Comcast to Host Second Quarter 2025 Earnings Conference Call
Comcast Corporation will host a conference call on Thursday, July 31, 2025, at 8:30 a.m. ET to discuss its financial results for the second quarter of 2025. The company will issue a press release with the results earlier that morning, and the call will be broadcast live on Comcast's Investor Relations website. A replay of the call will also be available on the website.
New Xfinity Store Opens in South Bend
Comcast has opened a new Xfinity Store in South Bend, Indiana, located at 4615 Miami Street. The grand opening on February 19 included a ribbon-cutting ceremony with Mayor James Mueller. This new location aims to provide residents with convenient access to Xfinity's full range of residential and business products and services, and Comcast also awarded $17,500 in grants to the South Bend Education Alliance and South Bend Code School.
New Xfinity store and $17,500 in grants target South Bend digital skills
Comcast has opened a new Xfinity Store in South Bend, Indiana, providing residents and businesses with access to its full range of products and services. To further support the community, Comcast also awarded $17,500 in grants to the South Bend Education Alliance and the South Bend Code School, aiming to enhance digital education and help close the digital divide. This initiative is part of Comcast's broader commitment to digital opportunity through its Project UP.
Regeneron Stock: Here’s Why Four Expected FDA Approvals Could Push its 36% Rally Even Higher
Regeneron Pharmaceuticals (REGN) is showing strong performance, nearing its 52-week high, driven by an anticipated four FDA approvals in 2026 and a robust pipeline. The company's recent BLA acceptance for garetosmab for FOP, with striking Phase 3 data, highlights its transition from a two-product company to a diversified late-stage platform. Analysts project continued revenue and EPS growth, with TIKR's valuation model suggesting significant upside, contingent on key pipeline readouts and approvals.
Somerville Kurt F Has $5.95 Million Stock Holdings in American Express Company $AXP
Somerville Kurt F significantly increased its stake in American Express (AXP) by 46.5% in Q3, now holding 17,914 shares valued at $5.95 million. This increase comes despite significant insider selling in the last quarter, totaling over $26 million by executives like Ravikumar Radhakrishnan and Denise Pickett, both substantially reducing their holdings. American Express reported Q4 EPS of $3.53, slightly missing estimates, with revenue up 10.5% year-over-year, and has issued positive FY2026 EPS guidance.
Rosenblatt raises Harmonic stock price target on broadband strength
Rosenblatt raised its price target on Harmonic Inc. (NASDAQ:HLIT) shares to $16 from $14, maintaining a Buy rating due to strong fourth-quarter results and record bookings. The firm highlighted Harmonic's role in next-generation broadband technology and noted that the company's valuation implies an 11% free cash flow yield. Other analysts like Needham also increased price targets, as Harmonic's broadband business continues robust performance and strategic partnerships, despite a pending $145 million offer for its Video Business segment.
Business | Nexstar, Sinclair Spend Millions Lobbying to Rewrite TV Station Ownership Rules
Broadcast giants Nexstar and Sinclair are significantly increasing their lobbying efforts and spending millions to influence federal regulators to loosen national TV market ownership limits. This push, particularly by Nexstar in anticipation of a $6.2 billion merger with Tegna, could reshape local television by allowing companies to control a larger share of the national audience, leveraging a regulatory loophole known as the UHF discount. The debate over who holds the authority to change the 39 percent ownership cap—Congress or the FCC—is central to these companies' expansion plans and has become increasingly politicized, with differing views from legislators, industry groups, and even former President Trump.
Factory Mutual Insurance Co. Buys New Stake in HSBC Holdings plc $HSBC
Factory Mutual Insurance Co. has acquired a new stake of 77,552 shares in HSBC Holdings plc, valued at approximately $5.505 million, according to its latest 13F filing. This purchase contributes to institutional ownership of 1.48% in HSBC, which currently holds an average analyst rating of "Moderate Buy" with a target price of $63.00. HSBC shares opened at $86.87, featuring a market capitalization of $298.40 billion and a P/E ratio of 18.29.
