| CMCSA |
Report |
Domestic broadband net losses |
BEAT |
pred ~155K losses vs. cons 165.3K losses |
MEDIUM |
| CMCSA |
Report |
Domestic wireless line net additions |
BEAT |
pred ~412K additions vs. cons 401.3K additions |
MEDIUM |
| CMCSA |
Report |
Adjusted EPS |
BEAT |
pred ~$0.99 vs. cons $0.97 |
MEDIUM |
| CMCSA |
Guide |
Domestic broadband net losses |
BETTER |
guide ~575K losses vs. cons 625K losses (FY2026) |
LOW |
| CMCSA |
Guide |
Domestic broadband ARPU growth |
LOWER |
guide ~-3.5% vs. cons -3.2% (Q3 2026) |
LOW |
| CMCSA |
Guide |
Peacock adjusted EBITDA |
BETTER |
guide ~$75M vs. cons $50M (Q3 2026) |
LOW |
| CMCSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.4% |
— |
MEDIUM |
| CMCSA |
Return |
5-day cumulative residual |
+1.6% (FADE) |
The initial reaction should reward broadband losses of ~155K vs. consensus 165.3K and EPS of ~$0.99 vs. $0.97, but Q3 broadband ARPU guidance of ~-3.5% vs. consensus -3.2% implies continued pricing and margin pressure, limiting upward estimate revisions and causing part of the day-1 gain to fade. |
MEDIUM |