Comcast Management
Management criteria checks 3/4
Comcast's CEO is Brian Roberts, appointed in Jan 2026, has a tenure of less than a year. total yearly compensation is $35.15M, comprised of 7.4% salary and 92.6% bonuses, including company stock and options. directly owns 0.91% of the company’s shares, worth $766.84M. The average tenure of the management team and the board of directors is 6.5 years and 9.4 years respectively.
Key information
Brian Roberts
Chief executive officer
US$35.1m
Total compensation
| CEO salary percentage | 7.40% |
| CEO tenure | less than a year |
| CEO ownership | 0.9% |
| Management average tenure | 6.5yrs |
| Board average tenure | 9.4yrs |
Recent management updates
Recent updates
Narrative Update • Jun 30
CMCSA: Broadband Pricing Reset Will Restrain Returns Despite NBCUniversal Spin Off
The analyst fair value estimate for Comcast has been revised modestly higher to about $22.22 per share from roughly $21.50, reflecting fresh Buy ratings and higher $31 to $32 price targets tied to the planned NBCUniversal spin-off and renewed focus on the broadband business. Analyst Commentary Recent research on Comcast highlights a mix of renewed optimism around the planned NBCUniversal spin off and lingering caution around broadband growth, competition, and earnings visibility.Seeking Alpha • Jun 29
Comcast's Breakup Just Created A $90 Billion Buying Opportunity
Summary Comcast Corporation announces a breakup into two public companies: connectivity-focused Comcast and media-centric NBCUniversal/Sky (MediaCo), creating a clear sum-of-the-parts catalyst. The separation aims to unlock value by removing the CMCSA conglomerate discount, enabling each business to be valued on its distinct cash flow and strategic merits. Current valuation appears too low, with combined post-breakup equity value estimated at $110–180 billion versus a ~$90 billion market cap. I rate Comcast a Buy, as the breakup offers a defined timeline and clearer asset narratives despite ongoing broadband and media operational pressures. Read the full article on Seeking AlphaNarrative Update • Jun 16
CMCSA: Future Returns Will Be Dragged By Broadband Reset And Starlink Competition
Analysts have trimmed Comcast's fair value estimate from $23.28 to $21.50 per share and reduced future P/E expectations, citing broadband pricing resets, rising competition in internet access, and what they describe as limited earnings visibility, despite slightly firmer profit margin assumptions. Analyst Commentary Recent research has highlighted a more cautious tone around Comcast, with several bearish analysts flagging risks tied to broadband trends, competitive pressures, and valuation.
Narrative Update • Jun 02
CMCSA: Broadband Quality And Sports Rights Reset Will Shape Future Earnings Power
Analysts have nudged Comcast's implied price target higher by a low single digit dollar amount. They cite a modestly higher assumed future P/E multiple and a slightly higher discount rate, which together reflect a more balanced view of the stock's risk and valuation profile.Narrative Update • May 15
CMCSA: Fiber Competition And Sports Rights Reset Will Shape Future Earnings Power
Comcast's updated analyst price target edges higher as fair value is adjusted slightly to $32.74 and the modeled P/E contracts, with analysts pointing to a modestly lower discount rate, a small improvement in profit margin assumptions, and mixed views on revenue growth and competitive fiber headwinds. Analyst Commentary Recent Street research on Comcast reflects a split view, with several bullish analysts lifting price targets while more cautious voices highlight growth and competitive risks, especially around fiber.Analysis Article • May 01
Impressive Earnings May Not Tell The Whole Story For Comcast (NASDAQ:CMCSA)
Despite announcing strong earnings, Comcast Corporation's ( NASDAQ:CMCSA ) stock was sluggish. Our analysis uncovered...
Narrative Update • Apr 30
CMCSA: Broadband And Content Execution Will Outweigh Fiber And Policy Headwinds
Narrative Update on Comcast The updated analyst price target for Comcast reflects a modest fair value move from about $43.62 to $42.69. Analysts are weighing slightly softer revenue growth and profit margin assumptions against a higher future P/E and mixed recent research that includes several price target increases alongside downgrades citing muted growth and fiber headwinds.