Comcast Corporation (CMCSA) Reports Positive Results From Quantum Computing Trial
Comcast (NASDAQ: CMCSA) has announced positive results from a quantum computing trial in collaboration with AMD and Classiq, aiming to enhance network reliability for internet delivery. This progress suggests quantum computing's potential for network optimization is practical and scalable, not just theoretical. Additionally, Comcast reported its Q4 2025 results, showing a 1.24% year-over-year revenue increase to $32.31 billion, with EPS beating consensus by $0.08.
Netflix vs. Comcast: Which Media Stock Has an Edge Right Now?
This article compares Netflix and Comcast's recent financial performance and future outlook to determine which media stock is a better investment. Netflix shows strong growth projections in streaming, advertising, and content, while Comcast faces challenges in its broadband business and continued losses from its Peacock streaming service. The analysis concludes that Netflix has a significant edge due to its superior growth trajectory and expanding margins, despite a higher price-to-sales valuation.
Comcast Corporation (CMCSA) Reports Positive Results From Quantum Computing Trial
Comcast Corporation (CMCSA) has reported positive results from its quantum computing trial, conducted in collaboration with AMD and Classiq. The trial aims to demonstrate that quantum algorithms can enhance network reliability for internet delivery, proving the practical and scalable nature of quantum computing for network optimization. This news follows Comcast's fiscal Q4 2025 results, where the company reported a revenue increase of 1.24% year-over-year to $32.31 billion and an EPS of $0.84, exceeding consensus estimates.
TELUS Stock: Quiet Telecom Turnaround Play US Investors Are Missing
TELUS Corp (T) has reset its dividend, cut costs, and is focusing on AI-enabled fiber and 5G, yet its stock is still undervalued compared to North American peers. The company is transitioning from an investment-heavy expansion phase to harvesting returns, aiming to improve cash flow and de-risk its dividend for US income and defensive-growth investors. While offering diversification and exposure to tech and health units, investors should consider currency risks and the company's ability to execute its cost-saving and growth strategies.
CSG SYSTEMS INTERNATIONAL INC SEC 10-K Report
CSG Systems International Inc. has released its 2025 10-K report, detailing a 2.2% revenue increase to $1,223.3 million, mainly driven by SaaS solutions, despite a decrease in net income and EPS due to higher acquisition costs and taxes. The report highlights strategic initiatives, including a merger agreement with NEC Corporation and continued expansion into new verticals, while acknowledging risks such as reliance on key customers and integration challenges from the merger. The company remains focused on innovation with AI and operational efficiency to maintain its competitive edge in a dynamic market.
Precision Trading with Comcast Corporation Class A Common Stock (CMCSA) Risk Zones
This article analyzes Comcast Corporation (CMCSA) stock, highlighting a near-term weak sentiment that could test mid-term strength within a broader long-term weak bias. It outlines three distinct AI-generated trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) tailored for different risk profiles, along with multi-timeframe signal analysis for support and resistance levels. The analysis emphasizes elevated downside risk due to a lack of additional long-term support signals.
Comcast Corporation $CMCSA Shares Sold by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC significantly reduced its stake in Comcast Corporation by 69.4%, selling 48,941 shares, while CEO Michael J. Cavanagh also sold 57,947 shares, indicating notable insider and institutional selling activity. Despite these sales, Comcast's Q4 results exceeded EPS expectations and the company announced a quarterly dividend of $0.33 per share, yielding 4.2%. Analysts currently maintain a "Hold" rating for CMCSA with a consensus price target of $34.90.
Comcast Corporation $CMCSA Shares Purchased by Rothschild & Co Wealth Management UK Ltd
Rothschild & Co Wealth Management UK Ltd increased its stake in Comcast Corporation (CMCSA) by 1.0% in Q3, now holding over 11.3 million shares valued at approximately $355.9 million. This makes Comcast its 9th largest holding, representing 5.7% of its portfolio. Comcast recently beat Q4 earnings expectations with an EPS of $0.84 and announced a quarterly dividend of $0.33 per share, while CEO Michael Cavanagh sold a portion of his shares.
Walgreens, SAIC and partners join $50B bid to fix rural healthcare
SAIC has launched the Alliance for Advancing Rural Healthcare (AARH) with eight other organizations, including Walgreens, to help states implement the $50 billion Centers for Medicare & Medicaid Services (CMS) Rural Health Transformation (RHT) Program. This alliance aims to address challenges in rural healthcare by focusing on workforce expansion, health IT modernization, telehealth, and community-based care solutions. The initiative seeks to transform federal funding into sustainable improvements in rural healthcare access and outcomes.
