Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Is CMCSA a good stock to buy? We came across a bullish thesis on Comcast Corporation on r/ValueInvesting by CLE_Watches. In this article, we will summarize the bulls’ thesis on CMCSA. Comcast Corporation's share was trading at $23.76 as of June 8th. CMCSA’s trailing and forward P/E were 4.67 and 7.10 respectively according to Yahoo Finance.

tiziano-brignoli-aTXxr0gfQzg-unsplash

Comcast Corp (CMCSA) is a deeply undervalued connectivity and media leader with dominant exposure to broadband, wireless, and premium entertainment assets. Its connectivity franchise includes residential broadband, business services, cable, and a rapidly growing wireless business, while NBCUniversal houses Peacock, NBC, Universal Studios, and a leading theme park portfolio.

Read More: 15 AI Stocks That Are Quietly Making Investors Rich

Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential

Despite this, the stock trades at roughly 5–6x free cash flow, reflecting fears of disruption from fiber, 5G, and satellite competitors. These concerns appear overstated given fiber’s higher deployment costs, 5G’s limited capacity versus fixed broadband, and Starlink’s economics and rural focus.

Operationally, broadband performance has stabilized with improving net subscriber losses supported by bundling strategies and wireless cross-sell, where lines have grown near 20% year over year. Business connectivity continues steady mid-single-digit growth. Peacock has scaled to 46 million subscribers and is approaching profitability, aided by sports rights and engagement. Theme parks and studios generate $4–5 billion in annual cash flow, supported by valuable IP library including Jurassic Park, Minions, The Office, and Fast & Furious.

After the Versant spin-off, earnings are normalized at ~$15–16 billion of free cash flow, equating to a ~5.8x multiple and ~17% yield on a $90 billion market cap. The balance sheet is manageable with ~$87 billion in long-term debt, long-dated maturities averaging 16+ years and ~4.6% average interest, supported by ~10x EBITDA coverage. Capital returns are strong, with ~$5 billion in dividends, $5–8 billion in buybacks, and debt reduction, driving 5–6% annual share count shrinkage. Even under flat growth, per-share compounding supports meaningful upside, reinforcing a highly asymmetric risk-reward profile.

Previously, we covered a bullish thesis on Comcast Corporation (CMCSA) by Boyar Research in February 2025, which highlighted broadband strength, margins, and shareholder returns. CMCSA's stock price has depreciated by approximately 34.54% since our coverage. CLE_Watches shares a similar view but emphasizes deeper free cash flow undervaluation, Versant spin-off normalization, and stronger per-share compounding from buybacks.

Story Continues

Comcast Corporation is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 78 hedge fund portfolios held CMCSA at the end of the first quarter which was 95 in the previous quarter. While we acknowledge the risk and potential of CMCSA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CMCSA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

PHILADELPHIA, June 12, 2026--(BUSINESS WIRE)--Comcast has been recognized as a 2026 VETS Indexes 5 Star Employer and a Top Military Spouse Employer by U.S. Veterans Magazine, reflecting the company’s continued commitment to supporting veterans, military spouses, and service members in the workplace.

Founded by a U.S. Navy veteran, Comcast has built a long‑standing legacy of service rooted in the belief that military‑connected talent strengthens America’s workforce. These recognitions highlight Comcast’s sustained focus on creating meaningful career opportunities and workplace support for the military‑connected community.

"Veterans, military spouses, and service members bring leadership, technical expertise, and a mission‑first mindset to our company," said Mona Dexter, Vice President of Military & Veteran Affairs at Comcast. "At Comcast, supporting military‑connected talent is part of how we strengthen our workforce, serve our communities, and invest in our future as a great American company."

This marks the sixth consecutive year Comcast has earned a top rating from VETS Indexes for its support of veterans, National Guard and Reserve service members, and military spouses. The VETS Indexes evaluation recognizes organizations demonstrating long-term commitment to veteran employment and inclusive workplace practices.

"Comcast has demonstrated meaningful and measurable support for veterans and the military‑connected community through its commitment to building opportunities for those who served," said Nicholas Antaki, President of VETS Indexes. "Employers like Comcast continue to set the standard and help drive the future of veteran employment forward."

Recognition by U.S. Veterans Magazine also underscores Comcast’s efforts to help military spouses build meaningful, long-term careers despite the unique challenges of military life, including frequent relocation, career disruption, and balancing family responsibilities during deployments and transitions.

