Cable was strong for Comcast (despite 1Q video losses falling below expectations), but NBC continues to be a drag. Still, even with ratings softness at NBC, there is hope. “After the recent buyout of GE, we see NBCU poised for potentially sizable long-term upside on traditional and nascent streams,” said S&P’s Tuna Amobi. And Macquarie’s Amy Yong wrote that she expects to see some improvement at NBC due to a stronger slate of programs in 2Q. More on Comcast's financials here.
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