Alberta Investment Management Corp Has $12.10 Million Stock Holdings in Electronic Arts Inc. $EA
Alberta Investment Management Corp significantly increased its stake in Electronic Arts (EA), now owning 60,000 shares valued at $12.10 million. Despite this, several EA insiders, including the CEO and CFO, recently sold shares totaling approximately $24.93 million. Analysts currently have a "Hold" rating on EA with a consensus target price of $186.95, while the company announced a quarterly dividend of $0.19.
Ted Sarandos Blames Netflix Stock Decline on WBD Bidding War, Industry Uncertainty and AI
Netflix co-CEO Ted Sarandos attributed the recent decline in Netflix's stock to the ongoing bidding war for Warner Bros. Discovery assets, general industry uncertainty, and concerns around AI. He defended Netflix's engagement growth and asserted that the potential $83 billion acquisition of WBD would "future proof" its business model. Sarandos also expressed confidence in navigating regulatory approval and dismissed claims about Paramount having a clearer path.
Kura Oncology (KURA) to Release Quarterly Earnings on Wednesday
Kura Oncology (NASDAQ:KURA) is scheduled to release its Q4 2025 earnings before the market opens on Wednesday, February 25, 2026, with analysts anticipating a loss of ($0.42) per share. The company's stock opened at $8.48, and recent insider selling activity has been noted, with several institutional investors also adjusting their positions. Wall Street analysts currently have a "Moderate Buy" consensus rating for KURA, with an average price target of $28.00.
Netflix’s Business Remains Strong and Ahead of Peers, but Warner Agreement Adds Uncertainty
The article discusses Netflix's strong market position as the global leader in subscription streaming television, enjoying economic benefits from its scale. It examines the potential acquisition of Warner Bros. Discovery’s streaming and studios businesses, noting that while Warner's assets could enhance Netflix's offerings, the contemplated price for the acquisition is considered too high. The report from February 19, 2026, highlights the uncertainty introduced by this potential agreement.
Storms Already Cut $20M From Clearwater Paper’s 2026 EBITDA
Clearwater Paper Corporation reported its financial results for the fourth quarter and full year 2025, with net sales reaching $1.6 billion, up 12% from 2024, and Adjusted EBITDA improving to $107 million. However, the company projects a $20 million reduction in Adjusted EBITDA for early 2026 due to severe weather disrupting operations at its Augusta and Cypress Bend facilities. Despite current industry oversupply, the company anticipates a recovery in the medium term, driven by demand growth, lower imports, and domestic supply changes.
FCC Chair Backs Nexstar-Tegna Merger, Seeks to Lift Ownership Cap - News and Statistics
The FCC Chair supports Nexstar's $3.54 billion acquisition of Tegna, which would make the combined entity the largest U.S. regional TV station operator, covering 80% of TV households. The deal necessitates lifting the current 39% cap on station ownership, a move backed by President Trump and opposed by some, raising questions about competition and regulatory authority. This comes amidst declining revenues in the local media industry due to streaming services.
‘Predator: Badlands’ Lands as One of the Biggest Movies Ever on Hulu
Predator: Badlands debuted as the #1 film premiere on Hulu since Prey, attracting nearly 9 million global views in its first five days across Disney+ and Hulu. The film's streaming success follows a record-breaking theatrical run as the highest-opening and highest-grossing Predator movie in the franchise's 37-year history. The entire Predator franchise has now accumulated over 300 million hours of global viewership on Disney+ and Hulu.
Xfinity Delivered Super Bowl LX Faster Than Any Other Provider
Xfinity has announced that it delivered Super Bowl LX to its customers faster than any other internet provider. This claim highlights Xfinity's network performance during a major live event, showcasing its capacity to handle significant data traffic efficiently. The announcement positions Xfinity as a leader in reliable and high-speed internet delivery for critical viewing experiences.
