$CMCSA Comcast Tape Reports
Per Ticker.id: $CMCSA Comcast Tape Reports — 25 podcast mentions across 9 podcasts (30 days), latest 2026-08-21 20:44 UTC.
I, in its current form, I don't know if I can be talked into it. I am convinced myself that they need to just spin out the parks and the experiences, all of that, the cruise ships as an independent company, sign a perpetual license forever to keep the IP, but just get all of the media off the books. I love my idea of like just merge with Netflix, but I don't think this business works, guys. I was actually kicking the tires on Comcast, not because I like it better, but just because at least it was cheaper. And then they had to go do that split and made it too. But Disney, I don't think, I just don't think the collection of assets as stated works the way they hoped it would. And I don't think spinning off the legacy things will work for, will save them anymore than it saved Comcast.
Lou Waitman — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21By the way, the, the fixed wireless services are competition. There is evidence that Comcast and Verizon are, are churning customers to them because they can offer lower prices and almost immediate deployment.
Nilay Patel — The Vergecast · Pixel 11 gets in on the digicam trend · 2026-08-21It's very good. Enabling cable mobile providers to deliver compelling savings and greater competition in the wireless marketplace. I think what this means is that, you know, Comcast has like a bundle plan to get you like they, like MVNO, Verizon or whoever their partner is.
Nilay Patel — The Vergecast · Pixel 11 gets in on the digicam trend · 2026-08-21So 90% of the traffic is running over Wi-Fi connected to Comcast and that is cable mobile data traffic.
Nilay Patel — The Vergecast · Pixel 11 gets in on the digicam trend · 2026-08-21They go on to say the average home connects roughly 25 devices over Wi-Fi. That number is projected to nearly double by 2030. Uh, and then they go on to congratulate Brendan Carr for unlicensing the 1200 MHz 6 GHz band and saying that's what enabled all this cable mobile data traffic. I would only point out that Comcast this week announced that it's going to turn all of its routers into motion detectors in people's homes. Using all this extra spectrum and no one likes this idea. So it's the idea that everyone in America upgraded their Wi-Fi to 6 GHz Wi-Fi and that's what's driving a massive surge in connected devices. And then we should congratulate ourselves. This is all nonsense. Just like fundamentally what we did in our country was we removed the goals and we allowed the industry to congratulate itself for delivering slower speeds at higher prices. Most people's prices have actually gone up, allowed them to claim there are now more competitors because we've expanded the definition of competition to include many, many low-speed vendors nobody cares about. And then on top of it, we've allowed them to claim that cable mobile data traffic exists and makes them viable competitors in wireless. This again is, is pure nonsense. And I would just connect it to if we stopped testing, the COVID would go away. If you stop measuring the goal, if you stop literally saying what the goal is, anything is possible. And this is as clear of an example of that happening in our government over the past, you know, 5 years as anything. We got rid of a goal to make all of the broadband be 1,000 down, 500 up. And we are now issuing press releases about Americans getting 5G at 35 down, 3 up, which is brutal. I was getting that on LTE a decade ago.
Nilay Patel — The Vergecast · Pixel 11 gets in on the digicam trend · 2026-08-21Now for a look at a few other articles that are trending: The US will end its summer blend gasoline requirement early in a bid to help curb prices at the pump. Morgan Stanley says gold could top $5,000 by next year. And this next headline really speaks to me on different levels, but I'll tell you one of them. The headline is Nvidia might go Hulk mode as Jefferies expects Q2 revenue to smash the estimates by $3 billion. Yeah, Hulk is my favorite superhero. I love it when he turns green, and these days he's always green. I have one item for you on our Catalyst Watch for the day: The English Premier League season will begin. Manchester United is the stock most impacted by how the season progresses. Analysts think sports betting operators DraftKings, FanDuel, and BetMGM may see increased betting interest in soccer this year as a result of the World Cup. Comcast is the broadcaster for the English Premier League in the US through NBC and Peacock, and Sky in the UK. On Wall Street, stock index futures are in the green. Crude oil is down 0.8% at $86 a barrel. Brent crude is down 0.8% at $93. The FTSE 100 is up 0.2%, and the DAX is up 0.3%. MicroStrategy is on our biggest movers list. MSTR is up 10% after the firm returned to profitability on its Bitcoin holdings. On today's economic calendar, at 9:45 AM, PMI Composite Flash, and at 1 PM, the Baker Hughes Rig Count. And today is Friday, so our investment news quiz is out. I'm leaving a link in the show notes section. Let me know how you did. That's it for today's Wall Street Breakfast. Thanks for listening. To take full advantage of Seeking Alpha with coverage on significant stocks and ETFs, become a premium subscriber. Check out seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
Julie Morgan — Wall Street Breakfast · Ross finds value in value · 2026-08-21Yeah, while While we're here, Disney's a couple of bucks from 6-month highs going back to February. And I'm sure you saw the action yesterday in names like Comcast and even our own parent, Versant, getting back above $40. Yeah, we didn't really cover the FCC stuff and the way in which Rosie O'Donnell filling in for Kimmel is just pummeling Trump on a nightly basis. I mean, Disney seems to have found some, some aggression in this fight.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Cramer's Micron CEO Exclusive in Boise, Walmart Tumbles, Oil Jumps and Yields Rebound 7/20/26 · 2026-08-20Yep, it's a lot, but the Total Solutions advantage only from Comcast Business can help you manage it all with the largest, fastest fiber-powered network designed for 100% reliability with Business Internet and Wireless Connect.
Rick Santelli — Squawk on the Street · Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26 · 2026-08-18