Comcast Corporation (CMCSA) |
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Comcast's Comment on Competitors and Industry Peers
All of our businesses operate in intensely competitive, consumer-driven and
rapidly changing environments and compete with a growing number of companies
that provide a broad range of communications products and services and entertainment,
news and information products and services to consumers. Technological changes
are further intensifying and complicating the competitive landscape for all
of our businesses by challenging existing business models and affecting consumer
behavior.
Cable Communications
Competition for the cable services we offer consists primarily of direct broadcast
satellite (“DBS”) providers, which have a national footprint and
compete in all our service areas, and phone companies, which overlap approximately
45% of our service areas and are continuing to expand their fiber-based networks.
These competitors offer features, pricing and packaging for cable services that
are comparable to the pricing and services we offer. There also continue to
be new companies, some with significant financial resources, that potentially
may compete on a larger scale with our cable services. For example, companies
continue to emerge that provide Internet streaming and downloading of video
programming, some of which charge a nominal or no fee, and Google recently launched
high-speed Internet and video services in a limited number of areas. Moreover,
wireless technology, such as 3G and 4G wireless broadband services and Wi-Fi
networks, may compete with our video and high-speed Internet services, and our
voice services are facing increased competition as a result of wireless and
Internet-based phone services.
Video Services
We compete with a number of different sources that provide news, sports, information
and entertainment programming to consumers, including:
DBS providers that transmit satellite signals containing video programming and
other information to receiving dishes located on the customer’s premises
phone companies that have built and continue to build fiber-optic-based networks
that provide cable services similar to ours, which now overlap a substantial
portion of our service areas
other providers that build and operate wireline communications systems in the
same communities that we serve, including those operating as franchised cable
operators
satellite master antenna television (“SMATV”) systems that generally
serve MDUs, office complexes and residential developments
We also may compete with online digital distributors that offer online services
and devices that enable Internet video streaming and downloading of movies,
television shows and other video programming.
Direct Broadcast Satellite Providers
According to recent government and industry reports, conventional medium-power
and high-power satellites provide video programming to 34 million subscribers
in the United States. DBS providers with high-power satellites typically offer
video services substantially similar to our video services. Two companies, DIRECTV
and DISH Network, provide service to substantially all of these DBS subscribers.
DBS providers also have marketing arrangements with certain phone companies
in which the DBS provider’s video services are sold together with the
phone company’s high-speed Internet and phone services.
Phone Companies
Certain phone companies, in particular AT&T, Verizon and CenturyLink, have
built and are continuing to build wireline fiber-optic-based networks that provide
video and high-speed Internet services in substantial portions of our service
areas. These and other phone companies also may market video services provided
by DBS providers in certain areas where they provide only high-speed Internet
and phone services.
Other Wireline Providers
Federal law prohibits franchising authorities from unreasonably denying requests
for additional franchises, and it permits franchising authorities to operate
cable systems. In addition to phone companies, various other companies, including
those that traditionally have not provided cable services and have significant
financial resources, have obtained cable franchises and provide competing cable
services. These and other cable systems offer cable services in some areas where
we hold franchises. We anticipate that facilities-based competitors may emerge
in other franchise areas that we serve.
Satellite Master Antenna Television Systems
Our cable services also compete for customers with SMATV systems. SMATV system
operators typically are not subject to regulation in the same manner as local,
franchised cable system operators. SMATV systems offer their subscribers both
improved reception of local broadcast television stations and much of the programming
offered by our cable systems. In addition, some SMATV system operators offer
packages of video, Internet and phone services to residential and business subscribers.
Other
We may also compete with newer online services from digital distributors that
enable Internet video streaming and downloading of movies, television shows
and other video programming and in some cases charge a nominal or no fee. Additionally,
we may compete with consumer electronic companies that sell Internet-connected
TVs or gaming consoles that provide their own user interface for searching TV
programs and offer links to various third-party apps. The success of these newer
services could negatively impact demand for our video services, including for
our DVR, premium network, On Demand and streaming services.
Our cable services also may compete for customers with other companies, such
as local broadcast television stations that provide multiple channels of free
over-the-air programming, as well as newer services that provide programming
from such broadcasts online for a fee, as well as video rental services and
home entertainment products.
High-Speed Internet Services
We compete with a number of companies offering Internet services, many of which
have substantial resources, including:
wireline phone companies
Internet service providers
wireless phone companies and other providers of wireless Internet service
power companies
municipal broadband networks
Digital subscriber line (“DSL”) technology allows Internet access
to be provided to customers over phone lines at data transmission speeds substantially
greater than those of dial-up modems. Phone companies and certain other companies
offer DSL service, and several of these companies have increased data transmission
speeds, lowered prices or created bundled service packages. In addition, some
phone companies, such as AT&T, Verizon and CenturyLink, have built and are
continuing to build fiber-optic-based networks that allow them to provide data
transmission speeds that exceed those that can be provided with DSL technology
and are now offering these higher-speed services in many of our service areas.
