Applied OptoelectronicsAAOI
Optical / Photonics · Supplier
“MSOs like Comcast and Charter have announced plans to spend billions of dollars over the next few years to upgrade to DOCSIS 4.0 network equipment”
SEC 10-K 0001437749-26-005875Valuation →
EvidInvest Supply Chain Intelligence
Comcast
CMCSA · Other
$22.80
Price
$80.9B
Market cap
21
Mapped relationships
21
Cited with sources
Suppliers
Companies that supply Comcast, from incoming 'supplies' edges and disclosed customer-of relationships.
cited
Atairos Group
Other · Supplies
“On January 1, 2016, we established Atairos Group, Inc., a strategic company focused on investing in and operating companies in a range of industries”
SEC 10-K 0001628280-26-004994
CharterCHTR
Other · Supplier
“In 2025, we entered into an agreement with Comcast to expand distribution of Spectrum News to their video customers in California, Connecticut, northern New Jersey, Orlando and Tampa.”
SEC 10-K 0001091667-26-000017Valuation →
Chinese state-owned consortium (Universal Beijing Resort partners)
Other · Supplies
“Universal Beijing Resort is owned by us and a consortium of Chinese state-owned companies”
SEC 10-K 0001628280-26-004994
English Premier League
Other · Supplies
“English Premier League United Kingdom, Italy and United States 2028-29, 2027-28 and 2027-28 seasons, respectively”
SEC 10-K 0001628280-26-004994
International Olympic Committee
Other · Supplies
“Summer and Winter Olympic Games United States 2036”
SEC 10-K 0001628280-26-004994
National Basketball Association (NBA)
Other · Supplies
“Our most significant sports rights agreements relate to the NBA, NFL, Olympics and English Premier League.”
SEC 10-K 0001628280-26-004994
National Football League (NFL)
Other · Supplies
“Includes the rights to produce and distribute on NBC and on Peacock a specified number of regular season games that includes Sunday Night Football games, Thursday Kickoff games and Thanksgiving night games, playoff games, and three remaining Super Bowl games”
SEC 10-K 0001628280-26-004994
NetflixNFLX
Other · Supplies
“certain direct-to-consumer streaming services ('DTC streaming services') such as Peacock, Disney+ and Netflix”
SEC 10-K 0001628280-26-004994Valuation →
Nitel
Other · Supplies
“In April 2025, we acquired Nitel, a network-as-a-service managed service provider, for total cash consideration of $1.3 billion.”
SEC 10-K 0001628280-26-004994
ParamountPSKY
Other · Supplies
“the most significant agreements for the licensing of film and television entertainment content include rights with Paramount, Warner Bros. and our Studios segment”
SEC 10-K 0001628280-26-004994Valuation →
Steven Spielberg / Diamond Lane Productions
Other · Supplies
“Consultant Agreement, dated as of January 20, 1987, between Steven Spielberg and Universal City Florida Partners”
SEC 10-K 0001628280-26-004994
T-Mobile US, Inc.TMUS
Other · Supplies
“Our domestic wireless services are offered to business customers over Verizon's wireless network and beginning in 2026, we will also use T-Mobile's wireless network.”
SEC 10-K 0001628280-26-004994Valuation →
The Walt Disney CompanyDIS
Other · Supplies
“certain direct-to-consumer streaming services ('DTC streaming services') such as Peacock, Disney+ and Netflix”
SEC 10-K 0001628280-26-004994Valuation →
Verizon Communications Inc.VZ
Other · Supplies
“Our domestic wireless services are offered over Verizon's wireless network and our existing network of secure residential, outdoor and business Wi-Fi hotspots”
SEC 10-K 0001628280-26-004994Valuation →
Warner Bros. DiscoveryWBD
Other · Supplies
“the most significant agreements for the licensing of film and television entertainment content include rights with Paramount, Warner Bros. and our Studios segment”
SEC 10-K 0001628280-26-004994Valuation →
Customers
Companies that buy from Comcast, from outgoing 'supplies' edges and disclosed customer-of relationships.
Alphabet (Google)GOOGL
Hyperscalers / Cloud · Customer of
“virtual multichannel video providers, such as Hulu + Live TV and YouTube TV, that offer streamed linear television networks”
SEC 10-K 0001628280-26-004994Valuation →
RTL GroupRTL.DE
Other · Customer of
“In 2025, we entered into an agreement with RTL Group to sell our Sky operations in Germany, subject to various conditions and approvals, and we expect the sale to be completed in 2026.”
SEC 10-K 0001628280-26-004994
T-Mobile US, Inc.TMUS
Other · Customer of
“In 2023, we entered into an agreement with T-Mobile to sell certain of our spectrum licenses... will result in total cash consideration between $1.2 billion and $3.3 billion.”
SEC 10-K 0001628280-26-004994Valuation →
T-Mobile US, Inc.TMUS
Other · Supplied by
“The Comcast Licenses are subject to an exclusive leasing arrangement between us and Comcast... total cash consideration of between $1.2 billion and $3.4 billion”
SEC 10-K 0001283699-26-000010Valuation →
The Walt Disney CompanyDIS
Other · Customer of
“virtual multichannel video providers, such as Hulu + Live TV and YouTube TV, that offer streamed linear television networks”
SEC 10-K 0001628280-26-004994Valuation →
Other relationships
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
No other relationships mapped yet.