Comcast supports military‑connected employees through programs and policies designed around the realities of military life, including flexible career pathways, professional development, relocation support, military leave benefits, and initiatives that foster connection across the organization.

In addition to the 2026 recognitions, Comcast has earned Top 10 veteran and military spouse employer designations from Military Times and Military Friendly®.

To learn more about Comcast’s commitment to military customers, communities, and employees, visit military.comcast.com.

Story Continues

About Comcast Corporation Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company that connects people to moments that matter. The company delivers broadband, wireless, and video through its Xfinity and Comcast Business brands; produces, distributes, and streams leading entertainment, sports, and news through NBCUniversal; and operates Universal Parks and Resorts. Visit www.comcastcorporation.com for more information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260612722970/en/

Contacts

Media Contact: Sean Casey Sean_Casey@comcast.com

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Comcast (CMCSA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this cable provider have returned -4.8%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Cable Television industry, which Comcast falls in, has lost 4.8%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate Revisions

Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Comcast is expected to post earnings of $0.98 per share for the current quarter, representing a year-over-year change of -21.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.8%.

The consensus earnings estimate of $3.53 for the current fiscal year indicates a year-over-year change of -18.1%. This estimate has changed -1.3% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.79 indicates a change of +7.3% from what Comcast is expected to report a year ago. Over the past month, the estimate has changed -0.8%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Comcast.

Story Continues

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS12-month consensus EPS estimate for CMCSA

Projected Revenue Growth

Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Comcast, the consensus sales estimate of $29.32 billion for the current quarter points to a year-over-year change of -3.3%. The $122.01 billion and $120.22 billion estimates for the current and next fiscal years indicate changes of -1.4% and -1.5%, respectively.

Last Reported Results and Surprise History

Comcast reported revenues of $31.46 billion in the last reported quarter, representing a year-over-year change of +5.3%. EPS of $0.79 for the same period compares with $1.09 a year ago.

Compared to the Zacks Consensus Estimate of $30.6 billion, the reported revenues represent a surprise of +2.8%. The EPS surprise was +8.22%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

Valuation

No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Comcast is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom Line

The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Comcast. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Comcast Corporation (CMCSA) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

This article first appeared on GuruFocus.

Fox Corp.'s (NASDAQ:FOXA) Fox channel could be turning FIFA World Cup hydration breaks into a fresh advertising opportunity, after cutting to commercials during one of the newly added pauses in the tournament for the first time.

During the opening match between Mexico and South Africa, Fox aired four commercials totaling about two minutes around 25 minutes into the game. The break was introduced as sponsored by Powerade, followed by ads from AT&T (NYSE:T), Michelob Ultra, Lowe's (NYSE:LOW), and FanDuel.

Warning! GuruFocus has detected 7 Warning Sign with FOXA. Is FOXA fairly valued? Test your thesis with our free DCF calculator.

If Fox keeps this pace across the tournament, the move could create more than 800 additional ad spots across 104 matches. Comcast (NASDAQ:CMCSA)'s Telemundo, which holds Spanish-language US rights, has said it will not run ads during hydration breaks, choosing instead to stay with the live match while thanking Coca-Cola (NYSE:KO).

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Enterprise-grade, AI-powered threat detection, embedded directly in the Comcast Business network, now available to small businesses nationwide

PHILADELPHIA, June 11, 2026--(BUSINESS WIRE)--Comcast Business, the nation's largest provider of connectivity to small businesses, today announced the nationwide availability of SecurityEdge™ Preferred, its most advanced, network-native cybersecurity solution for small businesses – and the most comprehensive cybersecurity solution for small businesses at the best price.

Because SecurityEdge Preferred is built directly into the Comcast Business network, security can be activated in minutes without deploying additional hardware, managing multiple vendors, or maintaining complex security tools. Rather than adding another layer on top of existing infrastructure, it lives inside the connectivity small businesses already rely on – intercepting threats at the network edge, the moment traffic enters or exits. It is an architectural advantage that network-native security can deliver, and other products cannot.

The numbers tell a consistent story. Comcast Business's own 2025 Cybersecurity Threat Report – drawn from 34.6 billion security events across its network – found the threat environment facing small businesses at its most active and most costly on record. Outside research confirms it: according to Cisco, 43 percent of all cyberattacks now target small businesses, and the Identity Theft Resource Center's 2024 Consumer and Business Impact Report found that financial losses from breaches have doubled in two years, with damages increasingly topping $500,000.

