Consumer IPOs from Snap to Uber have been disappointing and serve as a reminder that private investors are making all the money.Technologyread more
The company's comments Friday come after the White House said U.S.Trade Representative Robert Lighthizer will "address the threatened impairment" of national security from...Autosread more
China's currency has been an important barometer for progress in U.S.-Chinese trade talks, and right now it's signaling things aren't going well.Market Insiderread more
Apple CEO Tim Cook was the commencement speaker at Tulane University Saturday. In his speech, the tech executive focused on the importance of addressing climate change and...Power Playersread more
Amazon's large and flashy investments stand out from those of its tech peers over the past year.Technologyread more
Some analysts see streaming services like Netflix becoming hindered by one of the things that made them so popular in the first place — binge watching.Entertainmentread more
There is a shortfall of cybersecurity workers that could reach as high as 3.5 million unfilled roles by 2021. A start-up called Synack provides crowdsourced security, and...CNBC Disruptor 50read more
Yardeni Research's Edward Yardeni recommends investing in U.S. companies with exposure to China.Trading Nationread more
CNBC and SurveyMonkey's latest small business optimism index echoes that sentiment, finding 52 percent of small businesses say it's harder to find workers today than it was a...US Economyread more
CNBC combed through Wall Street research over the last week to see which stocks analysts say have the best risk-reward.Marketsread more
Western Union is not panicking, but the delivery of money around the world is being upended, says CEO of upstart TransferWise. It broke into the $689 billion remittances...CNBC Disruptor 50read more
"We found it was undervalued. We put in a price. Eventually, Disney offered more and we walked away," Roberts, whose company owns NBCUniversal, which owns CNBC and CNBC.com, recounted to "Mad Money " host in an interview.
But "one of [his] disappointments this year" was that "people then took that and made a narrative that said we didn't love our core business when, in fact, our core business is having a renaissance," Roberts said on Thursday.
Describing a Comcast that has "pivoted" from being a traditional cable and entertainment provider to a technology-focused monolith, Roberts — whose company is still in the throes of bidding on European cable giant Sky — said his focus has turned to innovation, content and connectivity.
And while Comcast's second-quarter results were mixed, with many more than expected high-speed internet customers but slumping video streaming numbers, Roberts said they were essentially symptoms of the changing times.
For one, while Comcast realized that Xfinity customers didn't necessarily want the cable-and-internet provider's full video package, sales of broadband — high-speed internet transmission — boomed.
"In the second quarter, we had the best broadband sales in 10 years and it's a 20-year-old product," the CEO said. "Is that a one-month phenomenon [or a] one-quarter phenomenon? I don't think so."
"We now have 20 tablets and devices in a home," he continued, adding that 10 percent of Comcast customers are "power users," meaning that they use three times more bandwith than the average customer. "What does that mean? It means in a couple years, we all want to be what the power user's doing today, so our capacity is great."
"Historically, whether it was QVC, NBC or AT&T, each acquisition, we have to prove it. We have a show-me attitude by the investors. I respect that," he told Cramer. "My dad took Comcast public in 1972. If you bought 1,000 shares — $7,000 — you'd have just about $12 million. [That's] 17 percent compounded return for 48 years. If you put it in the S&P 500, you'd have about $750,000, about 15 times less money. So we're looking for value opportunities."
Calling NBC "probably the best acquisition we ever made," Roberts also touted his management team's foresight.
"We saw content being more valuable over time. And now, of course, everyone wants to get into content and they're looking for what we bought eight years ago, nine years ago. So same thing, we think, can be true in international, it can be true in connectivity, in broadband. Our job is to be one step ahead and then eventually come to the investors and try to make the case once we've got the goods to prove it."
Disclosure: Comcast is the owner of NBCUniversal, parent company of CNBC and CNBC.com. Additionally, Cramer's charitable trust owns shares of Comcast and Disney.
Programming Note: Watch the NFL Kickoff on NBC tonight at 7:30 p.m. ET.