CMCSA Comcast Corp

$CMCSA This is why you don’t follow the masses. A lot are bearish on Comcast. But this has an extreme high margin of safety in an overvalued market.

$CMCSA Next thought step... 4. A significant portion of the debt was taken on at low rates.. if you read the notes in their quarterly report.. they discount the current current debt by ~17%.. therefore, FED is raising rates is a GOOD thing and will lower the cost of buying back debt... on which Comcast is currently focused on^^ 5. the question ist.. is the revenue stream(and therefore the FCF) sustainable? Well... short answer.. Yes The broadband cable infrastructure in the US is pretty much monopolistic. Comcast provides the biggest cable network(on a bypassed household metric) primarily in urban areas. Yes, the technology seems to be outdated, BUT.. The CORE of the (partially) nationwide network is fully fiber. Only the last mile is "old" cable... But, the DOCSIS4.0 upgrade allows the same symmetrical bandwidth as Full-Fiber, for a fraction of the cost(~200$ per household upgrade <->~2000$ new fiber) and is ~70% completed The other technical advantage of Docsis4.0 is the cost..

$CMCSA just as a reminder for all the quiet bullish holders... 1. the annually dividend yield of 5,28% (at current price 25$) is just one side of the coin.. The annual dividend payments sums up to $4,9b 2. on average(5 years)... they used ~9b$ per year for share buybacks. "erased" outstanding shares by ~23,6% in total (4,66b(2021)->3,56(2026))(share buybacks are paused till the spinoff to clean the balance sheet further) 3. 1,14b$ per year on debt reduction (82,3b(2021)->76,6b(2026)), which is a bit more volatile caused by investments over the years... but,~10b$ reduction from Q3'25->Q3'26 alone) just look at the debt evolution yourself (current debt/ebitda ~ x2,3) They restructured their debt obligations over the last years, so that the avg. interest is ~4,33% and the maximal yearly bonds maturing is 3-4,5b$ THIS is the most healthy balance sheet and debt structure i can find on the market for a company dealing with REAL physical (infrastructure) assets! FCF>~15b$ #BoringValueIsKing

$CMCSA we’ve reached the level of openly speculating on Ai compute as a future business. This is somewhere between logical and desperate.

$CMCSA The money is flowing back to dependable assets that have been heavily beaten up or neglected from the AI hype.

$CMCSA luckily the bar for this quarter looks brutally low - hopefully we can see some some beats and see this thing gain some value back

$CMCSA Short sellers hanging out on Comcast you are missing out on the Intel Whale easy return to 17.

$CMCSA Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.07 down -4.46% YoY • Reported revenue of $29.3B down -6.09% YoY

$CMCSA Reports Thursday before the open. Zacks consensus is 98 cents EPS, down 12.5% year over year, on 29.35 billion dollars in revenue, down 5.9%. That bar has already been cut 4.06% in the last 30 days, and Comcast has beaten consensus four quarters in a row, Q2 by 7.2%. The number underneath is broadband. TD Cowen expects losses near 428,000 in the quarter, close to a record, after the CFO called rival fiber pricing irrationally low in September.

$CMCSA If you dig in the real technical steps to provide a massively scaled ethernet you may realize the challenge to doing so... The Docsis4 upgrade comcast is working on, not only allows symmetrical bandwidth equal to full-fiber, but will reduce the operating costs significantly! The old tech needed "knot"-points(real hardware hubs) to run the network. Comcast has around 15k "small" buildings in their network, used to channel the internet traffic(communication between "the internet" and the customers router using different frequencies... aka. routing) Docsis4 seems to allow this routing to be virtual. So they route it without the need of the "old" hardware...resulting in less power consumption, AI-based failure detection(better consumer experience) and less supporting workforce Let's put it together..Nice balance sheet..No need to refinance debt..providing the biggest highspeed network in the US, upgrading to fiber performance, high cost reduction.. Reliable FCF and a nice dividend

$CMCSA Don't say anything in INTC only watch what is posted as you watch and wait for the crying to begin.

$CMCSA Comcast already declared next Dividend but Nasdaq steals Volume money as they with Intel for 4 years. Nasdaq has power to steal buying money hold stock price down as they troll for sellers. That is what evil Nasdaq did with Intel when I sold to buy UNH. My mistakes was not realizing not to buy an Evil Nasdaq stock again.

$CMCSA Q3 adjusted EPS came in at 1.07 dollars vs 98 cents expected (Zacks), on revenue of 29.3 billion dollars. That revenue line is down 6.1% reported, but up 0.5% pro forma for the Versant separation and the Sky Germany sale. Portfolio math, mostly. Broadband still lost 144,000 domestic customers, a bit worse than the roughly 133,000 expected, while wireless added 368,000 lines to 10.6 million total. Peacock made money again, 261 million dollars of adjusted EBITDA in its second straight profitable quarter, with paid subscribers up 17% to 48 million.

$CMCSA the cable bill is already the line households argue about every month. seems like adding ai to the bundle does not add a dollar to the household budget it has to come out of

$CMCSA broadband is a real monthly bill paid by real households, not a capex slide. seems like when that bill competes with rent and groceries, the ai boom finally meets an end customer who can say no

$CMCSA $CHTR Is Wall Street beginning to distinguish between companies that promise future technological growth and companies that can demonstrate reliable earnings and cash flow today? The AI flatulence or breakthrough to cater to both audience may continue, but I think investors are becoming more selective about who deserves their money. Is this accurate? I’ll be watching closely whether established communications companies continue outperforming the Nasdaq over the next several weeks. If they do, it could indicate a meaningful shift in market leadership rather than simply a one-day reaction to disappointing technology earnings.

$CMCSA wait you lost 144000 internet customers and 274000 video customers- last quarter-yeah I don’t think this is trending on a positive for the next couple of years!!

$CMCSA $SPCX CMCSA Stock Dips Overnight: Comcast Faces Target Cuts As Broadband Losses Remain A Concern https://stocktwits.com/news-articles/markets/equity/cmcsa-stock-dips-overnight-comcast-faces-target-cuts-as-broadband-losses-remain-a-concern/cZxyE77RBxb

$CMCSA P.E firms should be looking at this badly run company that keeps wasting money by paying huge divi while losing broadband subscribers. The divi should be stopped and used for share buybacks and broadband subscriber retention

$CMCSA So $T has disappointing numbers, therefore Charter and Comcast must go down also? Scam. "AT&T Executive Says Q3 Fiber ARPU Fell 4% Due To Introductory Pricing, Discounts For Bundled Wireless And Broadband Customers, And Growing Base Of Lower-ARPU Customers In Territories Acquired From Lumen; Expect Fiber ARPU Will Continue To Be Impacted By These Dynamics, Including During Q4; Q4 Adjusted EBITDA Also Impacted By Unfavorable Vendor Dispute Settlements Of ~$100M That Will Primarily Impact Our Legacy Segment"