Comcast Episodes
July 5, 2026
What Comcast’s Split Means for Theme Parks
A historic day for our industry as Comcast confirmed it will separate into two independent publicly traded companies, one focused on entertainment and one focused on connectivity, through a tax-free spin-off of NBCUniversal, expected to be completed within roughly 12 months.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
April 27, 2026
Comcast Q1: Universal Parks Up 24%, Asia Slowing
Comcast's Q1 earnings call delivered good news almost across the board, and we break down what it means for the theme parks division.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE