Comcast Corp (CMCSA)
Comcast Details Split Plan as Broadband, Wireless Competition Intensifies
Comcast NASDAQ: CMCSA Chief Financial Officer Jason Armstrong said the company's planned separation of its connectivity and technology operations from NBCUniversal and Sky reflects diverging competitive conditions, investment needs and strategic priorities across the businesses.
Comcast Eyes Media Split as Peacock Profit, Sports and YouTube Bundle Gain Momentum
Comcast NASDAQ: CMCSA is preparing to separate its media businesses, and NBCUniversal Media Group Chairman Matt Strauss said the move is expected to increase the company's flexibility and speed without changing its core strategy.
Comcast Corporation (CMCSA) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript
Comcast Corporation (CMCSA) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript
NBCUniversal's Split From Comcast Will “Allow Us To Move Faster,” Media Group Chief Matt Strauss Says
NBCUniversal Media Group Chairman Matt Strauss is extremely bullish on the company's forthcoming split from Comcast. “There is genuine excitement” about the move inside the company, Strauss said Thursday at an investor conference hosted by BofA Securities.
Comcast (CMCSA) Suffers a Larger Drop Than the General Market: Key Insights
The latest trading day saw Comcast (CMCSA) settling at $24.59, representing a -6.61% change from its previous close.
Comcast CFO Notes Ongoing Epic Universe Softness, Dinging Stock; NBCU Split on Track
Comcast chief financial officer Jason Armstrong defended the company's pending spinoff of NBCUniversal from its core connectivity operations, saying that “after a decade-plus building two strong businesses
Comcast Sinks 8%, Charter Drops 6%, T-Mobile Slips: Is a Broadband Repricing Under Way?
Comcast Corporation (NASDAQ:CMCSA | CMCSA Price Prediction) stock is down 8% midday Wednesday to $24.30, and Charter Communications (NASDAQ:CHTR) stock is sliding 6% to $137.31. Those declines are several times the pullback in the broader communication services sector today.
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.
