$CMCSA 0.59 Developing

Notable posts

• @WOLF_Financial neutral 105 eng

  HERE ARE AMERICA'S 🇺🇸 50 LARGEST COMPANIES BY REVENUE IN 2026 RETAIL: 👑 Amazon $AMZN: $717B Walmart $WMT: $713B Costco $COST: $275B Home Depot $HD: $165B Walgreens: $148B Kroger $KR: $148B Target $TGT: $105B Lowe's $LOW: $86B HEALTH CARE: UnitedHealth $UNH: $448B McKesson $MCK: $403B CVS Health $CVS: $402B Cencora $COR: $321B Cigna $CI: $275B Cardinal Health $CAH: $223B Elevance Health $ELV: $199B Centene $CNC: $195B Humana $HUM: $130B Johnson & Johnson $JNJ: $94B TECHNOLOGY: Apple $AAPL: $416B Alphabet $GOOGL: $403B Microsoft $MSFT: $282B Meta $META: $201B NVIDIA $NVDA: $216B Dell $DELL: $114B FINANCIALS: Berkshire Hathaway $BRK: $371B JPMorgan Chase $JPM: $182B Fannie Mae: $153B StoneX $SNEX: $132B Freddie Mac: $122B Bank of America $BAC: $113B State Farm: $123B Progressive $PGR: $88B AUTOMOTIVE: ExxonMobil $XOM: $332B Ford $F: $187B GM $GM: $185B Tesla $TSLA: $95B ENERGY: Chevron $CVX: $189B Marathon $MPC: $133B Phillips 66 $PSX: $132B Valero $VLO: $123B Energy Transfer $ET: $86B MEDIA & TELECOM: Verizon $VZ: $138B AT&T $T: $126B Comcast $CMCSA: $124B Walt Disney $DIS: $94B INDUSTRIALS & LOGISTICS: PepsiCo $PEP: $94B Boeing $BA: $90B UPS $UPS: $89B RTX $RTX: $89B FedEx $FDX: $88B

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• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 61 eng

  Comcast $CMCSA plans a tax-free spin-off of NBCUniversal and Sky into a separate public company. The new NBCUniversal will include Universal studios, NBC, Telemundo, Peacock, Bravo, theme parks and Sky. The deal is expected to close in about one year.

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• @wallstengine neutral 59 eng

  COMCAST $CMCSA MAY BUILD DATA CENTERS TO CAPITALIZE ON AI GROWTH - REUTERS

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• @faststocknewss neutral 49 eng

  TRUMP SAYS HE IS BANNING CNN, MS NOW, AND POLITICO FROM THE WHITE HOUSE, EFFECTIVE IMMEDIATELY Trump says the move comes as a result of their reporting, and that "other Fake News Media Outlets" will follow. He says media outlets should not be able to report fiction when covering the president, the administration, or the country. CNN is owned by Warner Bros. Discovery $WBD. MS NOW is owned by Versant $VSNT, the cable group Comcast $CMCSA spun off in January. Politico is owned by Axel Springer. MSNBC rebranded to MS NOW in November 2025 as part of the Versant spinoff, after NBCUniversal retained the NBC brand.

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• @wallstengine neutral 43 eng

  COMCAST $CMCSA Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $29.94B (Est. $29.30B) 🟢; -1% YoY 🔹 Adj. EPS: $1.04 (Est. $0.97) 🟢; -17% YoY 🔹 Adj EBITDA: $8.9B; -13% YoY 🔹 Free Cash Flow: $4.6B; +2% YoY 🔸 Peacock achieved quarterly profitability for the first time ever Peacock: 🔹 Revenue: $1.90B; +54% YoY 🔹 EBITDA: $189M, improving by $290M YoY 🔹 Paid Subscribers: 48M 🔹 Net Subscriber Adds: 2M, nearly 4x analyst expectations 🔸 Growth was driven by the NBA Playoffs, FIFA World Cup and Love Island USA Connectivity: 🔹 Domestic Broadband Net Losses: -167,000 (Est. -165,300) 🔴 🔹 Domestic Wireless Line Adds: 448,000 (Est. 391,100) 🟢 🔹 Total Wireless Lines: 10.2M 🔹 Wireless Penetration: 7% of addressable lines 🔹 Business Services Revenue: $2.7B; +3.7% YoY 🔹 Business Services EBITDA: $1.5B; +5% YoY 🔹 Business Services EBITDA Margin: 56.7% Content & Experiences: 🔹 Studios Revenue: $3.0B; +25% YoY 🔹 Studios EBITDA increased by $141M YoY 🔹 Theme Parks Revenue: $2.41B, slightly below estimates 🔹 Theme Parks EBITDA: -5.1% YoY 🔸 Comcast cited near-term softness at its theme parks, particularly in Asia Financials: 🔹 Operating Cash Flow: $8.09B; +3.5% YoY 🔹 Capital Expenditures: $2.9B; +8.3% YoY 🔹 Adjusted Net Income: $3.71B; -20% YoY 🔹 Pro Forma Revenue: $29.57B; +4.7% YoY 🔹 Pro Forma Adjusted EBITDA: $8.92B; -5.3% YoY Capital Returns: 🔹 Dividends Paid: $1.2B 🔹 Share Repurchases: $900M 🔹 Total Capital Returned: $2.1B 🔸 Comcast paused share repurchases while it works through the separation of NBCUniversal and Sky Management Commentary: 🔸 “We delivered our best wireless quarter ever, surpassing 10 million total lines.” 🔸 “Peacock reached profitability for the first time, supported by a broad slate of sports, entertainment and major live events.” 🔸 Comcast announced plans to separate NBCUniversal and Sky into an independent publicly traded company.

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• @wallstengine bullish 42 eng

  Rosenblatt Upgrades $CMCSA to Buy from Neutral, PT $31 Analyst comments: "We’re upgrading Comcast to Buy from Neutral after the surprise news Monday of plans to spin NBCU off into a separate company. The stock is now so diminished, down ~50% over five years, that even a moderate change in media valuation can be material. We see that with the spin, which propels NBCU to a future where it could become subject to WB-style merger fervor at some point. Meanwhile, sentiment for the cable business has probably bottomed, with SpaceX competition fears overdone, and a pivot to lower-priced, more favorable packages for consumers comped in 2H26, setting the stage for a return to growth. Our $31 price target is based on an SOTP that presumes a low 4.5x 2027E EBITDA for the Connectivity & Platforms segment, and a peer-level 11x for the NBCU segment to be spun off, upping our former assumption of 4.5x for the entirety." Analyst: Barton Crockett

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• @wallstengine neutral 52 eng

  $CMCSA +16% on Media and Tech units sepration plan https://t.co/W1UyZ42fIv

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