Comcast's Big Dividend Yield Has a Shrinking Cable Business Behind It. Is It Safe?

Impact · against what's priced in

The article provides no new catalysts for Comcast or Charter, as the market already assumes a decaying core cable business and a pause in buybacks. Verizon's massive debt load is highlighted as a risk to its yield, though it provides no specific change to the operational trajectory of the other peers.

CHTR+0.00

Already priced in

The price assumes

Ongoing broadband subscriber attrition and falling residential video revenue