Narrative Update • Apr 25
Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth
Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.Narrative Update • Apr 16
CMCSA: Fiber Competition And Sports Rights Reset Will Reframe Earnings Power
Comcast's analyst price target edges lower by about $0.33 as analysts factor in softer revenue growth expectations and rising competitive pressures from fiber and new wireless offerings, while still recognizing relatively steady margins and price-to-earnings assumptions. Analyst Commentary Recent Street research on Comcast points to a more cautious stance overall, with several firms trimming price targets and at least one downgrade in rating as competition and fiber build outs weigh on sentiment.New Narrative • Apr 07
Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth
Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.Narrative Update • Apr 02
CMCSA: Future Returns Will Be Weighed Down By Rising Fiber Headwinds
Analysts have trimmed their fair value estimate for Comcast by about $0.42 to $23.28, reflecting recent cuts to Street price targets and growing caution around competitive fiber headwinds and wireline growth pressure, partly balanced by relatively stable profit margin and P/E assumptions. Analyst Commentary Recent Street research around Comcast reflects a cautious tone, with several bearish analysts trimming price targets and revisiting ratings as competitive and structural pressures come into focus.Narrative Update • Mar 19
CMCSA: Fiber Headwinds And Versant Spin Off Will Reframe Earnings Power
Analysts have trimmed their fair value estimate for Comcast to $33.01 from $33.93, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent Street price target cuts tied to fiber competition and the Versant spin off, partially offset by a few modest target increases. Analyst Commentary Street research on Comcast has become more divided, with several price target cuts and downgrades offset by a smaller number of upgrades and modest target increases.Narrative Update • Mar 04
CMCSA: Future Returns Will Be Pressured By Rising Fiber Competition
Narrative Update The analyst price target for Comcast has edged lower, with fair value moving from about $23.85 to $23.70 as analysts factor in increased fiber competition, adjustments for the Versant spin off, and a series of reduced price targets from several firms partly offset by one modest upward revision. Analyst Commentary Recent research on Comcast has leaned more cautious, with several bearish analysts either cutting price targets or shifting to more negative stock ratings.Narrative Update • Feb 18
CMCSA: Future Returns Will Hinge On Risky Warner Bros Bid Uncertainty
Comcast's analyst price targets have edged lower overall, with several firms trimming their views by $1 to $4 as they factor in the Versant spin off and lingering pressure in legacy pay TV. This is partly offset by at least one small upward revision of $0.21 tied to more constructive views on the core business.Narrative Update • Feb 04
CMCSA: Future Returns Will Depend On Risky Warner Bros Acquisition Pursuit
Analysts have trimmed their implied fair value for Comcast by about US$4. This reflects a series of lower price targets that factor in softer revenue growth assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, even as margin expectations hold steady.Narrative Update • Jan 21
CMCSA: Broadband Reset And Versant Spin Off Will Reshape Future Returns
Analysts have trimmed their fair value estimate for Comcast from about $49.43 to $43.62, reflecting lower assumed revenue growth, a slightly higher discount rate, and a reset future P/E multiple following mixed rating changes, reduced price targets, and the impact of the Versant spin off. Analyst Commentary Recent research on Comcast has shifted toward a more cautious stance overall, with several firms cutting price targets and rethinking growth assumptions following the Versant spin off, rising broadband competition, and expectations for higher content costs.Narrative Update • Jan 07
CMCSA: Warner Bids And New Sports Rights Will Reframe Earnings Power
Analysts nudged their fair value estimate for Comcast slightly lower to about $33.93 from $34.65. This reflects trimmed long term revenue growth and profit margin assumptions after the Versant spin, price target cuts from several firms to a range around $23 to $44, and concerns about broadband competition and media cost pressures, even as the assumed future P/E multiple edges modestly higher.Narrative Update • Dec 16
CMCSA: Future Returns Will Balance Broadband Headwinds And Media Deal Uncertainty
