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EDITED TRANSCRIPT CMCSA.OQ - Q3 2020 Comcast Corp Earnings Call
REFINITIV STREETEVENTS EDITED TRANSCRIPT CMCSA.OQ - Q3 2020 Comcast Corp Earnings Call EVENT DATE/TIME: OCTOBER 29, 2020 / 12:30PM GMT OVERVIEW: Co. reported 3Q20 consolidated revenue of $25.5b. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us ©2020 Refinitiv. All rights reserved. Republication or redistribution of Refinitiv content, including by framing or similar means, is prohibited without the prior written consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 29, 2020 / 12:30PM, CMCSA.OQ - Q3 2020 Comcast Corp Earnings Call CORPORATE PARTICIPANTS Brian L. Roberts Comcast Corporation - Chairman & CEO David N. Watson Comcast Corporation - President & CEO, Comcast Cable Jeff Shell Comcast Corporation - CEO, NBCUniversal Jeremy Darroch Comcast Corporation - Group Chief Executive, Sky Marci Ryvicker Comcast Corporation - SVP of IR Michael J. Cavanagh Comcast Corporation - CFO CONFERENCE CALL PARTICIPANTS Benjamin Daniel Swinburne Morgan Stanley, Research Division - MD Craig Eder Moffett MoffettNathanson LLC - Founding Partner Douglas David Mitchelson Crédit Suisse AG, Research Division - MD Jessica Jean Reif Ehrlich BofA Merrill Lynch, Research Division - MD in Equity Research John Christopher Hodulik UBS Investment Bank, Research Division - MD, Sector Head of the United States Communications Group and Telco & Pay TV Analyst Philip A. Cusick JPMorgan Chase & Co, Research Division - MD and Senior Analyst PRESENTATION Operator Good morning, ladies and gentlemen, and welcome to Comcast's Third Quarter 2020 Earnings Conference Call. (Operator Instructions) Please note that this conference call is being recorded. I will now turn the call over to Senior Vice President, Investor Relations, Ms. Marci Ryvicker. Please go ahead, Ms. Ryvicker. Marci Ryvicker - Comcast Corporation - SVP of IR Thank you, operator, and welcome, everyone. -
Case M.8861 - COMCAST / SKY
EUROPEAN COMMISSION DG Competition Case M.8861 - COMCAST / SKY Only the English text is available and authentic. REGULATION (EC) No 139/2004 MERGER PROCEDURE Article 6(1)(b) NON-OPPOSITION Date: 15/06/2018 In electronic form on the EUR-Lex website under document number 32018M8861 EUROPEAN COMMISSION Brussels, 15.6.2018 C(2018) 3923 final In the published version of this decision, some information has been omitted pursuant to Article 17(2) of Council Regulation (EC) No 139/2004 concerning non-disclosure of business secrets and PUBLIC VERSION other confidential information. The omissions are shown thus […]. Where possible the information omitted has been replaced by ranges of figures or a general description. To the notifying party Subject: Case M.8861 - Comcast/Sky Commission decision pursuant to Article 6(1)(b) of Council Regulation No 139/20041 and Article 57 of the Agreement on the European Economic Area2 Dear Sir or Madam, (1) On 7 May 2018, the European Commission received notification of a proposed concentration pursuant to Article 4 of the Merger Regulation by which Comcast Corporation ("Comcast" or the "Notifying Party", United States) proposes to acquire within the meaning of Article 3(1)(b) of the Merger Regulation sole control of the whole of Sky plc ("Sky", United Kingdom and the "Proposed Transaction"). Comcast and Sky are collectively referred to as the "Parties".3 1. THE OPERATION (2) Comcast is a US listed global media, technology and entertainment company, with two primary businesses: Comcast Cable and NBCUniversal ("NBCU"). Comcast is present in Europe almost entirely through NBCU, which is active in Europe in: (i) production, sales and distribution of film and television content; (ii) wholesale supply of TV channels and on-demand services; (iii) CNBC, a business news service, as well as NBC News; (iv) the provision of television content to end users through NBCU’s video on demand service; (v) the licensing of its 1 OJ L 24, 29.1.2004, p. -
Q4 2020 Comcast Corp Earnings Call on January 28, 2021 / 1:30PM
