Today, Dec. 16, 2025, investors are weighing activist chatter, new spinoffs, and governance questions reshaping this cable giant.

After revamping its internet offerings in June, Comcast is now overhauling its Xfinity TV packages, which include new plan names and retooled pricing. Starting Wednesday, subscribers will now get the X1 4K TV box,

Early trading suggests the cable-network spinoff is being valued conservatively, a signal that could matter in the Warner Bros. Discovery takeover battle.

Comcast, NBC’s corporate parent will on January 2 spin off MSNBC, CNBC and a group of other businesses into a new company called Versant, the company revealed Wednesday. Comcast shareholders will receive one share of Versant Class A common stock or Versant Class B common stock for every 25 shares of Comcast Class A common stock or Comcast Class B common stock they hold,

Despite the market’s positive reaction to the possibility of activist involvement, Faber cautioned that Comcast might present challenges for potential activists due to its ownership structure. The Roberts family holds approximately 33% of the voting power in the company, which could limit an activist’s ability to influence corporate decisions.

Comcast spins off Versant Media, offering strong cash flow and value. Click here to learn about CMCSA's outlook, valuation, and spinoff strategy.

Comcast’s Board of Directors said it’s board has approved the previously announced separation its cable television networks into a new company called Versant.

Simplified tiers with all-in pricing feature access to ‘Enhanced 4K,’ the X1 4K TV box, multiview and other features at no extra cost

Amazon’s Luna cloud gaming service is coming to cable boxes from Comcast and Rogers. The Luna app is already available via web browsers, Fire TV devices, Fire tablets, and many smart TVs from Samsung and LG, and this new expansion will bring the service to “millions” more devices, according to Amazon.

Media stocks remain in focus, with Warner Bros. Discovery supported by acquisition speculation, Netflix viewed positively on pullbacks, and Comcast seen as a structurally weak chart favoring selling rallies rather than long-term accumulation.