Analysts have trimmed their fair value estimate for Comcast to $28 from $31, reflecting expectations for a tougher five year earnings outlook as broadband competition intensifies, subscriber and ARPU growth slow, and media profitability faces pressure from higher sports rights costs. Analyst Commentary Street research around Comcast has turned more cautious, with several bearish analysts resetting expectations to reflect weaker broadband momentum, rising competitive intensity, and mounting media cost pressures.Narrative Update • Dec 02
CMCSA: Bidding For Warner Units And New Sports Deals Will Generate Upside Momentum
Comcast’s analyst price target fell modestly to $34.65 from $35.10, as analysts highlighted ongoing challenges in broadband subscriber trends, competitive pressures, and slower expectations for EBITDA growth. Analyst Commentary Recent research from Wall Street reflects a mix of cautious optimism and heightened concern regarding Comcast's outlook.Narrative Update • Nov 18
CMCSA: New Sports Channel Launch And M&A Activity Will Drive Momentum
Comcast's analyst price target has been lowered by approximately $0.65 to $35.10. This adjustment reflects growing concerns among analysts about intensified broadband competition, EBITDA pressures, and slower subscriber growth.Narrative Update • Nov 03
CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum
Comcast's fair value estimate has been reduced from $38.91 to $35.75 per share. Analysts cite greater near-term EBITDA pressure and slowing broadband ARPU growth, despite incremental improvements from recent strategic shifts.Narrative Update • Oct 20
Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition
Comcast's analyst price targets have seen mixed revisions recently, with adjustments ranging from a decrease to $36 to an increase to $45.50. Analysts are weighing stable sector performance alongside modest improvements in profits and competitive pressures.Narrative Update • Oct 05
Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition
Comcast's analyst price target has decreased modestly from $39.75 to $39.18, as analysts weigh lower revenue growth and profit margin forecasts in light of ongoing competitive pressures and nuanced performance across its business segments. Analyst Commentary Recent Street research highlights a mix of optimism and caution among analysts regarding Comcast's outlook.Analysis Article • Sep 17
Comcast (NASDAQ:CMCSA) Has More To Do To Multiply In Value Going Forward
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Analysis Article • Jul 18
Is It Time To Consider Buying Comcast Corporation (NASDAQ:CMCSA)?
Today we're going to take a look at the well-established Comcast Corporation ( NASDAQ:CMCSA ). The company's stock...New Narrative • Apr 08
Broadband Adjustments And Peacock NBA Launch Will Yield Mixed Results
Comcast faces challenges in broadband growth due to competition and changes in pricing, impacting revenue trajectory and margins.New Narrative • Apr 08
Project Genesis And Media Restructuring Will Create Future Opportunities
Comcast targets wireless market expansion to drive revenue growth and enhance broadband and wireless revenue, aiming for higher ARPU and improved customer retention.Seeking Alpha • Mar 29
Comcast: One Of The Best Times To Buy
Summary Comcast offers a robust 8.6% free cash flow yield and trades at a historically low forward P/E of 8.7. Its diversified business model and strong cash generation support its value and income potential. CMCSA's healthy balance sheet, A- credit rating, and consistent share buybacks enhance its appeal, and it currently has a well-covered 3.5% dividend yield. With potential for 5-10% annual EPS growth and reversion to mean valuation, CMCSA presents an attractive setup for potential double-digit total returns. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$19b |
| Dec 31 2025 | US$35m | US$3m | US$20b |
| Sep 30 2025 | n/a | n/a | US$23b |
| Jun 30 2025 | n/a | n/a | US$23b |
| Mar 31 2025 | n/a | n/a | US$16b |
| Dec 31 2024 | US$34m | US$3m | US$16b |
| Sep 30 2024 | n/a | n/a | US$15b |
| Jun 30 2024 | n/a | n/a | US$15b |
| Mar 31 2024 | n/a | n/a | US$15b |
| Dec 31 2023 | US$35m | US$3m | US$15b |
| Sep 30 2023 | n/a | n/a | US$15b |
| Jun 30 2023 | n/a | n/a | US$7b |
| Mar 31 2023 | n/a | n/a | US$6b |
| Dec 31 2022 | US$32m | US$3m | US$5b |
| Sep 30 2022 | n/a | n/a | US$5b |
| Jun 30 2022 | n/a | n/a | US$14b |
| Mar 31 2022 | n/a | n/a | US$14b |
| Dec 31 2021 | US$34m | US$3m | US$14b |
| Sep 30 2021 | n/a | n/a | US$14b |
| Jun 30 2021 | n/a | n/a | US$12b |
| Mar 31 2021 | n/a | n/a | US$12b |
| Dec 31 2020 | US$33m | US$3m | US$11b |
| Sep 30 2020 | n/a | n/a | US$10b |
| Jun 30 2020 | n/a | n/a | US$12b |
| Mar 31 2020 | n/a | n/a | US$12b |
| Dec 31 2019 | US$36m | US$3m | US$13b |
Compensation vs Market: Brian's total compensation ($USD35.15M) is above average for companies of similar size in the US market ($USD14.60M).
