CMCSA at a glance
Comcast (CMCSA, SEC CIK 1166691) filed its latest 10-K annual report on February 3, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Comcast (CMCSA) reported revenue of $123.7 billion (down 0.0% from FY2024) and net income of $20.0 billion. Diluted EPS was $5.39.
- As of June 30, 2026, 61 institutional investment managers tracked by SignalX reported holding Comcast (CMCSA) shares worth $33.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $123.7B
- −0.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 61 funds
- $33.4B · −1 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue flat at $123.7B YoY with Connectivity & Platforms down 0.4% and Content & Experiences up 1.0%
- Operating income $20.7B down 11.3%, adjusted EBITDA $37.4B down 1.8%, Residential Connectivity margin 37.7% vs 38.2%, Business Services margin 55.9% vs 56.7%
- Best performing segment Theme Parks revenue $9.8B up 14.2%, adjusted EBITDA $3.1B up 4.5%; worst Studios adjusted EBITDA down 21.7% to $1.1B
- Capital expenditures $8.7B up 5.3% mainly in Connectivity & Platforms; share repurchases $6.8B for 205M shares; dividends paid $4.9B, dividend raised to $1.32 per share
- Management expects continued competitive pressure on video revenue, growth in broadband/wireless customers, ongoing investment in network, and content costs at Peacock to persist
Business Overview
- Core business model: Integrated media and connectivity services through Comcast Technology Center and Content & Experiences segments
- Strategic shift: Separation of CNBC headquarters ownership to Versant as of January 2, 2026
- Geographic footprint emphasis: Major operations in Philadelphia, New York, United Kingdom, Miami, Los Angeles, Stamford, and Englewood Cliffs
- Most notable facility ownership: Owns key assets including Comcast Technology Center and 30 Rockefeller Plaza offices
Risk Factors
- Intense competition from streaming services and telecom providers impacting subscriber growth
- Exposure to potential FCC regulation changes affecting broadband pricing and net neutrality enforcement
- Supply chain disruption risk due to reliance on limited semiconductor suppliers for network equipment
- Competitive threat from Netflix and Amazon streaming platforms with growing original content investments
- Leverage risk with long-term debt $70B creating pressure on cash flow amid rising interest rates
AI summary of the CMCSA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $29.94B, down 1.2% YoY from $30.313B
- Operating income $5.16B, operating margin 17.2% vs 19.8% YoY
- Best segment Media revenue $5.691B, up 25.3%; worst Residential Connectivity revenue $17.124B, down 4.0%
- Adjusted EBITDA $8.902B, down 13.4%; margin 29.7% vs 33.9% YoY
- Outlook: competitive pressure, broadband and video customer losses, declining linear TV audiences, significant Peacock content and marketing costs
Risk Factors
- New separation risk: June 2026 NBCUniversal and Sky spin-off announcement, requiring Board approval, tax opinions, regulatory approvals, and financing
- Most material execution risk: Spin-off delay or failure if customary conditions, equity markets, debt markets, or external conditions deteriorate
- Tax risk: Spin-off could lose intended U.S. federal tax-free status, creating substantial taxes and significant legal liabilities
- Operational risk: Two smaller companies would incur separate ongoing costs currently shared between Comcast businesses
- Financial risk: Share repurchases suspended beginning third quarter 2026, with $6.7 billion remaining authorization at June 30, 2026
AI summary of the CMCSA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 operating results reported for periods ended June 30, 2026
- Press release Exhibit 99.1 contains financial results and GAAP metrics
Item EX-99.1: Item EX-99.1
- Q2 revenue $29.9B, down 1.2%; adjusted EBITDA $8.9B, down 13.4%; adjusted EPS $1.04, down 16.7%
- Free cash flow $4.6B supported $2.1B shareholder returns; share repurchases paused during the planned separation
