On Thursday, Comcast reported financial results for the final quarter of 2023. In light of current headwinds in connectivity and in the media business, the overall results were satisfactory, with adjusted EBITDA and adjusted EPS both reaching record highs (with the latter up 9% YoY to $4.0 per share).

On the company’s quarterly call, following introductory remarks from other members of the management team, CEO Brian Roberts said the following:

“We have a unique company that is incredibly well positioned. We always try to think about and invest for the long-term... In 2023 alone, we returned $16 billion to shareholders. It's also the 16th straight year that we’ve raised our dividend. That's consistency… We’re making the right adjustments to our businesses to position us to win, grow, and continue to return capital to our shareholders. And while there may be speculation of what we could do next, I'd like you to hear it directly from me: I love the company we have. The bar continues to be even higher for us to do anything other than the plan you heard today.”