“Comcast also surpassed the critical 2.0 million subscriber milestone. Charter claims it can break-even at that level, but we estimate that Comcast will have to grow to 3.0 million subs to hit that next and very important milestone. Perhaps a new MVNO agreement could accelerate their path to profitability,” they wrote in a note for investors.
Posted: 2020-01-23 19:37:00
