Actualités

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

The consolidated earnings-growth metric, that management once led with, no longer opens its remarks, and the businesses the replacement metrics measure move at very different speeds.

Comcast (NasdaqGS:CMCSA) unit Comcast Business and Colt Technology Services have launched a joint global innovation lab focused on automating enterprise connectivity. The lab aims to create API driven interoperability between the two companies' networks and service platforms to simplify cross border operations for multinational customers. This marks Comcast Business's first international collaboration to build programmatic, automated workflows for accessing connectivity services. The...

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to […]

Arlo Technologies (NYSE:ARLO) reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook. Chief Executive Officer Matt McRae said service revenue, total revenue, gross profit and non-GAAP net incom

Versant (NASDAQ:VSNT) reported second-quarter revenue of $1.64 billion, down 4% from the prior-year period, while adjusted EBITDA rose 3% to $624 million as growth in advertising and digital platforms helped offset continued pressure in linear television distribution. Chief Executive Officer Mark L

A $1. 1 billion non-cash impairment charge weighed heavily on The E.

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.

After a fall from its highs, this telecom giant's stock looks like a deep discount, but the market's verdict could be a warning in disguise.

For Walt Disney shareholders, here is a way to get paid a meaningful income now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.

Zacks Cable Television industry participants like CMCSA, CHTR and CABO are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.

Warner Bros. Discovery (WBD) reported a surprise second-quarter profit on Thursday amid double-digit

Comcast (CMCSA) has just completed a network expansion in Waterbury, extending high speed, symmetrical internet and related Comcast Business services to hundreds of local businesses. For investors, this fresh capital deployment raises practical questions about scale and returns. See our latest analysis for Comcast. These local build outs sit against a mixed share price picture for Comcast, with the stock at US$24.75 after a 1 month share price return of 5.86% but a 5 year total shareholder...

AT&T, Verizon, and T-Mobile shares fell after SpaceX announced plans to launch a mobile offering next year. The drop isn’t warranted.

The options market is pricing a sizable swing for the streaming giant, and if you hold the shares, you are already carrying that full two-sided risk.

The telecom giant showered shareholders with cash while the stock itself went nowhere, forcing a hard question about what all that money actually bought.

While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.

Comcast’s second quarter results were marked by a mix of progress and ongoing challenges, with the company surpassing Wall Street’s revenue and profit expectations but facing a negative market reaction. Management highlighted steady gains in wireless services, which delivered record net line additions and increasing premium plan uptake. However, softness in domestic broadband, where subscriber losses persisted despite improved customer satisfaction, remained a concern. CEO Brian Roberts pointed

NFL alum Christopher Halpin will take NBC’s top finance seat as it gears up for a split from its parent company Comcast.

Walt Disney’s stock is down about 0.1% in July, after posting declines in May and June.

Comcast expanded its Universal Ads platform with new Audience and Mobile Measurement Partners. The update brings more digital style targeting and attribution tools into premium and connected TV advertising. The move aims to align TV ad buying and measurement more closely with existing digital marketing workflows. For investors watching NasdaqGS:CMCSA, this Universal Ads expansion comes as the stock trades around $23.67. Over the past week the share price is up 8%, while returns over 1, 3...

AMC Global Media Inc (AMCX) raises full-year outlook after securing a $500 million Walking Dead licensing deal with Netflix, offsetting a 9% revenue drop in Q2 2026.

The company still reports the numbers it used to lead with, but the case out front now rests on a payoff much further away.

Its moderate long-run correlation to the broad market says much of the ride is genuinely its own story, and its volatility says that ride is a rough one.

A falling churn rate is quietly doing more for Verizon than any headline contract, and it is why management keeps raising its own guidance.

Its five-year correlation to the index is low enough that most of its return has been its own story, and over the past year it has tended to move opposite the market.

Comcast, which owns Xfinity, is betting big on a slate of generous offers to deter customers from ditching its internet services. In the second quarter of 2026, Comcast lost 167,000 U.S. broadband customers, and revenue in this segment declined by 5.5% year over year, according to its latest ...

Recently, Zacks.com users have been paying close attention to Comcast (CMCSA). This makes it worthwhile to examine what the stock has in store.