Key TakeawaysLockheed Martin (LMT) reported stronger-than-expected Q4 2025 net sales of $20.38 billion and provided robust 2026 cash flow guidance, despite a slight miss on EPS.Blackstone (BX) is reportedly preparing "one of the largest IPO pipelines in history," signaling a potential surge in market listings.Comcast (CMCSA) exceeded adjusted EPS estimates but faced challenges with domestic broadband customer losses and a larger-than-expected loss for its Peacock streaming service.Sherwin-Williams (SHW) bea ...

Core Insights - Comcast's Q4 2025 results showed mixed performance, with revenue slightly increasing by 1.2% to $32.3 billion, while earnings declined due to a prior year's one-time tax benefit of $1.9 billion [1] Media Performance - Peacock ended 2025 with 44 million subscribers, a 22% increase year-over-year, and generated $1.6 billion in revenue with adjusted losses of $552 million, compared to $1.3 billion in revenue and a loss of $372 million in the previous year [2] Theme Parks - Theme Parks' EBITDA rose 24% to over $1 billion for the first time, driven by the contribution from Epic Universe and increased per capita spending and attendance, with revenue jumping 22% to $2.9 billion [5] Connectivity and Broadband - The company experienced domestic broadband customer net losses of 181,000, while total domestic wireless line net additions were 364,000, indicating growth in the wireless segment despite challenges in broadband [8] Strategic Changes - Comcast completed the spin-off of Versant Media, focusing on streaming, live sports, and premium content, while maintaining strong free cash flow and a disciplined capital allocation strategy [7] Competitive Landscape - Comcast lost a bidding war for Warner Bros. assets, which were acquired by Netflix in a cash deal, highlighting the competitive pressures in the media and entertainment sector [9]

Core Viewpoint - Comcast continued to experience a decline in broadband customers during the fourth quarter, while its wireless business generated higher revenue despite adding fewer customers than anticipated by Wall Street [1] Group 1: Broadband Business - The trend of losing broadband customers persisted in the fourth quarter [1] Group 2: Wireless Business - The wireless segment reported increased revenue [1] - The number of new customers added in the wireless business fell short of Wall Street expectations [1]

PRESS RELEASE COMCAST REPORTS 4th QUARTER 2025 RESULTS PHILADELPHIA - January 29, 2026… Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter and year ended December 31, 2025. "2025 was a year of meaningful progress as we made decisive changes to position the company for long-term, sustainable growth," said co-CEOs Brian L. Roberts and Mike Cavanagh. "It was also our best year ever in wireless, with 1.5 million net line additions and more than 9 million total lines, clear evidence of th ...

Core Insights - Comcast experienced a higher-than-expected loss of broadband customers in the fourth quarter, indicating increased competition in the market [1] Group 1: Company Performance - The loss of broadband customers was attributed to aggressive offers from rivals, which attracted consumers away from Comcast [1] Group 2: Industry Dynamics - The competitive landscape is intensifying, putting additional pressure on Comcast's core business [1]

Jan 29 (Reuters) - Comcast lost more broadband customers than expected in the fourth quarter, as rivals lured away consumers with aggressive offers, ​piling pressure on the company's mainstay business. Promotional campaigns by high-speed fiber providers ‌and the launch of cheaper fixed-wireless access internet services have deepened competition in the U.S. broadband ‌market - long dominated by the likes of Comcast and Charter Communications. Comcast on Thursday said it lost 181,000 broadband customers ...

Comcast Maintains Dividend on an Annualized Basis in 2026Jan 29, 2026 7:05 AM Eastern Standard Time# Comcast Maintains Dividend on an Annualized Basis in 2026Share---PHILADELPHIA--([BUSINESS WIRE])--Comcast Corporation (NASDAQ: CMCSA) announced today that it is maintaining its dividend at $1.32 per share on an annualized basis for 2026. Accordingly, the Board of Directors declared a quarterly cash dividend of $0.33 a share on the company's common stock, payable on April 22, 2026, to shareholders of record a ...

Core Insights - Comcast reported mixed results for its fourth quarter, beating earnings expectations but slightly missing revenue targets [1][10] Financial Performance - Net income attributable to Comcast decreased by 54.6% to $2.17 billion, or 60 cents per share, compared to $4.78 billion, or $1.24 per share a year earlier [3] - Adjusted net income was reported at $3.06 billion, or 84 cents per share, with adjusted earnings before interest, taxes, depreciation, and amortization down 10% to $7.9 billion [4] - Overall quarterly revenue increased by more than 1% to $32.31 billion, slightly below the expected $32.35 billion [4][10] Business Segments - Revenue for the connectivity and platforms unit, including Xfinity services, decreased by 1% to $20.24 billion, with domestic broadband revenue down 1% to approximately $6.32 billion [5] - The media unit, which includes NBCUniversal, saw revenue rise by 5.5% to $7.62 billion, driven by domestic advertising revenue growth of 1.5% [6][7] - Universal film studio revenue fell by 7.4% to $3.03 billion, while theme parks revenue increased by 22% to roughly $2.9 billion, attributed to the opening of Epic Universe [9] Customer Metrics - Comcast lost 181,000 domestic broadband customers but gained 364,000 mobile customers, bringing the total to over 9.3 million [2] - The company also lost 245,000 pay TV customers, resulting in a total of 11.27 million pay TV customers [6] - NBC's streaming service, Peacock, added 3 million paid customers, ending the year with 44 million paid subscribers, despite reporting losses of $552 million for the fourth quarter [8]

The top and bottom line probably won't matter if Comcast bled more customers than expected from its broadband business. ...

Core Insights - Comcast's Xfinity has launched RealTime4K, an ultra-low latency technology that provides the fastest and most immersive viewing experience for live sports, specifically for the Super Bowl LX, delivering content up to 30 seconds faster than competitors [1] Group 1: Product Launch and Features - RealTime4K technology allows Xfinity TV customers to watch live sports in 4K with Dolby Vision and Dolby Atmos, enhancing the viewing experience [1] - The Super Bowl will be available on a dedicated Peacock 4K channel, featuring a full day of 4K Olympics and Super Bowl coverage [1] - The technology eliminates compression steps in the delivery pipeline, ensuring faster delivery of live 4K programming [1] Group 2: Customer Experience and Accessibility - Xfinity TV customers with compatible devices can easily access the RealTime4K channel without needing to switch inputs or apps [1] - The channel will feature live coverage of the Olympics before transitioning to Super Bowl programming, including pregame and postgame coverage [1] - Customers without a 4K-capable Xfinity X1 TV box will receive prompts to upgrade, ensuring they can enjoy the new features [1] Group 3: Company Strategy and Commitment - Comcast emphasizes its commitment to innovation in delivering the best live sports viewing experience, integrating advanced technology with its network and entertainment platforms [1] - The launch of RealTime4K is part of Comcast's broader strategy to redefine fan engagement with live sports [1] - Xfinity aims to provide a seamless and personalized sports experience, differentiating itself from other pay-TV distributors [1]