1. Capability Analysis
Analysis of Network Strategy and Core Capabilities
Derek Evenson | IS714

2. Comcast in the Current Network
 Netflix/Amazon
◦ NBCU Content
 TW/CBS
◦ Content Delivery
 Facebook/MSFT
◦ Social
 Samsung/Intel
◦ SmartTV
 UltraViolet

3. Comcast Core Capabilities
 Infrastructure
 Cable/Internet Service Delivery
 Content (NBCU, et al)
 2010 Margins Comcast Subscriber Base
◦ Video: 62% 30
23.4 24.1 24.2 23.6 22.8
◦ Internet: 94% 25
Homes (millions)
20
15
Internet Contribution 15.9 17
 10 13.2
14.9
11
◦ 24% of Revenue 5
◦ 3% of Expenses 0
2006 2007 2008 2009 2010
Video customers High-speed internet customers

4. Xfinity as a Capability Platform
 Current Edge is the TV
 Expand the Edge to viewer
◦ Leverage the 2-sided platform
◦ Opt-in requirement for cable operators
 Give something to viewers for opting-in
◦ Fewer, more targeted ads?
◦ Special features? Bonus content?
◦ Data Analytics provide tremendous value

5. Comcast Ventures: What’s Next?
 Current Portfolio of 36 companies
 Successful Past Investments
◦ About.com, CitySearch, Half.com, TiVo
 Current Investments
◦ Mobile/Video Advertising
◦ Online Gaming
◦ Content Optimization
◦ IP Video Distribution