FMP
Aug 1, 2022 11:34 AM - Davit Kirakosyan
Comcast Corporation (NASDAQ:CMCSA) shares dropped more than 13% since the company’s reported Q2 results last week. While EPS of $1.01 and revenue of $30.02 billion came in better than the Street estimates of $0.92 and $29.89 billion, respectively, subscriber growth was weak with a shocking flat broadband-subscriber number.
Subscriber losses across the board were effectively offset by unsustainable growth in video and broadband ARPU of 7.5% year-over-year and 3.7% year-over-year, respectively.
According to the analyst at Oppenheimer, the company is stuck in a negative feedback loop of raising prices to combat subscriber churn while underinvesting in its networks. The analysts believe that the strategy of raising prices and free cash flow while losing subscribers is long-term value-destructive but short-term attractive.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...