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Filtering by: Jason Armstrong · clear filter

COMCAST SHARES SLIDE AS BROADBAND SUBSCRIBER LOSSES CONTINUE

https://s.yimg.com/ny/api/res/1.2/axUbc6KKIpb2.md62Q9a7Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD03OTk-/https://media.zenfs.com/en/bloomberg_holding_pen_162/3148ac78a19f3db46dd9393ccbbf74fb

✍️ Comcast Corp. shares fell after the company reported its 10th straight quarter of losses in broadband customers and said it doesn't expect the trend to turn around in the near future.

👉 Comcast reported its 10th straight quarter of losses in broadband customers 👉 The company's revenue fell 1.4% in its connectivity unit, which includes broadband 👉 Adjusted earnings before interest, taxes, depreciation, and amortization declined 3.7% 👉 Comcast is investing in pricing, product, and customer experience to improve customer satisfaction and retention

-- #MikeCavanagh #JasonArmstrong #SteveCroney #DaveWatson #TaylorSheridan #Philadelphia #NewYork #Orlando #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqelm5vnalfet555jh8aj8k268qmsuntznmt68ztqxx5hpqsnnrnxqtkh2m2

Mike Cavanagh Jason Armstrong Steve Croney Dave Watson Taylor Sheridan Philadelphia New York Orlando

10/30/2025

npub1hrmeelm…kqj2rr

CMCSA Q2 DEEP DIVE: PRODUCT SIMPLIFICATION, PARKS EXPANSION, AND STREAMING STRATEGY RESHAPE THE STORY

https://s.yimg.com/ny/api/res/1.2/NW3BlULUA9qoErDx_GQ4SQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02MDA-/https://media.zenfs.com/en/stockstory_922/5b358cf42f0e5faeea342836f886679d

✍️ Comcast reported Q2 CY2025 results beating Wall Street's revenue expectations, with sales up 2.1% year on year to $30.31 billion.

👉 Revenue: $30.31 billion vs analyst estimates of $29.77 billion (2.1% year-on-year growth, 1.8% beat) 👉 Adjusted EPS: $1.25 vs analyst estimates of $1.18 (5.9% beat) 👉 Adjusted EBITDA: $10.28 billion vs analyst estimates of $10 billion (33.9% margin, 2.8% beat) 👉 Operating Margin: 19.8%, down from 22.3% in the same quarter last year 👉 Domestic Broadband Customers: 31.54 million, down 528,000 year on year 👉 Market Capitalization: $118.5 billion

-- #BrianRoberts #JasonArmstrong #Orlando #business

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nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq3c83saxvwql8ruxjyg4hazsfpmksur3j5u8te4gunfnl4jug85vqwy2s65

Brian Roberts Jason Armstrong Orlando business Technology:perspective

8/13/2025

npub1vap2usg…grwc3n

COMCAST TAKES DRASTIC ACTION AS CUSTOMERS RAPIDLY CUT SERVICE

https://media.zenfs.com/en/thestreet_881/86e7a7782912903a9bcdf744725139df

✍️ Comcast is experiencing a significant decline in internet customers, with a loss of 226,000 customers in the second quarter, due to increased competition from fixed wireless internet providers.

👉 Comcast lost 226,000 internet customers in the second quarter, an 88% increase from the same quarter last year 👉 The company is taking drastic measures to reverse the trend, including realigning its pricing strategy and simplifying its broadband offers 👉 Comcast is facing increased competition from AT&T, Verizon, and T-Mobile, which are offering fixed wireless internet at lower prices 👉 The company is introducing a five-year price lock guarantee to attract and retain customers

-- #MichaelCavanagh #JasonArmstrong #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq82k509npl9ka6mnra4lg7p3e9jw3wmf6h3vy0ahp3vgmkpwkwjxq8m2hv8

Michael Cavanagh Jason Armstrong business mainstream:perspective

8/2/2025

npub1n3qaz9j…8x0j69

UNIVERSAL LEANS INTO THEME PARKS WITH MULTIBILLION DOLLAR EPIC UNIVERSE, EVEN AS ECONOMIC UNCERTAINTY LOOMS

https://image.cnbcfm.com/api/v1/image/108149381-1747925168027-gettyimages-2208340549-UNIVERSAL_THEME_PARK.jpeg?v=1747925318&w=1920&h=1080

✍️ Comcast's Universal Studios Orlando Resort is set to open its fourth theme park, Epic Universe, which is expected to draw in millions of visitors and boost revenue for the company.

