Posts on CMCSA

Latest ideas and analyses related to Comcast Corporation Class A Common Stock

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CMCSA

+14 pts



Communacopia + Technology Conference — Key Takeaways

By ethonomics on Sept. 15, 2022, 5:39 p.m.
Tagged topics: conference takeaways

Views: 7, Votes: 2, Responses: 0, Attachments: 1
AMZN , AAPL , NFLX , DIS , WBD , PARA , EDR , WMG , SPOT , FWONK , CMCSA

+73 pts



Morgan Stanley’s The State of Streaming, Advertising, & Entertainment – Our Investment Outlook Ahead

By realmomobags on Sept. 9, 2022, 4:04 a.m.
Tagged topics: streaming , music streaming

Views: 73, Votes: 9, Responses: 1, Attachments: 1
VZ , T , CMCSA , CHTR

+37 pts



Four key takeaways from cable and wireless earnings + CHTR 2Q22 results

By ethonomics on Aug. 1, 2022, 4:20 p.m.
Tagged topics: earnings results

Views: 21, Votes: 4, Responses: 0, Attachments: 1
CMCSA

+31 pts



$CMCSA Broadband Growth Stalls, Earnings Growth Remains

By mooreideas on July 29, 2022, 10:47 a.m.
Tagged topics: earnings results

Views: 14, Votes: 1, Responses: 0, Attachments: 1
CMCSA

+77 pts



2Q22; Sub Woes Continue; Lowering Estimates

By P on July 29, 2022, 7:32 a.m.
Tagged topics: Telecommunications

Views: 28, Votes: 6, Responses: 0, Attachments: 1
CMCSA , CHTR , ATUS , TMUS , SBAC

+36 pts



2Q22 Preview for Wireless, Cable and Telecom Infrastructure

By ethonomics on July 12, 2022, 3:32 p.m.
Tagged topics: earnings preview

Views: 25, Votes: 3, Responses: 0, Attachments: 1
AAPL , AMZN , DIS , EA , CMCSA

+17 pts



Battlefield was a disaster, but EA is far past relying on Battlefield for meaningful growth. Apex is their non-sports king, and it's doing very, very...

By wineced142@azteen.com on May 24, 2022, 7:16 p.m.
Tagged topics: market chatters , mergers and acquisitions

Views: 30, Votes: 6, Responses: 0, Attachments: 0
EA , AMZN , DIS , AAPL , CMCSA

+38 pts



Analysts think M&A chatters to set a floor on $EA stock, $AMZN bid appears most plausible

By labjordan on May 24, 2022, 12:28 p.m.
Tagged topics: market chatters , mergers and acquisitions

Views: 207, Votes: 4, Responses: 1, Attachments: 1
TMUS , CMCSA , CHTR , ATUS , VZ , SBAC , AMT , T , CCI , EQIX , FYBR , IHS , SWCH , UNIT

+37 pts



1Q22 Preview for Wireless, Cable and Telecom Infrastructure

By ethonomics on April 13, 2022, 4:21 p.m.
Tagged topics: earnings preview

Views: 37, Votes: 3, Responses: 1, Attachments: 1
ATUS , CHTR , CMCSA , T , TMUS , VZ

+37 pts



Cable: Not as Easy to Love, but Too Good to Hate – Assessing Competitive Threats Across Broadband

By CdnInvstr on Jan. 24, 2022, 3:42 p.m.
Tagged topics: deep dive , analyst upgrade

Views: 60, Votes: 3, Responses: 0, Attachments: 1
TMUS , FYBR , CMCSA , IHS , LYV , VIAC , IHRT , DIS , SBAC , ATUS , VZ , CHTR , EQIX , AMT , AMCX , CCI , UNIT , SWCH , LGF.B , SIRI , FWONK , CCOI , FOXA , EDR , LLNW

+43 pts



US Telecom Cable and Media - opportunities for catalyst driven stories and deep value plays in 2022

By ethonomics on Jan. 11, 2022, 3:52 p.m.
Tagged topics: deep dive , analyst top pick

Views: 100, Votes: 3, Responses: 0, Attachments: 1
LSXMK , CHTR , CMCSA , LBRDK

+36 pts



Broadband's post-pandemic hangover for net adds likely to continue into 2022

By underdog on Dec. 13, 2021, 1:49 p.m.
Tagged topics: growing competition , deep dive

Views: 55, Votes: 4, Responses: 0, Attachments: 1
AMX , T , BCE , CMCSA , STLC , LNR , PEY , TOU , ARX , POU , BIR , IMO , DVN , PXD , ENIA , ENIC , KMI , TA , BIP , AQN , ALA , EMA , GWO , MFC , SLF , IAG , PLD , NTST , GIB.A , ENGH , OTEX , CNR , MTL , CJT

+38 pts



Street appears to be severely underestimating the dividend outlook

By CdnInvstr on Nov. 29, 2021, 11:43 a.m.
Tagged topics: dividend growth

Views: 189, Votes: 5, Responses: 0, Attachments: 1
CMCSA , VIAC

+33 pts



$CMCSA - recent wall street reports on Comcast (as requested)

By junkfoodlover on Sept. 8, 2021, 11:03 a.m.
Tagged topics: deep dive , JP Morgan , RBC , media , Scotiabank

Views: 199, Votes: 1, Responses: 0, Attachments: 8
CMCSA , VIAC , ROKU , AAPL , AMZN , GOOGL

+33 pts



$CMCSA - Goldman says merger with $VIAC would add scale but increase exposure to cord-cutting, buying $ROKU would add streaming scale but be in direct competition with tech giants

By labjordan on June 25, 2021, 10:46 a.m.
Tagged topics: scale benefits , market chatters , mergers and acquisitions , Goldman Sachs , media

Views: 245, Votes: 2, Responses: 0, Attachments: 4