Comcast Corp

Olympic-related stocks such as Comcast and Cisco might get a brand exposure boost at the Tokyo Summer Olympics, which kick off on Jul. 23.

Biogen, which is an American multinational biotechnology company, was the S&P 500’s top loss on June 18.

In this series, we’ll look at what Trump’s win means for the media sector. We’ll also look at how the possibility of a change in net neutrality regulations could affect media companies.

Comcast (CMCSA) expects capex as a percentage of revenues to continue to be flat at 15% for Comcast Cable in 2016.

Last month, Twitter (TWTR) announced it would partner with 30 companies to bring original shows to its platform.

In the telecom world, 5G (fifth-generation) is generating a lot of hype, as it could provide 10x–100x faster wireless speeds than 4G.

On March 8, 2016, the Wall Street Journal reported that Comcast and the YES Network were locked in a dispute regarding the carriage fee for the YES Network.

In the week ending August 8, weekly investment-grade bond (LQD) issuance surged by 222%, week-over-week to come in at $24.975 billion over 19 deals. Issuance was driven by refinancing older and costlier debt, acquisition related financing, share-repurchases, and other general corporate purposes.

In the fiscal third quarter, Disney’s Parks and Resorts segment reported revenues of $5.2 billion.

Due to the coverage of the US presidential elections this year, 21st Century Fox (FOXA) expects substantial advertising revenue from Fox News.

Media companies have started focusing on producing original programming. CBS (CBS) is also increasingly concentrating on original programming.

As Frontier offered faster speeds and new offers, the company’s broadband net additions improved sequentially in the California, Texas, and Florida (or CTF) markets during 2Q17.

Charter posted second-quarter results on July 31 before the market opened. The company delivered better-than-expected earnings and revenues.

Dish Network’s (DISH) streaming television service, Sling TV, turned three on January 5.

The net neutrality principle is a subject of ongoing debate. Net neutrality rules say that all Internet traffic should be treated equally.

On March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”

Twitter (TWTR) announced it will be closing its TV apps on streaming devices Roku (ROKU), Xbox, and Android TV as of May 24.

Dish Network (DISH) has filed an application with the FCC to participate as a potential spectrum bidder.

On October 28, 2016, Dish Network’s (DISH) stock was trading at $57.38. The stock was trading 0.7% above its 20-day moving average of $57.

FOXA believes that its “ability to create, own and monetize hit content” for its television segment will drive long-term value for its shareholders.

In September 2016, Comcast’s (CMCSA) NBCUniversal announced an agreement with Time Warner’s (TWX) Warner Bros. This agreement covers television distribution rights in the US for all movies in J.K. Rowling’s Wizarding World franchise.

Netflix is the most popular service, with 49% of OTT subscribers. Amazon ranks second to Netflix when it comes to subscribers for its streaming video (or OTT) service.

Of the 30 analysts covering Charter Communications’ (CHTR) stock, 67% recommend “buy,” 30% recommend “hold,” and the remaining 3% recommend “sell.”

In this article, we’ll discuss the overall regulatory environment in relation to net neutrality, business data services (or BDS), and privacy.

Dish Network (DISH) has a forward EV-to-EBITDA multiple of 13.5x and a PE multiple of 23.8x.

Media companies like Time Warner (TWX) derive their revenues primarily from affiliate fees and advertising.

Charter Communications’ (CHTR) closing price on March 19 was $360.45 per share.

On August 26, 2016, Dish Network’s (DISH) stock was trading at $48.84. The stock was trading 4.2% below its 20-day moving average of $51.

On September 6, 2016, Comcast’s stock was trading 0.9% below its 20-day moving average of $67 and 0.5% above its 50-day moving average of $66.

In the first three quarters of 2014, Verizon’s Global Enterprise revenues declined by ~4.2%. They’re expected to decline by ~4% year-over-year in 2014.

On March 13, 2017, Dish Network (DISH) stock was trading at $62.05, 0.08% above its 20-day moving average of $62, 1.7% above its 50-day moving average of $61.

On April 19, Bloomberg reported, citing Verizon Communications’ (VZ) CEO, Lowell McAdam, that Verizon is open to merger discussions with either Comcast (CMCSA), The Walt Disney Company (DIS), or CBS (CBS).

21st Century Fox’s Filmed Entertainment segment performed well in the last two quarters. The segment’s revenue grew by 5% year-over-year to $2.4 billion in 3Q15.

