Comcastの空売り状況は、投資家がComcastの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Comcast (NASDAQ:CMCSA) 株価情報, 空売り情報

COMCAST CORP-CLASS A

Comcast

Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 64 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. The firm plans to spin off most of its cable networks later in 2025. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy, and it also has a presence in Germany and Austria.

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CMCSA

巨大メディア企業であるウォルト・ディズニー・カンパニー（NYSE:DIS）は、2023年に数歩下がる形になった興行収入の好転を期待して、今後公開予定の映画群で一矢報いる見通し。

ディズニー興行収入　10億ドルの大台目指す

Comcast Corporation - Class A Common Stock

Comcast Corp

BofA Securities analyst Jessica Reif Ehrlich maintained a Neutral rating on Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/CMCSA/analyst-ratings" rel="noreferrer noopener">price forecast of $38</a> on Thursday.
Comcast remains focused on its six growth pillars, and Theme Parks represent an area that will generate strong near-term growth while also offering significant longer-term opportunities.
Universal plans to expand existing destinations, bring Universal to new domestic markets with new concepts, and grow its global footprint.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45023162/comcast-faces-analyst-concerns-over-broadband-losses-despite-solid-revenue-and-peacock-gains" rel="noreferrer noopener">Comcast Faces Analyst Concerns Over Broadband Losses Despite Revenue And Peacock Gains</a>
Epic Universe, which officially opens on May 22, will provide a significant near-term boost to Comcast&#8217;s Theme Park segment as its five themed worlds (Celestial Park, Super Nintendo World, Dark Universe, How to Train Your Dragon-Isle of Berk and Harry Potter-Ministry of Magic) offer state-of-art the attractions and interactive experiences.
These new worlds add similar attendance capacity to Universal Studios Florida/Islands of Adventure. They also include three new hotels (~2k rooms, bringing Universal Orlando to 11k rooms—30k people in aggregate), 30 dining options, and 21 retail locations.
Comcast has two smaller park openings over the near term, including Universal Kids Resort in Frisco, TX, and Horror Unleashed in Las Vegas.
Longer-term plans include opening a 456-acre park 50 miles outside London, which would provide a destination for European and Middle Eastern visitors.
Construction will begin in 2026, with plans to open in 2031. Additionally, Universal will continue to expand in Orlando (including through land owned adjacent to Epic), and Universal Kids has ~70 acres to expand from the currently planned 25-acre park.
Epic will help Universal capture additional Orlando share and likely expand the overall market.
While &#8220;we believe&#8221; Epic will drive incremental visitation, it is less clear that Universal Orlando, through the addition of Epic alone (in its current form &#8211; Wicked World likely a future portal), will become a stand-alone full-week trip (although the addition of Epic brings them much closer) and the destination of choice in Orlando, the analyst remarked.
Notably, 80% of revenue has been for multiple park passes, although Universal only recently enabled single park tickets for Epic Universe.
More generally, bookings remain healthy for Universal Orlando with visibility to September, and inbound traffic to Orlando is up 6-7% for both domestic and international visitors.
Comcast is shifting strategy in its C&amp;P operations to protect and potentially drive growth in its broadband business, making C&amp;P EBITDA growth in fiscal 2025 challenging.
The company will focus more heavily on wireless, marketing, improving Wi-Fi offerings, and simplifying pricing and packaging.
Comcast is supporting its broadband business, reconnecting with consumers, and re-igniting growth. However, these steps will take &#8220;a minimum of several quarters&#8221; to generate returns.
Business services remain a steady pillar, likely to drive low-to-mid single-digit high-margin revenue growth over the near to intermediate term.&nbsp;
Price Action:&nbsp;Comcast stock is up 0.52% at $34.58 at last check on Thursday.
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Photo by Elliott Cowand Jr via Shutterstock

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Analyst Ratings

Tech

Comcast Growth Steps Will Take 'A Minimum Of Several Quarters' To Generate Returns: Analyst

Comcast's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NYSE">CMCSA</a>) short percent of float has fallen 5.33% since its last report. The company recently reported that it has 52.36 million shares sold short, which is 1.42% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.8 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Comcast Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746622833_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Comcast has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Comcast's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Comcast's peer group average for short interest as a percentage of float is 10.78%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Comcast's Recent Short Interest

<a href="https://www.hollywoodreporter.com/business/business-news/trump-jon-voight-unveils-hollywood-movies-tariffs-1236207690/">https://www.hollywoodreporter.com/business/business-news/trump-jon-voight-unveils-hollywood-movies-tariffs-1236207690/</a>

General

NFLX

ROKU

'Trump Ambassador Jon Voight Unveils His Plan to "Make Hollywood Great Again"'- The Hollywood Reporter

President Donald Trump has his sight set on a new sector with<a href="https://www.benzinga.com/topic/tariffs"> threats of tariffs</a> to keep more things made in America.
Here's a look at what's Trumps comments on the "dying" movie industry mean.
What Happened: On social media, Trump threatened the movie industry with tariffs on movies produced "in foreign lands," a move that could impact companies like Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), which generates <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">billions of dollars</a> at the box office annually.
"The Movie Industry in America is DYING a very fast death. Other Countries are offering all sorts of incentives to draw our filmmakers and studios away from the United States," Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/114452117143235155">posted </a>on his Truth Social account recently.
Trump called this a "National Security threat" and "propaganda."
"I am authorizing the Department of Commerce, and the United States Trade Representative, to immediately begin the process of instituting a 100% tariff on any and all Movies coming into our Country that are produced in Foreign Lands."
In all caps, Trump said "We Want Movies Made In America, Again!"
The latest tariff threat has sent shockwaves across the movie industry with much uncertainty about what Trump could actually do and what the tariff plans would mean if imposed, as reported by Variety.
Trump's comments that the movie sector is dying in America may be premature with 2025 box office up 15.8% year-over-year, according to <a href="https://variety.com/2025/film/news/trump-tariff-foreign-film-national-security-1236386566/">Variety</a>.
That could be a positive for movie theater companies like AMC Entertainment Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) and Cinemark Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) as the 2025 and 2026 content slate will see many blockbuster films hit theaters.
Threats of tariffs could slow down the movie theater sector and those stocks and also impact big movie companies like Disney, Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>), Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>), Sony Group Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>), Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) and more.
While Trump's comment on the movie industry has that sector rattled, there is also <a href="https://variety.com/2025/biz/news/trump-tariff-foreign-films-six-major-questions-1236386590/">fear</a> the tariffs could extend to television series and the streaming sector, impacting Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), which produces numerous series outside of America.
Tariffs on films and TV shows could impact margins for entertainment companies, which of course, would welcome the question of whether those higher costs would be passed on to consumers via higher movie ticket prices.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/04/44877995/netflix-crushes-q1-says-its-working-hard-to-improve-and-expand-its-offering">Netflix Crushes Q1, Says It&#8217;s &#8216;Working Hard To Improve And Expand&#8217; Its Offering</a>
 Why It's Important: At this point, Trump's tariff threat appears to be in the exploratory phase and not ironed out yet. While Trump claimed films being made outside America are a "national security threat," he may have to prove this is the case to be able to authorize tariffs.
Trump's comments are also rather vague, with many movies having filming locations outside of the U.S., but maintaining production credits by American companies.
One of the likely early examples that could show how the sector will be attacked is Paramount film "Mission: Impossible – The Final Reckoning." The film was already filmed prior to Trump's tariff threat, but counts the United Kingdom as its primary filming location.
With a May 23 opening date, the film's tariff status could be closely monitored by the sector.
Top film franchises like "Avengers" and "Avatar" have filming locations outside the U.S. Famous film franchises like "Star Wars" and "The Lord of the Rings" famously had filming locations outside the U.S.
Often times, franchises include foreign locations as part of the plot such as in James Bond films. The threat of tariffs could have film studios questioning those moves depending on what the tariff would apply to as far as production locations.
Industry veterans warn the decision for tariffs could significantly harm the sector.
"It's insane. So U.S. companies can only make U.S. films? James Cameron can't make Avatar overseas? Who pays the tariffs? Leading independent distributors would all be out of business if it's them," a veteran U.K. producer told Deadline.
A French distributor told <a href="https://deadline.com/2025/05/trump-movie-tariffs-hollywood-independent-film-destroy-1236385169/">Deadline </a>the move could "kill the U.S. industry quicker."
While Trump is seeking to punish films not made in America, others have ideas to reward films and TV shows made in America. California Gov. Gavin Newsom is pushing for a plan to have $750 million in annual incentives for content filmed in the state, as reported by Deadline.
"We believe he has no authority to impose tariffs under the International Economic Emergency Powers Act, since tariffs are not listed as a remedy under that law," Newsom senior advisor for communications Bob Salladay told <a href="https://deadline.com/2025/05/trump-movie-tariffs-gavin-newsom-response-1236385079/">Deadline</a>.
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Photo: KinoMasterskaya via Shutterstock

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Politics

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PARA

PARAA

Sony Group Corporation American Depositary Shares

SONY

Trump Wants 'Movies Made In America Again': Here's What Tariffs On Films Could Mean For Disney, Netflix Stock

<a href="https://www.hollywoodreporter.com/business/business-news/white-house-clarifies-trump-movie-tariff-1236207216/">https://www.hollywoodreporter.com/business/business-news/white-house-clarifies-trump-movie-tariff-1236207216/</a>

'White House Says "No Final Decisions" Have Been Made on Movie Tariffs, Still "Exploring All Options"'- Hollywood Reporter

