# If Comcast Corporation moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/comcast · Facet: ripple · Updated: 2026-09-24T04:08:55.930919+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Comcast Corporation is directly linked to 10 companies (6 supply, 2 revenue, 2 investment relationships) and reaches 78 companies within two hops; the links are backed by 18 dated sources, 4 of them primary filings (as of 2026-09-24).

This node earns its place as a control group unrelated to the AI chain. After -28.7% in 2022 it never recovered, posting -11.8% in 2024, -17.3% in 2025 and -1.9% in 2026, moving with fellow cable operator Charter Communications, which fell harder at -39.1% in 2025 and -27.2% in 2026. That points to the industry rather than the company. How it attaches to the graph is unusual. Its largest cost axis is not semiconductors or cloud but sports media rights for the NBA, NFL, Olympics and English Premier League, plus content production. Sports rights carry structural cost inflation while the subscribers they buy keep shrinking. That it connects on the revenue side to Alphabet (YouTube TV distribution) and The Trade Desk (programmatic advertising) is itself evidence that distribution and ad sales have already moved to platforms. Of $123.7B in FY2025 segment revenue, Media is $27.1B, Studios $11.3B and Theme Parks $9.8B, so content-side businesses exceed 40%, and the January 2026 spin-off of the cable networks as Versant was the company reorganising that structure itself. A chain-propagation thesis can only be tested if the graph also contains nodes that move independently of the AI cycle. Comcast is that control.

## Demand chain (leading)
- T1 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T2 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 Keurig Dr Pepper Inc. (https://valuechain.wiki/keurig-dr-pepper.md)
- T2 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 Costco Wholesale (https://valuechain.wiki/costco.md)
- T2 LVMH Moet Hennessy Louis Vuitton (https://valuechain.wiki/lvmh.md)
- T2 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T2 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T2 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Bank of America (https://valuechain.wiki/bank-of-america.md)
- T3 Netflix (https://valuechain.wiki/netflix.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T2 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 PepsiCo (https://valuechain.wiki/pepsico.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T2 Booking Holdings Inc. (https://valuechain.wiki/booking-holdings.md)
- T3 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T3 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T2 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Domino's (https://valuechain.wiki/dominos.md)
- T2 AppLovin Corporation (https://valuechain.wiki/applovin.md)
- T2 Cintas Corporation (https://valuechain.wiki/cintas.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T2 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T2 AutoZone (https://valuechain.wiki/autozone.md)
- T2 eBay Inc. (https://valuechain.wiki/ebay.md)
- T2 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Ingersoll Rand Inc. (https://valuechain.wiki/ingersoll-rand.md)
- T3 W. W. Grainger (https://valuechain.wiki/w-w-grainger.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T2 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T1 Trade Desk (The) (https://valuechain.wiki/trade-desk.md)

## Supply chain (benefiting)
- T1 TKO Group Holdings, Inc. (https://valuechain.wiki/tko-group-holdings.md)
- T1 Nintendo (https://valuechain.wiki/nintendo.md)
- T1 Amazon (https://valuechain.wiki/amazon.md)
- T2 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T2 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T3 Phison Electronics (https://valuechain.wiki/phison.md)
- T2 Credo Technology (https://valuechain.wiki/credo.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T2 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T2 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T2 SanDisk (https://valuechain.wiki/sandisk.md)
- T3 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T3 Lam Research (https://valuechain.wiki/lam-research.md)
- T2 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Delta Electronics (https://valuechain.wiki/delta-electronics.md)
- T3 UBTech Robotics (https://valuechain.wiki/ubtech.md)
- T3 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T3 Amphenol (https://valuechain.wiki/amphenol.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T3 FANUC (https://valuechain.wiki/fanuc.md)
- T2 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T2 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T2 IonQ (https://valuechain.wiki/ionq.md)
- T2 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T2 Eaton (https://valuechain.wiki/eaton.md)
- T2 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T2 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T2 Vistra (https://valuechain.wiki/vistra.md)
- T3 Cameco (https://valuechain.wiki/cameco.md)
- T3 Williams Companies (https://valuechain.wiki/williams.md)
- T3 CenterPoint Energy (https://valuechain.wiki/centerpoint-energy.md)
- T2 Quantum Computing Inc (https://valuechain.wiki/qubt.md)
- T2 Talen Energy (https://valuechain.wiki/talen-energy.md)
- T2 Ciena (https://valuechain.wiki/ciena.md)
- T3 Sumitomo Electric (https://valuechain.wiki/sumitomo-electric.md)
- T2 Corning (https://valuechain.wiki/corning.md)
- T2 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T2 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 SpaceX (https://valuechain.wiki/spacex.md)
- T3 MDA Space (https://valuechain.wiki/mda-space.md)
- T2 Cummins (https://valuechain.wiki/cummins.md)
- T3 United Rentals (https://valuechain.wiki/united-rentals.md)
- T2 ABB (https://valuechain.wiki/abb.md)
- T2 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Nucor Corporation (https://valuechain.wiki/nucor.md)
- T2 Celestica (https://valuechain.wiki/celestica.md)
- T2 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Siemens Energy (https://valuechain.wiki/siemens-energy.md)
- T3 HD Hyundai Electric (https://valuechain.wiki/hd-hyundai-electric.md)
- T2 Nike (https://valuechain.wiki/nike.md)
- T2 Amorepacific (https://valuechain.wiki/amorepacific.md)
- T2 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Dow Inc. (https://valuechain.wiki/dow.md)
- T3 International Flavors & Fragrances (https://valuechain.wiki/international-flavors-fragrances.md)
- T2 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T3 Avio (https://valuechain.wiki/avio.md)
- T3 Airbus (https://valuechain.wiki/airbus.md)
- T2 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T2 Jabil (https://valuechain.wiki/jabil.md)
- T2 Exelon (https://valuechain.wiki/exelon.md)
- T2 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 Illumina (https://valuechain.wiki/illumina.md)
- T2 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 Boeing (https://valuechain.wiki/boeing.md)
- T3 Union Pacific Corporation (https://valuechain.wiki/union-pacific.md)
- T2 FedEx (https://valuechain.wiki/fedex.md)
- T3 Textron (https://valuechain.wiki/textron.md)
- T2 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T2 Norfolk Southern (https://valuechain.wiki/norfolk-southern.md)
- T3 Wabtec Corporation (https://valuechain.wiki/wabtec.md)
- T2 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 BlackRock (https://valuechain.wiki/blackrock.md)
- T2 Entergy (https://valuechain.wiki/entergy.md)
- T3 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T2 The Estée Lauder Companies Inc. (https://valuechain.wiki/est-e-lauder-companies.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T2 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T2 Church & Dwight Co., Inc. (https://valuechain.wiki/church-dwight.md)
- T2 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T1 Charter Communications, Inc. (https://valuechain.wiki/charter-communications.md)
- T2 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T2 Verizon (https://valuechain.wiki/verizon.md)
- T3 American Tower (https://valuechain.wiki/american-tower.md)
- T3 AST SpaceMobile (https://valuechain.wiki/ast-spacemobile.md)
- T2 Warner Bros. Discovery, Inc. (https://valuechain.wiki/warner-bros-discovery.md)
- T3 Paramount Skydance Corporation (https://valuechain.wiki/paramount-skydance.md)
- T1 Fox Corporation (https://valuechain.wiki/fox.md)

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Full node: https://valuechain.wiki/comcast.md · JSON: https://valuechain.wiki/comcast.json