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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Hodulik | UBS | 11 | 9% |
| Craig Moffett | MoffettNathanson | 10 | 0% |
| Jessica Ehrlich | Bank of America | 10 | 0% |
| Ben Swinburne | Morgan Stanley | 8 | 0% |
| Mike Ng | Goldman Sachs | 8 | 0% |
| Mike Rollins | Citigroup | 7 | 0% |
| Jon Chaplin | New Street Research | 3 | 0% |
| Steve Cahall | Wells Fargo | 2 | 0% |
| Kutgun Maral | Evercore ISI | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 11 | 9% |
| Bank of America | 1 | 10 | 0% |
| MoffettNathanson | 1 | 10 | 0% |
| Morgan Stanley | 2 |
| 9 |
| 0% |
| Goldman Sachs | 1 | 8 | 0% |
| Citigroup | 1 | 7 | 0% |
| New Street Research | 1 | 3 | 0% |
| Wells Fargo | 1 | 2 | 0% |
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.
Competitive Dynamics | Revenue Growth | Subscriber Growth | Pricing | Demand | M&A | Margin | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 2 | 3 | 1 | 1 | 2 | 2 |
| 2025Q1 | 3 | 3 | 3 | 2 | 4 | 1 | 1 | 2 |
| 2025Q2 | 4 | 4 | 4 | 2 | 3 | 1 | 1 | 1 |
| 2025Q3 | 5 | 5 | 3 | 2 | 1 | 2 | 2 | 2 |
| 2025Q4 | 3 | 2 | 2 | 2 | 1 | 1 | 1 | |
| 2026Q1 | 3 | 1 | 4 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 6 | 3 | 4 | 5 | 3 | 3 |
| Revenue Growth | 4 | 3 | 4 | 5 | 2 | 1 |
| Subscriber Growth | 2 | 3 | 4 | 3 | 2 | 4 |
| Pricing | 3 | 2 | 2 | 2 | 2 | 2 |
| Demand | 1 | 4 | 3 | 1 | 1 | 2 |
| M&A | 1 | 1 | 1 | 2 | 1 | 1 |
| Margin | 2 | 1 | 1 | 2 | 1 | |
| Cost Pressure | 2 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CMCSA Comcast | 6 | +5.3% | |
| CHTR Charter Communications | 4 | -1.0% | |
| T AT&T | 6 | +2.9% | |
| VZ Verizon Communications Inc. | 6 | +2.9% |