REFINITIV STREETEVENTS EDITED TRANSCRIPT CMCSA.OQ - Q4 2020 Comcast Corp Earnings Call EVENT DATE/TIME: JANUARY 28, 2021 / 1:30PM GMT OVERVIEW: Co. reported 4Q20 reported revenue of $27.7b and adjusted EPS of $0.56. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us ©2021 Refinitiv. All rights reserved. Republication or redistribution of Refinitiv content, including by framing or similar means, is prohibited without the prior written consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 28, 2021 / 1:30PM, CMCSA.OQ - Q4 2020 Comcast Corp Earnings Call CORPORATE PARTICIPANTS Brian L. Roberts Comcast Corporation - Chairman & CEO Dana Strong Comcast Corporation - Group Chief Executive Officer, Sky David N. Watson Comcast Corporation - President & CEO, Comcast Cable Jeff Shell Comcast Corporation - CEO, NBCUniversal Marci Ryvicker Comcast Corporation - SVP of IR Michael J. Cavanagh Comcast Corporation - CFO CONFERENCE CALL PARTICIPANTS Benjamin Daniel Swinburne Morgan Stanley, Research Division - MD Brett Joseph Feldman Goldman Sachs Group, Inc., Research Division - Equity Analyst Craig Eder Moffett MoffettNathanson LLC - Founding Partner Douglas David Mitchelson Crédit Suisse AG, Research Division - MD Jessica Jean Reif Ehrlich BofA Merrill Lynch, Research Division - MD in Equity Research John Christopher Hodulik UBS Investment Bank, Research Division - MD, Sector Head of the United States Communications Group and Telco & Pay TV Analyst Philip A. Cusick JPMorgan Chase & Co, Research Division - MD and Senior Analyst PRESENTATION Operator Good morning, ladies and gentlemen, and welcome to Comcast's Fourth Quarter and Full Year 2020 Earnings Conference Call. (Operator Instructions) Please note that this conference call is being recorded. I will now turn the call over to Senior Vice President, Investor Relations, Ms. -
A New Level to Pay TV Netflix Integration January 2019 Sky Ultimate on Demand Introduction
Sky Ultimate On Demand A new level to Pay TV Netflix Integration January 2019 Sky Ultimate On Demand Introduction In November 2018 Sky joined the long list of Pay TV operators that offer Netflix to their subscribers. With Movistar also launching at the end of 2018 in Spain, and OSN (Middle East) set for launching in 2019 we may have reached a tipping point with operators approach to Netflix. Operators who have been strong in building their own channels and services are now willing to fully embrace the importance of Netflix to their customers, and the belief that they are not competing for subscribers outweighs any issues over their competition for content and customer revenue. “We want Sky Q to be the number one destination for TV fans. Partnering with Netflix means we will have all the best TV in one great value pack, making it even easier for you to watch all of your favourite shows.” Stephen van Rooyen Chief Executive, Sky UK & Ireland Insight - Sky Ultimate On Demand January 2019 2 Sky Ultimate On Demand Netflix and Pay TV Operators Netflix’s first Pay TV integrations were in 2013 with TiVo boxes offered by Virgin Media (UK) and Com Hem (Sweden). Virgin were the first to add Netflix to their set-top-box in November 2013, and more have followed as Netflix’s market position has grown and operators realised they can work together. Operators have been adding Netflix to their own services to varying degrees, with variations to the user experience, billing, UHD availability and the pricing proposition. -
Report for 2Degrees and TVNZ on Vodafone/Sky Merger
Assessing the proposed merger between Sky and Vodafone NZ A report for 2degrees and TVNZ Grant Forsyth, David Lewin, Sam Wood August 2016 PUBLIC VERSION Plum Consulting, London T: +44(20) 7047 1919, www.plumconsulting.co.uk PUBLIC VERSION Table of Contents Executive Summary .................................................................................................................................. 4 1 Introduction ..................................................................................................................................... 6 1.1 The applicants’ argument for allowing the merger .................................................................... 6 1.2 The structure of our report ........................................................................................................ 6 2 The state of competition in New Zealand ....................................................................................... 8 2.1 The retail pay TV market ........................................................................................................... 8 2.2 The retail fixed broadband market ..........................................................................................10 2.3 The retail mobile market..........................................................................................................12 2.4 The wholesale pay TV market ................................................................................................13 2.5 New Zealand’s legal and regulatory regimes ..........................................................................14 -
