sunil gupta future assembly 11/17/2015
TRANSCRIPT
![Page 1: Sunil Gupta Future Assembly 11/17/2015](https://reader037.vdocument.in/reader037/viewer/2022092803/58d0d3431a28ab47238b4e11/html5/thumbnails/1.jpg)
Sunil Gupta| HARVARD BUSINESS SCHOOL 1
Comcast Corpora>on Sunil Gupta November 2015
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Sunil Gupta| HARVARD BUSINESS SCHOOL 2
Television Industry
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Sunil Gupta| HARVARD BUSINESS SCHOOL 3
Comcast Response
• July 2015: Launched Stream, live streaming of broadcast networks and HBO for $15/month + Internet subscripHon
• Sep 2015: Launched Watchable, short-‐form web content from Vice, Vox, BuzzFeed and others
• Oct 2015: Launched Sesso, comedy-‐focused subscripHon service for $3.99 per month
• Oct 2015: Seeks to harness trove of TV data
• Oct 2015: TesHng wireless service
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Sunil Gupta| HARVARD BUSINESS SCHOOL 4
Comcast Subscribers (‘000)
0
5,000
10,000
15,000
20,000
25,000
1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15
Video Internet Voice
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Sunil Gupta| HARVARD BUSINESS SCHOOL 5
Revenue ($m)
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15
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Sunil Gupta| HARVARD BUSINESS SCHOOL 6
OperaHng Income ($m)
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15
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Sunil Gupta| HARVARD BUSINESS SCHOOL 7
Stock Price
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Sunil Gupta| HARVARD BUSINESS SCHOOL 8
Stock Price