Comcast Corp (MEX:CMCS A)
MXN 432 +11.95 (+2.88%) Market Cap: 1.52 Tn Enterprise Value: 2.93 Tn PE Ratio: 8.16 PB Ratio: 1.00 GF Score: 66/100

Comcast Corporation at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 09, 2026 / 03:10PM GMT
Release Date Price: MXN415.55 (-6.59%)
Michael Ng
Goldman Sachs International - Analyst

Great. Well, good morning, everybody. Welcome to the Comcast fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng. I cover media, cable, telco here at the firm. And it's my privilege to introduce Jason Armstrong, who is the Chief Financial Officer at Comcast.

We have about 35 minutes for today's presentation, but first and foremost, thank you so much for being here, Jason.

Jason Armstrong
Comcast Corporation - Chief Financial Officer

Mike, thanks for having me.

Questions & Answers

Michael Ng
Goldman Sachs International - Analyst

To start off, Comcast recently announced plans to spin off NBCUniversal and Sky from Connectivity and Technology. Could you talk a little bit about what drove that decision? How might the strategy at each entity differ after the separation?

Jason Armstrong
Comcast Corporation - Chief Financial Officer

Yeah. Well, thanks, Mike. Well,

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