Yet most small businesses have no dedicated security staff, no interest in complex deployments, and no path to the enterprise-grade tools that larger organizations take for granted. SecurityEdge Preferred was designed to change that.

"Security shouldn't require an IT department to work," said Christian Nascimento, Senior Vice President, Connectivity and Digital Customer Solutions, Comcast Business. "SecurityEdge Preferred is part of our broader commitment to simplifying how small businesses access and manage critical technology, bringing connectivity and cybersecurity together in an integrated experience they can depend on."

Simple to Activate. Powerful by Design.

SecurityEdge Preferred monitors both incoming and outgoing traffic in real time, blocking malware, ransomware, phishing attempts, and botnets before they reach connected devices. AI-powered threat intelligence continuously identifies and adapts to emerging attack patterns. Advanced filtering blocks malicious IP addresses and restricts traffic from high-risk geographic regions. Application-level controls prevent unauthorized software from accessing the network. A live dashboard gives business owners real-time visibility into activity and threats, with customizable alerts.

Story Continues

The scale of the threat environment small businesses face is not hypothetical. In May 2026, for example, SecurityEdge Preferred blocked threats targeting small businesses at an average rate of more than 230 per second – malware, phishing attempts, botnet communications, and malicious traffic, intercepted at the network edge before reaching connected devices.

Activation takes minutes. No additional hardware is required beyond a Comcast Business Internet router, and no IT expertise is needed to get started or manage the solution on an ongoing basis. SecurityEdge Preferred is $40 per month for Comcast Business Internet customers with speeds below 1 Gbps, and $60 per month for Gig+ customers – with no per-seat licenses or annual subscription fees required. It is also available through Comcast Business's Total Solutions Advantage plans and "Buy More, Save More" program, through which customers can save up to $30 per month when bundling eligible solutions.

"Our network is what makes this different," Nascimento continued. "Security that's embedded in the infrastructure – rather than layered on top of it – means we can stop threats closer to where they originate, at a scale most small businesses could never achieve on their own. That's what we built this solution to do."

SecurityEdge Preferred is available now to eligible small businesses across Comcast Business's national footprint. The product completed a phased rollout that began with a limited beta in November 2025. For more information on SecurityEdge Preferred or to explore available plans and pricing, visit business.comcast.com/learn/internet/security-edge.

Most comprehensive security solution at the best price based on comparison of features and regular rates or comparable small business security offerings of AT&T, Verizon, T-Mobile, and Lumen.

About Comcast Business

Comcast Business offers leading global businesses the technology solutions and forward-thinking partnership they need. With a full suite of solutions including fast, reliable connectivity, secure networking solutions, and advanced cybersecurity and a range of managed service options, Comcast Business is ready to meet the needs of businesses of all sizes. Comcast Business has been recognized by leading analyst firms for its continued growth, innovation, and leadership, and is committed to partnering with customers to help them drive their businesses forward.

For more information, call 800-501-6000. Follow @ComcastBusiness on social media networks at http://business.comcast.com/social.

About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260611759476/en/

Contacts

Media Contacts: Matt Helmke 215.286.8666 Matt_Helmke@comcast.com

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the consumer discretionary - wireless, cable and satellite industry, including Cable One (NYSE:CABO) and its peers.

The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Wireless, cable, and satellite companies provide pay-TV, broadband internet, and mobile connectivity through large fixed-infrastructure networks. Tailwinds include growing bandwidth consumption, bundling opportunities across video, internet, and wireless services, and rural broadband subsidies from government programs. However, headwinds are pronounced: cord-cutting continues to erode traditional video subscriber bases, capital expenditure requirements for network upgrades (such as fiber overbuilds and 5G rollouts) are substantial, and aggressive promotional pricing among competitors compresses margins. Regulatory oversight on pricing and net neutrality adds uncertainty, while streaming platforms increasingly bypass traditional distributors, reducing the value of the legacy pay-TV bundle.

The 7 consumer discretionary - wireless, cable and satellite stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 19.3% since the latest earnings results.

Cable One (NYSE:CABO)

Founded in 1986, Cable One (NYSE:CABO) provides high-speed internet, cable television, and telephone services, primarily in smaller markets across the United States.

Cable One reported revenues of $353 million, down 7.3% year on year. This print fell short of analysts’ expectations by 1.8%. Overall, it was a slower quarter for the company with a miss of analysts’ revenue and adjusted operating income estimates.Cable One Total Revenue

Cable One delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. The market seems disappointed with the results as the stock is down 52.9% since reporting and currently trades at $43.05.

