| CMCSA |
Report |
Domestic broadband net subscriber losses (Q2) |
BEAT |
pred ~145K losses vs. cons 165.3K losses |
MEDIUM |
| CMCSA |
Report |
Total revenue (Q2) |
IN-LINE |
pred ~$29.15B vs. cons $29.3B |
MEDIUM |
| CMCSA |
Report |
Adjusted EPS (Q2) |
MISS |
pred ~$0.95 vs. cons $0.97 |
MEDIUM |
| CMCSA |
Guide |
Peacock EBITDA loss trajectory |
BETTER |
guide ~-$50M vs. cons -$150M (Q3 2026) |
MEDIUM |
| CMCSA |
Guide |
Broadband ARPU growth easing |
BETTER |
guide ~-1.0% vs. cons -2.0% (H2 2026) |
LOW |
| CMCSA |
Guide |
Net leverage trajectory into spin prep |
LOWER |
guide ~2.5x vs. cons 2.3x (FY2026 year-end) |
MEDIUM |
| CMCSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| CMCSA |
Return |
5-day cumulative residual |
+0.7% (FADE) |
Initial relief rally from better-than-feared broadband net adds and a Peacock profitability inflection should lift the stock day 1, but the EPS miss, confirmed leverage tick-up, and lingering ARPU pressure into H2 give analysts reason to trim out-period (2H26/FY27) estimates even after a headline broadband beat, plus continued uncertainty on spin-off stranded costs/dis-synergies caps follow-through, causing the initial pop to fade over the week. |
LOW |