Photo by flutie8211 on Pixabay Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income. Why Is Comcast Choosing To Earn Less From Broadband? Most of the pressure on broadband revenue per customer is deliberate. Management did not take a broadband rate increase, migrated customers onto simplified pricing with lower everyday price points, and pushed free wireless lines that dilute broadband ARPU on day one. Broadband ARPU fell 3.
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