In February, Comcast agreed to buy Time Warner Cable for ~$45.2 billion. This deal will create the largest cable provider in the U.S.

For a period of one week in June, Sprint (S) offered an aggressively priced unlimited wireless plan.

AT&T placed a $76.0 million bid in the Mexico spectrum auction. The spectrum AT&T is buying in Mexico is suited for 5G mobile networks.

In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.

Earlier this year, Apple said it will be spending a whopping $1 billion on original content over the next couple of years.

Like other companies, Comcast is aiming to grab a share of the programmatic advertising market. The programmatic advertising market in the United States is quickly approaching $9 billion.

On March 28, 2017, Comcast’s (CMCSA) stock closed at $37.09. The company’s stock has risen 7.4% YTD (year-to-date).

Of the 26 analysts covering Dish Network (DISH), 13 have given it a “buy” recommendation, and eight have given it a “hold.”

Amazon’s (AMZN) Amazon Web Service (or AWS) announced on Tuesday, January 16, 2018, that media giant Comcast (CMCSA) has made AWS its preferred public cloud provider.

Comcast (CMCSA) continues to expect Comcast Cable’s capex (capital expenditure) as a percentage of revenue to be flat at 15% in 2016.

Verizon is managing the secular challenges of the pay-TV space by focusing on its broadband offering in FiOS.

Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.

Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.

The CBD market is growing, and acquisitions are heating up. Real Brands is a top, under-the-radar investment candidate that should be on your radar.

Walt Disney’s (DIS) Theme Parks business posted strong performance results in the three months ending December 2017 (the company’s fiscal 1Q18).

The Walt Disney Company and Comcast spent the better part of the first half of 2018 fighting over 21st Century Fox.

For about six years, Sprint (S) waged courtroom battles with Cox Communications, but the companies recently settled their differences and subsequently entered a multiyear business deal.

While Charter has openly and aggressively pursued Time Warner, any deal would likely be difficult to execute and fraught with risks.

Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.

U-Verse and strategic business services have been the main growth areas for AT&T’s wireline business, offset by the declines in legacy voice and data products. AT&T’s U-Verse broadband and TV business both are showing strong growth.

The telecom company is managing the challenges of the pay-TV market by concentrating on its Fios Internet offering.

The cloud space is evolving as EdgeConneX announces a partnership with Rackspace for enterprise cloud solutions on its global platform.

Disney wants to spread the success of Tron to Walt Disney World Resort as it seeks to boost business at one its key theme park locations.

In this six-part series, we’ll go through some of the main positions Appaloosa Management traded this past quarter. Why sell Microsoft (MSFT)?

Glenview Capital Management added a 0.49% new position in PHH Corporation.

Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.

ViacomCBS stock fell 8.58% on March 27 and closed the week at $12.79. Disappointing financial results and the coronavirus put pressure on the stock.

The Walt Disney Company recently offered a deal price of more than $71.3 billion for significant assets of 21st Century Fox.

The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.

There was a sell-off in Disney (NYSE:DIS) stock amid the COVID-19 pandemic. So far, the pandemic has mainly paralyzed the company’s operations.

Media giant Disney (DIS) has recently made a higher bid than rival bidder Comcast (CMCSA) for most of the assets of 21st Century Fox (FOXA).

Cisco Systems’ (CSCO) VNI (Visual Networking Index) projects that video could comprise ~77.0% of mobile data traffic in the United States by the end of 2020.

Davidson Kempner added a new position in Apple Inc. (AAPL) that accounted for 2.19% of the fund’s 4Q portfolio. Apple found favor with hedge funds last quarter.

The more than 3.50% jump in Disney stock on Monday came as the company’s executives agreed to take pay cuts. Bob Iger will forgo all of his salary.

An improving broadband proposition with higher Internet speeds should positively affect Cablevision (CVC), considering the competitive dynamics in its industry.

The Sky deal is expected to boost Comcast’s international revenue to 25% from the current 9% generated outside the United States.

In this six-part series, we’ll go through some of the main positions Appaloosa Management traded this past quarter. Why buy Ingredion Inc. (INGR)?

ViacomCBS stock has more than doubled from its pandemic lows of $10 in the first quarter. Currently, the stock is still down about 50% for the year.

California is the only state where the merger between Charter Communications, Time Warner Cable, and Bright House Networks has yet to be approved. It could be approved as early as May 12.