Additionally, Google recently launched high-speed Internet services in a limited
number of areas.
Various wireless companies are offering Internet services using a variety of
network types, including 3G and 4G wireless high-speed Internet networks and
Wi-Fi networks. Some of these services are similar to ours. These networks work
with devices such as wireless data cards and wireless embedded devices, such
as smartphones, laptops, tablets and mobile wireless routers that connect to
such embedded devices. In addition, a growing number of commercial venues, such
as retail malls, restaurants and airports, offer Wi-Fi service. Numerous local
governments are also considering or actively pursuing publicly subsidized Wi-Fi
and other Internet access networks. The availability of these wireless offerings
could negatively impact the demand for our high-speed Internet services.
Voice Services
Our voice services compete with wireline phone companies, including incumbent
local exchange carriers (“ILECs”) competitive local exchange carriers
(“CLECs”), wireless phone service providers and other VoIP service
providers. Certain phone companies, such as the ILECs AT&T and Verizon,
have substantial capital and other resources, longstanding customer relationships,
and extensive existing facilities and network rights-of-way. A few CLECs also
have existing local networks and significant financial resources. In addition,
we are increasingly competing with wireless phone service providers as people
substitute mobile phones for landline phones and with Internet-based phone services.
Business Services
Our business services primarily compete with a variety of phone companies, including
ILECs and CLECs. These companies either operate their own network infrastructure
or rely on reselling another carrier’s network. We also compete with satellite
operators who provide video offerings for businesses.
NBCUniversal Segments
Cable Networks and Broadcast Television
Our cable networks, broadcast television networks and owned local broadcast
television stations compete for viewers’ attention and audience share
with all forms of programming provided to viewers, including cable, broadcast
and premium networks, local broadcast television stations, home entertainment,
pay-per-view and video-on-demand services, online activities, such as social
networking and viewing user-generated content, and other forms of entertainment,
news and information. Our cable networks, broadcast television networks and
owned local broadcast television stations may compete for viewers’ attention
with digital distributors, some of which have their own high-quality original
content.
Our cable networks, broadcast television networks and owned local broadcast
television stations compete for the acquisition of programming and for on-air
and creative talent with other cable and broadcast networks, local television
stations and online digital distributors. The market for programming is very
competitive, particularly for sports programming, where the cost for such programming
is significant.
Our cable networks compete with other cable networks and programming providers
for carriage of their programming by multichannel video providers and online
digital distributors. Our broadcast television networks compete with the other
broadcast networks in markets across the United States to secure affiliations
with independently owned television stations, which are necessary to ensure
the effective distribution of network programming to a nationwide audience.
In addition, our cable networks and broadcast television production operations
compete with other production companies and creators of content for the acquisition
of story properties, creative, performing and technical personnel, and with
distributors for their content and for consumer interest in their content.
Filmed Entertainment
Our filmed entertainment business competes for audiences for its films and other
entertainment content with other major studios and, to a lesser extent, with
independent film producers, as well as with alternative forms of entertainment.
Our competitive position primarily depends on the number of films we produce,
their distribution and marketing success, and consumer response. Our filmed
entertainment business also competes to obtain creative, performing and technical
talent, including writers, actors, directors and producers, as well as scripts
for films. Our filmed entertainment business also competes with the other major
studios and other producers of entertainment content for sources of financing
for the production of its films, for the exhibition of its films in theaters,
and for shelf space in retail stores for its DVDs and with digital distributors
for the licensing and sale of its products.
Theme Parks
Our theme parks business competes with other multi-park entertainment companies.
We also compete with other forms of entertainment, lodging, tourism and recreational
activities. In order to maintain the competitiveness of our theme parks, we
have invested and continue to invest in existing and new theme park attractions
and infrastructure. The investment required to introduce new attractions in
our theme parks can be significant.
Advertising
Our cable communications business, cable networks, broadcast television networks,
and owned local broadcast television stations compete for the sale of advertising
time with other television networks and stations, as well as with all other
advertising platforms, such as radio stations, print media and websites. Additionally,
advertisers’ willingness to purchase advertising from us may be adversely
affected by lower audience ratings at our cable networks, broadcast television
networks and owned local broadcast television stations. Declines in advertising
revenue also can be caused by increased competition for the leisure time of
audiences and audience fragmentation and from the growing use of new technologies
such as DVRs, which give consumers greater flexibility to watch programming
on a time-delayed or on-demand basis or to fast-forward or skip advertisements
within programming.
