Comcast Corp (CMCSA)
Think You Bought a Telecom ETF? You Mostly Own Big Tech
XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.
Comcast At Book Value: Separation Could End Conglomerate Discount
The market values Comcast as the worst peer of its underperforming Connectivity business, ignoring that it could arguably be seen as the global number Two in its Experiences segment. It appears that the current conglomerate keeps value buried within, which a separation should set free at the latest. Connectivity & Platforms faces ongoing revenue and EBITDA declines, but wireless growth and moderating core declines offset doomsday scenarios.
After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Comcast remains a buy despite recent PR backlash and Wall Street skepticism, with fundamentals now more attractive after a decade of underperformance. CMCSA's broadband monopoly has eroded, but strong growth in mobile and resilient NBCUniversal content and theme parks offer new profit centers. Xfinity Mobile's perpetual Verizon roaming deal and selective network deployment provide unique cost advantages and growth potential over other MVNOs.
Comcast Fell Since My Buy Rating, But I Think The Sell-Off Has Gone Too Far
Comcast remains a Buy at $26.90, trading at just 7.4x 2027 forward earnings with a nearly 5% dividend yield. Wireless and Peacock are now robust growth engines; Peacock achieved profitability, and wireless posted its best quarter ever with 448,000 net line adds. The planned NBCUniversal/Sky spin-off could unlock value, but uncertainty remains on post-split debt allocation and dividend policy.
Comcast adds motion sensing to millions of its newer routers, with a privacy catch
Comcast has rolled out a new motion sensing technology to its latest home routers, allowing homeowners to receive notifications about activity detected inside their house while they are away.
Peacock is raising prices across all of its streaming plans
Peacock is the latest streaming service to raise prices, with its cheapest ad-supported “Select” plan increasing from $7.99 to $8.99 per month. The ad-supported “Premium” tier now costs $12.99 per month, up from $10.99, while the ad-free “Premium Plus” plan is increasing from $16.99 to $19.99 per month.
Comcast: Ordinary Business, Extraordinary Price
Comcast is rated Buy with a $29.50 price target, offering ~26% upside from current levels. CMCSA trades at distressed multiples, pricing in terminal decline despite record free cash flow and a well-covered 5.5% dividend. A sum-of-the-parts analysis shows the current valuation is near bear-case trough multiples across all segments, providing notable downside protection.
Unhinged Comcast store manager forced underperforming workers to be tied up, pied in the face: lawsuit
David Figueroa, who is seeking more than $15,000, alleged the bizarre “assaults” were meant to “bully” workers into hitting their sales goals, according to the lawsuit.
Comcast Corporation (CMCSA) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Comcast (CMCSA). This makes it worthwhile to examine what the stock has in store.
NBCUniversal and YouTube ink deal to embed Peacock in the video platform for premium subscribers
NBCUniversal and YouTube have reached a multiyear deal that will see Peacock ingested into the platform for YouTube Premium subscribers in the U.S. Slated for early 2027, all Peacock content — including sports like the NFL and NBA, Universal films and Bravo originals — will be included in YouTube subscriptions.
CMCSA Q2 Earnings Beat Estimates on Wireless and Peacock Strength
Comcast's Q2 segment results got a lift from record wireless growth, Peacock's first profitable quarter and strong Studios, despite theme park pressure.
CMCSA Q2 Earnings Call Highlights Broadband Pivot and Wireless Growth
Comcast highlights broadband repositioning, record wireless additions, Peacock profitability and planned NBCUniversal and Sky separation.
