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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Comcast (CMCSA) is 6/10.
Comcast showed the first year-over-year improvement in broadband subscriber losses since 2020, with 65,000 losses representing a 117,000 improvement versus the prior year, while wireless posted a record 435,000 net additions. Revenue increased 11% driven by Epic Universe powering 24% theme parks revenue growth, but EBITDA declined as NBA rights absorbed peak costs in Q1. Peacock neared profitability with 46 million subscribers, and broadband ARPU declined 3.1% amid the go-to-market pivot with management expecting relief as the year progresses.
Scored from Comcast’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $31.91B | +2.1% | $1.24 | +53.1% | 15.6% | 15.0% | $4.17B |
| FY2025 Q1 | $29.89B | -0.6% | $0.89 | -8.2% | 18.9% | 11.3% | $5.42B |
| FY2025 Q2 | $30.31B | +2.1% | $2.97 | +197.0% | 19.8% | 36.7% | $5.14B |
| FY2025 Q3 | $31.20B | -2.7% | $0.90 | -4.3% | 17.7% | 10.7% | $5.62B |
| FY2025 Q4 | $32.31B | +1.2% | $0.60 | -51.6% | 10.8% | 6.7% | $5.09B |
| FY2026 Q1 | $31.46B | +5.3% | $0.60 | -32.6% | 13.1% | 6.9% | $4.54B |
| FY2026 Q2 | $29.94B | -1.2% | $0.99 | -66.7% | 17.2% | 11.8% | $5.19B |