The 151st<a href="https://www.benzinga.com/topic/kentucky-derby"> Kentucky Derby </a>kicks takes place Saturday and will see multiple horses compete in one of the top horse races of the year and as the first step to winning a Triple Crown.
Here's a look at how to watch the race, the betting odds and some of the famous horse owners.
How to Watch 2025 Kentucky Derby: The 2025 Kentucky Derby takes place on Saturday, May 3, from Churchill Downs, which is a unit of Churchill Downs Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHDN#NASDAQ">CHDN</a>).
The track will host a full lineup of races during the day, with the Kentucky Derby expected to begin at 6:57 p.m. ET.
Live coverage of the Kentucky Derby and some of the other races of the day begins at 2:30 p.m. ET on NBC and streams on Peacock, <a href="https://www.benzinga.com/news/24/05/38653545/kentucky-derby-hits-best-viewership-since-1989-record-betting-handle-why-investors-should-be-watchin" target="_blank" rel="noopener">which is a unit</a> of Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>).
Betting Odds: Hundreds of millions of dollars will be bet on the Kentucky Derby with sportsbooks like DraftKings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) and Flutter Entertainment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLUT#NYSE">FLUT</a>) owned FanDuel offering horse race betting.
Churchill Downs will likely be the big winner as the host of the race. The company set betting records for betting handle for last year's full Saturday card and the Kentucky Derby race.
Here are the current betting odds for the 2025 Kentucky Derby, which will likely continuously change up until post time of the race.
<ul>
<li>1. Citizen Bull, 20-1</li>
<li>2. Neoequos, 30-1</li>
<li>3. Final Gambit, 30-1</li>
<li>5. American Promise, 30-1</li>
<li>6. Admire Daytona, 30-1</li>
<li>7. Luxor Café, 15-1</li>
<li>8. Journalism, 3-1</li>
<li>9. Burnham Square, 12-1</li>
<li>11. Flying Mohawk, 30-1</li>
<li>12. East Avenue, 20-1</li>
<li>13. Publisher, 20-1</li>
<li>14. Tiztastic, 20-1</li>
<li>15. Render Judgment, 30-1</li>
<li>16. Coal Battle, 30-1</li>
<li>17. Sandman, 6-1</li>
<li>18. Sovereignty, 5-1</li>
<li>19. Chunk of Gold, 30-1</li>
<li>20. Owen Almighty, 30-1</li>
<li>21. Baeza, 12-1</li>
</ul>
The odds come with two horses scratched ahead of the race.
Along with sportsbooks offering bets on the Kentucky Derby, prediction marketplace Polymarket also has a market for the race. Journalism is the favorite on <a href="https://polymarket.com/event/2025-kentucky-derby-winner">Polymarket </a>at 27%, followed by Sovereignty at 15% and Sandman at 13%.
Read Also:<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40320519/churchill-downs-analyst-bullish-about-kentucky-derby-new-virginia-gaming-resort-sus"> Churchill Downs Analyst Bullish About Kentucky Derby, New Virginia Gaming Resort: &#8216;Sustainable Double-Digit Growth&#8217;</a>
 Famous Owners: Several of the horses taking part in the 2025 Kentucky Derby have famous owners that include celebrities, athletes, social media influencers and public company CEOs among their ownership groups.
Kentucky Derby favorite Journalism counts media magnate John Malone as a co-owner. Malone is the Chairman of Liberty Media (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LLYVA#NASDAQ">LLYVA</a>), Liberty Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LBTYA#NASDAQ">LBTYA</a>) and other media ventures.
Famous billionaire investor George Soros is the owner of SF Racing Syndicate, who was scheduled to have two horses in this year's Kentucky Derby. Rodriguez has been scratched, leaving Soros with Citizen Bull as his lone horse in the race. Just like hoping for a bull stock market, Soros will be hoping for a bull to win the Derby.  
Render Judgment is co-owned by Dream Walkin' Farms, a horse racing venture started by late country singer Toby Keith. The racing venture is now run by Keith's sister Tonni Covel, as <a href="https://www.kentucky.com/sports/horses/kentucky-derby/article305227166.html">reported </a>by the Lexington Herald Leader. Keith dreamed of having a horse in the Kentucky Derby and while he isn't alive to see that feat come true, he was close to living out that legacy.
Sandman is co-owned by St. Elias Stables. Vincent Viola, who is the founder and Executive Chairman of Virtu Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIRT#NASDAQ">VIRT</a>), is the owner of St. Elias Stables. Viola also owns the Florida Panthers NHL team.
Social media influencer Griffin Johnson is also included in the ownership group for Sandman.
Dutch Bros Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BROS#NYSE">BROS</a>) co-founder and Executive Chairman Travis Boersma owns the Flying Dutchmen racing operation, which owns Owen Almighty. Fans of the coffee chain may be rooting for Owen Almighty to win the race.
Flying Mohawk is owned by Two Eight Racing, a venture from former MLB player Jayson Werth. The former MLB player also had a horse in last year's Kentucky Derby. Werth played for the Toronto Blue Jays, Los Angeles Dodgers, Philadelphia Phillies and Washington Nationals during his MLB career.
Grande, who was one of the horses scratched, is owned by Mike Repole. The beverage titan is best known for founding Vitaminwater maker Glaceau and BodyArmor, two companies that are owned or co-owned by The Coca-Cola Company.
Those watching and betting on the Kentucky Derby can choose based on a horse&#8217;s name, their racing history, betting odds or perhaps based on rooting interest in one of the famous co-owners.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44401483/ford-renews-exclusive-partnership-with-kentucky-derby-expands-brand-presence-through-2029">Ford Renews Exclusive Partnership with Kentucky Derby, Expands Brand Presence Through 2029</a></li>
</ul>
Photo: Shutterstock

