
With a current and rising yield of 5.8%, you're going to want to watch this space.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

With a current and rising yield of 5.8%, you're going to want to watch this space.

Fastly (FSLY) is in focus after Comcast announced a content and application delivery partnership that will embed Fastly’s edge software into more than 200 AI powered data processing centers across its nationwide network. Fastly’s share price has moved sharply over the past year, with a 90 day share price return of 33.3% and a year to date share price return of 134.15%. The 1 year total shareholder return of 176.48% and 3 year total shareholder return of 28.97% point to building momentum...

Comcast generates substantial free cash flow and pays a reliable dividend. Disney is hitting records across parks, streaming, and the box office.

Interest rates are rising, but so are these healthy payouts.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.

Comcast and Paramount Skydance are reviewing strategic options for their European joint venture streaming service SkyShowtime, which has several million subscribers and could reportedly wind down.

Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.

When quality dividend stocks drift toward 52-week lows, patient income investors often find their best opportunities hiding in plain sight. Five household names are sitting at beaten-down prices right now, and the yields they are offering demand a closer look.

Recent sell-offs appear overdone for these three dividend stocks.

One company is accelerating across every major division, while the other is managing a complicated restructuring.

In recent weeks Comcast has expanded Xfinity and Comcast Business high-speed Internet to more than 2,400 homes and businesses in Putnam County, Florida, completed a network build for hundreds of businesses in downtown Waterbury, and begun connecting over 3,200 locations in Northwood, New Hampshire. Alongside these physical network builds, Comcast and its Universal Ads platform are deepening partnerships that extend digital-style audience targeting and mobile measurement into premium TV,...
Value is leaving growth behind at a pace rarely seen outside major market downturns. The twist: This is a bull market.
Shares in Versant Media rose sharply after the CNBC and MS Now owner raised its full-year revenue forecast, on track for their biggest one-day gain since spinning of from Comcast in January. Versant said Thursday that it now expects revenue of between $6.2 billion and $6.45 billion, above analyst estimates of $6.41 billion. The move came as Versant, which also owns platforms such as Rotten Tomatoes and Fandango, reported second-quarter results that beat expectations—through both revenue and profit fell in the period.
Versant Media shares climbed after the company raised its full-year outlook despite recording lower sales in its third earnings report since being spun off from Comcast.
Second-quarter earnings season shook loose some rare discounts on five high-yield dividend stocks that Wall Street analysts still rate as Buys, and income-focused investors may not get another shot at these prices.
The cable network spinoff from Comcast beat Wall Street estimates on earnings per share and revenue in the second quarter
Airbnb's high-growth travel platform and Comcast's cash-heavy media empire offer very different paths for long-term investors.
Toy Story 5 cleared $1 billion, ESPN held up, and the CFO used his airtime to needle Universal
Comcast generates substantial free cash flow with a solid net margin, while Shopify is experiencing rapid annual revenue growth despite trading at a steep forward earnings multiple.
The revenue shortfall and the record margin came out of the same decision, and management raised its full-year outlook on the strength of it.
For YouTube, the partnership is the latest and greatest attempt to trounce Netflix as both seek to become all-in-one entertainment platforms.
The cable and internet company says it lost more subscribers over the quarter, adding to the industry’s list of woes.
Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”
Comcast's Q2 segment results got a lift from record wireless growth, Peacock's first profitable quarter and strong Studios, despite theme park pressure.
Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”
Strong Peacock growth and earnings beat offset continued broadband and cable subscriber declines ahead of NBCUniversal separation.
Comcast Corporation (NASDAQ:CMCSA, XETRA:CTP2) reported stronger-than-expected second quarter 2026 results on Thursday, with adjusted earnings per share and revenue topping Wall Street expectations, while the company highlighted growth across its connectivity businesses and the first quarterly...
Comcast (NASDAQ:CMCSA) shares rose around 3% in premarket trading on Thursday after the media and telecommunications company reported second-quarter earnings ahead of Wall Street expectations, supported by improving broadband performance and record wireless customer growth. The results also highlighted stronger profitability across several business segments, including Peacock, which achieved its first profitable quarter.
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