Yesterday, Walt Disney (DIS) finally closed its long-awaited acquisition of most of 21st Century Fox’s (FOX) (FOXA) media and entertainment assets.

Technical indicators Traders and investors analyze technical indicators when making market entry and exit decisions. Moving averages and the RSI (relative strength index) are among the most widely used technical indicators. An RSI score below 30 signifies that a stock is oversold, while an RSI scores above 70 indicates that a stock is overbought. In […]

On a YoY (or year-over-year) basis, Suddenlink’s revenue rose ~6.7% to reach ~$0.63 billion in 1Q16.

In March 2017, Sprint (S) was awarded ~$140 million in damages in relation to the patent infringement lawsuit it brought against Time Warner Cable, which has since sold itself to Charter Communications (CHTR).

Telecom companies compete directly with cable companies—particularly in wired voice, data, and TV services. They compete in the residential and small business segments.

Although Walt Disney (DIS) counts among American media giants whose broadcast divisions have partnered with Facebook (FB) for its Watch video news programming, the chemistry between Facebook and Disney isn’t perfect.

MasterCard plans to sustain its growth and revenue by improving its pricing and increasing its processed transactions.

NBC Universal's ad-free streaming service will now be available on Roku devices thanks to a new deal between the two companies.

Arbs generally avoid utility deals—and for good reason. Typically, the companies have an aggressive expected timeline and these deals don’t close on time.

In its fourth-quarter 13F, JAT Capital revealed that it had sold its stake in Comcast (CMCSA).

The cable industry’s market share of US broadband subscribers continued to rise in 1Q17. Comcast and Charter added the most broadband subscribers.

Comcast (CMCSA) is the country’s largest cable company. On June 30, it had the largest Internet subscriber base of 24.4 million residential broadband subscribers.

Verizon (VZ) recently introduced a service called MyNumbers, which allows its wireless customers to work with up to five phone numbers on a single handset.

Charter raised $1.5 billion earlier this month through sales of notes that mature in 2024.

Comcast (CMCSA) announced its fiscal 2Q16 earnings on July 27, 2016. It declared EPS of $0.83, which exceeded Wall Street analysts’ estimate of $0.81.

Telecom giant AT&T (T) agreed to a final four-year deal with the Communications Workers of America (or CWA) after announcing a tentative agreement in December 2017.

Seeso, a subscription-based online video service, is part of Comcast’s strategy to lure Millennials with OTT (over-the-top) services.

Tepid consumer spending negatively impacts ETFs including the Consumer Staples Select Sector SPDR Fund and the Consumer Discretionary Select Sector SPDR Fund.

On November 27, 2016, Comcast’s (CMCSA) stock price closed at $69.16. The company’s stock has risen 22.5% YTD (year-to-date).

Know how XLY outperformed rest of the ETFs on risk-adjusted basis, closely followed by DEF.

Frontier’s broadband subscribers Let’s look at Frontier Communications’ (FTR) performance in the broadband space. Its customer losses continued as the company shed broadband and video subscribers in 1Q17. Frontier’s broadband subscribers fell ~2.5% sequentially to reach 4.2 million at the end of 1Q17. In 1Q17, on a net basis, the wireline player lost 107,000 broadband […]

Comcast’s integration of Sling TV and Netflix As Millennials increasingly prefer to watch content online, pay-TV operators such as Comcast (CMCSA) are finding new ways to attract these viewers to pay-TV. Late last year, Comcast (CMCSA) announced the integration of Dish Network’s (DISH) Sling TV into its X1 set-top box. As a part of this […]

Early this month, Comcast (CMCSA) announced that it plans to introduce a gigabit Internet service using DOCSIS 3.1 technology in Atlanta and Nashville.

Yahoo is set to begin a new life as a part of Verizon (VZ). It will be bundled together with AOL under a newly created entity with a funny name: Oath.

Charter Communications’ total revenues increased ~3.2% year-over-year on a pro forma basis to reach $10.6 billion in 4Q17.

According to Cisco Systems’ (CSCO) Visual Networking Index at the end of 2015, video constituted ~61% of mobile data traffic in the United States.

Comcast’s Filmed Entertainment segment had a difficult 1Q16 with revenues of $1.4 billion, a decline of 4.3% YoY (year-over-year).

Viking Global Investors opened a new position in Cemex SAB de CV.