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Comcast Corporation (CMCSA)

  • Dec. 23, 2010, 8:17 AM
    The FCC's new net neutrality framework apparently pleases nobody. The ISPs think it will cut profits, with Verizon (VZ) saying it's 'deeply concerned.' Neutrality advocates are miffed that it doesn't cover wireless networks and it offers loopholes.
    | Dec. 23, 2010, 8:17 AM | Comment!
  • Dec. 22, 2010, 4:24 PM
    Comcast’s (CMCSA -0.2%) purchase of NBC Universal (GE +1.7%) will be delayed until at least next month, with approval still needed from the FCC and Justice Department.
    | Dec. 22, 2010, 4:24 PM | Comment!
  • Dec. 21, 2010, 6:15 PM
    Net neutrality rules are hardly a "threat to freedom" - they're a toothless compromise crafted with the goal of winning the approval of corporate interests, Timothy Karr writes. Indeed, nearly all affected stocks rose today. ISPs and wireless carriers: CMCSA +1.5%, VZ +0.6%, T -0.2%, TWC +0.9%, S +0.9%. Content streamers: NFLX +4.6%, GOOG +1.3%, AMZN +0.8%.
    | Dec. 21, 2010, 6:15 PM | 6 Comments
  • Dec. 21, 2010, 11:59 AM
    With the FCC ready to enact net neutrality, 'alarm bells' are ringing, says Craig Pirrong. Price controls are a bad idea, nor does the FCC have web jurisdiction. And the "potential for regulatory mischief inherent in net neutrality is great."
    | Dec. 21, 2010, 11:59 AM | 1 Comment
  • Dec. 21, 2010, 10:53 AM
    By week's end, Apple (AAPL +0.4%) will sell 1M of its TV set-top boxes. Apple says iTunes users are buying or renting more than 400K TV episodes and 150K movies daily. The business isn't a major money-maker, but it puts Apple in the driver's seat in the converging web-TV world.
    | Dec. 21, 2010, 10:53 AM | Comment!
  • Dec. 21, 2010, 9:47 AM
    The FCC is poised to pass net neutrality regulations today. If so, consumer advocates will rejoice while phone and cable corporations will balk. But expect lengthy court fights and uncertainty around web regulation for some time to come.
    | Dec. 21, 2010, 9:47 AM | 7 Comments
  • Dec. 21, 2010, 8:41 AM
    Hulu shelves IPO plans for now and will look at other means to raise money to acquire more content, say sources. Options include new subscription plans, or asking current investors, which include News Corp (NWS), Disney (DIS), and NBC Universal (GE), for additional financing.
    | Dec. 21, 2010, 8:41 AM | Comment!
  • Dec. 20, 2010, 2:31 PM
    Finally, the days of individually targeted TV commercials may be here with DirecTV's (DTV +1.5%) rollout of 'addressable ads.' Using customer databases, DirecTV will pinpoint a potential buyer for a product. But expect privacy and pricing arguments to break out around the service.
    | Dec. 20, 2010, 2:31 PM | 1 Comment
  • Dec. 20, 2010, 1:57 PM
    The FCC on Tuesday is expected to take up the latest policy proposals around net neutrality. Just how far the FCC can go in telling broadband ISPs how to conduct their operations isn't even clear. Whatever way a vote might go, expect plenty of sour grapes.
    | Dec. 20, 2010, 1:57 PM | Comment!
  • Dec. 17, 2010, 8:13 AM
    A wary Level 3 (LVLT) is asking U.S. antitrust officials to make sure Comcast's (CMCSA) planned acquisition of NBC Universal (GE) doesn't stop future "unfettered access" to web traffic. Comcast already charges Level 3 extra fees to carry some types of content to customers. Premarket, CMCSA -2%; LVLT -1%.
    | Dec. 17, 2010, 8:13 AM | Comment!
  • Dec. 15, 2010, 3:44 PM
    Sources say YouTube (GOOG -0.7%) is negotiating the buyout of web video production firm Next New Networks. Google desperately needs affordable and original content to boost its shaky web TV efforts. But so far it has avoided an acquisition, preferring to be the content distribution platform.
    | Dec. 15, 2010, 3:44 PM | 1 Comment
  • Dec. 14, 2010, 2:58 PM
    Nomura Securities launches telecom coverage with a Buy for AT&T (T +1.4%). AT&T faces "meaningful attrition" when it loses iPhone (AAPL) exclusivity in 2011, and a possible subscriber drop to 65.8M from 68M. But with fewer iPhone promotions, the better AT&T's margins, and the board will soon probably approve a 2-year, $10B share repurchase plan.
    | Dec. 14, 2010, 2:58 PM | 1 Comment
  • Dec. 14, 2010, 9:54 AM
    The big media companies have remained quiet on the merger between Comcast (CMCSA) and NBC Universal (GE), but Company Town reports that Viacom (VIA.B) met with FCC officials and expressed concerns that Comcast would have “increased incentive and ability to impede competition... by favoring its own content to the detriment of independent programmers.”
    | Dec. 14, 2010, 9:54 AM | 3 Comments
  • Dec. 9, 2010, 4:29 PM
    Akamai (AKAM) warned the pricing for content delivery services will fall "aggressively" ahead, but maintained its Q4 revenue estimate of from $272M to $285M. Some analysts want a stronger outlook so the shares can keep recent momentum and high valuation. Akamai closed at -2.9%.
    | Dec. 9, 2010, 4:29 PM | Comment!
  • Dec. 8, 2010, 4:47 PM
    L.A.-based startup Prima Cinema (GE, BBY) will run new movies the day they hit theaters. The catch: the digital delivery system costs $20K and each film $500 - not quite Netflix's (NFLX) model. But this approach risks digital piracy, and so "makes very little sense as it risks millions to make pennies" says one critic.
    | Dec. 8, 2010, 4:47 PM | Comment!
  • Dec. 8, 2010, 11:21 AM
    Jefferies & Co. lowered its Netflix (NFLX -1.6%) rating to Hold from Buy, after the exit of company CFO Barry McCarthy. McCarthy leaves just as "virtually everybody is gunning" for Netflix, although CEO Reed Hastings remains "as the man behind the vision." In 2011, the DVD business will drop 18%, but a 33% jump in streaming subscribers will offset that.
    | Dec. 8, 2010, 11:21 AM | Comment!
CMCSA vs. ETF Alternatives
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