| CMCSA |
Report |
Broadband Net Adds (Q2 2026) |
BEAT |
pred ~-145K vs. cons -165K |
MEDIUM |
| CMCSA |
Report |
Peacock EBITDA (Q2 2026) |
BEAT |
pred ~+$50M vs. cons +$27M |
HIGH |
| CMCSA |
Report |
Wireless Net Adds (Q2 2026) |
BEAT |
pred ~+410K vs. cons +395K |
MEDIUM |
| CMCSA |
Guide |
Broadband ARPU trajectory (Q3/H2 2026) |
UNCHANGED |
guide 'H2 relief' vs. cons $68.70 (Q3 2026) |
HIGH |
| CMCSA |
Guide |
Peacock profitability (Q3 2026+) |
UNKNOWN |
guide profitable/sustained vs. cons UNVERIFIED |
LOW |
| CMCSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| CMCSA |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH then FADE — spin uncertainty caps sustained re-rating; partial follow-through from broadband estimate revisions, then fade as NBCU spin overhang reasserts |
LOW |