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Comcast Corporation (CMCSA) vs Charter Communications (CHTR): Two Cable Giants, Two Opposite Bets
Insider Monkey24d agoneutral
Comcast Corporation (CMCSA) vs Charter Communications (CHTR): Two Cable Giants, Two Opposite Bets

Comcast Corporation (NASDAQ:CMCSA) and Charter Communications, Inc. (NASDAQ:CHTR) both reported second-quarter results in the same week, and they told very different stories. Comcast is splitting itself in two, spinning off NBCUniversal and Sky, while its streaming service Peacock just posted its first-ever profit. Charter Communications is doing the opposite, closing a $21.9 billion deal to […]

What's at stake for Paramount, the Ellisons in Warner Bros. takeover bid
Yahoo Finance Video25d agoneutralVIDEO
What's at stake for Paramount, the Ellisons in Warner Bros. takeover bid

Paramount Skydance (PSKY) is facing some pushback from a collection of US attorneys general in its proposed acquisition of rival Warner Bros. Discovery (WBD). Evan Shapiro — better known as "The Media Cartographer" — comes on Market Domination Overtime to outline what is it at stake for the media giant and the Ellison family if the deal ultimately falls through.

3 Consumer Stocks with Open Questions
StockStory26d agoneutral
3 Consumer Stocks with Open Questions

The performance of consumer discretionary businesses is closely linked to economic cycles. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 6.2% return over the past six months has trailed the S&P 500 by 4.8 percentage points.

Walt Disney (DIS) Names Disney+ Asia Pacific Commerce Head, Is The 20% Discount Justified?
Simply Wall St.29d agoneutral
Walt Disney (DIS) Names Disney+ Asia Pacific Commerce Head, Is The 20% Discount Justified?

Walt Disney (DIS) has been in focus after appointing Andy Shu as director and head of commerce for Disney+ Asia Pacific, a move that highlights the company’s ongoing push in streaming and regional growth. See our latest analysis for Walt Disney. Recent news around Disney+ leadership, stronger parks commentary and a settlement with Comcast has come alongside a 30 day share price return of 11.63% and a 3 year total shareholder return of 34.22%, while the 1 year total shareholder return declined...

The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout
Insider Monkey29d agoneutral
The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout

On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending […]

Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers
Insider Monkey31d agoneutral
Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers

On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave. The rollout matters because Comcast has spent much of 2026 managing broadband subscriber losses, and a bundled security product gives the company something fiber and wireless rivals cannot easily replicate. Xfinity Shield […]

Comcast (CMCSA) Stock Still Looks Undervalued Despite Cybersecurity Settlement
Simply Wall St.32d agoneutral
Comcast (CMCSA) Stock Still Looks Undervalued Despite Cybersecurity Settlement

Comcast stock has lost around 46.3% over the past 5 years, yet the current valuation checks still lean toward the shares looking inexpensive rather than expensive on several measures. The roughly 46.3% share price decline over 5 years means long term holders have seen significant capital erosion, so any case for Comcast now rests heavily on whether the current price already reflects those setbacks. On the positive side, Comcast Business is pushing into automated global enterprise...

Comcast (CMCSA) Agrees $117.5 Million Settlement Over Massive Customer Data Breach
Simply Wall St.32d agoneutral
Comcast (CMCSA) Agrees $117.5 Million Settlement Over Massive Customer Data Breach

Comcast (NasdaqGS: CMCSA) has agreed to a US$117.5 million class-action settlement tied to an October 2023 cybersecurity breach affecting Xfinity customers. The breach exposed personal data of millions of current and former subscribers, leading to extensive legal claims over security and privacy controls. The settlement addresses customer compensation and related costs as Comcast responds to the operational and reputational impact of the incident. This outcome highlights ongoing...