Netflix's ad tier captured 60% of Q1 sign-ups while Comcast's Peacock widened losses to $432 million despite reaching 46 million subscribers.
Netflix's 48% return on equity and $12.5 billion free cash flow guide make its 24x forward P/E a fair price for compounding scale.
Comcast's broadband losses narrowed from 183,000 to 65,000, but cord-cutting and Peacock's NBA rights costs keep its 5.56% yield a patience-only trade.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check. Comcast is a diversified operator juggling broadband erosion, Olympics costs, and a Peacock unit that keeps bleeding cash.
Netflix's 48% return on equity and $12.5 billion free cash flow guide make its 24x forward P/E a fair price for compounding scale.
Comcast's broadband losses narrowed from 183,000 to 65,000, but cord-cutting and Peacock's NBA rights costs keep its 5.56% yield a patience-only trade.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check. Comcast is a diversified operator juggling broadband erosion, Olympics costs, and a Peacock unit that keeps bleeding cash.
3 months ago
