Comcast

Comcast shares fell about 7% after comments from CFO Jason Armstrong, who said at the Goldman Sachs conference that price competition in fiber broadband is "irrational" and does not expect subscriber losses to improve in the third quarter. Despite subscriber pressure, Comcast forecasts a moderate improvement in EBITDA performance in Q3. KeyBanc warns of further downside risks and estimates the net loss for the quarter to be significantly higher than consensus, noting competitors are offering gigabit packages for $30–40. » Altro su de.investing.com

Greenlight Capital disclosed a new position in Comcast (CMCSA), entering around $23.91 per share and arguing the stock traded at roughly 5x EBITDA and materially undervalues its free cash flow and business mix. The firm highlighted Comcast's recent spin-off of NBCUniversal as a catalyst to surface embedded value and noted the shares had declined about 60% over five years despite diversified broadband, video, wireless and media assets. Greenlight expects recovery if inflation moderates and rates hold, while noting broader market speculation weighed on its quarterly results. » Altro su finance.yahoo.com

Main Street Sports filed separate lawsuits in Delaware Superior Court accusing Comcast and Charter of underpaying licensing fees in early 2026 while its regional sports networks were still airing NBA and NHL games. The now-defunct broadcaster, which emerged from bankruptcy as FanDuel Sports Network and has been winding down operations, says the cable giants breached their contracts. Main Street's legal action comes amid broader financial pressure on regional sports networks from cord-cutting, heavy debt loads and shrinking pay-TV distribution. » Altro su cnbc.com