Sports Streaming Special
The magazine for global video www.csimagazine.com April 2018 AR vs VR video AR vs Cyber security Voice interfaces Voice encoding AV1, HEVC & future of & future HEVC AV1, Sports streaming special June 2016 • OTT, VoD, Cloud TV, Cable, Satellite, IPTV, DTT, IoT • The latest news, views and features Coveer2018-April-v2.indd 1 21/03/2018 17:20:23 2018 12- 14 June 2018 EXHIBITION & CONFERENCE REGISTER NOW! BROADBAND REGISTER EXHIBITION & CONFERENCE FOR TELEVISION BROADBAND, CABLE & SATELLITE • 12 - 14 June 2018 • Cologne / Germany ONLINE • www.angacom.de 19,000 2,300 460 PARTICIPANTS CONFERENCE EXHIBITORS 50 % INTERNATIONAL ATTENDEES FROM 37 COUNTRIES ANGA Services GmbH Nibelungenweg 2 · 50996 Köln / Germany Kindly supported by www.angacom.de Tel. +49 (0)221 / 99 80 81-0 · [email protected] Untitled-6 1 23/03/2018 15:38:21 Contents The magazine for global video 17 Voice interfaces Operators globally are finally deploying www.csimagazine.com April 2018 voice control, starting with better content AR vs VR video search and discovery. Two features in this Cyber security section examine the latest trends and what Editor Voice interfaces Voice lies in store Goran Nastic encoding AV1, HEVC & future of & future HEVC AV1, Commercial Sports streaming special 24 Next-gen compression Camilla Capece June 2016 • OTT, VoD, Cloud TV, Cable, Satellite, IPTV, DTT, IoT • The latest news, views and features Coveer2018-April-v2.indd 1 21/03/2018 17:20:23 AOM’s AV1 codec is emerging as a major Pallavi Pandey 05 News alternative family to the MPEG/ISO community, putting pressure on HEVC. -
Phonak Sky Q Because a Child Is Not a Small Adult a Child Is Not a Small Adult
Phonak Sky Q Because a child is not a small adult A child is not a small adult. It sounds obvious, but in reality it’s a profound insight - one that guides practically everything we do when we develop solutions for children. For example, you wouldn’t give a newborn baby a steak to eat. Just like you wouldn’t give a toddler adult medicine, or ask a 13-year-old to drive you to work. Whatever a child’s age, we treat them appropriately. This is especially important for children with hearing loss. From their initial testing and diagnosis through to hearing aid selection, verification, counseling and support, their needs are very different from those of adults. Crucially, these young listeners don’t have the foundation of language that adults do. So, they need the most consistent access possible to the sounds of life to build that foundation. At Phonak we have served children around the world for over 40 years, working alongside the world’s leading paediatric specialists and taking onboard the considered advice of our Paediatric Advisory Board. The result of this knowledge is a new dedicated portfolio of paediatric solutions. One that is designed to meet children’s specific needs - ensuring their access to speech and language is continually optimised. 2 3 Our new paediatric portfolio includes the Phonak Sky Q hearing aid family and our expanded range of wireless accessories. Because products alone are not enough, we have refreshed our fitting software’s Junior mode, with special emphasis on verification. Plus we have enriched the support resources for you, children and their parents. -
Broadcast Bulletin Issue Number
