Will Comcast's Connectivity & Platforms sustain growth?

**Comcast's Connectivity & Platforms segment is poised for sustained growth**, driven by several key factors: 1. **Broadband ARPU Increase**: Comcast has successfully increased its Broadband Access Revenue Per User (ARPU) by 3.6%, which is a positive indicator of growing customer spending on its broadband services. 2. **Revenue Growth**: The company delivered 6% revenue growth in its connectivity businesses, which is a strong indication of the segment's ability to generate income. 3. **EBITDA Margin Expansion**: Comcast expanded its Adjusted EBITDA margin across Connectivity & Platforms to a record-high 41.9%, which suggests improved operational efficiency and profitability. 4. **Market Position**: Comcast's distribution power through bundles and its economy of scale in its main sectors provide important competitive edges, which are likely to support continued market share gains and revenue growth. 5. **Investment in Innovation**: The company's aggressive investment in innovation and its ability to connect customers to the moments that matter, as highlighted by the Paris Summer Olympics coverage, indicate a forward-looking approach that could sustain growth. 6. **Institutional Confidence**: Institutional investors have shown confidence in Comcast, with several recent investments and filings indicating their belief in the company's potential for growth and stability. In conclusion, Comcast's Connectivity & Platforms segment is well-positioned for sustained growth due to a combination of financial metrics, market positioning, and strategic investments.