It seems that Comcast sees the business for exactly what it is - a Theme Park Business - which can be very successful and profitable if run that way.
Understanding that, they have the Park experience as their main driver incl revenue. Cutting edge technology, immersion and rides.
Keep it fresh, keep it new, keep'em coming.....
While Disney is/has been in the Resort/lock guests in Vacation Business which has created a huge infrastructure beast that has to be fed - solely owned resort hotels, transportation, restaurants, golf courses, roads, infrastructure, land, etc., Parks and pushing 70,000 employees.
Two line items from Disney Company open source:
58,000 employees are employed by Walt Disney World as of 2006, spending more than $1.1 billion on payroll and $478 million in benefits each year
69,900 employees are employed by Walt Disney World as of 2013, spending more than $1.8 billion on payroll and $1.0 billion in benefits each year
Take note of the doubling of the Benefits.
Everything Disney has done - NextGen, venue closures, etc., has been focused on reducing/optimizing headcount and those liabilities. Their 10K's also seem to show significant effort in shoring up/reducing pension plan liabilities.
Contrast that with Comcast at UOR and their relationship with Lowes, for example.
Comcast seems to know exactly what they want to be and is playing it very smart. Being the smaller more nimble #2 is often a very good place to be since you get to benefit from observing what the more mature #1 did well and what they did/do poorly.
Sorry for the long first post......