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Comcast Broadband Losses Deepen As Competition Intensifies
Benzinga· 2026-01-30 17:53
Scotiabank analyst Maher Yaghi kept a Neutral/Sector Perform view on Comcast Corp (NASDAQ:CMCSA) , saying the company's fourth-quarter results met expectations but failed to show clear signs of a turnaround.The analyst reduced the price forecast from $37.50 to $35.25.Broadband Competition Pressures ARPU And EBITDAHe said broadband pressures remain intense as Comcast faces aggressive competition from fiber providers and fixed wireless access (FWA).Yaghi noted that Comcast's decision to avoid price hikes and ...
KeyBanc Maintains Sector Weight on Charter (CHTR) Amid Rising Broadband Competition
Yahoo Finance· 2026-01-30 14:10
Charter Communications, Inc. (NASDAQ:CHTR) ranks among the most promising QQQ stocks according to hedge funds. On January 26, KeyBanc reiterated its Sector Weight rating on Charter Communications, Inc. (NASDAQ:CHTR), citing caution in anticipation of the company’s Q4 2025 results, which are due on January 30. The bank predicts a deteriorating broadband competition climate in 2026, with fiber-to-the-home (FTTH) construction speeding throughout the telecommunications sector, potentially jeopardizing Charter’ ...
Comcast Q4 Earnings Call Highlights
Yahoo Finance· 2026-01-29 17:11
Cavanagh said Comcast has made its “most significant go-to-market shift” by simplifying broadband away from short-term promotions toward nationwide, transparent offers. The company now markets four speed tiers with “all-in” pricing that includes its gateway and unlimited data, plus a five-year price guarantee.CEO Brian Roberts opened by underscoring the pace of change in the industry and the importance of decisions being made now. He highlighted the addition of Steve Croney, CEO of Connectivity and Platform ...
Comcast(CMCSA) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:32
Comcast (NasdaqGS:CMCSA) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsBrian Roberts - Chairman and CEOCraig Moffett - Senior Managing DirectorJason Armstrong - CFOJessica Reif Ehrlich - MDKutgun Maral - Cable and Telecom Equity ResearchMarci Ryvicker - EVP of Investor RelationsMike Cavanagh - Co-CEOMike Rollins - MDSteve Crone - CEO of Connectivity & PlatformsConference Call ParticipantsJohn Hodulik - MD and Senior Equity Research AnalystMichael Ng - Equity Research AnalystOperator ...
Comcast(CMCSA) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:32
Comcast (NasdaqGS:CMCSA) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsBrian Roberts - Chairman and CEOCraig Moffett - Senior Managing DirectorJason Armstrong - CFOJessica Reif Ehrlich - MDKutgun Maral - Cable and Telecom Equity ResearchMarci Ryvicker - EVP of Investor RelationsMike Cavanagh - Co-CEOMike Rollins - MDSteve Crone - CEO of Connectivity & PlatformsConference Call ParticipantsJohn Hodulik - MD and Senior Equity Research AnalystMichael Ng - Equity Research AnalystOperator ...
Calix(CALX) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:32
Calix (NYSE:CALX) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsCory Sindelar - CFOGeorge Notter - Managing DirectorJoe Cardoso - VPMichael Weening - President and CEONancy Fazioli - VP of Investor RelationsScott Searle - Managing DirectorTim Savageaux - Managing DirectorConference Call ParticipantsChristian Schwab - Senior Research AnalystMichael Genovese - Senior Research AnalystRyan Koontz - Senior AnalystOperator...Greetings, everyone, and welcome to the Calix fourth quarter 202 ...
Comcast sheds more broadband customers as competition mounts on core business
Yahoo Finance· 2026-01-29 12:07
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 ...
FCC Chairman Carr Announces Vote to Expand 900 MHz Broadband to 10 MHz
Globenewswire· 2026-01-27 21:01
WOODLAND PARK, N.J., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Anterix (NASDAQ: ATEX), the nation’s leading connectivity partner for utilities, shared that in a blog released today entitled “Good Governance,” Federal Communications Commission (FCC) Chairman Brendan Carr announced that “the Commission will vote on an order that maximizes the potential of the 900 MHz band by enabling broadband deployment across all ten megahertz of the band.” This vote is the culmination of the joint petition filed by Anterix, Ameren ...
SPECTRUM SUPER BOWL AD SPOTLIGHTS ITS ROLE AS AMERICA'S CONNECTIVITY COMPANY™, POWERING THE PEOPLE WHO POWER THE NATION
Prnewswire· 2026-01-27 16:01
Key Takeaways: STAMFORD, Conn., Jan. 27, 2026 /PRNewswire/ -- This Super Bowl, Spectrum shines a light on the everyday drive and determination of people across the country with a new commercial that celebrates those who work hard, work together, and don't back down when things are tough. Backing them in their quest to achieve true greatness is America's Connectivity Companyâ"¢, which is powered by Spectrum's 100% U.S.-built Fiber Broadband Network. Continue Reading Speed Speed America's Connectivity Company ...
Wells Fargo Downgrades Charter Communications (CHTR), UBS Cuts PT
Yahoo Finance· 2026-01-25 03:29
Charter Communications, Inc. (NASDAQ:CHTR) is one of the 12 Best 5G Stocks to Invest in According to Hedge Funds. On January 13, Wells Fargo downgraded its rating on Charter Communications, Inc. (NASDAQ:CHTR) from Equal Weight to Underweight and lowered its price target from $240 to $180. Wells Fargo believes that the broadband market will continue to stay competitive, with fiber and fixed wireless access continuing to take market share from cable in 2026. The firm noted that Charter Communications, Inc. ...