Comcast Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. Good morning. I'm Ben Swinburne, Morgan Stanley's telecom, cable, and media analyst. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures.
And I'm really excited to welcome this morning here, day two of TMT, Mike Cavanagh, Co-CEO of Comcast, previously served as Comcast CFO, shaping the company's strategy, capital allocation, and operating discipline across connectivity and NBCUniversal. Mike, thanks for being here.
Great to be here. I guess it's our last garage together in this format, some other format maybe. Congrats, by the way.
Questions & Answers
Thank you very much. Thank you very much. So why don't we start? You guys just wrapped up a very big month for the company. In February, we were just chatting about the Olympics backstage. When you step back, what
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