Скачать или смотреть Comcast Q4 Breakdown: Solid Foundation or Cracks in the Armor?

Comcast (CMCSA) just dropped its Q4 2025 results, and the numbers are a battlefield. While they beat EPS estimates by 15%, revenue fell short as the broadband war intensifies. In this Iron Financial deep dive, we strip away the corporate jargon to see if the "six growth engines" are doing the heavy lifting or if the Versant Media spin-off has left the portfolio exposed.

In this video, we analyze:

The Revenue Miss: Why broadband subscriber losses of 181,000 are a structural threat.

The Peacock Problem: Revenue is up 20%, but can it survive the massive costs of the new NBA rights?

Epic Universe: The $1 billion EBITDA milestone for theme parks.

The Iron Verdict: Is CMCSA an opportunity for a resilient portfolio, or a value trap?