Sports Betting

Sports

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BROS

CHDN

DKNG

FLUT

LBTYA

LLYVA

VIRT

Kentucky Derby 2025: How To Watch, Betting Odds, And Horses Backed By Dutch Bros Founder, John Malone, George Soros

<a href="https://www.theinformation.com/articles/advertisers-plan-cuts-tv-advertising-economic-worries-mount" title="https://www.theinformation.com/articles/advertisers-plan-cuts-tv-advertising-economic-worries-mount">https://www.theinformation.com/articles/advertisers-plan-cuts-tv-advertising-economic-worries-mount</a>

FOXA

'Advertisers Plan Cuts to TV Advertising As Economic Worries Mount' - The Information

Scotiabank analyst Maher Yaghi upgraded T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) from Sector Perform to Sector Outperform and raised the price target <a href="https://www.benzinga.com/quote/TMUS/analyst-ratings">to $277.50 from $275</a>. The stock traded higher Wednesday following the call.
Despite earlier fears of a slowdown in the U.S. wireless market, recent earnings from mobile operators and cable companies show industry loading remains healthy, with an annual run rate of about 8.5 million.
Yaghi called last week's 10% drop in T-Mobile shares an overreaction. He emphasized that T-Mobile's share of phone net adds is consistent with its four-year average, indicating steady performance.
Also Read: <a href="https://www.benzinga.com/25/04/45018003/t-mobile-slides-after-q1-but-analyst-still-bullish-on-broadband-growth-and-wireless-strength" target="_blank" rel="noreferrer noopener">T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst</a>
The analyst downgraded the stock a few months back due to valuations, but the scenario is different today. Valuations are supportive; hence, the stock was upgraded with a slightly increased target due to higher estimates.
Earlier this year, T-Mobile peers commented that the US wireless market was seeing a slow start. Yaghi noted that the US market should see phone subscriber growth of 1.5-2% annually in 2025.
T-Mobile&#8217;s share of phone net adds was 35% in the first quarter of 2025. That&#8217;s the same as the first quarter of 2024 and in line with the four-year average of 36% for the first quarter. This shows consistency in loading within a very dynamic market.
The analyst expects loading at T-Mobile US to accelerate as the year progresses, similar to normal seasonality. The company&#8217;s financial guidance actually provides a great hint that management expects strong loading in the second half.
In the first quarter, core adjusted EBITDA growth was 8%, while guidance implies that growth will decelerate. Some of that deceleration in growth is due to increased investments in AI and customer service, but also, very importantly, higher loading costs to support the company&#8217;s highest-ever annual postpaid guide. In summary, Yaghi noted that the path for growth in front of T-Mobile US has not diminished.
Yaghi projected second-quarter of $20.81 billion and EPS of $2.63.
Price Action: T-Mobile US stock is up 2.19% to $246.88 at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/45047933/charters-strong-network-new-bundles-drive-analyst-optimism-for-long-term-growth" target="_blank" rel="noreferrer noopener">Charter&#8217;s Strong Network, New Bundles Drive Analyst Optimism For Long-Term Growth</a></li>
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Image: Shutterstock

