How Much Can The VoIP Segment Add To Comcast’s Topline In The Next Five Years?

• The VoIP (voice over IP) segment can add over $500 million to Comcast’s topline in the next five years
• This generates growth of 10% in the segment’s revenues, which is significantly lower than the projected overall growth in the company’s revenue for the next five years
• This implies that the VoIP segment is acting as a drag on the company and no wonder, it accounts for just 6% of Comcast’s value as per our estimates

• Major contributor to the growth could be the rise in VoIP penetration in the US, which could arise due to the gradual migration from fixed lines and bundling services that make VoIP appear attractive
• However, Comcast is likely to lose some share going forward owing to competitive pressure from Time Warner Cable, Cablevision, Verizon and AT&T

Have more questions about Comcast? See the links below:

• What’s Comcast’s Revenue & EBITDA Breakdown In Terms Of Different Products?
• What’s Comcast’s Fundamental Value Based On Expected 2016 Results?
• How Has Comcast’s Revenue Composition Changed In The Last Five Years?
• What Has Led To A ~70% Increase In Comcast’s Revenues & EBITDA In The Last Five Years?
• By What Percentage Can Comcast’s Revenues Grow Over the Next Five Years?
• How Are Comcast’s Revenue & EBITDA Composition Expected To Change By 2020?

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