Comcast remains a tale of COVID winners and COVID losers. The cable/Xfinity business is performing great, driven by broadband. Cord cutting has minimal impact given margin dynamics and the fact that you cannot really cut the TV cord without maintaining the broadband cord. The NBCUniversal and traditional media side is still feeling pressure from COVID. […]
Apple reported an extremely good December quarter to open the company’s 2021 fiscal year. Strength was across the board in all products, services, and geographies. The results materially exceeded high expectations. Northlake sees two key long-term takeaways from the results. First, the iPhone remains healthy and is poised for several years of growth as 5G […]
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