Comcast (NASDAQ:CMCSA) executives told investors the company is operating at an “inflection point” as competitive pressure intensifies across broadband, wireless, and media. He said these actions are designed to stabilize the broadband base and ultimately restore category revenue growth, but are pressuring results near term. On network partnerships, Cavanagh said Comcast “modernized” its MVNO partnership with Verizon to support continued profitable growth for Comcast, Charter, and Verizon. He said Comcast will provide pro forma trending schedules excluding Versant ahead of first-quarter earnings to aid comparability. Armstrong said Peacock revenue grew more than 20% to a record $1.6 billion, supported by distribution revenue growth of over 30%.