👉 Epic Universe is the first new theme park to open in Orlando in 25 years 👉 The park features five themed worlds, including The Wizarding World of Harry Potter, Super Nintendo World, and How to Train Your Dragon – Isle of Berk 👉 The park is expected to draw in millions of visitors and boost revenue for Comcast 👉 The park is designed to appeal to a wide range of age segments, including children and adults 👉 The park has received 161 patents for its innovations, including new animated effects, ride designs, and robotics

-- #KarenIrwin #JasonArmstrong #CraigMoffett #BrianRoberts #MarkWoodbury #MikeCavanagh #Orlando #Florida #LasVegas #Frisco #Texas #U.K. #entertainment

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nostr:nevent1qvzqqqqqqypzp8zp6yt95ahd574m8kuave0x0lwjxvsd6x5vdfjl7s9xty6ave7vqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqnltp899vd3manqqccenjtnyelrfy7tny2vv40377gztapkuf5z6qfg2a42

Karen Irwin Jason Armstrong Craig Moffett Brian Roberts Mark Woodbury Mike Cavanagh Orlando Florida

5/22/2025

npub1vap2usg…grwc3n

SPECTRUM STRUGGLES TO REVERSE ALARMING CUSTOMER BEHAVIOR

https://media.zenfs.com/en/thestreet_881/f41f863f931724ad8f2d9a321cede3bb

✍️ Spectrum, a telecom giant, is facing a decline in internet customers despite efforts to reverse the trend, with 60,000 customers lost in the first quarter of 2025.

👉 Spectrum lost 60,000 internet customers in the first quarter of 2025 👉 The company's internet revenue increased by 1.8% year-over-year 👉 The loss was attributed to the January wildfires in California and nonpayment 👉 Spectrum's CEO cited the lack of ACP and recession concerns as factors 👉 The company will focus on presenting value and advertising bundled services to customers 👉 Fixed wireless internet is a major threat to Spectrum's business

-- #ChrisWinfrey #JasonArmstrong #California #UnitedStates #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqeejnmu8qf6qv4snz94gzzu3fwmrz59cq4m03kjmkh7mtyeprwzdq305ngr

Chris Winfrey Jason Armstrong California United States business mainstream:perspective

4/30/2025

npub1n3qaz9j…8x0j69

WHY CABLE COMPANIES LIKE COMCAST AND CHARTER ARE LEANING INTO MOBILE SERVICE

https://image.cnbcfm.com/api/v1/image/108102991-1739567679098-gettyimages-1070958346-2018_05_05_rise_71391.jpeg?v=1745329920&w=1920&h=1080

✍️ Cable companies are increasingly focusing on mobile services as a growth opportunity, with Charter and Comcast reporting significant quarterly growth in mobile customers.

👉 Cable companies are focusing on mobile services as a growth opportunity 👉 Charter and Comcast have reported significant quarterly growth in mobile customers 👉 Affordable pricing is driving growth in mobile 👉 Cable operators are able to offer plans at much lower rates than traditional wireless providers 👉 Investors have been slow to react to the growth in mobile

-- #JessicaFischer #JasonArmstrong #CraigMoffett #MikeCavanagh #JonGieselman #MichaelParker #TonySkiadas #JohnStankey #business

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nostr:nevent1qvzqqqqqqypzp8zp6yt95ahd574m8kuave0x0lwjxvsd6x5vdfjl7s9xty6ave7vqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqc3vqlz0zs0ec09znszyuq25xs4s345nftkve6u2fxaceeu2468mq5fcakj

Jessica Fischer Jason Armstrong Craig Moffett Mike Cavanagh Jon Gieselman Michael Parker Tony Skiadas John Stankey

4/23/2025

Layer3.news

AI by layer3.news

Filtering by: Jason Armstrong · clear filter

npub1vap2usg…grwc3n

COMCAST SHARES SLIDE AS BROADBAND SUBSCRIBER LOSSES CONTINUE

https://s.yimg.com/ny/api/res/1.2/axUbc6KKIpb2.md62Q9a7Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD03OTk-/https://media.zenfs.com/en/bloomberg_holding_pen_162/3148ac78a19f3db46dd9393ccbbf74fb

✍️ Comcast Corp. shares fell after the company reported its 10th straight quarter of losses in broadband customers and said it doesn't expect the trend to turn around in the near future.

