COMCAST CORP News
Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, advertising sales, and Sky channels. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, voice, and wireless services, as well as solutions for medium-sized customers and larger enterprises; and small business connectivity services for international locations. The Media segment operates NBCUniversal's television and streaming business, including national and regional cable networks; the NBC and Telemundo broadcast networks; NBC and Telemundo owned local broadcast television stations; and Peacock, a direct-to-consumer streaming service. It also operates international networks comprising the Sky Sports channels, as well as other digital properties. The Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The company also owns the Philadelphia Flyers and the Wells Fargo Center arena in Philadelphia, Pennsylvania; and operates Xumo, a consolidated streaming platform. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.
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5d
Comcast Q4 Beat: Broadband Losses, Peacock Drag Up
- Comcast reported a Q4 2025 earnings beat on EPS but continuing broadband subscriber losses and widening Peacock losses. The company's localized broadband expansions aim to shore up retention, while streaming profitability remains a multi-quarter challenge — key factors for CMCSA stock performance.
12d
Comcast Rally, ARPU Pressure, Analysts Split Brief
Comcast stock rose modestly this week amid mixed analyst views: a Bank of America upgrade and a $37 price target contrasted with several downgrades citing broadband ARPU weakness and higher investment needs. Key drivers to watch are broadband ARPU and net adds, Peacock profitability, and the margin impact of Xfinity Mobile bundling.
19d
Comcast Upgrade, Versant Spin-Off & Broadband Turn
A Bank of America upgrade and improving broadband metrics shifted sentiment for Comcast (CMCSA). Versant’s spin-off and Peacock’s path to profitability remain the key drivers for the stock.
26d
Versant Spinoff Lifts Comcast Stock Broadband Push
Comcast's completion of the Versant media spinoff and continued broadband rollouts have reshaped investor focus toward CMCSA's connectivity growth, even as Versant's debut weighed on cable-valued assets and raised valuation talk across the industry.
02 Jan at 10:06
Comcast Split, Broadband Woes Trigger Analyst Cuts
Comcast completed the spin-off of its cable networks into Versant and faces renewed investor scrutiny as multiple firms cut price targets on CMCSA amid broadband ARPU pressure. Product moves like Xfinity StreamSaver aim to bolster retention, but near-term execution will dictate stock performance.
26 Dec at 10:06
Comcast Spin-Off and STRIKE Boost CMCSA Outlook Q1
Comcast’s planned cable-networks spin-off (Versant) and the industry STRIKE infrastructure initiative are concrete near-term developments that strengthen CMCSA’s operational stability and strategic clarity. These moves reduce distraction from legacy cable holdings, improve service reliability, and reshape content competition amid recent bids for Warner Bros. Discovery.
19 Dec at 10:06
Comcast Split, Xfinity Revamp and WBD Bid Shifts.
Comcast pushed three big moves: spinning off its cable networks as Versant, rolling out simplified Xfinity video bundles, and placing a major bid for Warner Bros. Discovery assets. These initiatives reshape CMCSA’s valuation, subscriber strategy, and near-term margin outlook.