The latest in:
Michael Cavanagh
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Premium Content
10/31/2025
Netflix Eyes WBD
Paramount Skydance and Netflix could be headed toward a bidding war for Warner Bros. Discovery, with Reuters reporting that the streamer has hired investment bank Moelis & Co to advise on a potential offer.
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Premium Content
10/30/2025
Video a Bright Light in Comcast’s 3Q25 Earnings
Comcast made sure to spotlight its video segment showing signs of improvement during the company’s 3Q25 earnings call.
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Premium Content
10/30/2025
Does Comcast Want WBD?
No surprise when one of the analysts listening to Comcast’s 3Q25 earnings call asked about the speculation regarding interest in purchasing Warner Bros. Discovery.
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Premium Content
07/31/2025
Market Strategy, Xfinity Mobile Boost Comcast
Three months ago, Comcast was transparent that it needed to adjust its go-to-market tactics in order to generate momentum among customers. Leadership conveyed optimism about the initial results of its new strategy during a 2Q25 earnings call Thursday.
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Premium Content
07/27/2023
Peacock and Friends
Peacock gained 2 million paid subscribers in 2Q23, taking it to 24 million paid subs. This growth was largely driven by the conversion of Comcast subs to paying relationships, which started in June.
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Premium Content
04/27/2023
Comcast Squeaks Out Broadband Growth in 1Q23
It wasn’t a big number, but Comcast put up broadband growth in 1Q23 of 5,000 total domestic subs (3,000 residential). That may be a big dip from 1Q22’s 262,000 adds, but the gain was welcome news after warnings of slowing broadband growth from Comcast and Charter at an investor conference last month. We’ll see if Charter can also put numbers on the board when it reports results tomorrow.