Comcast considered three main questions when discussing the separation of its media and connectivity businesses: Can the businesses stand alone? Do they have a clear and viable capital allocation path to invest? And is now the right time? "The answer we came back with was yes to all accounts," CEO Brian Roberts says on a call with analysts. That's in large part because both companies have the right assets in place to succeed and scale as standalone companies, he says. "We really believe that we're set up for that to happen," Roberts says. "Our philosophy has always been to invest for growth. And we've done that over many years, and it's really strengthened these businesses and created tremendous value." ([email protected])