Story Continues

Read our full report on Cable One here, it’s free.

Best Q1: Comcast (NASDAQ:CMCSA)

Formerly known as American Cable Systems, Comcast (NASDAQ:CMCSA) is a multinational telecommunications company offering a wide range of services.

Comcast reported revenues of $31.46 billion, up 10.9% year on year, outperforming analysts’ expectations by 3.4%. The business had a strong quarter with an impressive beat of analysts’ revenue and adjusted operating income estimates.Comcast Total Revenue

Comcast pulled off the biggest analyst estimate beat and fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 18.3% since reporting. It currently trades at $24.00.

Is now the time to buy Comcast? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Optimum Communications (NYSE:OPTU)

Based in Long Island City, Optimum Communications (NYSE:OPTU) is a telecommunications company offering cable, internet, telephone, and television services across the United States.

Optimum Communications reported revenues of $2.07 billion, down 4% year on year, in line with analysts’ expectations. It was a softer quarter as it posted a significant miss of analysts’ adjusted operating income and EPS estimates.

As expected, the stock is down 14.3% since the results and currently trades at $1.18.

Read our full analysis of Optimum Communications’s results here.

AT&T (NYSE:T)

Founded by Alexander Graham Bell, AT&T (NYSE:T) is a multinational telecomm conglomerate providing a range of communications and internet services.

AT&T reported revenues of $31.51 billion, up 2.9% year on year. This number topped analysts’ expectations by 0.9%. More broadly, it was a mixed quarter as its performance in some other areas of the business was disappointing.

The stock is down 10.4% since reporting and currently trades at $23.19.

Read our full, actionable report on AT&T here, it’s free.

Charter (NASDAQ:CHTR)

Operating as Spectrum, Charter (NASDAQ:CHTR) is a leading telecommunications company offering cable television, high-speed internet, and voice services across the United States.

Charter reported revenues of $13.6 billion, down 1% year on year. This result met analysts’ expectations. However, it was a slower quarter as it logged a significant miss of analysts’ EPS estimates and a slight miss of analysts’ adjusted operating income estimates.

The stock is down 43.6% since reporting and currently trades at $136.47.

Read our full, actionable report on Charter here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

More Than 2,300 Homes and Businesses Now Connected to America’s Smartest and Most Reliable Converged WiFi Network for the First Time

PORTSMOUTH, N.H., June 11, 2026--(BUSINESS WIRE)--More than 2,300 new homes and businesses in Farmington, New Hampshire now have access to multi-gigabit, symmetrical Internet from America’s smartest and most reliable converged network. Xfinity brings Internet, mobile, entertainment, and smart home services into one simple, seamless solution – giving customers more speed, savings, and control over their connected lives. Farmington joins the 65 million homes and businesses nationwide with access to a network that fuels innovation, productivity, and everyday connection.

Residents can visit Xfinity.com and businesses should visit ComcastBusiness.com to see if their address is eligible for service. Farmington is part of the company’s investment in New Hampshire’s Strafford County, which also includes ongoing expansions in Milton and New Durham.

"Since Xfinity came to town, it’s made a real difference for our family," said Donna Menzi, a Farmington resident. "With a busy household and a teen who’s constantly balancing schoolwork and online gaming, we need fast, reliable Internet we can count on. Xfinity delivers – whether it’s streaming, collaborating on assignments, or winding down with friends online, everything just works. It’s taken the stress out of staying connected and keeps our whole home running smoothly."

"Xfinity is proud to bring multi-gigabit Internet and mobile services to thousands of residents and businesses in Farmington, connecting them to the power of our network – including fast, smart, reliable WiFi and a full suite of Xfinity and Comcast Business solutions," said Carolyne Hannan, Senior Vice President of Comcast’s New England Region. "With simple, everyday pricing that features a 5-year price guarantee, a free advanced WiFi gateway, and one line of Xfinity Mobile included for one year, customers will experience exceptional value and performance."

Xfinity Brings Full Suite of Residential Services to Farmington Comcast is bringing its full suite of residential Xfinity services to Farmington, including high-speed Internet, streaming, mobile, voice, and home security – delivering reliable, connected experiences for today’s consumers at home or on the go.

