Comcast Corporation (NASDAQ:CMCSA) is one of the most undervalued telecom stocks to invest in. On August 28, Comcast, NBCUniversal, and Amazon announced a series of new and extended distribution agreements. These deals expand entertainment options for customers of Prime Video, Peacock, Fire TV, and Xfinity X1. A key new development is the ability for Prime Video customers to subscribe to Peacock Premium Plus, Peacock’s ad-free tier, as a channel. The subscription costs $16.99 per month or $169.99 per year ...

Comcast Corporation (NASDAQ:CMCSA) is one of the best dividend stocks to buy. On August 22, Comcast announced that it will redeem nearly $2.474 billion of its 3.950% Notes due October 15, 2025, after notifying The Bank of New York Mellon, the trustee. The company mentioned in the filing that the report does not represent a formal notice of redemption for the notes. Comcast (CMCSA) Plans Redemption of $2.47B in 3.950% Notes due October 2025 Jonathan Weiss / Shutterstock.com Comcast’s Class A common stoc ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. Agree Realty, Open Text, and Comcast have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of around 3% to 4%. Agree Realty Agree Realty Corp. (NYSE:ADC) is a real estate investment trust that acquires and deve ...

投资建议 - 维持对康卡斯特公司股票的"买入"评级 [1] 业务表现 - 公司成功通过增长抵消有线电视业务下滑的影响 [1] - 6月分析中识别的关键增长驱动因素仍然有效 [1] 分析师背景 - 分析师拥有六年投资领域经验 曾任欧洲银行股票分析师 [1] - 覆盖行业包括电信和工业领域 [1] - 拥有安特卫普学士学位 鲁汶大学硕士学位 以及弗拉瑞克商学院金融MBA学位 [1] - 目前专注于应用西方分析工具挖掘独联体新兴市场隐藏价值 [1]

I keep the "Buy" recommendation on Comcast Corporation (NASDAQ: CMCSA ) shares. The key growth drivers identified in the June analysis have remained: Comcast is successfully offsetting the decline in cable TV with the growthHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every fin ...

PresentationMichael NgResearch Analyst Thank you, everybody. Welcome to the Comcast fireside chat presentation at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing Mike Cavanagh, who's the President of Comcast. Prior to becoming President in 2022, Mike was Comcast's CFO. My name is Mike Ng, I cover media cable telco here at Goldman Sachs. We have about 35 minutes for today's presentation. First, thank you so much for being here this morning, Mike. It's a privilege ...

