Comcast

Connectivity has historically shown pricing power via speed‑tiering and periodic rate increases, but 2025 introduced a national pricing reset with a five‑year internet price guarantee and bundled wireless incentives, temporarily dampening ARPU growth to defend share and reduce churn. Business Services connectivity pricing remains firmer.

Parks possess clear pricing power supported by new capacity (Epic Universe). Media advertising is cyclical; sports rights secure distribution economics though at higher content costs. Overall, latent pricing power is solid but partially held back near term by competitive dynamics in residential broadband.