Xfinity Internet: Speed, Reliability, and Coverage. With multi-gig speeds, 99.9% reliability, and powerful WiFi that reaches every corner of the home, Xfinity powers streaming, gaming, and video calls – simply and seamlessly. Xfinity Mobile: Most Reliable Network. Fraction of the Cost. Xfinity Mobile delivers reliable, lightning‑fast speeds – up to 1 Gig – at home and on the go. And now, new customers can get one line free for a full year when they sign up for a qualifying Xfinity Internet plan. Xfinity TV: All Entertainment. One Powerful Platform. Xfinity brings together live TV, streaming, sports, and on-demand content in one easy-to-use experience. With the award-winning Xfinity Voice Remote, finding a show, channel, or game is fast, easy, and frustration-free. Xfinity Home: Smart Security Made Simple. Xfinity Home combines advanced security and smart home automation in one easy-to-use platform. With flexible options for self or professional monitoring, it delivers peace of mind and control.

Story Continues

Comcast Business: Technology Solutions for Businesses of Any Size Comcast Business delivers powerful, secure, and always-on connectivity tailored to meet the needs of businesses – whether small startups or growing enterprises. With fast, reliable Internet and advanced networking solutions like SD-WAN, cloud connectivity, and unified communications, Comcast Business helps organizations stay connected, protected, and ready to scale.

For businesses on the move, Comcast Business Mobile offers fast, dependable 5G, flexible data plans, and access to over 23 million WiFi hotspots nationwide. With features like 4K streaming, advanced spam call blocking, and twice-a-year phone upgrades, it’s a mobile solution designed to keep teams productive – wherever business takes them.

What It Means for the Farmington Community Comcast’s commitment to communities goes beyond building the network and aims to increase economic mobility for the local community and its residents. That’s why Comcast created Internet Essentials, a broadband adoption program that offers eligible households low-cost, high-speed Internet and affordable computers.

About Comcast Corporation Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260611817264/en/

Contacts

Media: Marc Goodman Marc_Goodman@comcast.com 617-279-7521

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

PHILADELPHIA, June 11, 2026--(BUSINESS WIRE)--Comcast Corporation will host a conference call with the financial community to discuss financial results for the second quarter on Thursday, July 23, 2026, at 8:30 a.m. Eastern Time (ET). Comcast will issue a press release reporting its results earlier that morning.

The conference call will be broadcast live on Comcast's Investor Relations website at www.cmcsa.com. A replay of the call will be available starting at 11:30 a.m. ET on Thursday, July 23, 2026, on the Investor Relations website.

To automatically receive Comcast financial news by email, please visit our Investor Relations website and subscribe to Email Alerts.

About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260611959264/en/

Contacts

Investor Contacts: Marci Ryvicker Marci_Ryvicker@Comcast.com

Jane Kearns Jane_Kearns@Comcast.com

Press Contacts: Jennifer Khoury Jennifer_Khoury@Comcast.com (215) 531-3296

John Demming John_Demming@Comcast.com (215) 429-4744

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

3 Reasons to Sell CMCSA and 1 Stock to Buy Instead

Over the past six months, Comcast's stock price fell to $23.92. Shareholders have lost 13.3% of their capital, which is disappointing considering the S&P 500 has climbed by 7.5%. This may have investors wondering how to approach the situation.

Is there a buying opportunity in Comcast, or does it present a risk to your portfolio? Check out our in-depth research report to see what our analysts have to say, it's free.

Why Do We Think Comcast Will Underperform?

Despite the more favorable entry price, we're cautious about Comcast. Here are three reasons we avoid CMCSA, plus one stock we'd rather own.

1. Decline in Domestic Broadband Customers Points to Weak Demand

Revenue growth can be broken down into changes in price and volume (for companies like Comcast, our preferred volume metric is domestic broadband customers). While both are important, the latter is the most critical to analyze because prices have a ceiling.

Comcast's domestic broadband customers came in at 28.65 million in the latest quarter, and over the last two years, averaged 2.7% year-on-year declines. This performance was underwhelming and implies there may be increasing competition or market saturation. It also suggests Comcast might have to lower prices or invest in product improvements to grow, factors that can hinder near-term profitability.Comcast Domestic Broadband Customers

2. Cash Flow Margin Set to Decline

Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king.

Over the next year, analysts predict Comcast's cash conversion will fall. Their consensus estimates imply its free cash flow margin of 13.6% for the last 12 months will decrease to 10.5%.

3. New Investments Fail to Bear Fruit as ROIC Declines

ROIC, or return on invested capital, is a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity).

