"A Broadband-Centric Company"
An update on Comcast's 1H FY21 results
On July 29th, Comcast reported results for Q2 FY21. As a refresher, here’s what I said about the company in the April 2021 Portfolio Review (part two):
“I expect Comcast will earn ~$21 billion, or more than $5 per share, by 2025. On capital allocation, I take some assurance from recent management commentary that suggests the company will avoid large acqu…