Overall company Market Share Q4 2023 |
*Market share is calculated based on total revenue.
Who are Comcast Corporation's Competitors?
At and t Inc Share Performance
-5.23%
30 Days
|
At and t Inc
Profile
AT&T Inc.'s business model can be described as a telecommunications and media conglomerate, providing a wide range of services including wireless communication, wireline communication, and entertainment content through its various subsidiaries.
More about At and t Inc 's Market Share
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Lumen Technologies inc Share Performance
-18.40%
This Quarter
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Lumen Technologies inc
Profile
Lumen Technologies Inc.'s business model revolves around providing telecommunications services and solutions to both individuals and businesses.
More about Lumen Technologies inc 's Market Share
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Verizon Communications Inc Share Performance
+2.16%
One Year
|
Verizon Communications Inc
Profile
Verizon Communications Inc. operates as a leading telecommunications company providing a range of services, including wireless, broadband, and enterprise solutions to both residential and business customers.
More about Verizon Communications Inc 's Market Share
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Walt Disney Co Share Performance
+12.21%
One Year
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Walt Disney Co
Profile
Walt Disney Co operates as a diversified entertainment company, focusing on four main business segments: Media Networks, Parks, Experiences and Products, Studio Entertainment, and Direct-to-Consumer & International. The company generates revenue through the production and distribution of content across various media platforms, the operation of theme parks and resorts, merchandising, and the direct-to-consumer streaming services. Disney's business model revolves around creating and monetizing captivating content while leveraging its iconic brand and successful franchises to drive consumer engagement and loyalty.
More about Walt Disney Co's Market Share
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Fox Corporation Share Performance
+0.60%
This Year
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Fox Corporation
Profile
Fox Corporation is a media company that operates through various platforms including television broadcasting and cable news networks. It primarily generates revenue through advertising sales, predominantly in the United States. With a focus on news and entertainment, Fox Corporation aims to engage a wide range of viewers and consumers through their diverse content offerings.
More about Fox Corporation's Market Share
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Frontier Communications Parent Inc Share Performance
-1.99%
This Quarter
|
Frontier Communications Parent Inc
Profile
Frontier Communications Parent Inc operates as a telecommunications company, providing a range of voice, data, and video services to residential and business customers. Their business model revolves around offering reliable and affordable communication solutions, including internet access, TV services, and voice services, with a focus on serving rural communities. They generate revenue by charging subscription fees for their services and strive to expand their customer base through strategic partnerships and acquisitions.
More about Frontier Communications Parent Inc 's Market Share
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News Corporation Share Performance
-2.94%
Over The Past 5 Days
|
News Corporation
Profile
News Corporation's business model revolves around media and entertainment. It is primarily involved in the creation, distribution, and monetization of various forms of news, information, and entertainment content. This includes owning and operating television networks, film production studios, newspapers, publishing houses, and digital media platforms. The company generates revenue through advertising, subscriptions, content licensing, and other related services.
More about News Corporation's Market Share
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Graham Holdings Co Share Performance
-4.59%
Over The Past 5 Days
|
Graham Holdings Co
Profile
Graham Holdings Co's business model focuses on diverse investments and holdings in the education, media, and healthcare industries. They seek opportunities in companies that align with their long-term growth objectives and generate sustainable profits.
More about Graham Holdings Co's Market Share
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Netflix Inc Share Performance
0.00%
30 Days
|
Netflix Inc
Profile
Netflix Inc operates as a subscription-based streaming service that offers a wide range of television shows, movies, and original content to its subscribers. It earns revenue primarily from monthly subscription fees and aims to attract and retain customers by continuously expanding its content library and utilizing data-driven algorithms to personalize recommendations.
More about Netflix Inc 's Market Share
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Anheuser busch Inbev Sa Share Performance
-12.13%
This Quarter
|
Anheuser busch Inbev Sa
Profile
Anheuser Busch Inbev SA is a multinational beverage company that focuses on the production, marketing, and distribution of beer.
More about Anheuser busch Inbev Sa's Market Share
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Ncr Voyix Corporation Share Performance
-26.55%
This Quarter
|
Ncr Voyix Corporation
Profile
Ncr Voyix Corporation's business model focuses on providing innovative software solutions to improve efficiency and streamline various business processes.
More about Ncr Voyix Corporation's Market Share
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Cedar Fair L p Share Performance
-8.61%
30 Days
|
Cedar Fair L p
Profile
Cedar Fair's business model focuses on operating and managing amusement parks and entertainment destinations.
More about Cedar Fair L p 's Market Share
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Level 3 Parent Llc Share Performance
0.00%
This Quarter
|
Level 3 Parent Llc
Profile
Level 3 Parent LLC operates as a provider of global telecommunications services, offering network solutions and communication services to enterprise customers and network service providers worldwide.
