Scenes of the mountains in front of the hollywood sign On March 5th 2017 in Los Angeles, United States of America.Investors in Hollywood's top studios and streaming services were spooked Monday after President Donald Trump proposed implementing a 100% tariff on movies made overseas.Shares of Netflix, Disney, Paramount and Warner Bros. Discovery fell ahead of the opening bell, with Comcast-owned Universal also trading slightly down. Here's how those share moves shook out: Netflix down more than 5%Disney down ...

Group 1 - Comcast shares experienced a decline after 2021 due to canceled cable subscriptions, intense competition, and costly new ventures [1] - The company faced significant challenges as customers shifted away from traditional cable services [1] Group 2 - The article highlights the importance of companies that demonstrate growth in revenue, earnings, and free cash flow as attractive investment opportunities [1] - Favorable valuations and excellent growth prospects are also emphasized as key criteria for investment [1]

After being punished with losses of over 22% in the past six months, I believe a bullish reversal for Comcast Corporation (NASDAQ: CMCSA ) is in its early stages. In the below analysis, some technicals remain bearish but the occurrenceI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honour Society.My motto is John Pierpont Morgan's ...

Travis Hoium has positions in Walt Disney. The Motley Fool has positions in and recommends Netflix and Walt Disney. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. ...

One great thing about a crash or downturn in the markets is that it can allow you to go bargain hunting fairly easily. Many stocks have been falling this year, and if you're a dividend investor, you know that means yields are rising as a result. When prices fall, it costs less to lock in a dividend, which results in a higher yield. Three stocks that offer yields of more than 3% and which are trading near their 52-week lows today are Merck (MRK -0.60%), NextEra Energy (NEE -2.33%), and Comcast (CMCSA -1.75%) ...

Rosenblatt analyst Barton Crockett had a Neutral rating on Comcast Corp CMCSA on Thursday.Comcast shares were pressured Thursday by a first-quarter 2025 earnings report that featured a slightly higher broadband subscriber loss than anticipated and some upside in total revenues and EBITDA.Crockett noted that part of the negative reaction is the tone and detail around broadband.Also Read: Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1As competitive intensity stepped up, so did macr ...

Comcast (CMCSA) reported first-quarter 2025 adjusted earnings of $1.09 per share, which beat the Zacks Consensus Estimate by 11.22% and increased 4.8% year over year.Consolidated revenues decreased 0.6% year over year to $29.88 billion. The figure beat the Zacks Consensus Estimate by 0.69%.Quarter Details of CMCSAConnectivity & Platforms revenues (67.4% of revenues) declined 0.7% year over year to $20.13 billion in the reported quarter. Under the segment, Residential Connectivity & Platforms revenues decrea ...