Compensation vs Earnings: Brian's compensation has been consistent with company performance over the past year.
CEO
Brian Roberts (66 yo)
less than a year
Tenure
US$35,148,413
Compensation
Mr. Brian L. Roberts is Chairman of Comcast Corporation from October 13, 2022 and has been its Co-Chief Executive Officer since January 2, 2026. Mr. Roberts was President of Comcast Corporation from 2004 t...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & Co-CEO | less than a year | US$35.15m | 0.91% $ 766.8m | |
| Co-CEO & Director | less than a year | US$71.76m | 0.013% $ 10.6m | |
| Chief Financial Officer | 3.5yrs | US$16.38m | 0.0028% $ 2.3m | |
| Chief Legal Officer & Secretary | 7.3yrs | US$14.41m | 0.0049% $ 4.1m | |
| Chief Communications Officer | 6.4yrs | US$5.68m | 0.0017% $ 1.4m | |
| Vice Chairman | less than a year | US$21.94m | no data | |
| Executive VP | 11yrs | no data | 0.0018% $ 1.5m | |
| Executive Vice President of Investor Relations | 6.5yrs | no data | no data | |
| Executive Vice President of Global Corporate Development & Strategy | no data | no data | no data | |
| Chief Business Development Officer -Connectivity & Platforms | no data | no data | no data | |
| Chairman of NBCUniversal Media Group | no data | no data | no data | |
| Senior Vice President of Texas Region | 12.9yrs | no data | no data |
6.5yrs
Average Tenure
60yo
Average Age
Experienced Management: CMCSA's management team is seasoned and experienced (6.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & Co-CEO | 38.3yrs | US$35.15m | 0.91% $ 766.8m | |
| Co-CEO & Director | less than a year | US$71.76m | 0.013% $ 10.6m | |
| Vice Chairman | less than a year | US$21.94m | no data | |
| Chairman & CEO of Comcast Spectacor | 3.3yrs | no data | no data | |
| Chairman and CEO of Universal Destinations & Experiences | 3.2yrs | no data | no data | |
| Lead Independent Director | 12.4yrs | US$400.02k | 0.0025% $ 2.1m | |
| Independent Director | 23.7yrs | US$400.02k | 0.0012% $ 985.1k | |
| Chairman of NBCUniversal News Group | 6.2yrs | no data | no data | |
| Independent Director | 9.4yrs | US$375.02k | 0.00014% $ 117.9k | |
| Chairman of NBC Universal Studio Group and Chief Content Officer & Chairman of Universal Pictures | no data | no data | no data | |
| Independent Director | 20.6yrs | US$415.02k | 0.0034% $ 2.9m | |
| Independent Director | 10.4yrs | US$375.02k | 0.00092% $ 774.6k |
9.4yrs
Average Tenure
68yo
Average Age
Experienced Board: CMCSA's board of directors are considered experienced (9.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/12 10:44 |
| End of Day Share Price | 2026/07/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Comcast Corporation is covered by 51 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |