Moving Past the M&A Malaise

The next couple of weeks should mark a turning point for US Cable.  We are hoping the Comcast / Sky deal will close before Comcast reports results on Thursday.  If it hasn’t closed by Thursday, it will be very soon after.   As soon as it has closed we would expect Comcast’s management to provide a more fulsome account of their ambitions with Sky, with updated guidance.

Continue reading “Moving Past the M&A Malaise”