From Telecom Pipes to Digital Platforms: Where Margin Expansion Is Hiding in Plain Sight
The telecommunications industry is shifting from infrastructure-heavy models to digital platforms, with value moving towards software, AI-enhanced services, and cybersecurity. IQSTEL Inc. (NASDAQ: IQST) is highlighted as a company capitalizing on this trend through an asset-light strategy, focusing on high-margin technology offerings layered onto existing telecom networks. The company aims for significant revenue growth and positive EBITDA by expanding its fintech, AI, and cybersecurity divisions via acquisitions and cross-selling, mirroring larger carriers' strategies but without the heavy capital expenditure.
Liberty Global To Acquire Vodafone’s Stake in VodafoneZiggo and Transfer Regional Benelux Assets into New Company Called Ziggo Group
Liberty Global announced a definitive agreement to acquire Vodafone's 50% stake in VodafoneZiggo for €1.0 billion in cash and a 10% stake in a new entity, Ziggo Group. This new Benelux company will hold Liberty Global's interests in VodafoneZiggo and Telenet, with plans for a local listing on Euronext in 2027 and a spin-off of Liberty Global's 90% stake to its shareholders. The transaction aims to unlock value for shareholders, create a regional powerhouse in converged telecom services, and is expected to close in the second half of 2026.
Lumen unveils network tools to counter AI traffic, offers tips for smaller providers
Lumen Technologies has launched its Multi-Cloud Gateway (MCGW) to address the challenge of moving AI-generated data quickly and securely across various cloud and data center environments in major U.S. markets. This new service, part of Lumen's cloud-based telecom strategy, provides private connectivity for data-rich sectors and aims to transform traditional telecom interconnections into programmable cloud fabrics. Lumen also offered advice for smaller providers, emphasizing the need for modernized network design, increased automation, and predictable private connectivity to manage growing AI traffic effectively.
From Telecom Pipes to Digital Platforms: Where Margin Expansion Is Hiding in Plain Sight
The telecommunications industry is shifting from infrastructure ownership to digital platforms like software, AI, and cybersecurity. IQSTEL Inc. (NASDAQ: IQST) is leveraging this trend with an asset-light strategy, expanding into fintech and AI-enhanced cybersecurity atop its global telecom network. The company aims for significant revenue and EBITDA growth by 2027 by monetizing traffic, data, and financial flows without heavy capital expenditures.
Liberty Global Reports Q4 2025 Results
Liberty Global announced its Q4 2025 financial results, highlighting improved commercial momentum in its telecom operations and continued focus on value creation for shareholders. CEO Mike Fries emphasized that the company met all full-year guidance metrics for VMO2, VodafoneZiggo, and Telenet, and delivered substantial reshaping of its operating model, resulting in over $400 million in non-core asset disposals. The company closed 2025 with strong corporate cash and made significant progress in extending maturities across its credit silos, positioning itself for increased shareholder value in 2026.
InfraVia, Liberty Global and Telefónica acquire Substantial Group for £2 billion through their existing joint venture, nexfibre
InfraVia, Liberty Global, and Telefónica, through their joint venture nexfibre, have acquired Substantial Group for £2 billion. This acquisition is expected to unlock £3.5 billion in international investment, creating a significant challenger to BT Openreach in the UK's full-fibre broadband market. The combined entity will have a full fibre footprint of approximately 8 million premises by 2027, aiming to enhance competition and provide greater choice for consumers and businesses.
Amazon video ads leader Krishan Bhatia to run Taboola global sales
Taboola (NASDAQ: TBLA) has appointed Krishan Bhatia, formerly of Amazon and NBCUniversal, as its Chief Business Officer, effective February 18, 2026. In this role, Bhatia will lead global sales and partnerships to drive revenue across Taboola’s product portfolio, which includes its Realize performance advertising platform, CTV performance, publisher network, and generative AI products like DeeperDive. This strategic hire aims to strengthen Taboola's commercial execution and capitalize on its recent growth, having surpassed $2 billion in revenue.
Skandinaviska Enskilda Banken AB publ Has $15.56 Million Stake in Church & Dwight Co., Inc. $CHD
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in Church & Dwight Co., Inc. by 33.1% in the third quarter, now holding 177,606 shares worth approximately $15.56 million. Despite this, Church & Dwight recently reported strong Q3 results, beating EPS expectations, and increased its quarterly dividend. Analysts maintain a "Hold" consensus rating on the stock with an average target price of $101.00.
Agilysys Stock To $56?
