Gauging Comcast’s Operational Metrics before Q1 Earnings?
Comcast’s (CMCSA) capex trend has been shifting. The cost of rolling out its CPE (customer premise equipment) is decreasing as a percentage of total capex.
In this part of the series, we’ll look at some key metrics you can use to compare media companies’ valuation
On April 19, Bloomberg reported, citing Verizon Communications’ (VZ) CEO, Lowell McAdam, that Verizon is open to merger discussions with either Comcast (CMCSA), The Walt Disney Company (DIS), or CBS (CBS).
Earlier this month, Comcast (CMCSA) launched Xfinity Mobile, its wireless service. Comcast is offering two packages as a part of its wireless service.
Comcast’s (CMCSA) NBCUniversal broadcast television earns the majority of its revenues from advertising and retransmission.
Comcast’s (CMCSA) focus on taking its Business Services segment to the next level is expected to continue this year as well.
Late last month, Comcast (CMCSA) announced that it had introduced its Xfinity Prepaid Internet service.
On April 20, 2017, Comcast’s (CMCSA) stock was trading at $38.00, 2.7% above its 100-day and 20-day moving averages of $37 and exactly at its 50-day moving average of $38.
Comcast’s (CMCSA) X1 set-top box, which has been the key in differentiating the company from competitors, is driving its video business.
On April 20, 2017, Comcast’s (CMCSA) stock closed at $38.00. Comcast is expected to announce its fiscal 1Q17 results on April 27.
In the virtualization space, VMware faces stiff competition from Microsoft’s Hyper-V, Citrix Systems’ Xen, and Red Hat’s RHEV (Red Hat Enterprise Virtualization).
On April 20, 2017, VMware’s stock had risen ~77.5% in the trailing-12-month period. In the trailing-one-month period, it had risen ~3.4%.
Earlier, we discussed the market’s expectations for VMware’s (VMW) upcoming fiscal 1Q17 results. Now, let’s see where VMware stands in the software space.
The cloud space, which grew 25% to become a $148 billion market in 2016, is dominated by Amazon with its 40% market share.
VMware’s strategic partnerships with Amazon (AMZN) and IBM (IBM) in the cloud space have contributed significantly to the market’s improved sentiment toward its stock.
VMware’s focus on the HCI (hyper-converged infrastructure) space will also benefit the company in the hybrid cloud space.
Before acquiring Wavefront, VMware made the news when it announced the sale of its vCloud Air to OVH, a France-based cloud company that has partnered with VMware in the past.
Let’s have a look at VMWare’s (VMW) offerings in the HCI (hyper-converged infrastructure) space, including its VSAN (virtual storage area network) and VxRail software.
In its fiscal 4Q16 earnings release, VMware shared that the company had closed an “NSX-only deal” that surpassed $10 million in the quarter.
Let’s see how VMware’s acquisition of Wavefront could provide it with access to container technology, which could be beneficial for VMware in the IaaS (Internet as a service) space.