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Madden to Halftime: ETFs Behind Super Bowl LX
Etftrends· 2026-02-06 20:16
Madden to Halftime: ETFs Behind Super Bowl LX | ETF TrendsETF Trends is now VettaFi. Read More -- Months before Super Bowl LX kicks off at Levi's Stadium on February 9, the game was already being played, predicted, and celebrated across screens worldwide through companies held in the [Amplify Video Game Leaders ETF (GAMR)].This year's Super Bowl ETF story runs through gaming simulations, halftime entertainment sponsors, and the advertisers dominating commercial breaks — creating exposure across sector funds ...
Comcast: Deep Value With Double-Digit Shareholder Returns Still Intact
Seeking Alpha· 2026-02-06 02:57
Core Insights - The focus is on in-depth research of various companies across different sectors, including commodities and technology, with a particular interest in metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching a wide range of industries, including oil, natural gas, gold, copper, and technology firms like Google and Nokia [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The company expresses a preference for covering metals and mining stocks but is also knowledgeable in consumer discretionary/staples, REITs, and utilities [1]
Comcast: Transformation Takes Time, Market Patience Wears Thin (NASDAQ:CMCSA)
Seeking Alpha· 2026-02-05 13:42
Comcast ( CMCSA ) is currently at an intermediate stage, investing heavily in development projects such as Peacock streaming, mobile communications and Internet products, while sacrificing its traditional business in many ways. The market is wary ofHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and fo ...
UBS Lowers Comcast (CMCSA) PT to $32 Citing Broadband Go-to-Market Transition
Insider Monkey· 2026-02-04 18:11
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Streaming-only Super Bowl ads give small brands a shot at the Big Game
CNBC· 2026-02-04 11:00
Core Insights - The cost of national ads for the Super Bowl continues to rise, with NBC selling out ad inventory at an average of $8 million per 30-second commercial, and some ads exceeding $10 million each [1] Advertising Trends - Streaming-only ad spots constitute about 10% of the total ad inventory during the Super Bowl and are priced at approximately half the cost of traditional TV commercials [2] - The streaming simulcast is gaining popularity, with NBC's Peacock service set to simulcast Super Bowl 60, while traditional broadcast remains the primary viewing method [3][4] New Advertisers - Streaming-only ads are attracting new advertisers, allowing smaller brands to participate in the Super Bowl, with all Peacock-only commercials this year being from new advertisers [5] - Brands like Tecovas and Life360 are leveraging streaming ads to engage with a highly targeted audience while managing costs effectively [6] Audience Engagement - Last year, nearly 128 million viewers watched the Super Bowl across TV and streaming platforms, highlighting the event's massive reach [6] - NBC's digital offerings have seen increased demand, driven by the growth of Peacock's subscriber base to 44 million, particularly due to live sports content [7] Brand Strategies - Smaller brands are using streaming-only commercials as a way to enter the Super Bowl advertising space, with companies like Ro and Manscaped exploring more affordable options [9][12] - Ro's experience with streaming ads last year led to a commitment to a traditional ad spot this year, indicating a strategic shift based on previous performance [11]
Comcast(CMCSA) - 2025 Q4 - Annual Report
2026-02-03 21:09
Business Separation and Structure - Comcast completed the separation of Versant Media Group, Inc. on January 2, 2026, distributing 100% of Versant's common stock to Comcast shareholders[13]. Connectivity and Broadband Services - The Connectivity & Platforms business includes broadband, wireless, video, and wireline voice services, with multigigabit downstream broadband speeds available to approximately 60% of residential customers[40]. - Comcast's domestic broadband offerings include speeds up to gigabit-plus, with fiber-to-the-premises services offering symmetrical speeds up to 10 gigabits per second for residential customers and up to 400 gigabits per second for certain business customers[40]. - The company is executing a multi-year strategy to evolve its existing HFC network, including the rollout of DOCSIS 4.0 in select markets[40]. - Comcast's Business Services Connectivity segment offers broadband, wireline voice, and wireless services, with enterprise solutions providing ethernet network services and advanced voice services[36]. - The company offers low-income broadband services through Internet Essentials, providing discounted rates with speeds of up to 75 and 100 megabits per second[20]. - Comcast's international broadband services include fiber-to-the-premises and fiber-to-the-cabinet offerings, utilizing third-party networks in the U.K. and Italy[23]. - The company plans to extend its network to new homes and businesses, partnering with local and federal agencies to serve unserved and underserved communities[40]. - Comcast's domestic wireless services will utilize T-Mobile's network under an MVNO agreement starting in 2026, in addition to existing services using Verizon's network[40]. - The company maintains a flexible and scalable HFC network in the U.S. to support future technology requirements and service growth[37]. - Comcast continues to enhance its network capabilities, including deploying technology for multigigabit symmetrical broadband speeds in select markets[21]. Video and Streaming Services - Comcast's video services are provided primarily through the X1 platform in the U.S. and Sky Q in the U.K. and Italy, integrating various content and streaming services[28]. - Peacock, the DTC streaming service, offers multiple subscription tiers and features a mix of original and licensed content, enhancing customer engagement[67]. - The company holds significant sports rights agreements, including the NBA and NFL, with contracts extending into the next decade, ensuring a steady content pipeline[72]. - The agreement with the NFL includes rights to produce and distribute a specified number of regular season games, including Sunday Night Football and three remaining Super Bowl games, with the next Super Bowl scheduled for February 2026[73]. - NBA and WNBA broadcasting rights secured until the 2035-36 season and 2036 WNBA season, including a specified number of games on Peacock