Agilysys (AGYS) stock has recently fallen by 29.5%, leading to concerns about further decline given its "Very High valuation." While historical data suggests a median return of 26% after similar sharp dips, the article warns that a price of $56 is not out of the question. Despite the stock's recent drop, it passes basic financial quality checks regarding revenue growth, profitability, cash flow, and leverage.
M&G PLC Decreases Stake in Comcast Corporation $CMCSA
M&G PLC significantly reduced its stake in Comcast Corporation in the third quarter, selling 96,079 shares and retaining 375,073 shares valued at approximately $11.63 million. Comcast recently surpassed EPS estimates with $0.84 but slightly missed revenue projections, while also declaring a $0.33 quarterly dividend. Analysts maintain a "Hold" rating with a consensus target price of $34.90, even as CEO Michael Cavanagh recently sold a portion of his holdings.
Apple Podcasts to Support Video Shows in Major Update
Apple Podcasts is set to introduce advanced video podcast capabilities this spring, allowing creators to distribute, monetize, and dynamically insert video ads using HLS-powered streaming. This update aims to expand beyond audio, offering features like full-screen horizontal viewing, offline downloads, and automatic quality adjustments. Major partners like Acast, ART19, Omny Studio, and SiriusXM will support HLS video delivery at launch, with availability across iPhone, iPad, Apple Vision Pro, and web platforms.
Warner Bros reopens takeover talks with Paramount after receiving waiver from Netflix
Warner Bros. Discovery is reopening takeover talks with Skydance-owned Paramount for seven days, following a waiver from Netflix to discuss Paramount's "best and final" offer. While Warner's board still recommends the Netflix merger, Paramount plans to continue its tender offer and proxy fight, believing its offer is superior. This battle has raised antitrust concerns and analysts suggest Paramount increasing its bid further could make the Netflix deal less appealing.
Fox Taps Disney Veteran Aragón To Refresh Advertising And Investor Story
Fox Corporation has appointed Lucas P. Aragón, formerly of Disney, as Senior Vice President, Creative at FOX Advertising, aiming to refresh its advertising and investor narrative. This strategic hire is expected to bolster creative branding and client-facing campaigns, crucial for Fox's ad-driven business model, especially given recent declines in its stock price and lower net income. Investors are advised to watch how this leadership move impacts advertising revenue, client retention, and overall brand interest, as Fox looks to maintain advertising demand amidst evolving traditional TV usage.
Comcast, Classiq and AMD complete quantum computing network trial
Comcast, Classiq, and AMD have successfully completed a trial utilizing quantum computing algorithms to enhance network routing resilience for internet delivery. This initiative aimed to identify independent backup paths for network sites, ensuring uninterrupted service during maintenance or failures. The collaboration combined quantum techniques with classical computing, demonstrating the potential of quantum computing for real-time network optimization.
3 More Stocks to Invest In Before They’re No Longer Bargains
Morningstar's chief US market strategist Dave Sekera highlighted undervalued stocks. This article discusses three additional stocks—Diageo (DEO), Yum China (YUMC), and Comcast (CMCSA)—that have performed well recently yet are still considered undervalued based on Morningstar's fair value estimates, making them attractive investment opportunities.
Netflix Hopes WBD-Paramount Talks Will “Finally Resolve This Matter,” Berates David Ellison Company For Misleading Warner Shareholders
Netflix has strongly criticized Paramount and David Ellison's company for allegedly misleading Warner Bros. Discovery (WBD) shareholders regarding the regulatory landscape of their proposed merger. Netflix, which has its own board-approved deal with WBD, expressed that it granted WBD a limited waiver to engage with Paramount to "finally resolve this matter," while asserting its transaction offers superior value and has a clear path to regulatory approval. Netflix highlighted potential regulatory challenges and financial risks associated with the Paramount-Skydance offer, including scrutiny over foreign funding and significant debt, in contrast to its own all-cash deal.
NEOS Investment Management LLC Raises Holdings in Comcast Corporation $CMCSA
NEOS Investment Management LLC significantly increased its stake in Comcast Corporation (NASDAQ:CMCSA) by 69.6% in Q3, now owning over 1.6 million shares valued at approximately $50.8 million. Other institutional investors like Norges Bank, Dodge & Cox, and State Street also made substantial additions, bringing institutional ownership to 84.32%. Comcast recently beat EPS expectations and declared a quarterly dividend of $0.33, though analysts hold a "Hold" rating with an average target price of $34.90.