Upgrades

CHTR

TMUS

T-Mobile Stock Gets A Lift As Subscriber Growth Holds Steady

Oppenheimer analyst Timothy Horan rated Charter Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) <a href="https://www.benzinga.com/quote/CHTR/analyst-ratings" target="_blank" rel="noreferrer noopener">as Perform on</a> Monday.
Charter is the nation&#8217;s second-largest cable provider. In terms of network quality and speeds, the company holds a major competitive advantage over wireline providers.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45007666/charter-loses-internet-and-tv-subscribers-but-beats-rivals-with-strong-mobile-line-gains" rel="noreferrer noopener">Charter Loses Internet And TV Subscribers But Beats Rivals With Strong Mobile Line Gains</a>
Horan noted its ability to generate consistently high cash flow from its businesses, which gives it added flexibility to adapt to industry trends despite its large size.
Charter&#8217;s revenue grew 0.4% versus Horan&#8217;s flat estimate, a $70 million beat. EBITDA was up 5% on a 180bps expansion in EBITDA margins to 42%, an 80bps beat, but it would have been in line with normalizing for a one-time $75 million other expense benefit.
Subscriber losses have improved off a very difficult 2024 due to the expiration of ACP and hurricanes Milton and Helene, and now improved bundled offers.
Its video offering now has OTT packages worth $80 per month bundled in and attractive promotional wireless/broadband prices which began in the fourth-quarter of 2024.
The analyst noted this as a negative for the overall industry, but price increases on the base continue to grow, and they are upselling many additional services.
The company&#8217;s introductory promotional pricing for broadband is $40 per month, but Horan estimates its base is paying $80 per month and can move to a wireless carrier for permanent pricing of $50. Positively, using a crude metric of revenue per residential broadband subscriber, Charter is at $130 per month versus Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) at $170. Both are at $70 for broadband, reported ARPU.
Charter lost 55K broadband subscribers versus -72K in the first quarter of 2024, and Horan noted a normalized ACP total loss of ~150K in fiscal 2024. Video declined 167K versus -392K in the first quarter of 2024.
ACP is now behind the company, and new promos are helping; however, the analyst continues to see challenging competition with lower-priced fixed and mobile hotspot wireless, fiber and OTT video.
Charter has resumed stock repurchases after the Liberty Broadband acquisition vote.
Leverage has declined to 4.1x and will head to 4.25x gradually.
Positively, Horan does not expect Charter to grow EBITDA by ~2% per year. With stock buybacks and lower capex, free cash flow per share can increase 4x by 2030 to ~$100.
Charter reiterated its fiscal 2025 capex of ~$12 billion, declining to $8 billion in 2028.
Cash taxes of $1.6-2.0 billion, implying a ~15% Y/Y increase, but $1 billion of this in the second quarter.
Horan tweaked subscriber and financial estimates on the early effectiveness of the new go-to-market. The analyst reiterated that Charter looks attractive on a long-term free cash flow per-share basis following the completion of its network evolution in two years and major stock buybacks at a ~27% 2030 free cash flow yield.
Horan projected second-quarter revenue of $13.73 billion and EPS of $9.07.
CHTR Price Action: Charter Communications stock is up 0.97% to $377.29 at the last check on Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45023162/comcast-faces-analyst-concerns-over-broadband-losses-despite-solid-revenue-and-peacock-gains" target="_blank" rel="noreferrer noopener">Comcast Faces Analyst Concerns Over Broadband Losses Despite Revenue And Peacock Gains</a></li>
</ul>
Photo: Shutterstock

Charter's Strong Network, New Bundles Drive Analyst Optimism For Long-Term Growth

Barclays analyst Kannan Venkateshwar maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Equal-Weight and lowers the price target from $37 to $35.

Barclays Maintains Equal-Weight on Comcast, Lowers Price Target to $35

In the preceding three months, 19 analysts have released ratings for Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), presenting a wide array of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">12</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Comcast and provided 12-month price targets. The average target is $40.37, accompanied by a high estimate of $55.00 and a low estimate of $31.00. Highlighting a 11.99% decrease, the current average has fallen from the previous average price target of $45.87. 
<img src="https://www.benzinga.com/files/images/story/2025/1745845229_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of Comcast by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Barton Crockett &#x7C;Rosenblatt &#x7C;Maintains &#x7C;Neutral &#x7C; $36.00&#x7C;$36.00 &#x7C; 
&#x7C;Maher Yaghi &#x7C;Scotiabank &#x7C;Lowers &#x7C;Sector Perform &#x7C; $44.50&#x7C;$45.00 &#x7C; 
&#x7C;Timothy Horan &#x7C;Oppenheimer &#x7C;Lowers &#x7C;Outperform &#x7C; $38.00&#x7C;$55.00 &#x7C; 
&#x7C;Michael Rollins &#x7C;Citigroup &#x7C;Lowers &#x7C;Buy &#x7C; $39.00&#x7C;$44.00 &#x7C; 
&#x7C;Bradley Thomas &#x7C;Keybanc &#x7C;Lowers &#x7C;Overweight &#x7C; $45.00&#x7C;$47.00 &#x7C; 
&#x7C;Steven Cahall &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Underweight &#x7C; $31.00&#x7C;$37.00 &#x7C; 
&#x7C;Maher Yaghi &#x7C;Scotiabank &#x7C;Raises &#x7C;Sector Perform &#x7C; $45.00&#x7C;$44.50 &#x7C; 
&#x7C;John Hodulik &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $40.00&#x7C;$47.00 &#x7C; 
&#x7C;Barton Crockett &#x7C;Rosenblatt &#x7C;Lowers &#x7C;Neutral &#x7C; $36.00&#x7C;$45.00 &#x7C; 
&#x7C;Kannan Venkateshwar &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $37.00&#x7C;$42.00 &#x7C; 
&#x7C;Maher Yaghi &#x7C;Scotiabank &#x7C;Lowers &#x7C;Sector Perform &#x7C; $44.50&#x7C;$48.00 &#x7C; 
&#x7C;Michael Rollins &#x7C;Citigroup &#x7C;Lowers &#x7C;Buy &#x7C; $44.00&#x7C;$47.00 &#x7C; 
&#x7C;Sebastiano Petti &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $39.00&#x7C;$45.00 &#x7C; 
&#x7C;Tim Nollen &#x7C;Macquarie &#x7C;Lowers &#x7C;Neutral &#x7C; $36.00&#x7C;$42.00 &#x7C; 
&#x7C;Matthew Harrison &#x7C;Benchmark &#x7C;Lowers &#x7C;Buy &#x7C; $55.00&#x7C;$57.00 &#x7C; 
&#x7C;Steven Cahall &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $37.00&#x7C;$45.00 &#x7C; 
&#x7C;Benjamin Swinburne &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $38.00&#x7C;$45.00 &#x7C; 
&#x7C;Jessica Reif Cohen &#x7C;B of A Securities &#x7C;Lowers &#x7C;Neutral &#x7C; $38.00&#x7C;$50.00 &#x7C; 
&#x7C;Michael Ng &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Buy &#x7C; $44.00&#x7C;$50.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Comcast. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Comcast compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Comcast's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Comcast's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/CMCSA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Comcast analyst ratings.</a>
<h2>Unveiling the Story Behind Comcast</h2>
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 64 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. The firm plans to spin off most of its cable networks later in 2025. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy, and it also has a presence in Germany and Austria.
<h3>Breaking Down Comcast's Financial Performance</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Comcast's revenue growth over a period of 3M has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -0.57%. This indicates a decrease in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Communication Services sector.
Net Margin: Comcast's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 11.29% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Comcast's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 3.92%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Comcast's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.26%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.14.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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Where Comcast Stands With Analysts

