
XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
| Revenue (TTM) | $124.90B |
| Gross Profit (TTM) | $86.67B |
| EBITDA | $34.07B |
| Operating Margin | 17.20% |
| Return on Equity | 11.50% |
| Return on Assets | 4.31% |
| Revenue/Share (TTM) | $34.53 |
| Book Value | $25.31 |
| Price-to-Book | 1.05 |
| Price-to-Sales (TTM) | 0.75 |
| EV/Revenue | 1.419 |
| EV/EBITDA | 5.19 |
| Quarterly Earnings Growth (YoY) | -66.80% |
| Quarterly Revenue Growth (YoY) | -1.20% |
| Shares Outstanding | $3.54B |
| Float | $3.51B |
| % Insiders | 0.74% |
| % Institutions | 91.76% |
Volatility is currently contracting

XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.

The market values Comcast as the worst peer of its underperforming Connectivity business, ignoring that it could arguably be seen as the global number Two in its Experiences segment. It appears that the current conglomerate keeps value buried within, which a separation should set free at the latest. Connectivity & Platforms faces ongoing revenue and EBITDA declines, but wireless growth and moderating core declines offset doomsday scenarios.

Comcast remains a buy despite recent PR backlash and Wall Street skepticism, with fundamentals now more attractive after a decade of underperformance. CMCSA's broadband monopoly has eroded, but strong growth in mobile and resilient NBCUniversal content and theme parks offer new profit centers. Xfinity Mobile's perpetual Verizon roaming deal and selective network deployment provide unique cost advantages and growth potential over other MVNOs.

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Thursday, September 10, 2026, Matt Strauss, Chairman of NBCUniversal Media Group, will participate in the BofA Securities Media, Communications & Entertainment Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Thursday, September 10, 2026, at 8:00 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of t.

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Wednesday, September 9, 2026, Jason Armstrong, Chief Financial Officer of Comcast Corporation, will participate in the Goldman Sachs Communacopia + Technology Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Wednesday, September 9, 2026, at 11:10 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the p.

SALT LAKE CITY--(BUSINESS WIRE)--Comcast expands Xfinity and Comcast Business to nearly 2,400 homes and businesses in Kamas and Francis, Utah, with construction now underway.

YOUNGSTOWN, Ohio & STEUBENVILLE, Ohio & ST. CLAIRSVILLE, Ohio--(BUSINESS WIRE)--Comcast completes Eastern Ohio rural broadband expansion, bringing Xfinity and Comcast Business to more than 2,300 homes and businesses.

MANCHESTER, N.H.--(BUSINESS WIRE)--Xfinity and Comcast Business high-speed, reliable Internet available to more than 2,000 homes and businesses in Deerfield, NH.

Comcast remains a Buy at $26.90, trading at just 7.4x 2027 forward earnings with a nearly 5% dividend yield. Wireless and Peacock are now robust growth engines; Peacock achieved profitability, and wireless posted its best quarter ever with 448,000 net line adds. The planned NBCUniversal/Sky spin-off could unlock value, but uncertainty remains on post-split debt allocation and dividend policy.

LAKE CITY, Fla.--(BUSINESS WIRE)--Comcast announced today Xfinity and Comcast Business high-speed, reliable Internet services are now available to more than 3,300 homes and businesses in Columbia County. The project is made possible through a public-private partnership with the state and includes locations in and around the communities of Ellisville, Fort White, Mikesville, Springville, Suwannee Valley and Winfield. Construction is also ongoing in Columbia County to expand the fiber-powered net.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on CMCSA and any ticker you trade — then tracks every position and per-strategy win rate.