Quantum algorithms enhance network resilience in Classiq, Comcast, AMD trial
Classiq Technologies, Comcast, and AMD have partnered in a trial to demonstrate how quantum algorithms can improve network resilience and internet delivery. The trial showed that quantum algorithms could consistently identify suitable backup paths in real-time, even when primary and secondary network sites fail, outperforming traditional computers in complex scenarios. This indicates a practical and scalable application of quantum computing for network optimization, despite current hardware not yet achieving full "quantum advantage."
Pallas Capital Advisors LLC Increases Position in Medpace Holdings, Inc. $MEDP
Pallas Capital Advisors LLC significantly increased its stake in Medpace Holdings, Inc. (NASDAQ:MEDP) by 154.1% in the third quarter, now holding 4,573 shares valued at approximately $2.35 million. This increase comes despite substantial insider selling activity, with the CFO and VP offloading shares totaling over $13 million. Medpace reported strong quarterly results, beating EPS and revenue estimates, and provided positive FY2026 guidance, though analysts maintain a "Hold" rating with an average target price of $487.36.
Colrain Capital LLC Acquires 109,700 Shares of Comcast Corporation $CMCSA
Colrain Capital LLC significantly increased its stake in Comcast Corporation (CMCSA) by 99.1% in the third quarter, purchasing an additional 109,700 shares to own a total of 220,425 shares worth $6.93 million. This makes Comcast the 11th largest position for the institutional investor. Other large institutional investors also made significant changes to their holdings, with the company's stock currently having an average "Hold" rating from analysts and a consensus target price of $34.90.
Fifth Third Bancorp Trims Holdings in Comcast Corporation $CMCSA
Fifth Third Bancorp reduced its stake in Comcast Corporation by 11.6% in the third quarter of 2025, selling 84,900 shares and holding 644,055 shares valued at $20.24 million. Concurrently, Comcast CEO Michael J. Cavanagh sold a significant portion of his shares, decreasing his ownership by over 8%. Despite these sales, Wall Street maintains a consensus "Hold" rating on Comcast with a target price of $34.90, following the company's recent beat on EPS estimates and the announcement of a quarterly dividend.
42,129 Shares in Comcast Corporation $CMCSA Bought by Beirne Wealth Consulting Services LLC
Beirne Wealth Consulting Services LLC acquired a new stake of 42,129 shares in Comcast Corporation (NASDAQ:CMCSA), valued at approximately $1.324 million, according to its recent 13F filing. Comcast has recently reported strong earnings, beating EPS estimates, and trades at a low P/E ratio, while institutional investors collectively own a significant portion of the company's stock. Analysts generally rate the stock as "Hold" with an average price target of $34.90.
Exclusive | Paramount grows more confident Warner Bros. Discovery will drop Netflix bid
Paramount Skydance is increasingly confident that Warner Bros. Discovery (WBD) will abandon its deal with Netflix, potentially reopening a bidding war for the company. Despite an already "sweetened" offer from Paramount, regulatory hurdles and valuation concerns regarding the Netflix deal are reportedly pushing WBD to reconsider. Investors are growing wary of the Netflix offer's terms and the potential for significant antitrust challenges, even as WBD recently accepted Netflix's bid over Paramount's.
Comcast, Classiq and AMD Demonstrate Quantum Algorithm for More Resilient and Reliable Internet
Comcast, Classiq, and AMD have partnered to demonstrate a quantum algorithm aimed at enhancing the resilience and reliability of the internet. This collaboration signifies a step towards applying quantum computing to real-world networking challenges. The demonstration highlights the potential for advanced computational methods to improve digital infrastructure.
Comcast Business Powers February’s Biggest Broadcast Events
Comcast Business is partnering with NBCUniversal to provide the network infrastructure for three major broadcast events in February: Super Bowl LX, the Milan Cortina 2026 Olympic Winter Games, and the 2026 NBA All-Star Game. They are delivering end-to-end connectivity, ensuring secure and reliable live video and data transmission across NBCUniversal’s linear and digital platforms, including remote production capabilities for the Olympics. This collaboration highlights Comcast Business's expertise in managing complex, high-demand live broadcast networks.
