Earnings Update
Comcast’s Cash Held Up. Broadband Economics Did Not.
Free cash flow rose 2.3%, but residential connectivity EBITDA fell 8.0%. Wireless and Peacock improved without yet offsetting broadband pressure.
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Earnings Update
Walt Disney’s 21% Profit Gain Came With a 48% EPS Drop
Disney’s operating businesses improved sharply even as GAAP EPS fell. Streaming and Experiences support a $122.50 fair value, but Sports costs and advertising remain material checks.
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