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Comcast Corp Class A (CMCSA US)
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294
Analysis
Consumer Discretionary
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United States
Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.
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bearish
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Netflix Inc
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21 Apr 2022 00:02
Netflix 1Q22: Willfull Ignorance
Netflix management seemed unprepared for its current circumstances. Ramping competition and TAM saturation have been known for 2 years. Competitive...
Aaron Gabin
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422 Views
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bearish
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Thematic (Sector/Industry)
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30 Mar 2022 01:21
Streaming's New Hamster Wheel
New data shows US streaming subscription churn is 35% and over 50% for younger demographics. To compete, streamers will have to rely more on free...
Aaron Gabin
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232 Views
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bullish
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Comcast Corp Class A
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12 Feb 2022 17:06
Comcast: Financial & Price Forecasts, DCF Valuation, ESG Risks 02/22
Comcast had a strong fourth quarter, capping off a year marked by several significant financial milestones. At the end of 2021, the company’s...
Baptista Research
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27 Views
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bearish
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Comcast Corp Class A
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01 Feb 2022 05:19
Comcast and Charter: Does Wireless Upside Offset Broadband Concerns?
While we have historically been attracted to the fiber moats of the US cable operators and the stocks are down 30% from ATH valuations...we remain...
Aaron Gabin
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209 Views
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bullish
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Comcast Corp Class A
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22 Dec 2021 00:22
Comcast Corporation: Is Peacock’s Potential Undervalued (12/2021)
Comcast had a decent third quarter across the board as the company continues to work towards providing a unique experience to its subscribers is...
Baptista Research
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15 Views
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