All the cutting in the world isn’t going to make up for the lack of innovation and lack of a coherent strategy to keep the ship from sinking. End of year layoffs are going to be the new normal unless the “new” management team comes up with better ideas than cost cutting to try to appease Wall Street.
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C-levels are dumping stock and stripping assets. I would not be surprised if they want lower market cap in near term so cmcsa will merge with a bigger player or get acquired by private equity. There is no other endgame in sight. Current mkt cap is too high given debt and revenue deceleration. Also keep in mind yields are going up which makes the debt more expensive to service. Low yields let them get away with a lot of incompetence
@ae Ok.... I listen to my brother who is a fairly successful junior manager at Wall St. On his advice in the past I have invested and made good money. Although he looks after pharma, I asked him about investing in Comcast. He did some asking around, looked at the market trends, stock price trend (something about head and shoulders trends and other mumbo jumbo) and has suggested to buy when stock drops to about $10-12. So, that's when I will invest in Comcast. I understand that will be in about 6-12months. Now one could buy 100K shares today and when the big announcement is made end of this month the stock will jump up temporarily and will yield in good returns. After that the downwards trend will continue. I don't have that kind of money to buy 100K shares at current price but I will buy like 10K shares when it's at around $10.
They keep their employees in the dark during this tumultuous period which not only cruel its poor ethics
Algorithmic & Model Predictions for November/December 2026
• CoinCodex Prediction: Projects CMCSA around $18.68 by the end of 2026.