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Fastly (FSLY) Lands Comcast Partnership, Is The Stock Still Below Fair Value?
Simply Wall St.12h agobullish
Fastly (FSLY) Lands Comcast Partnership, Is The Stock Still Below Fair Value?

Fastly (FSLY) is in focus after Comcast announced a content and application delivery partnership that will embed Fastly’s edge software into more than 200 AI powered data processing centers across its nationwide network. Fastly’s share price has moved sharply over the past year, with a 90 day share price return of 33.3% and a year to date share price return of 134.15%. The 1 year total shareholder return of 176.48% and 3 year total shareholder return of 28.97% point to building momentum...

Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?
Trefis8d agobullish
Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?

Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.

Can Comcast’s New Network Builds and Ad Tech Partnerships Reframe Its Enterprise Story (CMCSA)?
Simply Wall St.39d agobullish
Can Comcast’s New Network Builds and Ad Tech Partnerships Reframe Its Enterprise Story (CMCSA)?

In recent weeks Comcast has expanded Xfinity and Comcast Business high-speed Internet to more than 2,400 homes and businesses in Putnam County, Florida, completed a network build for hundreds of businesses in downtown Waterbury, and begun connecting over 3,200 locations in Northwood, New Hampshire. Alongside these physical network builds, Comcast and its Universal Ads platform are deepening partnerships that extend digital-style audience targeting and mobile measurement into premium TV,...

Versant Stock Jumps 12% On Upbeat Outlook
The Wall Street Journal44d agobullish
Versant Stock Jumps 12% On Upbeat Outlook

Shares in Versant Media rose sharply after the CNBC and MS Now owner raised its full-year revenue forecast, on track for their biggest one-day gain since spinning of from Comcast in January. Versant said Thursday that it now expects revenue of between $6.2 billion and $6.45 billion, above analyst estimates of $6.41 billion. The move came as Versant, which also owns platforms such as Rotten Tomatoes and Fandango, reported second-quarter results that beat expectations—through both revenue and profit fell in the period.

Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock
Barrons.com57d agobullish
Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock

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.”

Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock
Barrons.com57d agobullish
Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock

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.”

Comcast beats second-quarter estimates as broadband and wireless momentum strengthens (NASDAQ:CMCSA)
InvestorsHub58d agobullish
Comcast beats second-quarter estimates as broadband and wireless momentum strengthens (NASDAQ:CMCSA)

Comcast (NASDAQ:CMCSA) shares rose around 3% in premarket trading on Thursday after the media and telecommunications company reported second-quarter earnings ahead of Wall Street expectations, supported by improving broadband performance and record wireless customer growth. The results also highlighted stronger profitability across several business segments, including Peacock, which achieved its first profitable quarter.

Comcast (NASDAQ:CMCSA) Beats Q2 CY2026 Sales Expectations
StockStory58d agobullish
Comcast (NASDAQ:CMCSA) Beats Q2 CY2026 Sales Expectations

Telecommunications and media company Comcast (NASDAQ:CMCSA) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 4% year on year to $29.94 billion. Its non-GAAP profit of $1.04 per share was 7.6% above analysts’ consensus estimates.