Financial Performance - Consolidated revenue for the three months ended March 31, 2025, was $29,887 million, a decrease of 0.6% compared to $30,058 million in 2024[73] - Net income attributable to Comcast Corporation for the three months ended March 31, 2025, was $3,375 million, down 12.5% from $3,857 million in 2024[73] - Adjusted EBITDA for the three months ended March 31, 2025, increased by 1.9% to $9,532 million from $9,355 million in 2024[73] - Operating income for the three months ended March 31, 2025 was $5,658 million, a decrease of 2.6% from $5,810 million in the same period of 2024[147] Revenue Breakdown - Total Connectivity & Platforms revenue for the three months ended March 31, 2025, was $20,138 million, a decrease of 0.7% from $20,275 million in 2024[85] - Total revenue for the Residential Connectivity & Platforms segment decreased by 1.3% to $17,642 million for the three months ended March 31, 2025, compared to $17,868 million in 2024[100] - Domestic wireless revenue increased by 15.6% to $1,123 million for the three months ended March 31, 2025, driven by an increase in customer lines and device sales[100] - Media segment total revenue increased by 1.1% to $6,440 million for the three months ended March 31, 2025, compared to $6,371 million in 2024[113] - Studios segment total revenue increased by 3.0% to $2,826 million for the three months ended March 31, 2025, compared to $2,743 million in 2024[119] - Theme Parks revenue decreased by 5.2% to $1,876 million for the three months ended March 31, 2025, compared to $1,979 million in 2024[110] Customer Metrics - Domestic Residential Connectivity & Platforms customer relationships decreased by 204 thousand to 30,969 thousand in the three months ended March 31, 2025[88] - Total domestic video customers decreased by 427 thousand to 12,096 thousand in the three months ended March 31, 2025[88] - Domestic broadband penetration of homes and businesses passed was 49.3% for the three months ended March 31, 2025, down from 51.1% in 2024[88] - Peacock had 41 million paid subscribers as of March 31, 2025, up from 34 million in the same period in 2024, contributing $1.2 billion in revenue[116] Expenses and Costs - Amortization expense from acquisition-related intangible assets totaled $789 million for the three months ended March 31, 2025, compared to $569 million in 2024[77] - Consolidated interest expense increased by 4.8% to $1,050 million for the three months ended March 31, 2025, due to higher average debt outstanding[78] - Total costs and expenses for the Media segment decreased by 2.0% to $5,436 million for the three months ended March 31, 2025, compared to $5,545 million in 2024[113] - Theme parks segment costs and expenses increased by 7.5% to $1,447 million, driven by preopening costs for Epic Universe ahead of its scheduled opening in May 2025[125] Cash Flow and Capital Management - Cash provided by operating activities increased to $8.3 billion for the three months ended March 31, 2025, compared to $7.8 billion in the same period in 2024[143] - As of March 31, 2025, cash and cash equivalents totaled $8.6 billion, an increase from $7.3 billion as of December 31, 2024[143] - The company maintained significant availability under its revolving credit facility, totaling $11.8 billion as of March 31, 2025[145] - For the three months ended March 31, 2025, net cash provided by operating activities was $8,294 million, an increase of 5.7% compared to $7,848 million in the same period of 2024[147] - During the three months ended March 31, 2025, the company repurchased 56 million shares of Class A common stock for $2.0 billion, with a remaining authorization of $13.7 billion under the new share repurchase program[156] - The company paid dividends of $1.2 billion during the three months ended March 31, 2025, with a 6.5% increase in the annualized dividend to $1.32 per share[158] Debt and Taxation - Debt repayments totaled $604 million for the three months ended March 31, 2025, including $419 million of principal amount due at maturity[154] - Total debt as of March 31, 2025, was $99.1 billion, unchanged from December 31, 2024[161] - The company expects to receive a federal income tax refund due to a capital loss carryback from a 2024 internal corporate reorganization[150] - Payments of income taxes increased to $400 million for the three months ended March 31, 2025, compared to $349 million in the same period of 2024, primarily due to higher federal and foreign income taxes[149]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Financial Data and Key Metrics Changes - Consolidated revenue was in line with last year's first quarter, with EBITDA growth of 2% and adjusted EPS growth of 5% to $1.09 [30][31] - Free cash flow reached $5.4 billion, growing free cash flow per share by 26%, while returning $3.2 billion to shareholders, including $2 billion in share repurchases [31][50] Business Line Data and Key Metrics Changes - Broadband revenue grew by 1.7%, with ARPU increasing by 3.3%, despite losing 199,000 customers due to a slight uptick in churn [32][33] - Business services revenue and EBITDA grew roughly 4%, now accounting for almost 25% of the total connectivity business revenue [20][36] - Theme parks generated $3 billion of EBITDA in 2024, with strong demand for the upcoming Epic Universe park [25][26] Market Data and Key Metrics Changes - The competitive environment for broadband remains intense, with muted connect activity and a slight uptick in churn [32][88] - Wireless net line additions improved to 323,000 in the quarter, bringing total wireless lines to 8.1 million, with significant growth potential as penetration is only 30% of the residential broadband customer base [35][36] Company Strategy and Development Direction - The company is focused on shifting its business mix toward growth by investing in six key areas: residential broadband, wireless, business services, theme parks, streaming, and premium content [6][7] - A new nationwide price guarantee for broadband was introduced, aiming to simplify pricing and enhance customer value [16][17] - The company is committed to addressing customer pain points related to pricing transparency and ease of doing business [14][71] Management's Comments on Operating Environment and Future Outlook - Management noted that while there are no significant economic challenges currently, the odds of challenges may be increasing, but the company is well-positioned to handle them [8] - The company anticipates that it will take several quarters for the new market approach to gain traction and impact the business meaningfully [20][35] - Management expressed optimism about the wireless segment's growth potential and the overall strategy to enhance customer relationships [35][108] Other Important Information - The company closed the acquisition of Nitell, which is expected to enhance its capabilities in the business services segment [38] - The upcoming Epic Universe theme park is expected to transform the Orlando market and has already seen strong demand [25][26] Q&A Session Summary Question: Impact of international travel on theme parks - Management noted stable results in Florida and strong advanced bookings for Epic Universe, despite concerns about international travel [54][56] Question: Broadband ARPU growth drivers - Management highlighted that the focus is on addressing customer pain points and simplifying pricing, which should support healthy ARPU growth [75][78] Question: Broadband losses and market share - Management acknowledged that competitive intensity remains high, with mobile substitution impacting churn, but emphasized ongoing efforts to enhance competitiveness [88][91] Question: Peacock losses outlook - Management expects continued revenue growth for Peacock, driven by improved monetization and upcoming sports content, including the NBA [100][105] Question: Long-term strategy for parks and media - Management reiterated a commitment to driving growth in the parks business and leveraging Peacock's content strategy to enhance monetization [122][125]