Unfortunately, Comcast's ROIC averaged 1.2 percentage point decreases each year over the last few years. Paired with its already low returns, these declines suggest its profitable growth opportunities are few and far between.Comcast Trailing 12-Month Return On Invested Capital

Final Judgment

We cheer for all companies serving everyday consumers, but in the case of Comcast, we'll be cheering from the sidelines. Following the recent decline, the stock trades at 6.8× forward P/E (or $23.92 per share). While this valuation is optically cheap, the potential downside is huge given its shaky fundamentals. There are superior stocks to buy right now. Let us point you toward one of our top software and edge computing picks.

Story Continues

Stocks We Like More Than Comcast

ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively.

Find out which 5 stocks it's flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE.

Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.

View Comments

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.

Comcast's advertising arm announced a partnership with Affinity Solutions to use purchase transaction data in its AI audience discovery engine. The collaboration aims to connect TV ad exposure with real-world spending, giving advertisers a way to focus campaigns on buyers rather than broad demographics. This marks a shift toward outcome based TV advertising for NasdaqGS:CMCSA, going beyond recent headlines around debt activity and theme parks.

Comcast, through its advertising division, is leaning further into data driven media at a time when brands want clearer links between ad spend and actual sales. TV is under pressure to offer the kind of precision and accountability that digital platforms already provide, and pairing AI with purchase data is one response to that demand.

For investors tracking NasdaqGS:CMCSA, this move highlights how the company is trying to make its ad platform more useful for brands that care about measurable business outcomes. The key question from here is how quickly advertisers adopt purchase based targeting on TV and whether it becomes a standard others feel compelled to match.

Stay updated on the most important news stories for Comcast by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Comcast.NasdaqGS:CMCSA Earnings & Revenue Growth as at Jun 2026

We've flagged 3 risks for Comcast. See which could impact your investment.

This partnership sits at the intersection of Comcast's media assets and its data capabilities. By feeding Affinity Solutions' purchase-transaction data into its AI-powered audience discovery engine, Comcast is trying to move TV buying closer to the kind of purchase based targeting and closed loop measurement advertisers are used to on platforms from Alphabet, Meta or Amazon. For you as an investor, this matters because it ties Comcast's large TV and streaming inventory more directly to what many brands now care about most, measurable sales outcomes rather than broad reach alone.

How This Fits Into The Comcast Narrative

The focus on outcome based, data rich TV advertising supports the narrative that Comcast is leaning into streaming, sports rights and technology to keep its media and broadband ecosystem relevant as viewing habits change. At the same time, success is not guaranteed, and if purchase based targeting does not gain traction with big advertisers, it could limit how much Comcast can offset pressure on more traditional TV ad spending. The narrative around broadband quality, parks and content spends relatively less time on how advertising technology partnerships might change the mix of revenue and margins in Media, so this data partnership may not be fully reflected in existing storylines.

Story Continues

Knowing what a company is worth starts with understanding its story.Check out one of the top narratives in the Simply Wall St Community for Comcast to help decide what it's worth to you.

The Risks and Rewards Investors Should Consider

⚠️ Advertisers may be cautious about how purchase data is sourced and used, and any concerns around privacy or data quality could limit adoption or attract regulatory attention. ⚠️ Rivals such as Disney, Warner Bros. Discovery and streaming focused platforms can also expand their own data partnerships, which could dilute any edge Comcast gains if its solution is not clearly differentiated. 🎁 If brands see a clear link between Comcast ad exposure and in store or online purchases, that can strengthen the case for allocating budget to its TV and streaming properties rather than shifting more dollars to purely digital platforms. 🎁 Stronger measurement tools may help Comcast defend pricing for premium sports and event inventory, supporting the broader thesis that live content and advanced ad tech together can keep traditional TV relevant for marketers.

What To Watch Going Forward

From here, keep an eye on how often Comcast highlights purchase based targeting in its advertising and NBCUniversal updates, especially references to the number of campaigns using the tool, repeat spend from major brands and any use cases in categories like retail, consumer packaged goods or financial services. Comparisons to targeting capabilities at Alphabet, Meta and other streaming platforms will also matter. Over time, investor focus is likely to be on whether these kinds of partnerships help stabilize or reshape Comcast's advertising trends alongside its broader efforts in broadband, parks and streaming.

To ensure you're always in the loop on how the latest news impacts the investment narrative for Comcast, head to the community page for Comcast to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CMCSA.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

View Comments