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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“So in P2+ in total day, I think we're up to 64% of our cable news audience share versus MSNBC at 21%, CNN at 15%.”
FOX News highlights its cable-news audience share (64%) growing relative to MSNBC (21%), implying MSNBC's competitive position weakened as FOX extended its lead.
“At the same time, Comcast and Charter behaving differently in terms of the way they price existing customer broadband rates.”
An analyst noted cable operators Comcast and Charter changing how they price existing-customer broadband; AT&T argued cable is priced higher with an inferior product and is the one having to readjust.
“we're scaling our services through distribution partners, one to many, including FIS, WPP, and Comcast advertising will be added this quarter.”
Comcast advertising is being added as a Mastercard services distribution partner this quarter, a channel read-through for Comcast's advertising business.
“I'm also very pleased to announce that we have completed a comprehensive long-term agreement with Comcast and Charter to continue our partnership.”
Verizon signed a comprehensive long-term MVNO agreement with Comcast, keeping Comcast's wireless customers on Verizon's network, a positive wholesale read-through.
“implications for Charter and Comcast are, I think, dramatic.”
Charter suggests cable peers Charter and Comcast could reach 75-80% mobile penetration of their broadband base, a positive read-through for Comcast's mobile opportunity.
“Loews Hotels now manages and owns a 50% interest in 11 properties with 11,000 rooms at the Universal Orlando Resort”
Loews Hotels runs a 50% joint venture with Comcast's Universal Orlando Resort, now spanning 11 on-site hotels; signals continued expansion of the Universal Orlando destination.
“including deals with Riyadh Season, Minute Maid, Comcast and Seagram's, among others.”
TKO signed a WWE partnership/marketing deal with Comcast among other new-category brand deals.
“Thanks to a collaboration with Dude Perfect, Comcast, Xfinity drove an 8% search lift, beating other Xfinity ads, recall lift on shorts by 34%.”
Comcast/Xfinity is cited as a YouTube advertiser seeing strong ad-effectiveness results, an advertising customer read-through.
“Comcast announced that they're not planning a rate increase, normal course on broadband.”
Analyst notes Comcast is forgoing a normal-course broadband rate increase, a competitive pricing read-through in the cable market.
“net of costs associated with terminating the NBCU deal early.”
TKO is ending its NBCUniversal (Comcast) WWE PLE deal early to shift to ESPN, a loss of that content for NBCU/Comcast's platforms.
“With these skinny bundles, if you look at the bundles from a FOX perspective on DIRECTV with MySports or on Comcast with Xfinity Sports and News TV, pretty much the entirety of our portfolio, our bouquet of channels, a couple of small exceptions are in those bundles.”
Comcast's Xfinity Sports and News TV skinny bundle carries nearly Fox's entire channel portfolio, which Fox says is financially as good or better for it than the traditional cable bundle.
“A good example of that would be the inclusion of Peacock now that they're going to have 50 exclusive games and having the Peacock title and guide inside of there as somebody goes and takes a look at the tradition channels that has historically covered the NBA”
Comcast's Peacock is gaining 50 exclusive NBA games, which Charter is using as a title-and-guide upsell tool to drive customers into fuller video packages.
“we came to this late because of our Hulu one-third ownership, which we have been able to monetize.”
Comcast noted it monetized its one-third Hulu ownership (sold to Disney), which had delayed its integrated streaming strategy.
“put us in a very different kind of business than perhaps what you are witnessing with Paramount, Netflix, and Warner Brothers, what their ambitions may be.”
Comcast contrasts its diversified business with Paramount amid industry consolidation, a read-through on Paramount Skydance's strategic ambitions.
“put us in a very different kind of business than perhaps what you are witnessing with Paramount, Netflix, and Warner Brothers, what their ambitions may be.”
Comcast contrasts its parks/studios/streaming mix with Netflix and other media peers, positioning itself differently from Netflix's pure-streaming model.
“in terms of Warner Brothers, I mean, what can you say? It is still underway, obviously. But I think we saw an opportunity to see if we could build value for the Comcast Corporation shareholders looking at their international reach, which would have been additive.”
Comcast evaluated a deal for Warner Bros. Discovery's assets but walked away once it became all-cash at those values, unwilling to stretch its balance sheet.
“With the addition of T-Mobile as a network partner for our business customers later in the year, we continue to have a capital-efficient mobile platform”
Comcast is adding T-Mobile as a network partner for its business mobile customers, a read-through on T-Mobile's wholesale MVNO wins.
“we have modernized our MVNO partnership with Verizon, supporting continued profitable growth for Comcast Corporation, Charter, and Verizon.”
The modernized Verizon MVNO also supports Charter, Comcast's cable-wireless partner, in their shared mobile strategy.
“we have modernized our MVNO partnership with Verizon, supporting continued profitable growth for Comcast Corporation, Charter, and Verizon.”
Comcast modernized its MVNO agreement with Verizon, its wireless network host, framing it as mutually profitable for Comcast, Charter and Verizon.
“I have to ask about all the speculation about Warner Bros. Discovery.”
An analyst raised M&A speculation around Warner Bros. Discovery's assets; Comcast set a high bar for M&A but signaled interest could focus on complementary streaming and studio assets.
“Opensignal recently ranked Xfinity, the top provider in our footprint, outperforming Verizon, T-Mobile and AT&T in reliability, download speeds and streaming.”
Comcast cites an Opensignal ranking where Xfinity outperformed AT&T on reliability, download speeds and streaming.
“we're thrilled to have the new relationship with T-Mobile to be able to go after the Business Services side of things.”
Comcast added a new T-Mobile MVNO relationship to power mobile in its Business Services segment, a new wholesale read-through for T-Mobile.
“Opensignal recently ranked Xfinity, the top provider in our footprint, outperforming Verizon, T-Mobile and AT&T in reliability, download speeds and streaming.”
Comcast cites an Opensignal ranking where Xfinity outperformed T-Mobile on reliability, download speeds and streaming.
“we have an important relationship with Verizon, and we are confident that we'll find ways to work together very successfully in the future.”
Verizon remains Comcast's key MVNO wholesale partner underpinning Xfinity Mobile, a relationship Comcast expects to continue under Verizon's new CEO.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Hodulik | UBS | 11 (9%) |
| Jessica Reif Ehrlich | Bank of America | 10 (0%) |
| Craig Moffett | MoffettNathanson | 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%) |
| Kutgun Maral | Evercore ISI | 2 (0%) |
| Steve Cahall | Wells Fargo | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
Comcast's Q4 total revenue grew 1% but adjusted EBITDA declined 10% and adjusted EPS fell 12% as broadband subscriber losses persisted at 181,000 during the largest go-to-market transformation in company history. Wireless reached 9 million lines with 15% broadband penetration, and theme parks EBITDA crossed $1 billion for the first time. The Versant spin was completed, reshaping the company portfolio, while NBA rights created upfront EBITDA dilution and new CEO Steve Croney signaled an operational reset.
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 |
| 9 (0%) |
| Goldman Sachs | 1 | 8 (0%) |
| Citigroup | 1 | 7 (0%) |
| New Street Research | 1 | 3 (0%) |
| Wells Fargo | 1 | 2 (0%) |
| 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% |