May 18, 2022 / 03:00PM GMT
Craig Eder Moffett - MoffettNathanson LLC - Co-Founder, Founding Partner & Senior Research Analyst
Good morning, everybody and thank you for joining us for the people in the room and the people who are joining us via webcast for the 9th Annual MoffettNathanson Media and Communications Summit.
I am delighted to welcome this morning, Dave Watson, back for your fifth year at our summit. So thank you for being here. Dave, we've had a couple of conversations, already this morning, about cable. There's one subject that sort of dominates the conversation about cable entirely and of course, that's Flex, so I want to start with that. Okay, just kidding.
So let's start with the broadband business, because that's where everybody's attention is focused. Subscriber growth has come down, obviously, for the industry as a whole, not just for you. And the debate among investors is whether that slowdown is going to tip over into subscriber losses. And I suppose, to some degree, it depends on the diagnosis, right? If the diagnosis is this is approaching saturation, then it should slow toward household
Comcast Corp at Moffettnathanson Media & Communications Summit (Virtual) Transcript
Jan 22, 2024
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