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Comcast Corporation

CMCSA

Communication Services · 23.97 +1.3% today

Jodie read · what matters now

Revenue increased 5.3% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CMCSA, and whether its market group begins moving.

Source storyJul 31, 2026 · mentions CMCSARead on Struct ↗
Disclosed connections31 verified links28 additional receipts in Pro
Organic co-movement groupBroadband Connectivity · LeaderDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-04-23 against the comparable filing from 2025-04-24.

cautious
OperationscautiousEvidence score -1
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Revenue increased 5.3% versus the comparable filing period.

What weakened

  • Operating margin fell 5.8 percentage points.
  • Net income decreased 35.6% versus the comparable filing period.
  • Net margin fell 4.4 percentage points.

Filing receipts

Investing Activities Net cash used in investing activities decreased for the three months ended March 31, 2026 compared to the same period in 2025 primarily due to proceeds from a legal settlement and cash from derivative settlements in the current year period, partially offset by an increase in capital expenditures and an increase in purchases of investments.

Capital expenditures increased for the three months ended March 31, 2026 compared to the same period in 2025 primarily due to increased spending by the Connectivity & Platforms businesses primarily on customer premise equipment, scalable infrastructure and support capital, partially offset by decreased spending driven by the opening of Epic Universe in 2025.

Consolidated interest expense increased for the three months ended March 31, 2026 c ompared to the same period in 2025 primarily due to decreases in capitalized interest driven by the opening of Epic Universe.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind CMCSA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TMUST-Mobile US, Inc.partnerFull receipt with Pro →
TAT&T Inc.competitorFull receipt with Pro →

Depended on by

VISN16.0% of VISNcustomerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 28 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

CMCSA is currently a Leader in the organic co-movement group Broadband Connectivity. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.