Comcast Corporation
 (CMCSA)

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  • Dec. 2, 2011, 1:42 PM

    Over the last 6 years, the share of U.S. households relying only on mobile phone service has gone from 7.3% to 29.7%. Jim Edwards thinks the TV industry could be upended in a similar way, as cord-cutting gains steam. However, there's one big difference: a cell phone can do anything a wireline phone can do; for now at least, the same doesn't  hold for online video relative to cable and satellite. (previously)

    | Dec. 2, 2011, 1:42 PM | 1 Comment
  • Dec. 2, 2011, 1:15 PM
    "A complete reordering of the competitive universe as we know it," writes Bernstein's Craig Moffett of the Verizon (VZ) deal to purchase Spectrum. The joint marketing effort between the cable companies (CMCSA, TWX) and Verizon "amounts to a partnership between formerly mortal enemies ... a strategic masterstroke for Verizon." The best deal in town is about to be a bundle of Comcast's broadband, voice, and video combined with Verizon mobile.
    | Dec. 2, 2011, 1:15 PM
  • Dec. 2, 2011, 9:26 AM
    Clearwire (CLWR), which owns valuable spectrum assets, is up 7.9% in the wake of Verizon's (VZ) spectrum purchase, adding to yesterday's gains. The Street appears pleased not just with Comcast (CMCSA) and Time Warner's (TWC) windfall, but also with the fact they're retreating (for now, anyway) from the wireless space, where they've struggled to compete. Cox recently gave up on its own mobile efforts.
    | Dec. 2, 2011, 9:26 AM
  • Dec. 2, 2011, 9:08 AM

    More on Verizon/Spectrum: The cable companies (Comcast CMCSA, Time Warner TWX) and Verizon (VZ, VOD) will become agents to sell each other's products. Over time, the cable firms will have the option of selling Verizon Wireless service on wholesale basis. VZ +0.5%, CMCSA +4.1% premarket.

    | Dec. 2, 2011, 9:08 AM
  • Dec. 2, 2011, 8:56 AM

    Trying to keep up with the fast-growing demand for bandwidth, Verizon Wireless (VZ, VOD) agrees to buy Spectrum and its 122 wireless licenses from Comcast (CMCSA) and Time Warner (TWX) for $3.6B. Comcast's share of the proceeds will be $2.3B; Time Warner's, $1.1B. (PR) Comcast +2.6% premarket.

    | Dec. 2, 2011, 8:56 AM | 1 Comment
  • Nov. 16, 2011, 2:36 PM

    In what could be troubling news for its peers, cable provider Cox Communications says it will discontinue its mobile phone service on March 30, citing strong competition and an inability to obtain popular devices such as the iPhone. Comcast (CMCSA), Time Warner Cable (TWC), and Cablevision (CVC) have at best seen moderate success for their mobile offerings.

    | Nov. 16, 2011, 2:36 PM
  • Nov. 11, 2011, 3:43 PM

    A government report estimates 68% of U.S. households had broadband access in 2010, up from 64% in 2009. However, only 57% of rural households, and 43% of low-income residents, had broadband. At the FCC's prodding, Comcast (CMCSA) and others have been launching inexpensive Internet plans for low-income households.

    | Nov. 11, 2011, 3:43 PM | 3 Comments
  • Nov. 8, 2011, 1:21 PM

    A recap of the earnings reports of pay-TV providers finds U.S. cable providers CMCSA, TWC, CHTR, and CVC lost a combined 379K video subscribers in Q3. However, telcos T and VZ added 307K video subs between them. Satellite was a mixed bag, with DTV's 327K U.S. subscriber gain offsetting DISH's 111K loss.

    | Nov. 8, 2011, 1:21 PM
  • Nov. 7, 2011, 9:05 AM

    Calevision (CVC) +2.6% premarket after an article in Barron's over the weekend suggests selling is overdone and the company could be a takeover target. After simplifying its corporate structure in the past two years, CVC "has become an attractive pure-play cable TV business" that could finally become a target for Time Warner Cable (TWC) or Comcast (CMCSA).

    | Nov. 7, 2011, 9:05 AM
  • Nov. 2, 2011, 2:04 PM

    Comcast (CMCSA +0.4%) CEO Brian Roberts says in an earnings CC that high-speed internet was the largest contributer to the company's revenue growth as it differentiates the market between high-speed and DSL. The trend to higher-speed internet service dovetails with Comcast's reach of 10.6M HD or DVR customers - standing ready to pay for premium content.

    | Nov. 2, 2011, 2:04 PM
  • Nov. 2, 2011, 8:13 AM

    More on Comcast's Q3: Free cash flow grew 36% Y/Y, to $1.39B. The company lost 165K video subscribers, slightly better than Q2's 238K loss. 261K broadband subs added, better than Q2's 144K. 133K voice subs added, worse than Q2's 193K. NBCUniversal revenue grew 4.6% Y/Y, with 12% growth in Cable Networks offsetting a 7.8% drop in Filmed Entertainment. CMCSA +1.4% premarket. (PR)

    | Nov. 2, 2011, 8:13 AM
  • Nov. 2, 2011, 7:07 AM
    Comcast (CMCSA): Q3 EPS of $0.33 misses by $0.06. Revenue of $14.3B (+51.1% Y/Y) in-line. (PR)
    | Nov. 2, 2011, 7:07 AM
  • Nov. 2, 2011, 12:05 AM

    Notable earnings before Wednesday's open: AOL, CLX, CMCSA, CNP, CTSH, DVN, EIX, EP, EPD, FWLT, GPOR, HUN, LVLT, MA, MMC, NVE, PWR, RRD, SNE, SVM, TAP, TEVA, TLM, TRW, TWX

    | Nov. 2, 2011, 12:05 AM | 1 Comment
  • Oct. 27, 2011, 11:16 AM

    Time Warner Cable (TWC -8%) gets crushed by its Q3 miss, highlighted by an ad revenue decline and weak residential sales growth. A 128K decline in video subscribers - nearly as bad as Q2's drop - is raising the specter of cord-cutting once again. Other video providers moving lower: CMCSA -3.1%. CVC -2.9%. CHTR -1.2%. DISH -0.6%. DTV -0.3%.

    | Oct. 27, 2011, 11:16 AM
  • Oct. 13, 2011, 8:24 PM
    The sale is off, say the content-focused owners of video hub Hulu - including NWS, DIS and CMCSA - because of its "unique and compelling strategic value" to each of them. Most bids from the likes of AMZN, DISH and GOOG didn't exceed the $2B owners thought they could get in an IPO last year, and new efforts like the $7.99/month Hulu Plus have them thinking there's value ahead. (previously on Hulu)
    | Oct. 13, 2011, 8:24 PM | 1 Comment
  • Oct. 13, 2011, 5:52 PM
    The 13 most hated publicly-traded U.S. companies, according to the American Customer Satisfaction Index: POM, DAL, TWC, CMCSA, CHTR, LCC, UAL, AMR, UNH, T, JPM, DISH, BAC.
    | Oct. 13, 2011, 5:52 PM | 12 Comments
Company Description
Comcast Corp is a media and technology company. The Company's business segments are: Cable Communications, Cable Networks, Broadcast Television, Filmed Entertainment, and Theme Parks.
Sector: Services
Industry: CATV Systems
Country: United States