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STAMFORD, Conn., Dec. 15, 2025 /PRNewswire/ -- Spectrum's investments in its workforce, including its 100% U.S.-based sales and service employees, are driving measurable results, with more skilled teams who deliver a better customer experience. Through initiatives like the tuition-free Education Benefit, structured career progression and development opportunities, and comprehensive benefits, more employees are growing their skills, earning promotions and staying longer with the Company. Tuition-Free Degrees ...

About five years ago, there was a lot more to be excited about with this company.Let's rewind the clock five years, to the end of 2020. The COVID-19 pandemic was still a disruptive force in everyday life, and the stock market was rising rapidly after major economic stimulus and optimism that life would return to normal.My portfolio also looked very different than it does today. In fact, my largest investment at the time was a company called Boston Omaha Corporation (BOC +0.53%), an emerging conglomerate tha ...

Comcast Corporation (NASDAQ:CMCSA) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On December 1, Rosenblatt cut its price target on the stock to $30 from $33, while maintaining a Neutral rating. Analysts See 27% Upside To Comcast Corporation (CMCSA) Despite Cautious View Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels The company reported a 3.5% decline in adjusted EBITDA for its Connectivity & Platforms unit in Q3 2025 and stated that it expects the ...

Summary of Harmonic Conference Call Company Overview - **Company**: Harmonic - **Industry**: Broadband and Video Infrastructure Key Points Asset Sale - Harmonic is selling its video business to MediaKind, which includes both hardware appliance and streaming services as a single unit [2][5][6] - The decision to sell was influenced by a strategic review initiated in November 2023, concluding in April 2024, which found a compelling offer from MediaCom [3][4] - The sale is expected to enhance Harmonic's focus on broadband management and growth opportunities [2][3] Financial Implications - The transaction is an all-cash deal, and the proceeds will be used to invest in broadband, particularly in fiber business and a $200 million share repurchase program [8][9] Market Position and Growth - Harmonic is a leading broadband provider with over 90% market share in cable and 65% in distributed devices [9][10] - The company is experiencing a transition in the market, particularly with the rollout of DOCSIS 4.0 technology, which is expected to turn from a headwind in 2025 to a tailwind in 2026 [10][15] - Harmonic has been expanding its customer base, including tier two operators in the U.S. and Europe, and expects significant growth in 2026 [34][36] Competitive Landscape - The competitive environment is characterized by a need for continuous innovation and customer satisfaction, with Harmonic focusing on maintaining its market position through technological advancements [17][18] - Harmonic does not participate in the amplifier market due to established competition and lower margins, opting instead to focus on fiber and operational tools [19][20] Customer Engagement - Comcast remains Harmonic's largest customer, with ongoing projects related to DOCSIS 4.0 deployments [23][24] - Charter Communications is a newer customer, and while their project timeline is different, Harmonic is adapting to their specific architecture needs [29][30] Future Outlook - The company anticipates continued momentum in revenue growth from non-top two customers as they adopt unified DOCSIS 4.0 solutions [36][37] - Harmonic's fiber business is gaining market share and expanding beyond cable into telcos, which is not fully appreciated by investors [40] Misunderstood Aspects - The ongoing nature of network upgrades and the buildup of recurring revenue streams are often overlooked by investors [38][39] - The potential of Harmonic's fiber business and its integration into existing architectures is also a significant growth area that requires more attention [40] Additional Insights - The company is poised to take advantage of government programs like BEAD for broadband expansion, although it may not be a significant growth factor in 2026 [21][22] - Harmonic's operating model is designed for high operating leverage, which is expected to yield attractive growth in the broadband segment [11]

Harmonic (NasdaqGS:HLIT) M&A Announcement December 08, 2025 08:00 AM ET Speaker1Please note that this conference is being recorded. I will now turn the call over to David Hanover, Investor Relations. David, you may begin.Speaker0Thank you, Operator. Hello, everyone, and thank you for joining us today for Harmonic Investor Conference Call. With me today are Nimrod Ben-Natan, President and CEO, and Walter Jankovic, Chief Financial Officer. Before we begin today, I would like to remind everyone that this confe ...

1&h=2166874654&u=http://www.harmonicinc.com/&a=www.harmonicinc.com).Harmonic, the Harmonic logo and other Harmonic marks are owned by Harmonic Inc. or its affiliates. All other trademarks referenced herein are the property of their respective owners**.**SOURCE Harmonic Inc. SAN JOSE, Calif. and VIENNA,Dec. 3, 2025/PRNewswire/ --Harmonic (NASDAQ:[HLIT](#financial-modal)) and Normann E ...

Core Insights - Comcast has announced grants of $30,000 each to Samaritan House and Second Harvest of Silicon Valley to support families facing food insecurity during the holiday season [2][3][4] - The contributions are part of Comcast's broader commitment to community support, having invested over $130 million in cash and in-kind donations in California over the past three years [4] Group 1: Community Support Initiatives - Comcast's grants aim to provide comfort and nutritious meals to families in need during the holidays [2] - The support will benefit Second Harvest's network of 400 nonprofit organizations, which distribute food at over 900 sites [3] - Comcast's Vice President of External Affairs emphasized the importance of community support during challenging times [3] Group 2: Previous Contributions - In addition to the recent grants, Comcast contributed $15,000 to the San Bruno Firefighters Association for their Holiday Toy Program and $50,000 to the San Bruno Education Foundation earlier this year [4] - These contributions reflect Comcast's ongoing commitment to local communities and addressing various needs [4] Group 3: Company Overview - Comcast Corporation is a global media and technology company, providing broadband, wireless, and video services through brands like Xfinity and Sky [5] - The company also produces and streams entertainment, sports, and news content through NBC, Telemundo, Universal, and Peacock [5]

Financial Data and Key Metrics Changes - Fourth quarter net sales from continuing operations were $41.1 million, up 13% year-over-year from $36.2 million [4][12] - For the full year, net sales from continuing operations grew 20% to $150.1 million, compared to $125.6 million in fiscal year 2024 [4][13] - Gross margin improved from 26.6% to 34.6% in the fourth quarter, driven by better manufacturing efficiencies [12] - Net income per share from continuing operations was $0.13 in the fourth quarter, compared to a loss of $0.01 per share in the same period last year [12] Business Line Data and Key Metrics Changes - The divestiture of the Nestor segment allows the company to focus on core North American operations and higher return opportunities [5][10] - Community broadband was flat year-over-year in the fourth quarter, indicating a soft performance impacted by the government shutdown and delays in the BEAD program [21][22] Market Data and Key Metrics Changes - The company reported that 18 of the 52 submitted proposals for the BEAD program were approved, indicating a positive outlook for fiber deployment [9] - The company anticipates that the government shutdown and delays in BEAD will pressure investments in the community broadband market early in the year [15][22] Company Strategy and Development Direction - The company is focused on its "Better Broadband and Beyond" strategy, which includes protecting its core community broadband business and expanding into new applications [6][10] - New product launches, including a complete line of splice cases and a next-generation fiber management cassette, are expected to enhance market reach and customer engagement [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to normal operations by the second quarter of fiscal 2026 following the government shutdown [20] - The company expects net sales from continuing operations in fiscal 2026 to be in the range of $160-$170 million, driven by steady demand for fiber connectivity [14][15] Other Important Information - The company ended the quarter with approximately $166 million in cash and investments, reflecting a strong balance sheet [14] - The board of directors increased the share buyback authorization from $65 million to $85 million, providing additional funds for repurchases [14] Q&A Session Summary Question: Impact of government shutdown on revenue and bookings - Management noted that the government shutdown affected bookings across various programs, particularly ACAM, leading to a soft outlook for the first quarter [18][21] Question: Timeline for normalization post-shutdown - Management expects operations to normalize by the second quarter, with no long-term impact on the total year [20] Question: Outlook for gross margins - Management indicated that gross margins are expected to improve modestly with higher revenues, although the first quarter may be lighter [23] Question: Concerns about fiber supply - Management acknowledged ongoing concerns regarding fiber supply due to high demand from data centers, affecting allocations from suppliers like Corning [24] Question: Nestor's revenue in the previous quarter - Nestor's revenue for the fourth quarter was reported at $9.4 million, with Clearfield's revenue at $41.1 million [29] Question: Community broadband outlook - Management indicated that community broadband is under pressure due to BEAD delays and government shutdowns, but large regional customers are performing well [30] Question: Revenue expectations from new products - Management does not expect significant revenue from new product introductions in the near term, projecting more substantial contributions in 2027 [34] Question: Addressable market for BEAD - Management confirmed that 4-5% of BEAD deployment costs are addressable by the company, with a potential market opportunity of around $500 million [44][45]

Core Viewpoint - Charter Communications (CHTR) shares have significantly underperformed over the past year, losing approximately 50% of their value due to increasing competition for broadband subscribers, leading to widespread pessimism in the cable stock sector [1] Company Summary - Charter Communications has faced a challenging year with its stock price halving, indicating severe market pressures [1] - The company is experiencing heightened competition in the broadband market, which is impacting its subscriber growth and overall market sentiment [1] Industry Summary - The cable industry is currently grappling with intense competition for broadband subscribers, contributing to a negative outlook for cable stocks [1] - The overall market sentiment surrounding cable stocks has shifted towards pessimism, influenced by the competitive landscape [1]