starting from the 2025-26 season[72]. Advertising and Media Revenue - The advertising business sells advertising on Comcast's networks and digital platforms, leveraging technology and data-driven services for effective audience engagement[31]. - Advertising revenue is influenced by audience ratings and competition from digital platforms, affecting pricing strategies for advertising units[58]. - The Media segment generates revenue from advertising sales and distribution fees from multichannel video providers, with a focus on subscriber-based revenue models[59]. - The Media segment's advertising revenue is cyclical, peaking in the fourth quarter due to holiday advertising and during even-numbered years due to political advertising[93]. - Comcast's advertising revenue is influenced by audience ratings and the competitive landscape, including digital properties and DTC streaming services[52]. Studios and Content Licensing - The Studios segment generates revenue primarily from worldwide licensing of owned film and television content, with over 6,500 movies in its library available for licensing[77]. - The company engages in film co-financing arrangements with third-party studios to jointly finance or distribute certain film productions[78]. - Original television content is produced and distributed, with financial success reliant on obtaining additional licenses after initial airing[82]. - The company licenses its brand and intellectual property to third parties, including the Universal Studios Singapore theme park, enhancing revenue streams[85]. Theme Parks and Guest Experience - The Theme Parks segment has significant investments planned for new attractions, including Universal Horror Unleashed opening in Las Vegas in August 2025 and a new theme park in the UK projected to open in 2031[83]. - Revenue from theme parks is primarily generated from guest spending, including ticket sales and in-park purchases, and is influenced by travel and tourism trends[84]. - Theme park attendance and revenue are seasonal, peaking during spring holidays, summer months, and winter holidays[95]. Competition and Market Landscape - Competition in broadband services includes major companies like AT&T and Verizon, which are expanding fiber-based networks to offer higher data transmission speeds[46]. - The company faces competition from various wireless providers offering 4G and 5G services, impacting its market share in internet services[47]. - The company competes for content acquisition and audience share with various media providers, including DTC streaming services and traditional television networks[86]. - The company is subject to various federal, state, and local regulations that may impact its ability to compete, particularly against DTC streaming service providers[105]. Regulatory and Compliance Factors - Legislative and regulatory changes, particularly regarding broadband services, may significantly impact the company's operations and compliance costs[99]. - The FCC's spectrum auction authority has been restored until September 2034, which could affect the company's operations and competitive landscape[111]. - The company pays a specified percentage of revenue to a federal copyright royalty pool for retransmitting copyrighted material, which is subject to audits and regulatory changes[114]. - The company is subject to international telecommunications and media-specific regulations, which may impact its operations in various jurisdictions[112]. Employee Engagement and Workforce - As of December 31, 2025, the company had approximately 179,000 full-time and part-time employees, with about 30% located outside the United States[120]. - The company offers a 401(k) retirement plan with a company match in the U.S. and has employee stock purchase plans available in multiple countries[128]. - The company provides comprehensive health care coverage options and emotional wellbeing resources for employees and their families[128]. - The company has engaged in employee engagement surveys to create a proactive and constructive dialogue with its workforce[122]. - The company is committed to fostering a work environment that promotes respect, integrity, and trust among its diverse workforce[121].
Reliable, Multi-Gigabit Internet from Xfinity Now Available to New Communities Across Carbon, Luzerne, and Schuylkill Counties in Pennsylvania
Businesswire· 2026-02-03 14:05
Comcast has made significant investments into nonprofits focused on helping people build digital skills, expanding WiFi-connected [Lift Zones], and funding connectivity and Internet adoption programs.About Comcast Corporation Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadban ...
BofA Boosts Comcast (CMCSA) Price Target Amid Media Asset Reorganization
Yahoo Finance· 2026-02-03 10:12
Comcast Corporation (NASDAQ:CMCSA) ranks among the stocks with the lowest forward PE ratios. On January 12, BofA upgraded Comcast Corporation (NASDAQ:CMCSA) to Buy from Neutral and boosted its price target to $37 from $31, stating that the media conglomerate is getting near the time to unlock value at NBCUniversal as merger activity continues and investors reevaluate their media investments. Copyright: jetcityimage / 123RF Stock Photo BofA stated that Comcast’s media operations have been dragged low for ...
Easter Seals Houston Program to Expand Across the Nation Through Comcast's Billion-Dollar Project Up Initiative
Globenewswire· 2026-02-02 17:18
HOUSTON, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Easter Seals Greater Houston’s BridgingApps® program continues to expand in 2026, bringing its App Search Tool and digital literacy resources to an additional five Easterseals affiliates across the nation this year, Easterseals of Oak Hill (Connecticut), Easterseals Iowa, Easterseals Delaware, Easterseals Midwest, and Easterseals Evansville (Indiana). This expansion is part of Project UP, Comcast’s $1 billion initiative to connect people to the internet, create dig ...
Comcast (CMCSA) Price Target Reduced at Scotiabank
Yahoo Finance· 2026-02-02 11:52
Comcast Corporation (NASDAQ:CMCSA) is included among the 7 Best Non-REIT Dividend Stocks to Invest in. Comcast (CMCSA) Price Target Reduced at Scotiabank Photo by nathan dumlao on Unsplash Comcast Corporation (NASDAQ:CMCSA) operates as a global media and technology company, offering broadband, wireless, and video services across its portfolio of consumer and business brands. On January 30, Scotiabank cut its price target on Comcast Corporation (NASDAQ:CMCSA) to $35.25 from $37.50 and kept a Sector Perf ...