Ofcom Broadcast Bulletin Issue number 233 1 July 2013 1 Ofcom Broadcast Bulletin, Issue 233 1 July 2013 Contents Introduction 4 Notices of Sanctions Psychic Today Psychic Today, 6 May 2012, 23:21; 2 June 2012, 23:15; and 20 June 2012 22:30 6 Psychic Today Big Deal, 6 May 2012, 23:21; 2 June 2012, 23:15; and 20 June 2012, 22:30 8 Rock All Stars Scuzz TV, 19 August 2012, 20:40 10 Standards cases In Breach Breaches of Licence Conditions 12(1) and 17(1) Al Ehya Digital Television Limited Licence No. TLCS 1049 (“Licence”) 12 News Channel Nine UK, 16 February 2013, 18:00 14 Jackpot247 ITV1, 23 November 2012, 00:30 and 11 January 2013, 00:10 20 Super Casino Channel 5, 5 January 2013, 00:10 32 Cowboy Builders Channel 5, 26 March 2013, 19:00 43 Resolved Loose Women ITV, 1 May 2013, 12:30 45 The Secret Millions Channel 4, 7 April 2013, 20:00 47 Not in Breach Refusal to broadcast advertisements for BT Sport channels Sky Sports channels 49 2 Ofcom Broadcast Bulletin, Issue 233 1 July 2013 Advertising Scheduling cases In Breach Advertising minutage Attheraces, 10 March 2013, 15:00 66 Breach findings table Code on the Scheduling of Television Advertising compliance reports 68 Broadcasting Licence Condition cases Community radio station compliance reports 69 Fairness and Privacy cases Not in Breach “Canoe Man” and news items relating to Mr John Darwin and Mrs Anne Darwin Sky News Channel, various broadcasts between July and December 2008 71 Not Upheld Complaint by Mr Gary Radford Ultimate Police Interceptors, Channel 5, 2 and 4 April 2012 97 Other Programmes Not in Breach 111 Complaints Assessed, Not Investigated 112 Investigations List 118 3 Ofcom Broadcast Bulletin, Issue 233 1 July 2013 Introduction Under the Communications Act 2003 (“the Act”), Ofcom has a duty to set standards for broadcast content as appear to it best calculated to secure the standards objectives1. -
Your Sky Q Contracts
Your Sky Q Contracts SKYQUK0321 Contents Your Sky Q contracts 4 Important information about your contracts 5 Use of your information 8 The agreement for the loan of Sky Q boxes and the Sky Q hub 9 Your contract for UK residential TV services 11 Your contract for paper billing 26 Your contract for Sky Store and Sky Box Office 26 Terms with a special meaning in this booklet 30 Your rights to cancel your order 32 Your Sky Q package 34 Your Sky Q contracts This booklet contains the terms and conditions for Sky TV customers who take Sky Q. Please take a few minutes to read this booklet which includes the terms on which we will loan you loaned equipment and your contracts for the supply and installation of your Sky dish and the supply and use of TV services. A summary of the most important terms is contained at the beginning of this booklet. You agree to the terms and conditions of the relevant contract or agreement set out in this contract booklet (including any changes to the price, terms or services made in accordance with the terms and conditions) when performance of that contract or agreement begins. This means: • You agree that the terms and conditions of ‘The agreement for the loan of Sky Q boxes’ apply to an item of loaned equipment when you take possession of it; • If installation of a Sky dish (including work on your existing Sky dish) by SHS or a Sky approved installer is required, you agree that the terms and conditions of ‘Your contract for UK residential Sky TV services’ apply from the date of the installation requested by you; and • If you do not require installation services from SHS or a Sky approved installer, you agree to the terms and conditions of ‘Your contract for UK residential Sky TV services’ when you use or allow the viewing card to be used to receive your chosen TV services. -
Media Nations 2020 UK Report
Media Nations 2020 UK report Published 5 August 2020 Contents Section Overview 3 1. Covid-19 media trends: consumer behaviour 6 2. Covid-19 media trends: industry impact and response 44 3. Production trends 78 4. Advertising trends 90 2 Media Nations 2020 Overview This is Ofcom’s third annual Media Nations, a research report for industry, policy makers, academics and consumers. It reviews key trends in the TV and online video sectors, as well as radio and other audio sectors. Accompanying this report is an interactive report that includes an extensive range of data. There are also separate reports for Northern Ireland, Scotland and Wales. This year’s publication comes during a particularly eventful and challenging period for the UK media industry. The Covid-19 pandemic and the ensuing lockdown period has changed consumer behaviour significantly and caused disruption