CLAIM #15473 · Comcast Corp (CMCSA) · 2025Q2 earnings call · Jul 31, 2025

“Fixed wireless is going to continue to have sort of a niche it carves out in the value-conscious world.”

David Watson · President

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“t one with T-Mobile and business. So it's early stage, comes at a really good time for us to kick start a higher gear for our business services team and including mobile a big part of how they compete. So more to come on that. Jason S. Armstrong: John, on the CapEx side related to any sort of cash tax relief that we've articulated, let me step back on infrastructure as a category. A few of you have asked sort of questions related to this, but we are building out 1.2 million homes per year. We've done that. We're on pace to do that this year, did this last year. If you really step back, this is a validation of how we see ultimately the market for broadband, right? And we're in a competitive period right now. Not sure we expect that to change. Fiber will continue to be built out against us. Fixed wireless is going to continue to have sort of a niche it carves out in the value-conscious world. When we build new homes, though, it is against a framework that the competition of the future will involve 2 wires coming into the vast majority of the territory that we serve in addition to fixed wireless having carved out a more permanent niche in the market. Despite that, we feel very comfortable competing in that sort of environment. And so as we look to invest, you can look at the cash tax profile, the changes that sort of dictates in terms of return profiles around investment. I would tell you it strengthens the case on the infrastructure side. So I would look for us to continue to be very aggressive in building out new homes, very aggressive in infrastructure investments to support the Genesis investment around mid-splits, DOCSIS 4.0 and how quickly we upgrade the network. So I thi”

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SEC filings for CMCSA ↗ · Quote is verbatim from the 2025Q2 earnings call.