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Toy Story 5 cleared $1 billion, ESPN held up, and the CFO used his airtime to needle Universal

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

The midsized cable TV network group, including A&E Network, History Channel, Lifetime, Vice TV and others, would now be 100% owned by Hearst. The deal is expected to be finalized at the same time as Disney's quarterly earnings release on August 5.

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 generates substantial free cash flow with a solid net margin, while Shopify is experiencing rapid annual revenue growth despite trading at a steep forward earnings multiple.

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.

The revenue shortfall and the record margin came out of the same decision, and management raised its full-year outlook on the strength of it.

Comcast stock has had a tough run over the last few years, yet the current valuation checks still lean in its favour. After years of weak share price performance, the question for investors is whether the recent business momentum in media and connectivity is now better reflected in the price. Comcast shares are down 46.7% over 5 years, which means long term holders have seen a significant erosion in value even as the business continues to evolve. Growth in media assets like Peacock and...

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 ...

The stock has slid over the past year even as the company's margins reached a three-year peak and management guides them higher, and that gap is the upside case.

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

For YouTube, the partnership is the latest and greatest attempt to trounce Netflix as both seek to become all-in-one entertainment platforms.

Warner Bros. Discovery stock Monday hit its lowest point since the company’s merger with Paramount Skydance was reached in February as Wall Street appears to be putting little more than a 50% chance that the deal will get done. Warner Bros. stock dropped 1.8% Monday to $25.28, ending about 18% below the $31-a-share cash offer from Paramount, whose stock also declined Monday. Warner Bros. stock had been trading around $27 in June.

Peacock’s full content library, including live sports, will be available to U.S. YouTube Premium subscribers starting early next year.

The company is winning subscribers with its fiber and wireless bundles, but the strategy may be quietly eroding the profitability of its most important asset.

While everyone obsesses over broadband subscriber counts, a different business inside Comcast is quietly hitting record after record.

The second-quarter earnings prompted analysts to cut price targets, citing persistent broadband and cable challenges.

A year of heavy selling has pushed the shares far below their high, even as the business keeps turning more than all of its reported profit into spendable cash.

The cable and internet company says it lost more subscribers over the quarter, adding to the industry’s list of woes.

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

AI on/AI off is now driving the stock market. Rocky Fishman at Asym Research points out that of the 11 sectors that make up the five have a zero or negative correlation with the index over the past five months, including healthcare and real estate. If I told you the exchange-traded fund is up 1.2% this week—it is—you wouldn’t be any closer to knowing that the S&P 500 is falling 0.2%, which it is.

The company is winning subscribers with its all-in-one strategy, but the real question is whether it's winning them at a sustainable price.

The cable and internet company says it lost more subscribers over the quarter, adding to the industry’s list of woes.