The latest in:
Michael Cavanagh
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Premium Content
01/29/2026
Comcast’s Broadband Subs Continue to Slide
It was Comcast’s turn at the plate to report 4Q25 earnings. The operator continued to feel the heat from fixed wireless and fiber competition, while it’s still full steam ahead on convergence and its NBC/Peacock media playbook.
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Premium Content
01/07/2026
Versant Still Settling
Yes, Versant shares traded down again on Day 3 of trading, but we were reminded that this is actually expected.
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Premium Content
01/05/2026
Cavanagh Gets New Contract
Michael Cavanagh officially became co-CEO of Comcast on Friday, and it came with a new employment agreement.
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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.