Core Insights - Telecom Argentina S.A. (NYSE:TEO) is preparing to release its quarterly earnings on November 11, 2025, with an anticipated earnings per share (EPS) of -$0.49 and projected revenue of approximately $1.54 billion [1][5] Financial Metrics - The company has a negative price-to-earnings (P/E) ratio of -245.48, indicating ongoing losses, while the price-to-sales ratio of 1.41 suggests some investor confidence in revenue generation [2][5] - The enterprise value to sales ratio is 2.20, and the enterprise value to operating cash flow ratio is 10.44, indicating that while TEO generates cash flow, it may not be sufficient to cover its valuation comfortably [3] - TEO's debt-to-equity ratio is approximately 0.76, indicating a moderate level of debt compared to equity, but the current ratio of 0.43 points to potential liquidity issues [4][5]

Core Insights - Telus reported $3.71 billion in revenue for Q3 2025, a year-over-year decline of 0.8% and an EPS of $0.17, down from $0.21 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $3.72 billion by 0.27%, and the EPS was 10.53% below the consensus estimate of $0.19 [1] Financial Performance - The stock has returned -3.7% over the past month, compared to the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 3 (Hold) [3] - Key subscriber metrics include: - Mobile Phone Subscribers: 10.27 million, matching the average estimate - Connected Device Subscribers: 4.16 million, exceeding the average estimate of 4.12 million - Internet Subscribers: 2.78 million, slightly above the average estimate of 2.77 million - TV Subscribers: 1.43 million, slightly below the average estimate of 1.44 million - Security Subscribers: 1.15 million, matching the average estimate - Residential Voice Subscribers: 986 thousand, below the average estimate of 991 thousand [4] Churn and Net Additions - Mobile phone churn rate was 1.1%, in line with the average estimate [4] - Net additions for various services were as follows: - Connected Device: 169 thousand, exceeding the estimate of 134.82 thousand - Internet: 40 thousand, above the estimate of 24.97 thousand - TV: 5 thousand, below the estimate of 15.71 thousand - Security: 6 thousand, below the estimate of 10.32 thousand - Residential Voice: -14 thousand, worse than the estimate of -9 thousand [4]

Core Insights - Comcast Corporation is a significant entity in the telecommunications and media industry, providing services such as cable television, internet, and phone services, and owning NBCUniversal [1] - The company faces competition from major players like AT&T, Verizon, and Disney [1] Financial Performance - For Q3 2025, Comcast reported adjusted earnings of $1.12 per share, exceeding Zacks Consensus Estimate by 1.82%, but remaining flat year over year [3][6] - Consolidated revenues decreased by 2.7% year over year to $31.2 billion, primarily due to the lack of revenue from the previous year's Paris Olympics [3][6] - Revenues surpassed Zacks Consensus Estimates by 1.85% despite the decline [3] Segment Performance - The Connectivity & Platforms segment, accounting for 64.7% of total revenues, saw a slight decline of 0.6% year over year, totaling $20.18 billion [4] - Residential Connectivity & Platforms revenues decreased by 1.5% [4] - Peacock, Comcast's streaming service, generated $1.4 billion in revenue with a reduced EBITDA loss [4] - The Theme Parks segment experienced an 18.7% growth, driven by gains from Epic Universe [4] Stock Performance - CMCSA's current stock price is $27.12, reflecting a decrease of approximately 0.75% [5] - The stock has ranged from a low of $26.35 to a high of $27.26 during the trading day [5] - Over the past year, the stock reached a high of $45.22 and a low of $25.75, with a market capitalization of approximately $99.86 billion [5] Analyst Insights - Maher Yaghi from Scotiabank set a new price target for CMCSA at $41.50, indicating a potential upside of 53.71% from the current trading price [2][6] - This revised target is lower than the previous $45.50, reflecting a more cautious outlook [2]

Hi everyone. I think everyone can hear me. Um, so my name is Sadav Khan.Uh, and I'm an entrepreneur. I develop uh pro I conceptualize, design and develop products uh that are tech enabled and they deliver information to financial services companies uh such as banks um and funds. So um just you know go looking back at my last 25 years my experience has mainly been in the media industry.Um I started off in 1999 at a small company called Loan Pricing Corporation. It's what you would call a startup nowadays. Uh ...

