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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Walt Disney (DIS) Names Disney+ Asia Pacific Commerce Head, Is The 20% Discount Justified?
Simply Wall St.34d agoneutral
Walt Disney (DIS) Names Disney+ Asia Pacific Commerce Head, Is The 20% Discount Justified?

Walt Disney (DIS) has been in focus after appointing Andy Shu as director and head of commerce for Disney+ Asia Pacific, a move that highlights the company’s ongoing push in streaming and regional growth. See our latest analysis for Walt Disney. Recent news around Disney+ leadership, stronger parks commentary and a settlement with Comcast has come alongside a 30 day share price return of 11.63% and a 3 year total shareholder return of 34.22%, while the 1 year total shareholder return declined...

The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout
Insider Monkey35d agoneutral
The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout

On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending […]

Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers
Insider Monkey36d agoneutral
Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers

On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave. The rollout matters because Comcast has spent much of 2026 managing broadband subscriber losses, and a bundled security product gives the company something fiber and wireless rivals cannot easily replicate. Xfinity Shield […]

Comcast (CMCSA) Stock Still Looks Undervalued Despite Cybersecurity Settlement
Simply Wall St.38d agoneutral
Comcast (CMCSA) Stock Still Looks Undervalued Despite Cybersecurity Settlement

Comcast stock has lost around 46.3% over the past 5 years, yet the current valuation checks still lean toward the shares looking inexpensive rather than expensive on several measures. The roughly 46.3% share price decline over 5 years means long term holders have seen significant capital erosion, so any case for Comcast now rests heavily on whether the current price already reflects those setbacks. On the positive side, Comcast Business is pushing into automated global enterprise...

Comcast (CMCSA) Agrees $117.5 Million Settlement Over Massive Customer Data Breach
Simply Wall St.38d agoneutral
Comcast (CMCSA) Agrees $117.5 Million Settlement Over Massive Customer Data Breach

Comcast (NasdaqGS: CMCSA) has agreed to a US$117.5 million class-action settlement tied to an October 2023 cybersecurity breach affecting Xfinity customers. The breach exposed personal data of millions of current and former subscribers, leading to extensive legal claims over security and privacy controls. The settlement addresses customer compensation and related costs as Comcast responds to the operational and reputational impact of the incident. This outcome highlights ongoing...

Comcast (CMCSA) Launches Global Enterprise Connectivity Lab In First International Collaboration
Simply Wall St.44d agoneutral
Comcast (CMCSA) Launches Global Enterprise Connectivity Lab In First International Collaboration

Comcast (NasdaqGS:CMCSA) unit Comcast Business and Colt Technology Services have launched a joint global innovation lab focused on automating enterprise connectivity. The lab aims to create API driven interoperability between the two companies' networks and service platforms to simplify cross border operations for multinational customers. This marks Comcast Business's first international collaboration to build programmatic, automated workflows for accessing connectivity services. The...

Can Comcast’s New Network Builds and Ad Tech Partnerships Reframe Its Enterprise Story (CMCSA)?
Simply Wall St.44d agobullish
Can Comcast’s New Network Builds and Ad Tech Partnerships Reframe Its Enterprise Story (CMCSA)?

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,...

NFLX Stock: Where Compounding Could Take The Price
Trefis45d agoneutral
NFLX Stock: Where Compounding Could Take The Price

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

Comcast (CMCSA) Pushes Private Wireless Into The Office Market
Insider Monkey46d agoneutral
Comcast (CMCSA) Pushes Private Wireless Into The Office Market

On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to […]

Arlo Technologies Q2 Earnings Call Highlights
MarketBeat48d agoneutral
Arlo Technologies Q2 Earnings Call Highlights

Arlo Technologies (NYSE:ARLO) reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook. Chief Executive Officer Matt McRae said service revenue, total revenue, gross profit and non-GAAP net incom

Versant Q2 Earnings Call Highlights
MarketBeat48d agoneutral
Versant Q2 Earnings Call Highlights

Versant (NASDAQ:VSNT) reported second-quarter revenue of $1.64 billion, down 4% from the prior-year period, while adjusted EBITDA rose 3% to $624 million as growth in advertising and digital platforms helped offset continued pressure in linear television distribution. Chief Executive Officer Mark L