涉及的行业和公司 * 公司为康卡斯特Comcast (纳斯达克股票代码: CMCSA) [1] * 行业涉及电信、有线宽带、媒体、娱乐、主题公园 [5][6][9][46][63] 核心观点和论据 公司战略与业务概览 * 公司战略根植于连接和娱乐两大领域 [5] * 六大增长业务目前贡献约60%收入 正朝着70%的目标迈进（计入Versant分拆和其他资产出售后） [4][7] * 六大增长业务包括：住宅宽带、无线、商业服务（连接侧）以及主题公园、流媒体、影视工作室（娱乐侧） [6][7] * 未来12个月的重点是执行新的市场策略以建立更持久的客户基础 并推动无线业务发展 [7][8] 宽带业务与市场策略转型 * 宽带平均使用量达每月800吉比特（800 gigs） 千兆以上速度普及 峰值流量逐年增长 [5] * 新市场策略核心：简化产品、日常定价、五年价格锁定、包含最佳设备和费用、向宽带用户提供免费无线线路 [18][19] * 推出300兆比特（300 gig）套餐以应对固定无线接入（FWA）在低端市场的竞争 [23] * 新策略初期将稀释宽带每用户平均收入（ARPU）并给未来几个季度的息税折旧摊销前利润（EBITDA）增长带来挑战 但旨在换取长期更持久的客户基础 [20] * 长期对宽带业务健康度保持信心 认为在经历初期的份额动荡后 市场会趋于稳定并保持健康的ARPU [25][26] 无线业务与增长机会 * 无线用户数达850万 在宽带用户中的渗透率为14% [8][37] * 将无线视为巨大机遇 是约2000亿美元（$200 billion）且仍在增长的市场 [37] * 通过免费线路推广和无限流量套餐吸引用户 预计部分免费用户将在12个月后开始付费 [8] * 采用移动虚拟网络运营商（MVNO）模式 约90%流量通过自身Wi-Fi网络卸载 资本支出较轻 经济模型优于传统无线运营商 [42] * 与T-Mobile签署面向中型企业市场的MVNO协议（支持最高1000条线路） 将于2026年启动 作为业务服务的新增长载体 [49][51] 商业服务业务 * 商业服务是从零打造的业务 目前年收入达100亿美元（$10 billion） 保持中个位数增长 [46] * 市场分为小企业、中型企业和大型企业三个板块 正努力向中高端市场拓展 [46][47] * 高级服务（如网络管理、网络安全）收入与连接收入的比例从三年前的0.2:1提升至目前的0.5:1 预计该趋势将持续 [48] 媒体与流媒体（Peacock）业务 * Peacock流媒体服务拥有4100万（41 million）订阅用户 收入连续五年保持两位数增长 财务状况逐年显著改善 [55] * 拥有强大的体育内容组合：大学足球、NFL、NBA（回归NBC）、2026年2月超级碗、米兰奥运会、NBA全明星赛等 [10][56] * 认为其体育版权组合规模在综合娱乐流媒体中最大 仅次于ESPN 是长期吸引用户的关键优势 [56] * 内容优势还包括环球影业电影的优先窗口期、独播真人秀（如《Love Island》）及原创内容（如《The Paper》） [57] * 将NBA版权的摊销成本在初期会显著高于现金成本 需逐步消化 预计第四和第一季度是峰值 [58] * 将Peacock与分拆后保留的NBC、Bravo等线性电视业务视为一个整体业务和内容组合进行管理 [58] 主题公园业务 * Epic Universe主题公园已于5月开业 反响热烈 技术先进 提升了奥兰多整体园区的客流量和收入 [63] * 公园业务拥有长远发展跑道 包括2026年首个儿童公园开业 以及未来几年计划开发的英国主题公园 [9][10] 网络与技术投资 * 网络覆盖6400万家庭（64 million passings） 普遍提供千兆以上速度 [17][26] * “Genesis”网络升级项目稳步推进 路线图将在既定资本支出框架内实现对称万兆（multi-gig symmetrical）速度 [26] 其他重要内容 财务状况与预期 * 增长业务正推动公司收入结构向70%占比的目标迈进 [4][7] * 未来几个季度因市场策略转型投资 EBITDA增长将面临挑战 [20] * 宽带ARPU增长率短期内将低于历史性的3%-4% 但仍保持正增长 [31] 竞争格局 * 市场竞争激烈 主要来自光纤 overbuild 和固定无线接入（FWA） [21][22] * 将FWA视为针对低需求用户的价值型竞争者 自身通过300兆比特套餐应对 [22][23] * 将光纤视为最主要的竞争对手 但长期来看 在多数市场形成双线（有线+电信光纤）结构符合预期 [22][24] 公司交易与架构 * 计划在年底完成Versant（内容国际资产）的分拆 [4][60] * 分拆后 公司将更专注于上述六大增长业务 [66]

NBCUniversal is the latest major media company to call its employees back into the office. The company told employees on Monday that starting on January 5, 2026, NBCU's hybrid employees would be required to work in person at least four days a week. Workers would still have the option to work remotely on Fridays."We are better when we are together," said Adam Miller, NBCUniversal's chief operating officer, in a memo viewed by Business Insider. "As we have all experienced, in-person work and collaboration sp ...

Comcast partners with American Legion Post 26 to deliver tools and resources to local veterans AIKEN, S.C. , Sept. 8, 2025 /PRNewswire/ -- Comcast has teamed up with American Legion Post 26 to launch a new Lift Zone in Aiken, South Carolina, aimed at enhancing digital literacy and expanding access to technology for local residents. ...

Warner Bros. | Universal Studios | Amazon PrimeHollywood is finally leveling up.For decades, studios have tried to capitalize on the financial success and cultural relevance of video games, but it's only been in the past few years that things have clicked.With the box office achievements of Universal's "The Super Mario Bros. Movie" and Warner Bros.' "A Minecraft Movie," alongside television hits like Amazon Prime Video's "Fallout" and HBO's "The Last of Us," Hollywood has doubled down on its investment in c ...