Rosenblatt analyst Barton Crockett maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Neutral and maintains $36 price target.

Rosenblatt Maintains Neutral on Comcast, Maintains $36 Price Target

Scotiabank analyst Maher Yaghi maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Sector Perform and lowers the price target from $45 to $44.5.

Scotiabank Maintains Sector Perform on Comcast, Lowers Price Target to $44.5

Rosenblatt analyst Barton Crockett had <a target="_blank" href="https://www.benzinga.com/quote/CMCSA/analyst-ratings" rel="noreferrer noopener">a Neutral rating</a> on Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) on Thursday.
Comcast shares were pressured Thursday by a <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" rel="noreferrer noopener">first-quarter 2025</a> earnings report that featured a slightly higher broadband subscriber loss than anticipated and some upside in total revenues and EBITDA.
Crockett noted that part of the negative reaction is the tone and detail around broadband.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" rel="noreferrer noopener">Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1</a>
As competitive intensity stepped up, so did macro impacts on subscriber trends, and a strategic transition is underway for bundled and fixed pricing that is expected to stall EBITDA growth.
Otherwise, the ad market was flat (ex-political and sports skews), not &#8220;yet&#8221; showing impacts from macro pressures. Orlando was a highlight with stable trends and high interest in the upcoming Epic Universe opening on May 22.
Revenue of $29.9 billion dipped 0.6% Y/Y but was ~ $100 million above consensus. Adjusted EBITDA of $9.5 billion rose 1.9% Y/Y, about $400 million above estimates. Adjusted EPS of $1.09 rose 4.8% Y/Y and topped estimates by a dime.
Broadband subscribers dipped 199K Q/Q to 31.643 million, versus consensus closer to -146K and 139K loss in the fourth quarter of 2024.
Comcast announced a new 5-year fixed-cost pricing plan in mid-April, starting at $55/month.
The plan includes unlimited data, Wi-Fi, and a free mobile service line for a year. The impacts of this will phase in over time in the P&amp;L.
Comcast still sees &#8220;healthy&#8221; ARPU growth, including charging for mobile once the free offer ends. However, according to C&amp;P&#8217;s new COO, Dave Watson, this will &#8220;require some investment, which in turn will impact its ability to grow EBITDA. &#8220;
Wireless net adds of 323K to exit with 8.15 million were 27K above estimates. The video subscriber decline of 427 thousand to 12.1 million was 11 thousand more than the consensus. Peacock added 5 million subscribers to 41 million, versus expectations for flat, mainly attributed to the new bundling deal with Charter.
Unit revenues dipped 5% year over year, consistent with estimates, while EBITDA of $429 million, down 32% year over year, was slightly better than estimates.
Epic Universe&#8217;s pre-opening costs of $100 million were as guided.
Comcast cited &#8220;strong demand since launching Epic ticket sales&#8221; in the fourth quarter of 2024.
The building is afoot. A new Universal Horror is planned for Las Vegas this August; a Universal Kids Resort is slotted for Frisco, Texas, in 2026.
Plans were announced for a new Universal Theme Park and Resort in Bedford, England, near London, opening in 2031 and with construction starting in 2026. Universal Hollywood was said to have &#8220;softness&#8221; because of its proximity to LA wildfires, with a &#8220;gradual&#8221; recovery seen.
Crockett&#8217;s understanding is that Disneyland, further away, does not see these fire impacts.
Price Action:&nbsp;Comcast stock closed higher by 2.14% at $33.90 on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/news/earnings/25/04/44947739/att-adds-324-thousand-postpaid-subscribers-in-q1-outpaces-verizons-289-thousand-loss" target="_blank" rel="noreferrer noopener">AT&amp;T Adds 324 Thousand Postpaid Subscribers In Q1, Outpaces Verizon&#8217;s 289 Thousand Loss</a></li>
</ul>
Photo by Elliott Cowand Jr via Shutterstock

