$CMCSA 0.47 Noisy

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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• @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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• @wallstengine neutral 35 eng

  Comcast $CMCSA management said stock buybacks will be paused through the NBCUniversal/Sky separation process to maintain financial flexibility. Management also said Q2 financial and operating metrics are expected to come in within expectations.

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