your source might be and maybe the tide change is something in the future. Most recent public reports are that Comcast is boosting fees to stem revenue losses because they are losing subscribers in ever increasing amounts. That is not a position of strength to be negotiating with Disney from nor a position to be considering acquisitions or divestitures to shift your business model. Based on the seemingly constant decline in local services being provided Comcast seems a company more likely in decline than incline at the present.