Item EX-99.1: Item EX-99.1
- Planned tax-free spin-off of NBCUniversal and Sky into a separately traded company, targeted for approximately one year
- Comcast shareholders expected to receive ownership in both companies, subject to board, regulatory, tax-opinion and financing approvals
Item 8.01: Other Events
- Exhibit 99.1 contains Comcast’s June 29, 2026 press release
- Investor significance depends on the substantive announcement in the attached exhibit
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected to one-year terms, preserving current board leadership
- Deloitte & Touche ratified as 2026 independent auditor with 379,820,320 votes for
AI summaries of CMCSA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CMCSA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BREEN EDWARD D | A | Sep 30, 2026 | 920 | - |
| Baltimore Thomas J Jr | A | Sep 30, 2026 | 1,552 | - |
| Honickman Jeffrey A | A | Sep 30, 2026 | 2,011 | - |
| Smith Gordon | A | Sep 30, 2026 | 1,552 | - |
| Brady Louise F. | A | Sep 30, 2026 | 1,552 | - |
| ROBERTS BRIAN L | G | Sep 2, 2026 | 101,900 | - |
| ROBERTS BRIAN L | I | Sep 1, 2026 | 382,860 | $26.30 |
| Cavanagh Michael J | I | Sep 1, 2026 | 565,642 | $26.30 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $123.7B | $123.7B |
| Operating Income | - | $23.3B | $20.7B |
| Net Income | $15.4B | $16.2B | $20.0B |
| Op. Margin | - | 18.8% | 16.7% |
| Net Margin | - | 13.1% | 16.2% |
| Balance Sheet | |||
| Total Assets | $264.8B | $266.2B | $272.6B |
| Equity | - | $85.6B | $96.9B |
| ROE | - | 18.9% | 20.6% |
| Per Share | |||
| EPS | $3.71 | $4.14 | $5.39 |
| Cash Flow | |||
| Operating CF | - | $27.7B | $33.6B |
| CapEx | $12.2B | $12.2B | $11.8B |
Source: XBRL data in Comcast (CMCSA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CMCSA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 61 | $33.36B |
| Q1 2026 | 62 | $40.88B |
| Q4 2025 | 59 | $45.08B |
| Q3 2025 | 62 | $49.84B |
| Q2 2025 | 64 | $53.70B |
| Q1 2025 | 62 | $43.49B |
| Q4 2024 | 59 | $38.06B |
| Q3 2024 | 54 | $20.13B |
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- CITIZENS & NORTHERN CORP−10.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 483 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CMCSA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - |
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CMCSA SEC filings: frequently asked questions
Which institutions hold CMCSA stock?
As of June 30, 2026, the largest Comcast (CMCSA) holders among the 13F filers tracked by SignalX were BlackRock ($7.7 billion), Vanguard Capital Management LLC ($5.7 billion), State Street Corp ($4.8 billion), Invesco Ltd ($3.1 billion), Vanguard Portfolio Management LLC ($2.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CMCSA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Comcast (CMCSA) reported revenue of $123.7 billion (down 0.0% from FY2024) and net income of $20.0 billion. Diluted EPS was $5.39. The figures come from the XBRL data in the 10-K.
What are the main risks in CMCSA's latest 10-K?
In the 10-K filed February 3, 2026, Comcast (CMCSA) flagged: Intense competition from streaming services and telecom providers impacting subscriber growth. Exposure to potential FCC regulation changes affecting broadband pricing and net neutrality enforcement. (AI summary of the Risk Factors section.)
What did CMCSA report in its latest 8-K?
Comcast (CMCSA) filed an 8-K on July 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half 2026 operating results reported for periods ended June 30, 2026.
What are the latest CMCSA SEC filings?
Comcast (CMCSA) filed its latest 10-K annual report on February 3, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on October 2, 2026.
What is CMCSA's SEC CIK number?
Comcast (CMCSA)'s SEC Central Index Key (CIK) is 1166691. EDGAR lists every CMCSA filing under that number.
Ask anything about CMCSA
The research agent reads CMCSA's filings, financials, insider trades and 13F holders, then answers with sources.