Comcast (CMCSA) — What Changed

Material changes in the AI committee's view · 50 events tracked · Detected nightly

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2026-08-23 MINOR
▲ Score Change

CMCSA's Committee score moved from 57.01 to 57.38 (+0.37, 1 day(s) apart).

57.01 → 57.38 (+0.4)

2026-08-22 MINOR
▼ Score Change

CMCSA's Committee score moved from 61.90 to 57.01 (-4.89, 1 day(s) apart).

61.90 → 57.01 (-4.9)

2026-08-21 MATERIAL
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-08-21 MINOR
▼ Score Change

CMCSA's Committee score moved from 60.53 to 57.73 (-2.80, 1 day(s) apart).

60.53 → 57.73 (-2.8)

2026-08-20 MATERIAL
▲ Agreement Shift

CMCSA's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-08-20 MINOR
▲ Score Change

CMCSA's Committee score moved from 59.40 to 60.53 (+1.13, 1 day(s) apart).

59.40 → 60.53 (+1.1)

2026-08-19 MATERIAL
▲ Agreement Shift

CMCSA's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-08-19 MINOR
▲ Score Change

CMCSA's Committee score moved from 61.90 to 63.53 (+1.63, 1 day(s) apart).

61.90 → 63.53 (+1.6)

2026-08-18 MINOR
▲ Score Change

CMCSA's Committee score moved from 60.23 to 61.90 (+1.67, 1 day(s) apart).

60.23 → 61.90 (+1.7)

2026-08-14 MINOR
▲ Score Change

CMCSA's Committee score moved from 59.40 to 60.23 (+0.83, 1 day(s) apart).

59.40 → 60.23 (+0.8)

2026-08-13 MINOR
▲ Score Change

CMCSA's Committee score moved from 59.04 to 59.40 (+0.36, 1 day(s) apart).

59.04 → 59.40 (+0.4)

2026-08-12 MINOR
▼ Score Change

CMCSA's Committee score moved from 61.13 to 59.04 (-2.09, 1 day(s) apart).

61.13 → 59.04 (-2.1)

2026-08-11 MINOR
▲ Score Change

CMCSA's Committee score moved from 60.23 to 61.13 (+0.90, 1 day(s) apart).

60.23 → 61.13 (+0.9)

2026-08-08 MINOR
▲ Score Change

CMCSA's Committee score moved from 59.88 to 60.23 (+0.35, 1 day(s) apart).

59.88 → 60.23 (+0.3)

2026-08-07 MINOR
▼ Score Change

CMCSA's Committee score moved from 61.32 to 59.88 (-1.44, 1 day(s) apart).

61.32 → 59.88 (-1.4)

2026-08-06 MINOR
▲ Score Change

CMCSA's Committee score moved from 60.96 to 61.32 (+0.36, 1 day(s) apart).

60.96 → 61.32 (+0.4)

2026-08-05 MINOR
▲ Score Change

CMCSA's Committee score moved from 60.60 to 60.96 (+0.36, 1 day(s) apart).

60.60 → 60.96 (+0.4)

2026-08-04 MATERIAL
▲ Agreement Shift

CMCSA's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-04 MINOR
▲ Score Change

CMCSA's Committee score moved from 59.92 to 60.60 (+0.68, 1 day(s) apart).

59.92 → 60.60 (+0.7)

2026-08-04 MAJOR
— Rating Change

CMCSA moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-08-03 MAJOR
▲ Agreement Shift

CMCSA's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-03 MAJOR
▲ Score Change

CMCSA's Committee score moved from 60.60 to 70.28 (+9.68, 1 day(s) apart).

60.60 → 70.28 (+9.7)

2026-08-03 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from contested to low_data (1 day(s) apart).

contested → low_data

2026-08-03 MAJOR
— Rating Change

CMCSA moved from Buy to Insufficient Data (1 day(s) apart).

Buy → Insufficient Data

2026-08-02 MATERIAL
— Model Version Conflict

CMCSA's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

2026-08-01 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-08-01 MINOR
▼ Score Change

CMCSA's Committee score moved from 62.33 to 58.37 (-3.96, 1 day(s) apart).

62.33 → 58.37 (-4.0)

2026-08-01 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MAJOR
▲ Agreement Shift

CMCSA's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-31 MINOR
▲ Score Change

CMCSA's Committee score moved from 57.34 to 62.33 (+4.99, 1 day(s) apart).

57.34 → 62.33 (+5.0)

2026-07-31 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-31 MAJOR
— Rating Change

CMCSA moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-30 MINOR
▼ Score Change

CMCSA's Committee score moved from 57.62 to 57.34 (-0.28, 1 day(s) apart).

57.62 → 57.34 (-0.3)

2026-07-28 MINOR
▼ Score Change

CMCSA's Committee score moved from 58.43 to 57.62 (-0.81, 1 day(s) apart).

58.43 → 57.62 (-0.8)

2026-07-24 MINOR
▼ Score Change

CMCSA's Committee score moved from 59.02 to 58.34 (-0.68, 1 day(s) apart).

59.02 → 58.34 (-0.7)

2026-07-18 MINOR
▼ Score Change

CMCSA's Committee score moved from 58.61 to 57.18 (-1.43, 1 day(s) apart).

58.61 → 57.18 (-1.4)

2026-07-16 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-16 MATERIAL
▼ Score Change

CMCSA's Committee score moved from 63.89 to 58.61 (-5.28, 1 day(s) apart).

63.89 → 58.61 (-5.3)

2026-07-16 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
— Rating Change

CMCSA moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MAJOR
▲ Agreement Shift

CMCSA's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-15 MINOR
▲ Score Change

CMCSA's Committee score moved from 58.91 to 63.89 (+4.98, 1 day(s) apart).

58.91 → 63.89 (+5.0)

2026-07-15 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
— Rating Change

CMCSA moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-14 MAJOR
▼ Score Change

CMCSA's Committee score moved from 68.75 to 58.91 (-9.84, 1 day(s) apart).

68.75 → 58.91 (-9.8)

2026-07-14 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
— Rating Change

CMCSA moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-13 MATERIAL
▼ Score Change

CMCSA's Committee score moved from 69.19 to 61.77 (-7.42, 1 day(s) apart).

69.19 → 61.77 (-7.4)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →