Comcast Corporation
 (CMCSA)

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  • Sep. 19, 2011, 8:48 AM

    Though a new round of bids should arrive next week, Hulu's sale is reportedly in jeopardy, thanks to differences over the video site's selling price and content rights, as well as rumored bidder Yahoo's (YHOO) ongoing turmoil. Other parties believed to be courting Hulu include GOOG, AMZN, DTV, and DISH.

    | Sep. 19, 2011, 8:48 AM
  • Sep. 15, 2011, 3:12 PM

    Deutsche Bank's Doug Mitchelson thinks cable and satellite providers stand to gain from Netflix's (NFLX -18.7%) woes. Mitchelson is revising his Q3 forecast for pay TV net subscriber adds from -43K to 0, thanks largely to revisions for CMCSA, TWC, and DTV. Cable providers had a difficult Q2, and debate rages on the role played by "cord-cutting."

    | Sep. 15, 2011, 3:12 PM | 1 Comment
  • Sep. 6, 2011, 3:43 PM
    Peter Kafka confirms the Financial Times' report that the formal bidding for Hulu is down to AMZN, YHOO, and DISH. However, Kafka also claims Google (GOOG) is interested in making a bigger deal than the one Hulu's owners have been trying to swing - perhaps for "more content, for a longer period of time," and at a higher price.
    | Sep. 6, 2011, 3:43 PM
  • Sep. 6, 2011, 8:15 AM

    The Financial Times recently claimed the battle to acquire Hulu is down to AMZN, YHOO, and DISH, after DTV pulled out of the running. However, Bloomberg's source tells it Hulu "has received as many as five first-round bids," while adding that Hulu is willing to give the acquirer two years of exclusive access to TV content. (previously)

    | Sep. 6, 2011, 8:15 AM
  • Sep. 2, 2011, 7:42 AM
    Netflix's (NFLX) loss of Starz content "illustrates the market power still enjoyed by cable operators over the content studios," and could slow the advance of OTT video, harming Hulu (NWS, DIS, CMCSA) and even Amazon (AMZN), ThinkEquity says. Possible beneficiaries: cable infrastructure suppliers like Harmonic (HLIT).
    | Sep. 2, 2011, 7:42 AM
  • Sep. 1, 2011, 4:37 PM

    Comcast's (CMCSA) takeover of NBC Universal is approved by a federal judge with conditions that will maintain the court’s oversight of the deal for two more years.

    | Sep. 1, 2011, 4:37 PM
  • Aug. 31, 2011, 5:38 PM

    Business Insider claims six companies have made informal bids for Hulu, with most coming at the upper end of a range of $500M-$2B. GOOG, AMZN, and YHOO are considered among the most interested parties, while AAPL and MSFT declined to make bids. One source claims Yahoo's offer could be torpedoed by its board. (previously)

    | Aug. 31, 2011, 5:38 PM
  • Aug. 29, 2011, 1:18 PM

    Cable TV providers such as CMCSA, CVC, CHTR, and TWC had a rough Q2, with net subscriber losses proving the norm. Miller Tabak's David Joyce thinks Q3 could also be ugly, as online video adoption leads to more cancellations. Joyce notes cable providers are already seeing slow OIBDA growth due to customer defections.

    | Aug. 29, 2011, 1:18 PM
  • Aug. 25, 2011, 8:42 AM

    The deadline for preliminary offers in Hulu's auction has reportedly been extended until the end of the week from yesterday in order to give bidders more times to scrutinize the TV website's financial details. Yahoo (YHOO), Google (GOOG) DirecTV (DTV) and Amazon (AMZN) are among those interested.

    | Aug. 25, 2011, 8:42 AM
  • Aug. 24, 2011, 2:24 PM
    Amusement park operators Six Flags (SIX +2.1%) and Cedar Fair (FUN +3.2%) are both higher on renewed speculation attendance numbers will be stronger-than-expected for the summer. Also positioned to benefit are Disney (DIS +0.5%) and Comcast (CMCSA +1.7%), both gainers for the day.
    | Aug. 24, 2011, 2:24 PM | 1 Comment
  • Aug. 19, 2011, 3:04 AM

    Sprint (S) is reportedly talking with Comcast (CMCSA), Cox and Cablevision (CVC) about an investment in Sprint that would give it the cash to buy the shares in Clearwire (CLWR) it doesn't own. Alternatively, the cable firms could invest in Clearwire, which needs money for a $600M network upgrade, via Sprint.

    | Aug. 19, 2011, 3:04 AM
  • Aug. 18, 2011, 11:50 AM
    Amazon (AMZN -4.5%) says deals with CBS and NBC (CMCSA -3.3%) pushed up the tally on its digitial video library to 100K, from 90K. The service varies (or competes?) from AMZN's Netflix-like (NFLX -3.1%) streaming movie service that only boasts 9K titles. The firm's video strategy should clarify when its new tablet launches this fall.
    | Aug. 18, 2011, 11:50 AM
  • Aug. 18, 2011, 9:56 AM
    Shares in TV companies follow Time Warner (TWX -4%) lower, possibly on CEO Jeff Bewkes' comments about weaker ad sales. DIS -2.6%, CMCSA -2.1%, VIA -2.4%.
    | Aug. 18, 2011, 9:56 AM
  • Aug. 16, 2011, 7:40 AM
    The Bill & Melinda Gates Foundation reports in its latest 13-F owning 945,000 special Class A shares of Comcast (CMCSA), along with a much smaller position in Comcast's regular A shares. The foundation also increased its stake in CSX (CSX) and sold out of M&T Bank (MTB), according to the filing.
    | Aug. 16, 2011, 7:40 AM | 1 Comment
  • Aug. 10, 2011, 1:58 PM
    Viewers are canceling or forgoing cable and satellite TV subscriptions in record numbers, according to an analysis of quarterly earnings reports, but it's not clear how much of the decline is caused by people adjusting to tough economic times or if they're watching cheap internet video. Analysts place the number cutting the cable cord during Q2 at 380K-450K.
    | Aug. 10, 2011, 1:58 PM | 6 Comments
  • Aug. 4, 2011, 9:18 AM
    Amusement park operators report higher admission revenue for July in an economy ripe for penny-pinching. Cedar Fair (FUN) +5%, Six Flags (SIX) +9% and Disney +5% (DIS) kept the turnstiles moving, but couldn't keep up with Comcast's (CMCSA) Islands of Adventure's park checking in with a +20% gain over the last year.
    | Aug. 4, 2011, 9:18 AM
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