Comcast

“Comcast, the Philadelphia based cable company, Is making a hostile takeover bid to acquire Disney for fifty four billion dollars in Comcast stock.”

“The base case here the film will make a little bit over a billion dollars. The cash flow to Universal and Comcast, who are the studio behind this you're looking at two hundred and fifty million dollars in pre-tax lifetime profit.”

“Yesterday, the Wall Street Journal reported that Comcast's decade long into trying to be a content plus distribution company is coming to an end. It's planning to split the businesses into two. The Comcast entity Will once again, becoming a, become a connectiv…”

“When you look at ad revenue from YouTube or Meta or Google or Amazon, you know, which is anywhere from, you know, forty billion to two hundred and ninety five billion, as compared to ad revenue for You know, Warners or Comcast or whatever, which is like eight …”

“Comcast didn't want it. Warners didn't want it. And Paramount had not decided what they were going to be.”

“You're doing it at for the office. You're doing it at Comcast for that's the window. It's five hundred million dollars for the new window.”

“At the end that, you know, basically we had about set over a 70% of market share for the infant industry we were in.”

“Comcast acquisitions, like a close to four hundred million.”

“So my first meeting was Daniel Galati, super nice guy. I went to meet with him in the Comcast offices. I totally did not do a good job without meeting with him and it's okay. I mean, it was like one of my first meetings and I actually walked out and I said, yo…”

“It's like literally no different than, it's literally no different than Comcast putting the box in your living room. That's all Meta's trying to do, right? Like, they're developing hardware to increase.”

“Another example is Comcast, who basically has lobbied for years to have citywide Wi-Fi blocked in Philadelphia. So there can't just be general public free citywide Wi-Fi, because of course that would hurt Comcast business.”

“Now, David Cohen is to corporate lobbying what Bob Marley is to reggae.”

“We operate in over 200 areas of what people call consumer rights. Things like getting people refunds from landlords, suing Comcast, Canceling subscriptions.”

“So our first major customer was Comcast, and we got that customer by emailing a thousand employees at Comcast, and then finally getting in touch.”

“Well, yeah, and our pricing model was totally different there. We were doing by a square mile at the time. And so we basically said, hey, we'll map an entire city for you for like a quarter million dollars.”

“So there's the big, at the time, Comcast was not the biggest cable operator. It was a company called TCI, Telecommunications Inc., and they had all of about four million subscribers, but it's clear they were going to be up to six and maybe even ten million sub…”

“So a company like Comcast is, is got, you know, that, that portion, they've got our entire platform, but just on that portion alone, they're saving eight and a half million dollars a year on fuel. But more importantly, there's 24,000 metric tons of carbon that…”

“Well, it turns out Disney probably spends 20, Comcast maybe spends 15, everybody else spends less. If you don't ask that question, the 15 doesn't tell you anything.”

“Comcast is a great example. Where we're running some of the stuff on their behalf, the large data sets that they may be getting from third party writers, just faster for us to do it internally.”

“We work with a lot of major telcos, Comcast and others around the world, helps them get to market faster.”

“It was more about trying to get the distribution, which ultimately was the Achilles heel and why it didn't work. And because we had to go to like Comcast and Time Warner and Charter and these big organizations that are cable networks that host all the channels…”

“Comcast is a big investor, and they're rolling out a KR too. They have about 200,000 employees.”

“So it's a tax law thing. So if Comcast is very profitable, if you return all that money to your shareholders, it gets taxed. So the shareholders would like you to invest it smartly if you can, if you're trusted to invest it, rather than return it to them and k…”

“Apple has kind of built the architecture that would let you do that. They built the architecture that would let Comcast do that, if Comcast chooses to do that, but they didn't have it on the stage.”

“None of this stuff is actually that new, this concept that we're talking about here, right? So if you think about, you know, a company like Comcast, right, or you think about AT&T, they'got this same problem, which is, you know, it costs a lot of money to acqu…”

“Well, one interesting one is Comcast. And, ah, they're using it only in the United States, but they're actually using this geo-partitioning feature.”

“Customers all have the same problems, right? So it's a little bit indistinguishable when you go between like a Comcast, a GE, you know, they all have the same scale problems. They all have you know, the growth, their own kind of internal processes, a lot of th…”