Rich Brownn
Well-Known Member
Huh?How is Disney as an ISP?
You are comparing Comcast's side hustles to Disney's bread and butter.
Huh?How is Disney as an ISP?
You are comparing Comcast's side hustles to Disney's bread and butter.
No, you need to review your figures. 53% of Comcasts revenue is traditional cable TV. They realize that and are trying to diversify but timing may not be on thier side. Same thing can be said about lots of Disney content and it's traditional distribution methods.
Broadband | $6,177 | $5,861 | 5.4 | % | $24,469 | $22,979 | 6.5 | % | ||||||||||
Video | 5,100 | 5,403 | (5.6 | %) | 21,314 | 22,079 | (3.5 | %) | ||||||||||
Voice | 716 | 825 | (13.2 | %) | 3,010 | 3,417 | (11.9 | %) | ||||||||||
Wireless | 883 | 709 | 24.7 | % | 3,071 | 2,380 | 29.0 | % | ||||||||||
Business Services | 2,444 | 2,337 | 4.6 | % | 9,700 | 8,933 | 8.6 | % | ||||||||||
Advertising | 892 | 818 | 9.1 | % | 3,067 | 2,820 | 8.8 | % | ||||||||||
Other | 424 | 454 | (6.5 | %) | 1,687 | 1,719 | (1.9 | %) | ||||||||||
Cable Communications |
WHAT IS BIG? | ||
---|---|---|
(1) Cable Communications: | $65 Bil | 53% |
(2) NBCUniversal Media: | $20 Bil | 16% |
(3) NBCUniversal Studio And Theme Park: | $20 Bil | 16% |
(4) Sky: | $17 Bil | 14% |
TOTAL Revenues in FY2023: | $122 Bil | 100% |
WHAT HAS CHANGED? | |
---|---|
Over FY2020-23 | |
Change in Cable Communications: | $7.0 Bil |
+ Change in NBCUniversal Media: | $3.0 Bil |
+ Change in NBCUniversal Studio And Theme Park: | $9.4 Bil |
+ Change in Sky: | $-1.2 Bil |
TOTAL Change FY2020-23: | $18 Bil |
+ Comcast Revenues in FY2020 | $104 Bil |
= TOTAL Revenues in FY2023 | $122 Bil |
Huh?
No, you need to review your figures. 53% of Comcasts revenue is traditional cable TV. They realize that and are trying to diversify but timing may not be on thier side. Same thing can be said about lots of Disney content and it's traditional distribution methods.
You understand that broadband and phone (though mostly broadband) are the majority chunk of that $65 billion in Cable Communications, right?
WHAT IS BIG? (1) Cable Communications: $65 Bil 53% (2) NBCUniversal Media: $20 Bil 16% (3) NBCUniversal Studio And Theme Park: $20 Bil 16% (4) Sky: $17 Bil 14% TOTAL Revenues in FY2023: $122 Bil 100%
WHAT HAS CHANGED? Over FY2020-23 Change in Cable Communications: $7.0 Bil + Change in NBCUniversal Media: $3.0 Bil + Change in NBCUniversal Studio And Theme Park: $9.4 Bil + Change in Sky: $-1.2 Bil TOTAL Change FY2020-23: $18 Bil + Comcast Revenues in FY2020 $104 Bil = TOTAL Revenues in FY2023 $122 Bil
You understand that broadband and phone (though mostly broadband) are the majority chunk of that $65 billion in Cable Communications, right?
Then why are you saying "53% of Comcast's revenue is traditional cable TV" if you know, apparently better than most, that that's not true?Yes, and I also work in the 'last mile' industry.
Then why are you saying "53% of Comcast's revenue is traditional cable TV" if you know, apparently better than most, that that's not true?
. Let it suffice to recognize that this is just a point in time and Comcast has sufficient funds to complete the initial build of Epic Universe.
I think where we were all going with this was you saying that most of their money was coming from traditional TV cable and also classifying that as a dying business that would soon not be able to fund stuff like this.Its the same physical plant and infrastructure and baked in associated cost structure. It doesn't matter if its a package of channels or just a big internet delivery pipe. In fact the largest cable provider in the US, Spectrum, is doing away with the traditional set top box and replacing it with a streaming solution. Granted cable as an ISP is more profitable than packages, but also observe that like AT&T, Comcast has wandered into the acquisition of content creators minefield as well to both reduce their licensing costs to feed packages and sell that same content to others (note that this also includes advertising revenue)
Cable delivery of internet or packages still has to contend with the limitations and cost of DOCSIS. I'm not going to delve into technical fundamentals any further. Let it suffice to recognize that this is just a point in time and Comcast has sufficient funds to complete the initial build of Epic Universe.
Cable Communications includes video and internet. Internet makes ups the majority of the profit.
WHAT IS BIG? (1) Cable Communications: $65 Bil 53% (2) NBCUniversal Media: $20 Bil 16% (3) NBCUniversal Studio And Theme Park: $20 Bil 16% (4) Sky: $17 Bil 14% TOTAL Revenues in FY2023: $122 Bil 100%
WHAT HAS CHANGED? Over FY2020-23 Change in Cable Communications: $7.0 Bil + Change in NBCUniversal Media: $3.0 Bil + Change in NBCUniversal Studio And Theme Park: $9.4 Bil + Change in Sky: $-1.2 Bil TOTAL Change FY2020-23: $18 Bil + Comcast Revenues in FY2020 $104 Bil = TOTAL Revenues in FY2023 $122 Bil
Last mile fiber turned out to be an expensive dead end.I think where we were all going with this was you saying that most of their money was coming from traditional TV cable and also classifying that as a dying business that would soon not be able to fund stuff like this.
Obviously, we all know that folks still need internet access to get to things like Disney+ and since there is higher profit for companies like Comcast (and Spectrum) in providing broadband access than there is in acting as a traditional cable TV operator, the situation isn't actually that dire.
Not sure what DOCSIS has to do with any of this discussion. They're going to need to transition to fiber some day if they haven't already started in some areas but I imagine that'll probably be a pretty slow and controlled rollout and of course, Disney+ and Neflix and Co. will all be helping to foot the bill on that whether they want to or not... along with the rate increases to customers that'll help keep the Comcast brand as one of the most disliked in the country.
As for the content, something tells me we won't be seeing Peacock Day at a Universal park anytime soon.
Good thing they didn't decide to name it Comcast's Epic Universe.
As for the content, something tells me we won't be seeing Peacock Day at a Universal park anytime soon.
Good thing they didn't decide to name it Comcast's Epic Universe.
sun gods can like panda express tooHelios is the sun god in Greek mythology, why would it have a neon blue chinese restaurant?
I have to say I miss Comcast cable... I moved from NJ to SD and I don't have them as a option. Their cable was the best!I hope they have enough funding to fully complete it. The Comcast money printing machine (monthly cable TV revenue) is running out of steam. On average, Comcast lost more than 5,500 TV customers every single day in 2023. As of Q3 2023, Comcast has 14.5 million subscribers. This is a decrease from previous years and a 20% decline from 19.36 million cable subscribers in the first three months of 2022. The Hulu sale is just a one time revenue event.
Wow, I bet that was a culture shift!I have to say I miss Comcast cable... I moved from NJ to SD and I don't have them as a option. Their cable was the best!
I have to say I miss Comcast cable... I moved from NJ to SD and I don't have them as a option. Their cable was the best!
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