Company Overview - Comcast is set to announce its earnings on October 30, 2025, with a predicted revenue decrease of approximately 4% to $30.7 billion and earnings anticipated at about $1.10 per share [2] - The company has a current market capitalization of $111 billion and reported revenue of $124 billion over the past twelve months, yielding $23 billion in operating income and net earnings [3] Industry Challenges - The Internet segment of Comcast is facing challenges due to market saturation and competitive pressure from alternative internet options, particularly 5G Fixed Wireless Access from mobile network operators [2] - In Q2, Comcast lost 226,000 total broadband customers, primarily from the residential sector [2] Strategic Adjustments - Comcast has adjusted its broadband strategy to focus on transparent pricing and bundling wired and wireless services, along with network improvements [2] Historical Performance - Over the past five years, Comcast has recorded 20 earnings data points, with 11 positive and 9 negative one-day post-earnings returns, resulting in a 55% chance of positive returns [5] - This percentage increases to 58% when considering the last three years [5] - The median of positive returns is 3.4%, while the median of negative returns is -5.8% [5]

Core Viewpoint - Charter Communications, Inc. (NASDAQ:CHTR) is considered a compelling investment despite short-term challenges, with a price target adjustment from $500 to $430 while maintaining an Overweight rating by KeyBanc Capital Markets [1][3]. Group 1: Financial Performance and Projections - KeyBanc anticipates weaker broadband subscriber numbers for Charter Communications in Q3 2025 due to strong industry competition [2]. - The firm expects growth in fixed wireless access (FWA) and fiber net additions both quarter-over-quarter and year-over-year [2]. - KeyBanc believes that costs for Charter will decrease significantly after completing its Rural Digital Opportunity Fund (RDOF) build and network upgrades, which should enhance free cash flow generation [4]. Group 2: Strategic Moves - The acquisition of Cox Communications is viewed as beneficial to Charter's strategic direction, contributing positively to its overall valuation [3]. - Despite the challenges, KeyBanc finds Charter's current valuation to be "quite compelling" [3].

Internet from space for humans on EarthDon Pettit (@astro_Pettit):My best sighting of a Starlink satellite "train" from orbit! https://t.co/WratClL8NJ ...

Technology & Infrastructure - Starlink mini and the Milky Way were captured using an iPhone 13 Pro in the high desert western U S [1] - The image suggests Starlink's potential for providing internet access in remote areas [1]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Charter Communications, Inc. due to allegations of violations of federal securities laws, particularly related to misleading statements about the company's performance and the impact of the Affordable Connectivity Program (ACP) ending [4][6]. Group 1: Legal Investigation and Claims - The firm is encouraging investors who suffered losses exceeding $100,000 in Charter between July 26, 2024, and July 24, 2025, to contact them for discussions about their legal rights [1][4]. - There is a deadline of October 13, 2025, for investors to seek the role of lead plaintiff in a federal securities class action against Charter [4][8]. - The complaint alleges that Charter and its executives made false or misleading statements regarding the company's ability to manage the impact of the ACP ending and its overall business performance [6][7]. Group 2: Financial Performance and Market Reaction - Charter reported a decline of 117,000 total internet customers in Q2 2025, compared to a decline of about 100,000 in Q2 2024, after adjusting for the ACP's prior year's impact [7]. - The company's total video customers also decreased by 80,000 during the same period [7]. - Following the release of these financial results, Charter's stock price fell by $70.25 per share, or 18.5%, closing at $309.75 per share on July 25, 2025 [7]. Group 3: Company Background and Contact Information - Faruqi & Faruqi, LLP is a national securities law firm with a history of recovering hundreds of millions of dollars for investors since its founding in 1995 [5]. - The firm is actively seeking information regarding Charter's conduct from whistleblowers, former employees, shareholders, and others [9][10].

Group 1 - Charter Communications, Inc. (NASDAQ:CHTR) has launched its Internet, Mobile, TV, and Voice services to over 5,100 homes and businesses in Scott County, Kentucky [1] - This expansion is part of Spectrum's multi-year rural construction initiative, which is backed by over $7 billion in private investment, aiming to add over 100,000 miles of fiber infrastructure nationwide [2] - The Scott County project represents Spectrum's first county-wide broadband expansion in the Midwest, involving a $15.3 million investment, with $3 million funded through a National Telecommunications and Information Administration award [3] Group 2 - Charter Communications, Inc. operates under the Spectrum brand and is a leading broadband connectivity company and cable operator in the US, serving more than 57 million homes and businesses across 41 states [3]