| CMCSA |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.01 vs. cons $0.97 |
MEDIUM |
| CMCSA |
Report |
Domestic residential broadband net additions |
BEAT |
pred ~(125,000) vs. cons (165,300) |
MEDIUM |
| CMCSA |
Report |
Adjusted EBITDA |
BEAT |
pred ~$8.62B vs. cons $8.51B |
LOW |
| CMCSA |
Guide |
Domestic broadband net-add trajectory |
BETTER |
guide ~(240,000) vs. cons (270,000) (2H26) |
LOW |
| CMCSA |
Guide |
Broadband ARPU growth |
BETTER |
guide ~-0.5% vs. cons -1.2% (2H26 exit-rate) |
MEDIUM |
| CMCSA |
Guide |
Residential Connectivity EBITDA margin |
BETTER |
guide ~36.6% vs. cons 36.2% (2H26) |
LOW |
| CMCSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| CMCSA |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
pred +6.5% vs. day-1 +4.5%; a broadband-loss beat plus an improving 2H26 ARPU and free-line-monetization outlook supports upward out-period connectivity EBITDA and EPS revisions rather than a one-quarter EPS-quality debate. |
MEDIUM |