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Peacock: From DTC to DOA?

thescienceofhitting.com

Peacock: From DTC to DOA?

A look at Comcast's results, including year one thoughts on Peacock

The Science of Hitting
May 6, 2021
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Peacock: From DTC to DOA?

thescienceofhitting.com

Last Thursday, Comcast reported results for Q1 FY21.

As a refresher, here’s what I said about the company last month: “I expect Comcast will earn ~$21 billion, or more than $5 per share, by 2025. On capital allocation, I take some assurance from recent commentary that suggests management will avoid large acquisitions and refocus on capital returns (“We'…

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