Comcast: 2025 Is Full Of Surprises

Summary

• Comcast faces challenges from declining cable subscriptions and fierce competition but sees growth potential in wireless, streaming, and theme parks.
• Despite broadband customer losses, Comcast's wireless segment and business telecom show promising growth, with significant expansion opportunities.
• Comcast's diversified portfolio, including NBCUniversal and theme parks, provides strong growth engines, though streaming service Peacock remains loss-making.
• Strong cash flow, low debt, and attractive stock valuation make Comcast a compelling investment despite risks from a weakened economy and broadband market pressures.

Ekaterina Chizhevskaya/iStock Editorial via Getty Images

Comcast (NASDAQ:CMCSA) shares were up until 2021 but have since fallen sharply. What went wrong with Comcast? Simply put: Cable subscriptions were canceled, competition was fierce, and expensive new adventures were introduced. Customers were canceling their cable subscriptions

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CMCSA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.