CMCSA
Market read
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 25 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CMCSA's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 25 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Capital expenditures increased for the six months ended June 30, 2026 compared to the same period in 2025 primarily due to increased spending by the Connectivity & Platforms businesses primarily on scalable infrastructure and customer premise equipment, parti…”10-Q · Jul 23, 2026 ↗
“Financing Activities Net cash used in financing activities increased for the six months ended June 30, 2026 compared to the same period in 2025 primarily due to higher repurchases and repayments of debt, cash transferred to Versant, net in the current year pe…”10-Q · Jul 23, 2026 ↗
“We also expect continued declines in video revenue as a result of domestic customer net losses due to shifting video consumption patterns and the competitive environment, although customer net losses typically mitigate the impact of continued rate increases o…”10-Q · Jul 23, 2026 ↗
“We define Adjusted EBITDA as net income attributable to Comcast Corporation before net income (loss) attributable to noncontrolling interests, income tax expense, investment and other income (loss), net, interest expense, depreciation and amortization expense…”10-Q · Jul 23, 2026 ↗
Valuation discipline
Price/sales 0.8× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CMCSA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-23 against the comparable filing from 2025-04-24.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
“Other than Comcast and TD Synnex, no direct customer accounted for 10 % or more of the Company’s net sales during the three months ended March 31, 2026 or 2025.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 28 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
CMCSA is currently a Leader in the organic co-movement group Telecom Services. 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.
Context history
No durable theme membership has been observed for this name yet.