More about Level 3 Parent Llc's Market Share
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Alarm com Holdings Inc Share Performance
+32.73%
One Year
|
Alarm com Holdings Inc
Profile
Alarm.com Holdings Inc. operates as a technology company that provides cloud-based security and smart home solutions to residential and commercial customers. Their business model revolves around offering software-as-a-service (SaaS) subscriptions, coupled with hardware components, to deliver integrated security, automation, and energy management solutions through their platform.
More about Alarm com Holdings Inc 's Market Share
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Everbridge Inc Share Performance
+0.46%
30 Days
|
Everbridge Inc
Profile
Everbridge Inc operates on a software-as-a-service (SaaS) business model, offering a critical event management platform to organizations. The company provides a comprehensive suite of solutions that enable businesses to effectively manage and respond to critical events, including emergency situations, natural disasters, cyberattacks, and operational disruptions. Everbridge uses a subscription-based pricing model, allowing organizations to pay for the desired level of services and features on an ongoing basis.
More about Everbridge Inc 's Market Share
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George Risk Industries Inc Share Performance
-4.38%
This Quarter
|
George Risk Industries Inc
Profile
George Risk Industries Inc. operates as a manufacturer and distributor of security products. They design, produce, and market various security devices, including door and window contact switches, specialized magnets, and other related products, catering to the needs of the security industry.
More about George Risk Industries Inc 's Market Share
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Seachange International Inc Share Performance
0.00%
30 Days
|
Seachange International Inc
Profile
Seachange International Inc operates as a software company, providing solutions for the management, distribution, and monetization of video content across various platforms. Its business model focuses on developing, licensing, and supporting software products and services that enable media companies to deliver personalized video content to consumers.
More about Seachange International Inc's Market Share
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Roku Inc Share Performance
-10.31%
30 Days
|
Roku Inc
Profile
Roku Inc's business model revolves around the development and manufacturing of digital media players, as well as providing a platform for streaming various entertainment content.
More about Roku Inc 's Market Share
|
Sphere Entertainment Co Share Performance
0.00%
One Year
|
Sphere Entertainment Co
Profile
Sphere Entertainment Co operates as a media production and distribution company, focusing on creating and distributing films, television series, and other forms of entertainment content worldwide, thereby generating revenue through licensing and distribution deals with various platforms and networks.
More about Sphere Entertainment Co 's Market Share
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Cinemark Holdings Inc Share Performance
+29.51%
This Year
|
Cinemark Holdings Inc
Profile
is a leader and one of the most geographically diverse operators in the motion picture exhibition industry
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Gaia Inc Share Performance
+16.95%
30 Days
|
Gaia Inc
Profile
operates a global digital video subscription service and on-line community that caters to a unique and underserved member bas
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Reading International Inc Share Performance
-1.70%
30 Days
|
Reading International Inc
Profile
is an internationally diversified company focused on the development, ownership and operation of entertainment and real property assets
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Roblox Corporation Share Performance
-9.28%
30 Days
|
Roblox Corporation
Profile
is building a human co-experience platform that enriches the way people connect, create and express themselves through shared experiences
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Kaltura Inc Share Performance
-32.97%
This Year
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Kaltura Inc
Profile
Kaltura Inc is a software company that offers a comprehensive platform for managing, delivering, and monetizing video content. Their business model revolves around providing businesses, educational institutions, and media companies with cloud-based solutions to create, distribute, and monetize video content effectively.
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Magnite Inc Share Performance
-5.54%
This Year
|
Magnite Inc
Profile
provides technology solutions to automate the purchase and sale of digital advertising inventory
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Snap One Holdings Corp Share Performance
+10.48%
One Year
|
Snap One Holdings Corp
Profile
Snap One Holdings Corp is a company that operates with a business model focused on providing software solutions and technology platforms for smart home automation, audiovisual, and surveillance systems.
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Sony Group Corporation Share Performance
-15.12%
This Quarter
|
Sony Group Corporation
Profile
is engaged in the development, design, production, manufacture and sale of various kinds of electronic equipment, instruments and components for consumer, professional and industrial markets such as network services, game hardware and software, televisions, audio and video recorders and players, still and video cameras, mobile phones, and image sensors
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Vizio Holding Corp Share Performance
+40.60%
This Year
|
Vizio Holding Corp
Profile
is to deliver immersive entertainment and compelling lifestyle enhancements that make our products the center of the connected home
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Arlo Technologies Inc Share Performance
-3.77%
Over The Past 5 Days
|
Arlo Technologies Inc
Profile
combines an intelligent cloud infrastructure and mobile app with a variety of smart connected devices
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