Netflix, Video games, Mobile, Home Security, Business, Broadband, NBC
I see all of these as potential growth areas over the next couple of years.
NBC is turning around in the ratings and getting higher retrans fees.
Broadband penetration is increasing.
Business Services is growing in excess of 25% annually.
Home Security is a 13 billion dollar underpenetrated business in the US
Video games is a 24 billion dollar market and Comcast is testing a cloud service with Electronic Arts.
Comcast has a deal Verizon Wireless and could offer its own virtual wireless service based on Wifi and Verizon's 4G network.
Netflix could be offered as an app on Comcast's X1 box.