CMCSA Comcast Corporation Class A

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CMCSAComcast Corporation Class A

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Reports on Comcast Corporation Class A

David Barden
  • David Barden
EUR 8653.00
CMCSA Comcast Corpora...
VZ Verizon Communi... ... (+9)

Autumn for Broadband 3Q25 – FWA ascendant, Cable struggling

We share here, in our latest Autumn for Broadband report, a quick update on broadband industry trends based on reported company results so far. Industry net adds have improved substantially from a year ago but remain below last year’s when adjusted for ACP impact. Net adds for the quarter were higher than the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive into FWA’s continued strong momentum by carrier.

CMCSA COMCAST CORPORATION CLASS A
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CABO CABLE ONE INC.
ATUS ALTICE USA INC. CLASS A
LUMN LUMEN TECHNOLOGIES INC.
FYBR FRONTIER COMMUNICATIONS PARENT INC
TMOBNL ODIDO (FORMERLY T-MOBILE NL)
11/05/25 November 5, 2025 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...
CHTR Charter Communi...

Charter: Subscribers and EBITDA growth heading lower

There is a lot that’s common between Charter and Comcast, and yet there is a lot that’s different about the two companies. Both are operating in an environment where broadband subscriber growth remains a distant dream. Where the two companies differ is expectation around EBITDA growth. While both companies expect EBITDA to decline in 4Q25, Charter expects to grow EBITDA in 2026 unlike Comcast which expects EBITDA to decline in 2026. We also think Charter has higher pricing power than Comcast.

CMCSA COMCAST CORPORATION CLASS A
CHTR CHARTER COMMUNICATIONS INC. CLASS A
10/31/25 October 31, 2025 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

Comcast: Tough next few quarters

Comcast is making the right moves in trying to fix their Cable business. These moves will take time to deliver tangible results. For now, we expect some near-term pain. Broadband ARPU growth will remain challenged as the company forgoes price hikes in early 2026. ARPU will also remain pressured due to the continued migration of customers to new pricing. ARPU growth is the biggest driver of EBITDA growth. With ARPU growth remaining challenged, we expect EBITDA declines of mid-single digits over t...

CMCSA COMCAST CORPORATION CLASS A
10/30/25 October 30, 2025 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

CMCSA 3Q25 Quick Take: Improved subscriber trends

Comcast reported broadband losses that were better than expected. On the call, we would be keen to hear the drivers behind the less negative subscriber trends and if these trends may continue into 4Q. We expect the stock to trade up on these results but where it likely winds up for the day will depend on commentary around 4Q trends.

CMCSA COMCAST CORPORATION CLASS A
10/30/25 October 30, 2025 1 EN
Blair Levin
  • Blair Levin
EUR 8653.00
CMCSA Comcast Corpora...
WBD WARNER BROS. DI...

Trump Administration Confirms Media Antitrust Policy (and It’s Not Abo...

The New York Post just ran a story headlined “Trump Admin Favors Paramount Skydance in Race to Buy Warner Bros. Discovery.” That conclusion is no surprise; it confirms our previous published analysis. It also, however, lays out new information about the Trump approach to reviewing deals, particularly involving media. In this note we analyze what the article signifies, including how it is an effort to lower bidding tension that will result in a “Trump Transaction Tax” on WBD shareholders, and h...

CMCSA COMCAST CORPORATION CLASS A
WBD WARNER BROS. DISCOVERY INC.
10/27/25 October 27, 2025 1 EN

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