Comcast Corp (HAM:CTP2)
€ 19.97 -0.099 (-0.49%) Market Cap: 71.08 Bil Enterprise Value: 146.13 Bil PE Ratio: 4.46 PB Ratio: 0.92 GF Score: 65/100

Comcast Corp at UBS Global Media and Communications Conference Transcript

Dec 08, 2025 / 02:45PM GMT
Release Date Price: €21.84 (-1.33%)
John Hodulik
UBS AG - Analyst

Okay. All right. So I think everybody knows who we are. We have 35 minutes for Q&A. And yes, let's -- there's been no shortage of headlines in the media these past couple of weeks. So from your vantage point, can you just talk about how NBCUniversal is positioned to meet all this industry change? And what should investors focus on as the real drivers of the story at Comcast?

Questions & Answers

Mike Cavanagh
Comcast Corp - President

Sure. Well, let's start on the NBCUniversal side since there's so much news in the last couple of days on that score. So I just want to remind everybody or make the point, a lot of accomplishments in 2025, basically, everything we wanted to do at NBCUniversal, we did and then some. So great team, great effort. I'll get into it piece by piece, which is Park Studios and the Media segment, including Peacock.

But one of the very important things that happen that spread across the whole place was preparing for and now being at the precipice of the Versant spin. And so I think that

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