With Comcast on track to spin off Versant by year end, CFO Jason Armstrong said more details of the standalone linear network company are coming soon and the new entity will enter the world solid and with “lots of options.” Comcast and all traditional media companies faced a choice amid cable’s inexorable decline as subscribers dwindle but the business still throws off cash. “Either they are cash generating and permanently in support of the existing growth businesses, or they are separable,” Armstrong posi ...

Key Takeaways ROKU leans into ad tech and content integration, while CMCSA relies on diversified assets and broadband scale.ROKU saw 18% YoY platform revenue growth and 84% higher Roku Channel engagement in the second quarter.CMCSA's Peacock revenues grew 18% YoY, but losses narrowed only modestly; the platform remains unprofitable.Streaming is emerging as the fastest-growing area in media, transforming how content is distributed, discovered and monetized. Roku (ROKU) and Comcast (CMCSA) are both central to ...

Question-and-Answer SessionGreat. Well, maybe just to get us started, what are the opportunities for Comcast to sustain annual financial growth, revenue, EBITDA and earnings from your portfolio of assets, especially your six key growth businesses as they increase their contribution to total revenue?Jason ArmstrongChief Financial Officer Yes. Well, thanks for starting there. I think it's important. We're totally focused on revenue growth. And I think you framed it as how do we sustain it? I would say we're a ...

Comcast (CMCSA) 2025 Conference September 04, 2025 08:10 AM ET Company ParticipantsMichael Rollins - Managing DirectorJason Armstrong - CFOMichael RollinsIs for Citi clients only. Welcome back to Citi's global twenty twenty five TMT conference. For those of you I haven't met, I'm Mike Rollins, and I cover communication services and infrastructure for Citi. We do have disclosures available at the back of the room. And if you don't have access or would like another copy, please email me at michael.rollins@Cit ...

Question-and-Answer SessionUnknown Analyst You've been at Universal for over 30 years and Chairman and CEO of Universal Destinations & Experiences since 2021, pretty turbulent period and a lot of change. Prior to that, you were Vice Chairman of Universal Creative, which is responsible for planning and design for Universal attractions and destinations worldwide. So kind of a very extensive background at the parks. And over that time, you've seen some transformative developments in the whole industry, particu ...

Comcast (CMCSA) 2025 Conference September 03, 2025 02:00 PM ET Company ParticipantsMark Woodbury - Chairman & CEO - Universal Parks & ResortsNoneStarted with Comcast, but really Universal theme parks. We're thrilled to have Mark Woodberry back, chairman and CEO of Universal Parks and Resorts. So thank you for for joining us again.Mark WoodburyPleasure.NoneYou've been at Universal for over thirty years and chairman and CEO of Universal Destinations and Experiences since 2021. Pretty turbulent period and a lo ...

Last year, I gradually bought into Comcast and, at the end of the year, initiated Seeking Alpha coverage with a Buy rating. So far, the position is in the red, while at least bringing home some dividendExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an appr ...

Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey towards financial independence using dividend growth investing as the means to transform the dream of financial independence into a reality. It's also th ...

Group 1 - US stock indices opened slightly lower, with Dow down 0.13%, S&P 500 down 0.06%, and Nasdaq down 0.04% [1] - Eli Lilly's oral GLP-1 drug orforglipron achieved positive results in Phase 3 clinical trials, leading to plans for a global regulatory submission within the year [4] - South Korea's Korean Air signed a $50 billion procurement agreement with Boeing for 103 new-generation aircraft and engine maintenance services over the next 20 years [5] Group 2 - Beike reported a 11.3% year-on-year increase in revenue for Q2, totaling 26 billion yuan, while NON-GAAP net profit decreased by 32.4% to 1.82 billion yuan [6]

Core Viewpoint - President Trump has urged the FCC to revoke the licenses of ABC and NBC, citing perceived bias in their reporting, particularly negative coverage of him [1] Group 1: Regulatory Actions - Trump supports the idea that ABC and NBC should have their broadcasting licenses revoked due to alleged bias and dishonesty [1] - The FCC chairman, Brendan Carr, has initiated investigations into broadcasting companies, indicating a need for a course correction in the U.S. media industry [1] Group 2: Financial Implications - Trump claims that the broadcasting networks should pay millions of dollars in licensing fees for the spectrum they use [1] - White House advisor Sachs suggested that the spectrum used by broadcasting networks should be auctioned, with proceeds directed towards reducing national debt [1] Group 3: Company Responses - Disney has declined to comment on the matter, while Comcast has not immediately responded to requests for comments [1]