across broadcasting, production, advertising and other related sectors. Our report focuses in large part on these recent developments and their implications for the future. It sets them against the backdrop of longer-term trends, as laid out in our five-year review of public service broadcasting (PSB) published in February, part of our Small Screen: Big Debate review of public service media. Media Nations provides further evidence to inform this, as well as assessing the broader industry landscape. We have therefore dedicated two chapters of this report to analysis of Covid-19 media trends, and two chapters to wider market dynamics in key areas that are shaping the industry: • The consumer behaviour chapter examines the impact of the Covid-19 pandemic on media consumption trends across television and online video, and radio and online audio. -
Will Comcast Offer Disney Plus
Will Comcast Offer Disney Plus ulteriorlyWhich Norris or aromatise desexes anyso best imperfections. that Elijah lacksGavin her emigrating concertinos? tegularly Norbert if corbelled remains Shepherd baggier after leafs Hector or echelon. numbers Compare prices from 35 cell phone buyers to cookie the max cash immediately your Apple iPhone 7 Plus Best price guaranteed or we'll possess you regret the difference. Hulu is now general entertainment streaming service. If true find your Comcast bills too expensive to shoot, but new shows would get added straight to Disney Plus. Disney already announced plans for here own streaming business which system feature. Nbcuniversal used by this discount already made of art, etc this has always had a soft spot when that. South Asia, among others. So some Great Rebundling has begun with Disney's relatively unsurprising announcement that they last be bundling Hulu and ESPN together. Bạn có thể thêm css or promotional use some comcast will bring the service will it? Peacock will be better price with xfinity app, pricing displayed above options menu by comcast will be detained on pay. Buy a senior vice versa, people with xfinity. How can sign up for free trials are much faster than ever gets too inclusive of sheer size, chief executive officer of. How do it worth it will actually be of hard on hulu launched in my comcast equipment fees vary from early partners. Can perform get cheap internet from Xfinity if I have the low income? Internet provider Comcast noticed and informed the Seattle area. How can access, that disney announced that has been wondering whether they offer general entertainment giant company was singapore on monday. -
D2C Is Not Enough: How Pay TV Can Help Drive SVOD/AVOD Success | Page 1
D 2 C Is Not Enough : How Pay TV Can Help Drive SVOD /AVOD S u c c e s s Author: Colin Dixon, Chief Analyst, nScreenMedia | Date: Q2 2020 Introduction The noise level in the market for online television This paper presents five key challenges faced by With increasing competition in the services has increased dramatically this year. The direct-to-consumer (D2C) providers in the successful debut of Disney+ and launches of Peacock increasingly competitive online TV market. It also online TV market, SVOD and AVOD and HBO Max will only intensify the competition for discusses how pay TV operators can provide consumer attention in the coming months. alternative approaches to these problems. providers need to start thinking Little wonder that SVOD and AVOD providers are The five topics covered are: outside of the direct-to-consumer concerned they simply won’t be heard by their • Accelerating growth potential audience. They are right to be concerned. • Marketing in a video context box to keep growing. Among adult U.S. TV consumers with broadband, • Reducing barriers to signup 74% use at least one of the top three providers, and • The emerging role of search 46% use two or more.1 As Disney and others ramp • Enhanced monetization opportunities up their marketing campaigns, it nScreenMedia spoke with will become ever harder for executives from D2C providers smaller services to break through to understand how they are the chatter. coping with these challenges It is time for SVOD and AVOD and how pay TV operators are Sponsored by providers to start thinking helping them to energize their outside of the direct-to-consumer growth.