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Sentiment · FY2026 Q2
| 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 | 13 (8%) |
| Craig Moffett | MoffettNathanson | 11 (0%) |
| Jessica Reif Ehrlich | Bank of America | 11 (0%) |
| Mike Ng | Goldman Sachs | 9 (0%) |
| Ben Swinburne | Morgan Stanley | 8 (0%) |
| Mike Rollins | Citigroup | 7 (0%) |
| Jonathan Chaplin | New Street Research | 3 (0%) |
| Steve Cahall | Wells Fargo | 3 (0%) |
| Kutgun Maral | Evercore ISI | 3 (0%) |
| Sebastiano Petti | JPMorgan | 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 | 13 (8%) |
| Bank of America | 1 | 11 (0%) |
| MoffettNathanson | 1 | 11 (0%) |
| Morgan Stanley | 2 |
| 9 (0%) |
| Goldman Sachs | 1 | 9 (0%) |
| Citigroup | 1 | 7 (0%) |
| Wells Fargo | 1 | 3 (0%) |
| Evercore ISI | 1 | 3 (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 |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What CMCSA and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We recently added Apple TV in March, and this week we announced Peacock.”
Roku announced Comcast's Peacock as a new premium subscription partner, expanding its Tier 1 lineup.
“Does ESPN and NBC allow you to promote predictions through your Super App?”
An analyst asked whether DraftKings can promote predictions via its NBC marketing relationship, a read-through on the scope of NBC's (Comcast's) betting-media partnerships.
“we've secured a multiyear deal with Sky Sports for the U.K. and Ireland, two of the most pivotal and important boxing markets in the world.”
Zuffa Boxing secured a multiyear media-rights deal with Sky Sports for the U.K. and Ireland, a boxing-content win for the Sky (Comcast) platform.
“we have one with NBCUniversal that includes DreamWorks Animation and Illumination”
Netflix has a Pay-1 deal with NBCUniversal (Comcast) covering DreamWorks Animation and Illumination films.
“we don't have any overlap with Comcast, and we partnered with them on all kinds of different fronts from a technology and platform perspective. So we're cheering them on.”
Charter frames Comcast as a non-overlapping peer and technology/platform partner, welcoming Comcast's strong quarter as good for the whole cable industry.
“We also partnered with Comcast Advertising to expand local advertising to thousands of brands”
Amazon Ads partnered with Comcast Advertising to expand local/CTV advertising reach.
“Through our new partnership with CNBC, we are bringing the power and expertise of Cboe's iconic trading floor to a global audience, leveraging a differentiated asset within our market ecosystem to deliver live market insight and investor education, elevate the Cboe brand, and reinforce our leadership in global markets.”
Cboe entered a new multi-year media partnership with CNBC (a Comcast/NBCUniversal property) for televised content from the trading floor.
“we recently expanded our partnership with Xfinity Mobile through a new rate plan that includes lifetime device protection for phones, tablets and watches, and includes a benefit that allows customers to receive a phone upgrade anytime.”
Assurant expanded its device-protection partnership with Comcast's Xfinity Mobile via a new bundled rate plan, a positive sign for Xfinity Mobile's subscriber offering.
“NBCU has institutionally embraced that better signals and better options will move more dollars to CTV.”
Comcast's NBCUniversal (including FreeWheel) is leaning into supply-chain and price-discovery initiatives that move more ad dollars to CTV, a positive read-through for NBCU's ad platform.
“we're excited to expand our business mobile relationships through the launch of our T-Mobile MVNO”
Comcast is launching a T-Mobile MVNO to serve business/mid-market and enterprise customers, adding T-Mobile as a wholesale network supplier alongside its existing MVNO.
| 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% |