Comcast Corp (CMCSA)
Will the Comcast-NBCU spinoff pay off for investors? Here's what history has to say.
There is compelling strategic logic behind Comcast's move to spin off NBCUniversal into a separate company — but whether it will ultimately deliver value for shareholders is an open question.
The Comcast-NBCUniversal Spinoff News Could Mean More 'Supersized' Media M&A in 2026
This year is shaping up to be one for mega unions. We're not talking about the Taylor Swift-Travis Kelce nuptials—we mean big-time M&A.
Love It Or Hate It, Comcast Is Cheap
Comcast is rated a BUY, offering a 5.7% yield and substantial upside as recent headwinds subside. CMCSA trades at a deep discount to peers, with a PE of 6.6 versus an expected reversion to 9 as growth normalizes. Dividend growth remains robust, with a 17-year streak and a manageable 33% payout ratio supporting future increases.
Comcast Says It's Splitting Its Media and Tech Businesses. The Stock Is Soaring
Comcast shares are soaring after the company announced plans to split its media and technology businesses.
Comcast Just Split Itself Up: These 5 Conglomerates Could Be Next
Comcast's (NASDAQ: CMCSA | CMCSA Price Prediction) move to carve out its cable networks into the Versant spinoff marks a definitive turning point in the great conglomerate unbundling: the notorious “conglomerate discount” that has eroded shareholder value for over a decade is officially on the chopping block across the S&P 500.
The Unflappable Dealmaker Tasked With Crafting Comcast's Next Act
Michael Angelakis is one of a core group of co-CEO Brian Roberts's trusted advisers.
Comcast's Breakup Is Overdue. It Shouldn't Rush Into a New Marriage.
The case for bundling media with distribution has weakened in the streaming era, but further M&A makes less sense.
Comcast's NBCUniversal Spinoff Gives Hollywood Its Next Major Deal Target
The planned spinoff of NBCU is another step in a long-running realignment of the media and entertainment industry's power structure.
Comcast continues to unwind one of the most earth-shattering media mergers in history
It's an era of media consolidation—and decoupling.
Comcast Splits as Lisa Cook Gets Reprieve
Plus, tech stocks rebound and a pay-TV bankruptcy.
NBCUniversal may enter video game business after Comcast split, sources say
NBCUniversal is eyeing opportunities in digital gaming and new entertainment franchises as the company weighs options for future growth after its planned spinoff from Comcast , according to three people with direct knowledge of the matter.
Comcast's NBCUniversal spinoff raises hope for more deals. There may not be good options
Comcast announced Monday it's planning to spin off its NBCUniversal and Sky media units into a separate publicly traded company. The announcement, which comes just months after Comcast spun out its cable networks into Versant, is already raising questions of M&A.
