Comcast Corporation Class A (CMCSA)

Comcast's stock price generally declined between April 2025 and October 2025. In Q1 2025, Comcast reported a loss of broadband customers due to competition, leading to a strategic pivot focusing on transparent pricing and network enhancements. Comcast announced plans to spin off most of its cable networks to focus on high-growth segments. Analyst ratings for CMCSA averaged a "Hold" with a price target of $39.76 as of October 2025. In October 2024, Comcast exceeded revenue and profit expectations for Q3 CY2024.

Demand for Comcast's residential Xfinity services exhibits seasonality, with the company offering a "Seasonal Convenience Plan" for customers who are away from home. The theme park segment typically experiences seasonal peaks during summer months and holidays. Specific seasonality for content consumption or business services was not explicitly detailed.

Comcast Corporation is a global media and technology conglomerate with three main segments: Cable Communications (Xfinity and Comcast Business) provides internet, video, voice, and wireless services to residential and business customers in the United States; Media (NBCUniversal) includes broadcast television, cable channels, film production, and the Peacock streaming service; Sky Group, acquired in 2018, is a leading entertainment company in Europe offering satellite television, broadband, and telephony services. Comcast is the largest home Internet service provider, the second-largest cable TV company by subscribers, and the third-largest pay-TV company in the United States.

Comcast's primary operations for its Xfinity and Comcast Business brands are concentrated in the United States, serving residential and commercial customers in 40 states and the District of Columbia. Through its Sky Group subsidiary, Comcast has a significant presence in the U.K., Ireland, and continental Europe. Universal theme parks also operate globally.

In the past year, Xfinity launched a new brand platform called "Imagine That" and continued its partnership with Team USA. Comcast Business expanded its partnership with Cisco to offer secure networking solutions. NBCUniversal secured a deal with Taylor Sheridan to create new film and television content. There have been no widely reported major negative events significantly impacting Comcast's brand reputation in the past year.

Comcast Corporation is predominantly owned by institutional shareholders, who hold approximately 84.20% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Capital World Investors, and Dodge & Cox. Insiders own about 1.50% of the company, with retail investors holding 14.30%. Brian L. Roberts, the Chairman and CEO, is the largest individual shareholder, owning 1.01% of the company's shares.