Reiteration

Comcast Faces Analyst Concerns Over Broadband Losses Despite Revenue And Peacock Gains

Goldman Sachs analyst James Schneider maintained a Buy rating on T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) on Thursday, with a <a href="https://www.benzinga.com/quote/T/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $285</a>, up from $280.
Schneider expects the stock to trade lower following results that reflected relatively in-line financial metrics and postpaid phone net additions despite a modest uptick in financial guidance.&nbsp;&nbsp;
The analyst noted that, based on his conversations, investors expected a greater upside in postpaid phone net additions and an uptick in guidance, following the company&#8217;s historical pattern, especially in light of the acquisitions closed in the quarter.  
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" target="_blank" rel="noreferrer noopener">Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1</a>
Despite the higher promotional activity and churn metrics reported by all wireless carriers in the quarter, Schneider continues to see the wireless market backdrop as very healthy, given the ongoing plan price increases implemented by all carriers in recent months.&nbsp;&nbsp;
The analyst expects the company to continue its core wireless growth algorithm, with broadband driving the next chapter of growth.&nbsp;&nbsp;
Between AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>), Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), Comcast, and T-Mobile, industry phone net additions are +853k in first-quarter of 2025 or 203k Y/Y which compares to +1,056k in first-quarter of 2024. This implies that industry growth remains relatively healthy but with a slowing growth rate.
On the residential broadband side, AT&amp;T (including DSL), Verizon (total consumer fixed + FWA), Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), and T-Mobile US, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) (FWA) net additions were +596k in the first quarter of 2025 or -33k Y/Y, compared to 629k in the first quarter of 2024.
This implies that the industry is slowing somewhat.
Schneider does not expect the tower stocks to move significantly, as CapEx guidance was consistent with prior commentary.
T-Mobile <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details" rel="noreferrer noopener">reported revenue of $20.89 billion</a>, just above Schneider&#8217;s estimate of $20.78 billion and above the Street (VA) at $20.64 billion, with an upside in equipment revenue.
Postpaid phone net additions came in at +495k, which is just above Schneider&#8217;s estimate of +486k but below the Street estimate of +499k. Meanwhile, high-speed internet net additions of +424k were above the analyst estimate of +399k and the Street estimate of +396k.
T-Mobile updated guidance for 2025. Postpaid net customer addition guidance remains 5.5-6.0 million (5.5-6.0 million prior), versus the analyst estimate of 6.03 million and the Street at 5.87 million.&nbsp;&nbsp;
TMUS Price Action: T-Mobile US stock is down 11% to $233.10 at last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/news/earnings/25/04/45007666/charter-loses-internet-and-tv-subscribers-but-beats-rivals-with-strong-mobile-line-gains" target="_blank" rel="noreferrer noopener">Charter Loses Internet And TV Subscribers But Beats Rivals With Strong Mobile Line Gains</a></li>
</ul>
Photo: Shutterstock

T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst

Oppenheimer analyst Timothy Horan maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Outperform and lowers the price target from $55 to $38.

Oppenheimer Maintains Outperform on Comcast, Lowers Price Target to $38

Citigroup analyst Michael Rollins maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Buy and lowers the price target from $44 to $39.

