Meet the power players of Comcast who will do battle with Disney and Google in the year ahead

As CEO of Comcast Cable, Dave Watson runs the largest cable company in the US.

And while the linear-TV cable market continues to see declines due to cord cutting, Comcast's share of the broadband market has grown. In the fourth quarter alone, Comcast added 351,000 broadband subscribers, a 5.2% year-over-year increase.

In fact, for the 13th year in a row, Comcast added more than 1 million net additions in 2018, Watson said on the company's fourth-quarter earnings call. He said he sees that growth continuing, noting that there's room for increased penetration.

Cowen analysts attribute the growth to Comcast's superior product, with speeds of 1 gigabit per second almost everywhere.

Analysts also give Watson credit for bringing about synergy at Comcast, through Symphony, its company-wide initiative to foster cross collaboration between businesses. Comcast is one of the few companies that owns distribution and content, which it's spend the past eight years integrating.

"While Comcast Cable and NBCU are different business units, they feed off each other seamlessly," said CFRA's Amobi, who also pointed to the continued success of the Olympics, which NBC owns exclusive rights to, as an example of Watson's work.

When Comcast began exploring a bid for Sky, Watson was one of the executives who traveled with CEO Brian Roberts to meet with Sky and evaluate its business strategy. And Watson's begun collaborating with Sky, which is exploring how to deploy a mobile app developed at Comcast Cable across Europe.

Dana Strong has run Comcast's consumer business since January 2018 and oversees Xfinity, its consumer brand which comprises broadband, video, and voice. That year, cable EBITDA growth was the highest it's been in seven years, as a result of a focus on the broadband part of Comcast's business, CEO Roberts said in the company's earnings statement.

Over the year, analysts wondered how many more subscribers the broadband business could add, Cowen telco analyst Greg Williams told Business Insider. "They knocked the cover off the ball," he said, noting their more than 1 million additions over the year.

Comcast added 351,000 residential broadband subs in the fourth quarter while Charter added 289,000 and AT&T lost 32,000. Telco analysts at Cowen predict Comcast will add more than 1 million new broadband subscribers in 2019.

Strong also led the continued integrations on X1, its set top box, adding Amazon Prime video to its already robust offerings like Netflix, YouTube, and Pandora.

Cable-TV viewership and subscriber levels have dropped as people increasingly get their entertainment fix with online video services.

Yet Comcast added 351,000 new broadband customers in the fourth quarter, even though it lost 29,000 video customers. (For comparison, AT&T's lost more than 650,000 pay-TV subscribers in the same period.)

Fourth-quarter cable revenue and EBITDA grew over 5% and over 7%, respectively, analysts at Morgan Stanley wrote in a research note.

Comcast's Xfinity product, led by Matt Strauss, has been a bright spot for the business.

Xfinity has the best video product of MVPDs in the industry with X1, its set-top box, according to analysts at Cowen. It integrates other OTT like Amazon Prime and Netflix into its platform.

In the year to come, Strauss plans to improve the products offered to customers and the way sales teams deliver those options. That means offering skinnier bundles; slicing up internet, mobile, and video products; and experimenting with pricing.

Comcast likes to talk about innovating with "speed, coverage, and control."

The epitome of this is Xfinity xFi, a mobile app that lets Comcast customers set up wifi networks, troubleshoot network issues, see what devices are connected to their networks, and block or pause connected devices.

XFi is Comcast's biggest priority this year, SVP Fraser Stirling told Business Insider.

In the first quarter, the company plans to launch Xfinity Assistant, an AI-powered assistant that will allow users of the app to troubleshoot issues and schedule service appointments using voice commands.

XFi is also rolling out news quality and speed tests to educate app users on their devices and speed capacities, with the goal of getting customers more engaged and more likely to retain, Stirling said.

Stirling said Sky CEO Jeremy Darroch and his team are exploring how to deploy xFi across Europe.

Comcast in 2018 paid $39 billion for Sky, a British pay-TV business that serves 23 million customers, mostly direct-broadcast-satellite subscribers, in the UK, Ireland, Germany, Austria, Italy, Spain, and Switzerland.

That's on a par with Comcast, the largest US cable-service provider, which serves 22 million video customers and 26 million internet customers.

Under Sky CEO Jeremy Darroch, Sky's footprint is expected to grow quickly.

"Seventy-eight million households just in the markets we're in don't take pay TV. We're in fundamentally under-penetrated markets," Darroch said on Comcast's fourth-quarter earnings call.

Sky has a strong content portfolio, with exclusive rights through 2020 to run HBO shows like "Game of Thrones" and "Westworld" in Europe. In 2017, Sky announced a coproduction deal with HBO to create dramas. It also has a 70% stake in the UK production company Love Productions, whose "The Great British Bake Off" is one of the most-watched programs in the UK.

Comcast is already starting to take Sky's product expertise and import it to the US.

Sky already has an OTT service called Now TV, and its execs are moving to the US to help NBCU build its planned streaming service, Burke said.

Comcast has to preserve its traditional TV advertising business while adapting to the rise of streaming. That's where FreeWheel, led by Dave Clark, comes in.

FreeWheel is an ad tech division that serves ads inside video content, with nearly 1,600 employees including 800 engineers, Clark said. Its Blockgraph platform helps distributors, networks, and marketers run addressable TV ad campaigns at scale.

The online video ad serving market is essentially divided between FreeWheel and Google, which means FreeWheel clients include Comcast competitors like AT&T.

Clark sees FreeWheel as keeping Google from dominating ad serving the way Google and Facebook have in digital advertising.

"We see it very much as a David and Goliath kind of situation," Clark said. "We feel like we're holding Google back from the industry."

In 2017, Comcast rolled out its first mobile phone service, Xfinity Mobile. Comcast said the marketing push, led by Eileen Diskin, racked up 1.2 million subscribers by the end of 2018.

Analysts said that the subscriber figures are encouraging for a service that's not even two years old.

For perspective, Charter, Comcast's closest mobile competitor in mobile, ended the year with 134,000 mobile customers.

The mobile virtual network operator, or MVNO, uses Verizon's network and offers unlimited data plans for $45-a-month for Comcast customers.

The mobile product gives Comcast an additional product to include in a bundle, protecting it against customer churn in other parts of the business.

In the fourth-quarter earnings call, CEO Brian Roberts noted Xfinity Mobile improved overall customer satisfaction and broadband retention when Xfinity Mobile is attached.