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Michael Lang

Vice President and sell-side equity research analyst at Goldman Sachs

Michael Lang is a Vice President and sell-side equity research analyst at Goldman Sachs, specializing in the coverage of the North American technology sector with a focus on software and cloud infrastructure companies. He closely covers firms such as Microsoft, Salesforce, ServiceNow, and Workday, with his research noted for accuracy and actionable investment calls, reflected in a consistently high success rate and positive returns as ranked by platforms like TipRanks. Lang began his finance career at Evercore ISI in 2016, joining Goldman Sachs in 2019, where he quickly advanced to his current role. He holds FINRA Series 7, 63, and 86/87 licenses and has earned recognition in the institutional investor community for his rigorous analysis and client service.

Michael Lang's questions to COMCAST (CMCSA) leadership

Question · Q3 2025

Michael Lang from Goldman Sachs asked for more details on the trajectory of Connectivity and Platforms (CMP) EBITDA for the next year, specifically focusing on OpEx investments in CPE, sales, marketing, and customer service supporting the business reset.

Answer

Dave Watson, CEO of Comcast, stated that investments are being made in sales channels, marketing, and customer experience improvements to support the new pricing strategy. Jason Armstrong, CFO of Comcast, added that the team is aggressively pursuing cost rationalization, including realignment of divisional structures and cutting management layers, though much of these savings are being reinvested into the pivot.

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Question · Q3 2025

Michael Lang inquired about the expected trajectory of Connectivity and Platforms (CMP) EBITDA for the next year, specifically focusing on OpEx investments in CPE, sales, marketing, and customer service supporting the business reset.

Answer

Dave Watson (CEO, Comcast) explained that the aggressive revenue approach, including new packaging and transparent pricing, involves investment in sales channels, marketing, and customer experience improvements. Jason Armstrong (CFO, Comcast) added that the team is actively pursuing cost rationalization and cutting layers, but much of these savings are being reinvested into the strategic pivot.

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