Comcast has capably switched from focusing on video subscribers to broadband subscribers (which are higher margin due to the fact that it just requires more dense capacity versus paying cable channels ever escalating costs), but I do think that the company has been far too slow (like Disney) to move towards streaming as a replacement for those lost video subscribers, which merits some concern.
AT&T (by virtue of the fact that their broadband footprint is much smaller since their main video subscription service is DirecTV satellite) has been much quicker to transition towards streaming with DirecTV Now, and they'll be supplementing that with HBO Now as they ramp up to create a legitimate set of streaming services that can replace their satellite services and compete with Netflix.
The question is what Comcast is planning on doing to transition as AT&T has; I think this is why Comcast wants Sky so badly. Sky is basically the DirecTV of Europe (i.e. the largest satellite service, focused on Britain, Germany, and Italy), and Sky is focused 100% on transitioning towards streaming with the ability to stream towards other countries as well (like Spain where they have a streaming service but no satellite offering). If Comcast gets at least 51% of Sky (we'll find out soon if they do), then I think they'll use Sky's efforts as a way to get into streaming in the US as an alternative to cable video. It'd be pretty simple to just put NBCU's content on Sky Now and then bring it to the US.
As for the theme parks, earnings look fine (due to the way Spring Break works, it's always more valuable to compare first 2 quarters combined year-over-year as you note at 8.6% growth) though it was obviously a tough comparison given Volcano Bay opened in last year's 2nd quarter. Universal has the runway to build a full 2nd Orlando resort (and the tax cuts as a bonus incentive); it just comes down to execution.