| T |
Report |
Adjusted EPS |
BEAT |
pred ~$0.61 vs. cons $0.59 |
MEDIUM |
| T |
Report |
Revenue |
IN-LINE |
pred ~$32.15B vs. cons $32.04B |
MEDIUM |
| T |
Report |
Consumer fiber net additions |
BEAT |
pred ~320K vs. cons 312K |
MEDIUM |
| T |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$2.30 midpoint vs. cons $2.32 (FY2026) |
HIGH |
| T |
Guide |
Free cash flow guidance |
UNCHANGED |
guide ~$18.0B+ vs. cons $18.06B (FY2026) |
HIGH |
| T |
Guide |
Adjusted EBITDA growth guidance |
UNCHANGED |
guide ~3.5% midpoint vs. cons 3.5% (FY2026) |
HIGH |
| T |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| T |
Return |
5-day cumulative residual |
+1.2% (FADE) |
A pred ~$0.61 Q2 EPS result vs. $0.59 consensus should drive an initial relief rally, but reiterated FY2026 guidance midpoint of ~$2.30 vs. $2.32 consensus implies softer second-half estimates and limits revision follow-through. |
MEDIUM |