Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Walt Disney (DIS) has been in focus after appointing Andy Shu as director and head of commerce for Disney+ Asia Pacific, a move that highlights the company’s ongoing push in streaming and regional growth. See our latest analysis for Walt Disney. Recent news around Disney+ leadership, stronger parks commentary and a settlement with Comcast has come alongside a 30 day share price return of 11.63% and a 3 year total shareholder return of 34.22%, while the 1 year total shareholder return declined...

On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending […]

T-Mobile faces concerns about its future as competition puts more pressure on its business.

AT&T is outperforming many of its telecom rivals, but its stock price doesn't seem to reflect that success.

Charter stock was dropping as it concludes its deal for Cox Communications, amid fears it could just add to its subscriber issues.

New park and cruise capacity is filling up while guests spend more per visit, and that pairing is the clearest upside case for Walt Disney stock.

On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave. The rollout matters because Comcast has spent much of 2026 managing broadband subscriber losses, and a bundled security product gives the company something fiber and wireless rivals cannot easily replicate. Xfinity Shield […]

Comcast stock has lost around 46.3% over the past 5 years, yet the current valuation checks still lean toward the shares looking inexpensive rather than expensive on several measures. The roughly 46.3% share price decline over 5 years means long term holders have seen significant capital erosion, so any case for Comcast now rests heavily on whether the current price already reflects those setbacks. On the positive side, Comcast Business is pushing into automated global enterprise...

Comcast (NasdaqGS: CMCSA) has agreed to a US$117.5 million class-action settlement tied to an October 2023 cybersecurity breach affecting Xfinity customers. The breach exposed personal data of millions of current and former subscribers, leading to extensive legal claims over security and privacy controls. The settlement addresses customer compensation and related costs as Comcast responds to the operational and reputational impact of the incident. This outcome highlights ongoing...

The market is offering one of America's largest communications companies at a steep discount, but the price tag comes with a critical question about its path to growth.

Netflix's revenue growth is cooling, and the line that actually compounds for shareholders has been running far ahead of it.

Recent sell-offs appear overdone for these three dividend stocks.

One company is accelerating across every major division, while the other is managing a complicated restructuring.

The stock is down more than 8% over twelve months despite growth in parks and streaming

AT&T stock's strongest upside lever is not the customers it keeps adding, but the cost of the copper network it is finally switching off.

Comcast has reached a $117.5 million settlement stemming from a cyberattack that exposed the personal information of Xfinity customers in 2023.

More than 6 million customers in California will have Spectrum service.

Netflix stock is down 39% in a year, while earnings climbed 35%. Here's why that gap looks like an opportunity.

The telecom giant sent a torrent of cash to its owners, yet the stock went nowhere. Here is the accounting of what that trade-off bought, and what it means now.

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

The consolidated earnings-growth metric, that management once led with, no longer opens its remarks, and the businesses the replacement metrics measure move at very different speeds.

Comcast (NasdaqGS:CMCSA) unit Comcast Business and Colt Technology Services have launched a joint global innovation lab focused on automating enterprise connectivity. The lab aims to create API driven interoperability between the two companies' networks and service platforms to simplify cross border operations for multinational customers. This marks Comcast Business's first international collaboration to build programmatic, automated workflows for accessing connectivity services. The...

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

In recent weeks Comcast has expanded Xfinity and Comcast Business high-speed Internet to more than 2,400 homes and businesses in Putnam County, Florida, completed a network build for hundreds of businesses in downtown Waterbury, and begun connecting over 3,200 locations in Northwood, New Hampshire. Alongside these physical network builds, Comcast and its Universal Ads platform are deepening partnerships that extend digital-style audience targeting and mobile measurement into premium TV,...

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to […]

Arlo Technologies (NYSE:ARLO) reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook. Chief Executive Officer Matt McRae said service revenue, total revenue, gross profit and non-GAAP net incom

A $1. 1 billion non-cash impairment charge weighed heavily on The E.

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.

After a fall from its highs, this telecom giant's stock looks like a deep discount, but the market's verdict could be a warning in disguise.

For Walt Disney shareholders, here is a way to get paid a meaningful income now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.

Value is leaving growth behind at a pace rarely seen outside major market downturns. The twist: This is a bull market.

Zacks Cable Television industry participants like CMCSA, CHTR and CABO are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.

Warner Bros. Discovery (WBD) reported a surprise second-quarter profit on Thursday amid double-digit

Shares in Versant Media rose sharply after the CNBC and MS Now owner raised its full-year revenue forecast, on track for their biggest one-day gain since spinning of from Comcast in January. Versant said Thursday that it now expects revenue of between $6.2 billion and $6.45 billion, above analyst estimates of $6.41 billion. The move came as Versant, which also owns platforms such as Rotten Tomatoes and Fandango, reported second-quarter results that beat expectations—through both revenue and profit fell in the period.

Comcast (CMCSA) has just completed a network expansion in Waterbury, extending high speed, symmetrical internet and related Comcast Business services to hundreds of local businesses. For investors, this fresh capital deployment raises practical questions about scale and returns. See our latest analysis for Comcast. These local build outs sit against a mixed share price picture for Comcast, with the stock at US$24.75 after a 1 month share price return of 5.86% but a 5 year total shareholder...

Versant Media shares climbed after the company raised its full-year outlook despite recording lower sales in its third earnings report since being spun off from Comcast.

Second-quarter earnings season shook loose some rare discounts on five high-yield dividend stocks that Wall Street analysts still rate as Buys, and income-focused investors may not get another shot at these prices.

The cable network spinoff from Comcast beat Wall Street estimates on earnings per share and revenue in the second quarter

AT&T, Verizon, and T-Mobile shares fell after SpaceX announced plans to launch a mobile offering next year. The drop isn’t warranted.

The options market is pricing a sizable swing for the streaming giant, and if you hold the shares, you are already carrying that full two-sided risk.

The telecom giant showered shareholders with cash while the stock itself went nowhere, forcing a hard question about what all that money actually bought.

Airbnb's high-growth travel platform and Comcast's cash-heavy media empire offer very different paths for long-term investors.

Walt Disney's (DIS) fiscal third-quarter earnings rose above Wall Street's estimates on Wednesday ev

Toy Story 5 cleared $1 billion, ESPN held up, and the CFO used his airtime to needle Universal

While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.

Comcast’s second quarter results were marked by a mix of progress and ongoing challenges, with the company surpassing Wall Street’s revenue and profit expectations but facing a negative market reaction. Management highlighted steady gains in wireless services, which delivered record net line additions and increasing premium plan uptake. However, softness in domestic broadband, where subscriber losses persisted despite improved customer satisfaction, remained a concern. CEO Brian Roberts pointed

The midsized cable TV network group, including A&E Network, History Channel, Lifetime, Vice TV and others, would now be 100% owned by Hearst. The deal is expected to be finalized at the same time as Disney's quarterly earnings release on August 5.

NFL alum Christopher Halpin will take NBC’s top finance seat as it gears up for a split from its parent company Comcast.