Citigroup Maintains Buy on Comcast, Lowers Price Target to $39

Charter Communications Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) reported its <a href="https://www.benzinga.com/pressreleases/25/04/n45004240/charter-announces-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">fiscal first-quarter 2025</a> results Friday, including quarterly revenue growth of 0.4% year-on-year to $13.74 billion, beating the analyst consensus estimate of $13.68 billion.
EPS of $8.42 missed the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of $8.67.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/04/44930091/t-mobiles-long-game-five-year-price-lock-takes-a-jab-at-verizon" rel="noreferrer noopener">T-Mobile&#8217;s Long Game: Five-Year Price Lock Takes A Jab At Verizon</a>
The topline performance reflects revenue growth of 33.5% for residential mobile service, 1.8% for residential Internet and 13.4% for other revenue.
Charter lost 60,000 internet customers, including approximately 9,000 customer disconnects related to the wildfires in California in January, compared to a decline of 72,000 during the first quarter of 2024.
Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) lost 199,000 <a href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" target="_blank" rel="noopener">broadband customers </a>amid competition with telecom companies. AT&amp;T Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) Consumer Wireline segment had 261 AT&amp;T Fiber net additions during the quarter. Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) had 339,000 broadband net additions during the quarter.
Charter&#8217;s residential video customers decreased by 181,000 compared to 405,000 in the previous year. Comcast also lost 427,500 video subscribers as streaming giants like Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) gained traction.
Charter&#8217;s total mobile lines increased by 514,000 during the quarter, reaching 10.4 million as of March 31, 2025. AT&amp;T&#8217;s 324,000 postpaid phone net adds (versus 349,000 a year ago). Contrastingly, Verizon&#8217;s quarterly postpaid phone net losses were 289,000 versus 114,000 net losses Y/Y driven by price hikes, intense rival promotional offers, and lower government support.
Adjusted EBITDA margin expanded by 180 bps to 42.0%.
The quarterly free cash flow of $1.56 billion increased from $358 million in the prior year, driven by higher net cash flows from operating activities and lower capital expenditures.
As of March 31, Charter served 30.02 million residential and SMB Internet customers.
Net cash flow from operating activities totaled $4.24 billion during the quarter. As of March 31, the company held $796 million in cash and equivalents.
2025 Outlook:&nbsp;Charter Communications&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43390140/charter-q4-earnings-beats-estimates-mobile-growth-surges-with-529k-new-lines-despite-broadband-subscriber-losses" rel="noreferrer noopener">reiterated a capex</a> of $12 billion (versus $11.27 billion <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">in fiscal 2024</a>).
CHTR Price Action: Charter Communications stock is up 1.99% to $342.00 in the premarket at the last check on Friday.
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Earnings

Guidance

Charter Loses Internet And TV Subscribers But Beats Rivals With Strong Mobile Line Gains

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44985682/apples-ai-delays-rising-cost-pressures-trigger-price-target-cut-from-bank-of-america">Apple AI Delays, Rising Cost Pressures Trigger Price Target Cut From Bank Of America</a></li>
</ul>
Photo: Shutterstock

Equities

Large Cap

$BTC

ALLE

CBRE

SPDR Dow Jones Industrial Average ETF Trust

ERIE

GILD

GOOGL

INTC

LRCX

NDAQ

ORLY

POOL

TSCO

VRSN

Select Sector SPDR-Consumer Discretionary

Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

Comcast Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)&nbsp;stock tanked Thursday after it reported its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44974965/comcast-reports-1st-quarter-2025-results" rel="noreferrer noopener">first-quarter results</a>.
The Philadelphia-based company reported a quarterly decline of 0.6% year-over-year to $29.89 billion, beating the analyst consensus estimate of $29.76 billion.
Also Read: <a href="https://www.benzinga.com/media/25/04/44721053/disney-cuts-prices-and-adds-perks-to-lure-families-back-to-orlando-parks" target="_blank" rel="noreferrer noopener">Disney Cuts Prices And Adds Perks To Lure Families Back To Orlando Parks</a>
The company reported adjusted EPS of $1.09, beating <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimates</a> of 98 cents. Its media segment posted revenue growth of 1.1% Y/Y to $6.44 billion.
Peacock&#8217;s paid subscribers increased by over 20% Y/Y to 41 million, while revenue grew by 16% year over year to $1.2 billion.
Studios&#8217; revenue increased by 3.0% Y/Y to $2.83 billion due to higher content licensing and digital sales of&nbsp;&nbsp;Wicked.
Theme Parks revenue decreased by 5.2% Y/Y to $1.88 billion due to lower revenue at its domestic theme parks, driven by lower guest attendance including the impact of the Hollywood wildfires.
Connectivity &amp; Platforms adjusted EBITDA grew 1.5% Y/Y to $8.3 billion, with a margin expansion of 90 bps to 41.4%.
Comcast said it generated $5.42 billion in free cash flow during the quarter.
Comcast lost 199,000 broadband customers in the period amid <a href="https://www.benzinga.com/news/earnings/25/04/44947739/att-adds-324-thousand-postpaid-subscribers-in-q1-outpaces-verizons-289-thousand-loss" target="_blank" rel="noreferrer noopener">rivalry with telecom</a> companies. 
AT&amp;T Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) Consumer Wireline segment had 261 thousand AT&amp;T Fiber net adds during the quarter. 
Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) had 339 thousand broadband net additions during the quarter.
Comcast also lost 427,500 video subscribers as streaming giants like&nbsp;Netflix Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)&nbsp;gained traction.
Total domestic wireless line net additions reached 323 thousand.
What&#8217;s Next: Comcast CEO Brian L. Roberts expressed excitement about Epic Universe&#8217;s grand opening in Orlando in May and its plans to bring a new world-class theme park to the UK. 
Price Action: At the last check on Thursday, Comcast stock was down 3.54% at $33.25 premarket.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44963176/chinese-tech-firms-led-by-alibaba-hoard-nvidia-ai-chips-amid-us-sanctions" target="_blank" rel="noreferrer noopener">China&#8217;s Big Tech Firms Hoard Nvidia AI Chips Before Latest US Sanctions</a></li>
</ul>
Image: Shutterstock

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