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Comcast Corporation

CMCSA

Communication Services · 26.85 +1.6% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Comcast Corporation's move is being confirmed by its market group.

CMCSA accounts for 11.5% of the group's measured movement across 4.6 effective names. raw member direction is mixed; 0 of 8 SPY-adjusted paths align to the mixed. Capital-flow agreement is 10%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveIndependent mover#4 of 8 by movement share
Group movement share11.5%Absolute path energy—not portfolio weight
Relative path+0.45%mixed
Effective breadth4.6 / 8balanced
Relative alignment0/8mixed path · 0 counter-moving
Capital-flow agreement10%not yet clean
SEQUENCE READ

MKC, INGR moved materially before CMCSA. CMCSA crossed its material path threshold at 13:00 ET. KHC, SJM, CPB followed.

What changed
  • Revenue increased 5.3% versus the comparable filing period.
  • Operating margin fell 5.8 percentage points.
EVIDENCE COVERAGE

5 of 8 members in Packaged Foods & Beverages are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 6 of 8 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as MDLZ begins moving with the group.

Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.

Watch this read

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.partnerFeb 3, 2026 ▾

“In 2023, we entered into an agreement with T-Mobile to sell certain of our spectrum licenses.”

TAT&T Inc.competitorFeb 3, 2026 ▾

“This peer group consists of our Class A common stock and the common stock of AT&T Inc., Charter Communications, Inc., Fox Corp.”

Depended on by

VISN16.0% of VISNcustomerApr 30, 2026 ▾

“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

LBRDALBTYACHTR

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

Live connections

CMCSA is currently a Participant in the organic co-movement group Packaged Foods & Beverages. 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.