$CMCSA

COMCAST CORP

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No SEC Form 4 filings for $CMCSA in the last 30 days.

Med

Elon Musk’s Grandiose Media Ambitions Are Now a Real Threat to Some Major Players

According to internal financials disclosed in connection with an IPO, X’s advertising revenue fell from $4.0+ billion in 2021 to $2.3 billion in 2023 and $1.73 billion in 2024, but rose to $1.84 billion in 2025. X also reported 6.3 million active paid subscribers. SpaceX’s S-1 filed for an IPO, highlighting Starlink’s growth (10.3 million internet subscribers; nearly $1.2 billion Q1 income) and plans that could affect telecom and ad markets.

Customers slowly handing more power to AT&T, T-Mobile, and Verizon

The article discusses how AT&T, T-Mobile, and Verizon are disrupting the traditional broadband duopoly previously held by cable and DSL companies. Through Fixed Wireless Access (FWA) services, the "Big Three" carriers are rapidly gaining market share, offering more choices, lower rates, and greater availability to customers. This shift, however, raises questions about whether power is simply transferring from one set of large corporations to another.