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.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
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.
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 second-quarter earnings prompted analysts to cut price targets, citing persistent broadband and cable challenges.
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.
Attendance was down at Universal Orlando theme parks in the second quarter of the year, but Comcast Corp. executives maintain optimism about the business and the tourism industry. Revenue was up for the company’s content and experiences segment, which includes attractions, but “growth in Orlando came in below our expectations as attendance began to soften in June and has remained pressured ...
Charter Communications (NASDAQ:CHTR) reported a larger internet customer loss in the second quarter as competitive pressure continued to weigh on new customer additions, while mobile line growth remained strong and video losses improved substantially. The company lost 172,000 internet customers dur
Comcast highlights broadband repositioning, record wireless additions, Peacock profitability and planned NBCUniversal and Sky separation.
Telecommunications and media company Comcast (NASDAQ:CMCSA) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 2.7% year on year to $29.57 billion. Its non-GAAP profit of $1.04 per share was 7.6% above analysts’ consensus estimates.
In the second quarter of 2026, Comcast reported sales of US$29,940 million and net income of US$3,526 million, while also completing a US$8,248.33 million share repurchase program that retired 262,018,722 shares since January 2025. Alongside these results, Comcast’s Peacock streaming service reached profitability for the first time and the company confirmed plans to spin off NBCUniversal and Sky into a separate media-focused entity, signaling a significant shift in how its connectivity and...
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.”
Wireless growth hits record highs as Peacock turns profitable for first time.
The company's streaming service finally delivered positive adjusted EBITDA.
Comcast Corp (CMCSA) reports strong wireless additions and Peacock's first profitable quarter, despite challenges in broadband and theme parks.