When Permission (Permits) Stands in the Way of Succeess

West Coast Tour - Memory Dictates Everything

What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...

T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...

Exxon Mobil Corp: 1 director

A director at Exxon Mobil Corp sold 3,230 shares at 149.175USD and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...

Procter & Gamble Co: 1 director

Two Directors at Procter & Gamble Co sold 8,053 shares at between 0.000USD and 158.000USD. The significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...

Both Margins and Sales Expected to Trend Higher

Generac Holdings Inc: 1 director

A director at Generac Holdings Inc sold 5,000 shares at 166.910USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...

F2Q'26 Preview

CMCSA: The value unlock trade? Nope. No major change in fundamentals

We shared our view of Comcast’s results this morning. Results were in line and commentary on the business fundamentals were mostly unchanged. In this note following the earnings call and our follow-up conversations, we address the following key investor issues including 1) the big picture value unlock theory; 2) the newly (apparently) amended VZ MVNO agreement; 3) broadband ARPU growth; 4) Connectivity EBITDA growth; 5) 2026 capital spend; 6) wireless net adds, and 7) 2026 FCF.

CMCSA 4Q25 Quick Take: Results mostly in line; Waiting to hear what’s ...

Comcast’s results were mostly in line with estimates. Broadband losses and ARPU were in line. On the call, we would be keen to hear about subscriber trends in 1Q. We don’t expect any major changes to the stock price based on these results. What will drive the stock today is commentary on 1Q broadband trends and potential ‘value unlock’ from an NBCU spin.

Johnson & Johnson: 1 director

A director at Johnson & Johnson sold 100,000 shares at 221.229USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...

Likelihood of Push and Pull Through 2026

Steady Improvement with Gains Set to Continue Through CY'26

Can CMCSA Buy CHTR After the Cox Deal is Done?

With the CHTR/Cox deal moving towards approval and CMCSA out of running for WBD, we are again getting questions as to whether CMCSA could buy the combined CHTR/Cox entity. Further, as our New Street colleagues discussed yesterday, there has been a divergence in the stock price performances of Comcast and Charter driven by a potential ‘value unlock’ resulting from a potential split of Comcast cable from NBCU. It is beyond the scope of our expertise to analyze the financial details that could jus...

CMCSA: Potential Value Unlock?

Investors have been asking about the diverging stock price performance between Comcast and Charter. We believe the reason is an expanding conversation about the potential ‘value unlock’ that could emerge were Comcast to split its cable and NBCU businesses. In this note, we estimate what Comcast could be worth were this scenario to play out. To be clear, we are skeptical. Not that it shouldn’t happen, but rather the Roberts’ are too invested in their belief about the synergy between these entitie...

The future of US wireless, right now - Extrapolating 3Q25 wireless tre...

We are taking 3Q25 results and the most recent cNPS data and laying out our latest thinking and forecasts ahead of 4Q results. We expect 4Q results and attendant 2026 guidance to contain material information value for investors and we wanted to share our latest forecasts, data, and trends as a starting point as we navigate this impactful season.

4Q25 Preview: Supply vs. Demand Conundrum

CQ4 Storage Component Preview - STX, WDC, SNDK