Comcast faces persistent broadband subscriber losses to fixed wireless access (FWA) and fiber overbuilders, but business services and Peacock growth provide offsets. The pending NBCU cable network spin (SpinCo) is intended to unlock value but introduces transition complexity. Capital returns remain robust. Cable broadband margins and Peacock losses are the key variables.
Thesis reviewed May 29, 2026
Comcast Corporation is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →📡Telecom29NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| T | AT&T Inc. | 36 | +2% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 33 | +5% | ↑1% | EARLY |
| VOD.L | Vodafone | 33 | — | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 33 | +8% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 33 | +9% | ↑1% | EARLY |
| ORAN | Orange S.A. | 33 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 33 | +1% | ↑1% | NEUTRAL |
Investors who hold CMCSA may also have indirect exposure through these country funds.
Comcast announces SpinCo cable networks transaction details
Broadband losses moderate as FWA growth slows
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Buy | $1k–$15k | Jul 17, 26 | ||
| Kevin HernOK | Buy | $1k–$15k | Aug 5, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | Jun 16, 26 | ||
| Mike KellyPA | Buy | $1k–$15k | May 7, 26 | ||
| Gilbert CisnerosCA | D | Sell | Unknown amount | Apr 14, 26 | -2.1% |
| Kevin HernOK | R | Buy | $15k–$50k | Mar 17, 26 | -11.0% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | -20.3% |
| Angus S King, Jr. | Sell | $1k–$15k | Dec 29, 25 | -14.5% | |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -11.3% |
| Shelley M Capito | Sell | $1k–$15k | Feb 24, 25 | -22.9% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | -28.3% |
| John JamesMI | R | Buy | Unknown amount | Sep 2, 24 | -28.2% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 5, 24 | -27.0% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 17, 24 | -27.0% |
| Markwayne Mullin | Sell | $15k–$50k | Jun 12, 24 | -25.8% | |
| John Boozman | Sell | $1k–$15k | Jun 20, 24 | -24.8% | |
| Carol Devine MillerWV | R | Buy | $1k–$15k | May 8, 24 | -26.9% |