarter broadband numbers disappoint

1. Comcast lost 139,000 broadband customers in Q4, alarming investors. 2. Executives plan to focus on growing mobile services amid broadband decline. 3. Shares dropped over 8% after the earnings report was released. 4. Growth slowdown attributed to competition from Verizon and T-Mobile. 5. Stable revenue doesn't offset losses in residential broadband customers.

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FAQ

Why Bearish?

Loss of broadband customers directly impacts revenue, reflecting investor concerns. Past examples include stock dips following subscriber losses in similar firms.

How important is it?

Customer losses combined with strategic shifts are critical for investor sentiment. The mobile strategy's potential could significantly alter financial outlook.

Why Short Term?

Immediate concerns may trigger further stock price declines. Historical reactions of stocks to subscriber losses often affect short-term valuations.

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