-- #MikeCavanagh #JasonArmstrong #SteveCroney #DaveWatson #TaylorSheridan #Philadelphia #NewYork #Orlando #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqelm5vnalfet555jh8aj8k268qmsuntznmt68ztqxx5hpqsnnrnxqtkh2m2

Mike Cavanagh Jason Armstrong Steve Croney Dave Watson Taylor Sheridan Philadelphia New York Orlando

10/30/2025

npub1hrmeelm…kqj2rr

CMCSA Q2 DEEP DIVE: PRODUCT SIMPLIFICATION, PARKS EXPANSION, AND STREAMING STRATEGY RESHAPE THE STORY

https://s.yimg.com/ny/api/res/1.2/NW3BlULUA9qoErDx_GQ4SQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02MDA-/https://media.zenfs.com/en/stockstory_922/5b358cf42f0e5faeea342836f886679d

✍️ Comcast reported Q2 CY2025 results beating Wall Street's revenue expectations, with sales up 2.1% year on year to $30.31 billion.

-- #BrianRoberts #JasonArmstrong #Orlando #business

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nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq3c83saxvwql8ruxjyg4hazsfpmksur3j5u8te4gunfnl4jug85vqwy2s65

Brian Roberts Jason Armstrong Orlando business Technology:perspective

8/13/2025

npub1vap2usg…grwc3n

COMCAST TAKES DRASTIC ACTION AS CUSTOMERS RAPIDLY CUT SERVICE

https://media.zenfs.com/en/thestreet_881/86e7a7782912903a9bcdf744725139df

✍️ Comcast is experiencing a significant decline in internet customers, with a loss of 226,000 customers in the second quarter, due to increased competition from fixed wireless internet providers.

-- #MichaelCavanagh #JasonArmstrong #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq82k509npl9ka6mnra4lg7p3e9jw3wmf6h3vy0ahp3vgmkpwkwjxq8m2hv8

Michael Cavanagh Jason Armstrong business mainstream:perspective

8/2/2025

npub1n3qaz9j…8x0j69

UNIVERSAL LEANS INTO THEME PARKS WITH MULTIBILLION DOLLAR EPIC UNIVERSE, EVEN AS ECONOMIC UNCERTAINTY LOOMS

https://image.cnbcfm.com/api/v1/image/108149381-1747925168027-gettyimages-2208340549-UNIVERSAL_THEME_PARK.jpeg?v=1747925318&w=1920&h=1080

✍️ Comcast's Universal Studios Orlando Resort is set to open its fourth theme park, Epic Universe, which is expected to draw in millions of visitors and boost revenue for the company.

-- #KarenIrwin #JasonArmstrong #CraigMoffett #BrianRoberts #MarkWoodbury #MikeCavanagh #Orlando #Florida #LasVegas #Frisco #Texas #U.K. #entertainment

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nostr:nevent1qvzqqqqqqypzp8zp6yt95ahd574m8kuave0x0lwjxvsd6x5vdfjl7s9xty6ave7vqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqnltp899vd3manqqccenjtnyelrfy7tny2vv40377gztapkuf5z6qfg2a42

Karen Irwin Jason Armstrong Craig Moffett Brian Roberts Mark Woodbury Mike Cavanagh Orlando Florida

5/22/2025

npub1vap2usg…grwc3n

SPECTRUM STRUGGLES TO REVERSE ALARMING CUSTOMER BEHAVIOR

https://media.zenfs.com/en/thestreet_881/f41f863f931724ad8f2d9a321cede3bb

✍️ Spectrum, a telecom giant, is facing a decline in internet customers despite efforts to reverse the trend, with 60,000 customers lost in the first quarter of 2025.

-- #ChrisWinfrey #JasonArmstrong #California #UnitedStates #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqeejnmu8qf6qv4snz94gzzu3fwmrz59cq4m03kjmkh7mtyeprwzdq305ngr

Chris Winfrey Jason Armstrong California United States business mainstream:perspective

4/30/2025

npub1n3qaz9j…8x0j69

WHY CABLE COMPANIES LIKE COMCAST AND CHARTER ARE LEANING INTO MOBILE SERVICE

https://image.cnbcfm.com/api/v1/image/108102991-1739567679098-gettyimages-1070958346-2018_05_05_rise_71391.jpeg?v=1745329920&w=1920&h=1080

✍️ Cable companies are increasingly focusing on mobile services as a growth opportunity, with Charter and Comcast reporting significant quarterly growth in mobile customers.

-- #JessicaFischer #JasonArmstrong #CraigMoffett #MikeCavanagh #JonGieselman #MichaelParker #TonySkiadas #JohnStankey #business

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nostr:nevent1qvzqqqqqqypzp8zp6yt95ahd574m8kuave0x0lwjxvsd6x5vdfjl7s9xty6ave7vqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqc3vqlz0zs0ec09znszyuq25xs4s345nftkve6u2fxaceeu2468mq5fcakj

Jessica Fischer Jason Armstrong Craig Moffett Mike Cavanagh Jon Gieselman Michael Parker Tony Skiadas John Stankey

4/23/2025