Group 1 - Comcast's spinoff of its NBCUniversal cable network portfolio will be named Versant, concluding a months-long naming process [1] - Versant will own cable networks such as USA, CNBC, MSNBC, Oxygen, E!, SYFY, and Golf Channel, along with digital assets like Fandango and Rotten Tomatoes [2][4] - The remaining NBCUniversal assets, including Peacock and Universal Studios, will stay with Comcast [3] Group 2 - The name Versant is intended for business-to-business purposes and will not be consumer-facing, focusing on individual brands instead [3][4] - Versant is expected to be spun out from Comcast before the end of 2025, with the new company's assets generating approximately $7 billion in revenue last year [4] - The company aims to build a growth narrative for investors, potentially including acquisitions beyond traditional media [5] Group 3 - The emphasis on versatility reflects the changing media landscape, with plans to expand beyond linear TV and streaming [5][6] - An example of this strategy is the Golf Channel's acquisition of GolfNow, indicating a move towards building profitable businesses outside of traditional media [6]

分组1 - Atkore Inc. reported quarterly earnings of $2.04 per share, slightly missing the Zacks Consensus Estimate of $2.05 per share, and down from $4.08 per share a year ago, indicating an earnings surprise of -0.49% [1] - The company posted revenues of $701.73 million for the quarter, surpassing the Zacks Consensus Estimate by 0.26%, but down from $792.91 million year-over-year [2] - Atkore has surpassed consensus EPS estimates only once in the last four quarters, while topping revenue estimates two times in the same period [2] 分组2 - The stock has underperformed, losing about 19.8% since the beginning of the year compared to the S&P 500's decline of -3.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.59 on revenues of $754.5 million, and for the current fiscal year, it is $6.79 on revenues of $2.85 billion [7] - The Wire and Cable Products industry, to which Atkore belongs, is currently ranked in the top 6% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Group 1 - Comcast shares experienced a decline after 2021 due to canceled cable subscriptions, intense competition, and costly new ventures [1] - The company faced significant challenges as customers shifted away from traditional cable services [1] Group 2 - The article highlights the importance of companies that demonstrate growth in revenue, earnings, and free cash flow as attractive investment opportunities [1] - Favorable valuations and excellent growth prospects are also emphasized as key criteria for investment [1]

转自：前瞻产业研究院 行业主要上市公司：金杯电工(002533.SZ);宝胜股份(600973.SH);远东股份(600869.SH);金龙羽（维权） (002882.SZ);汉缆股份(002498.SZ);尚纬股份(603333.SH);起帆电缆(605222.SH)等 本文核心数据：电线电缆全产业链;区域热力图;代表性企业产业链布局 1、电线电缆产业链全景梳理：国内产业链齐全，下游应用广泛 2、中国电线电缆产业链区域热力地图：以江浙沿海等地为核心布局 目前，我国电线电缆行业产业链较为成熟，上游行业主要为提供制造电线电缆产品原材料的基础材料行业， 如铜、铝及其合金;制造交联绝缘套及护套料的橡胶行业，聚乙烯、聚氯乙烯化工行业等;中游包括提供电力 电缆、通信电缆、电气装备用电缆及裸电线、绕组线等其他类型电缆的电线电缆生产制造企业;下游主要为 对电线电缆有需求的行业，如工程机械、通信行业、电力行业及建筑行业等。 从企业来看，上游铜、铝及其合金供应商为电线电缆产业提供主要组成材料，主要企业有铜陵有色、楚江新 材、海亮股份等。在中游电线电缆制造行业中，制造电力电缆的主要企业有特变电工、青岛汉缆等;制造通 信电缆的主要 ...

Core Viewpoint - Cable One reported quarterly earnings of $12.32 per share, exceeding the Zacks Consensus Estimate of $12.21 per share, and showing a significant increase from $8.11 per share a year ago, indicating a positive earnings surprise of 0.90% [1] Financial Performance - The company posted revenues of $380.6 million for the quarter ended March 2025, which missed the Zacks Consensus Estimate by 2.58% and decreased from $404.31 million year-over-year [2] - Over the last four quarters, Cable One has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once as well [2] Stock Performance - Cable One shares have declined approximately 26.2% since the beginning of the year, contrasting with the S&P 500's decline of 5.3% [3] - The current Zacks Rank for Cable One is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $9.81, with expected revenues of $386.37 million, while the estimate for the current fiscal year is $41.77 on $1.55 billion in revenues [7] - The trend of estimate revisions for Cable One has been unfavorable leading up to the earnings release [6] Industry Context - The Cable Television industry, to which Cable One belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting that companies in the top half tend to outperform those in the bottom half significantly [8]

Cable One (CABO) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Jordan Morkert - VP - Investor RelationsJulie Laulis - Chair, President & Chief Executive OfficerTodd Koetje - Chief Financial OfficerFrank Louthan - Managing Director Conference Call Participants Sebastiano Petti - Senior Research AnalystBrandon Nispel - Director & Equity Research Analyst Operator Thank you for standing by. My name is Rebecca, and I will be your conference operator today. At this time, I would like to welc ...

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Altice USA, Inc. (ATUS) due to lower revenues, with a consensus estimate of a quarterly loss of $0.09 per share and revenues of $2.16 billion, reflecting a 3.9% decrease from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is expected to be released on May 8, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 7.14% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Altice USA is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +11.11% [10][11]. - However, the stock holds a Zacks Rank of 5, which complicates the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, Altice USA was expected to post earnings of $0.03 per share but instead reported a loss of $0.12, resulting in a surprise of -500% [12]. - The company has not beaten consensus EPS estimates in any of the last four quarters [13]. Conclusion - While Altice USA does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [16].

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Has Charter Communications (CHTR) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Charter Communications is a member of our Consumer Discretionary group, which includes 256 different companies and currently sits at #9 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average ...

Belden (BDC) came out with quarterly earnings of $1.60 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.11%. A quarter ago, it was expected that this communications equipment company would post earnings of $1.67 per share when it actually produced earnings of $1.92, delivering a surprise of 14.97%.Over the last four quarters ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...