Summary Bullets:

• Comcast Business has set a long-term goal of generating its “next $10 billion” in annual revenues.

• Mobile and IoT are among areas where some of that growth is being sought, but efforts so far can be described as pragmatic and realistic.

As Comcast Business contemplates what it sees as a total addressable market of $50 billion, it has been pragmatically plugging holes in its portfolio to pursue some of the lower-hanging fruit around small business, including mobile (where it reported 6.9 million consumer and business customers in Q1 2024). Indeed, mobility and IoT were included often in executives’ comments at the Comcast Business Analyst Conference in April 2024 where there was also agreement that it remains early days for the company in those domains.

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