Subject:::Comcast Blows Past Analysts' Expectations - Cable Spotlight Cable eNewsletter
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Thursday November 1st, 2012 11:00am ET/ 8:00 AM PT

Software Defined Networking (SDN) and OpenFlow have both received enormous attention and unfortunately are surrounded by much confusion. To understand SDN, we must take a step back and ask the question, what is SDN trying to achieve and how can how can the current SDN deployments in very large web-scale data centers translate into a tangible benefit for enterprise scale data centers. Taking a step back and looking at the bigger picture, SDN proposes one solution to an important problem we now face in the data center: the network and the applications are operating effectively in silos. Thus any automated attempt by the network or the application controllers, i.e. the hypervisor, to improve resource utilization can only achieve a suboptimal result. What is needed is a complete end-to-end coordinated virtual architecture enabling applications and the network to collaborate in providing a high quality experience for users and enable optimization of resource consumption. For any solution to be successful within the enterprise data center it must consider scale of the network in question as well as the desirable properties of current networks that should be maintained. Benefiting from the positive aspects of SDN network requires a clear strategy for both the application and network infrastructure.

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October 29, 2012

Comcast Blows Past Analysts' Expectations

By Tabitha Naylor, Contributing Writer

In the third quarter, chiefly due to the sale of wireless spectrum and its stake in the A&E TV channel, the nation's largest provider of cable TV and Internet services, Comcast (News - Alert) Corp., more than doubled its net income. Even though cable TV saw fewer cancelations than expected and the expensive-to-produce London Olympics broke even on NBC, the underlying results were strong.

In the three months through September from $908 million, or 33 cents per share, a year earlier, net income rose to $2.11 billion, or 78 cents per share. Excluding gains from the sale of spectrum to Verizon (News - Alert) Wireless for $2.3 billion and the sale of the 16 percent A&E TV stake to Disney (News - Alert) and Hearst for $3 billion, earnings came to 46 cents per share, matching the expectation of analysts polled by FactSet.

From the comparable one last year, that figure was up 39 percent. Blowing past the $16.07 billion expected by analysts, revenue grew 15 percent to $16.54 billion. To close at $37.56 Friday, Comcast's shares rose $1.20, or 3.3 percent. Earlier in the day, the shares hit an all-time high of $37.78... Read More


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