CMCSA · Other

COMCAST CORP

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Quarterly Dividend DeclarationImportance 32 · Surprise 6
  Comcast declared a quarterly dividend of $0.33 per share. The reported dividend yield was 5.4%. The declaration represents an annualized dividend rate of $1.32 per share if maintained for four quarters.

News · 2026-11-06

• Headcount / RestructuringImportance 34 · Surprise 42
  Comcast plans 994 job cuts across Philadelphia, Washington, New Jersey, and California. It is also creating more than 1,100 roles and offering affected employees opportunities for internal redeployment. The…

News · 2026-11-05

• Broadband Fiber ExpansionImportance 34 · Surprise 42
  Comcast has connected more than 1,400 previously unserved and underserved homes and businesses in Monongalia County, West Virginia, with multi-gigabit, symmetrical fiber Internet from Xfinity and Comcast Business.…

News · 2026-11-04

• Quarterly Dividend DeclarationImportance 25 · Surprise 6
  Comcast declared a quarterly dividend of $0.33 per share. The report gives an annualized yield of 5.6%. It does not state the dividend’s payment date or record date.
• Strategic Connectivity PartnershipsImportance 24 · Surprise 24
  Jio Platforms is engaging with Comcast and Charter Communications about licensing Jio’s unlicensed-band wireless broadband technology. The proposed arrangement could involve equity stakes, but no terms, investment…
• Revenue Performance and MixImportance 9 · Surprise 6
  Comcast reported quarterly revenue of $29.30 billion, above the $879 million materiality threshold. The report says Comcast beat quarterly earnings estimates, with earnings of $1.07 per share. It provides no…

News · 2026-11-03

• Competition and Pricing PressureImportance 20 · Surprise 24
  The Zacks industry outlook describes cable television providers, including Comcast, as facing pressure from cord-cutting. Consumers are shifting from traditional pay-TV options, including cable and satellite, to…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Comcast declared a quarterly dividend of $0.33 per share. The report did not state a payment date, record date, or change from the prior dividend.
• Revenue Performance and MixImportance 10 · Surprise 6
  Comcast reported quarterly revenue of $29.30 billion, exceeding quarterly earnings expectations. Adjusted earnings per share were $1.07. The report did not provide year-over-year or sequential revenue comparisons,…

News · 2026-11-02

• Revenue Performance and MixImportance 36 · Surprise 14
  Comcast's revenue declined 6.1% year over year, a change exceeding the 10% reporting threshold only if greater than 10%; the reported decline is included because it was stated as a key quarterly result. Comcast…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Comcast announced a quarterly dividend of $0.33 per share. The dividend declaration was reported alongside Comcast's quarterly results. The digest provides no payment date or record date for the dividend.
• Video Cord-Cutting and Streaming DemandImportance 10 · Surprise 6
  Cable television providers are responding to cord-cutting as consumers move from traditional pay-TV, including cable and satellite, to over-the-top streaming services. The industry is emphasizing bundled offerings and…

News · 2026-11-01

• Headcount / RestructuringImportance 34 · Surprise 42
  Comcast is eliminating 634 jobs at its Philadelphia headquarters, with the cuts scheduled to take effect on December 31, 2026. The layoffs affect various roles and are part of a company-wide transformation involving…

News · 2026-10-31

• Revenue Performance and MixImportance 36 · Surprise 14
  Comcast’s third-quarter 2026 revenue fell 6.1% year over year to $29.3 billion, a decline of roughly $1.9 billion. The company lost 144,000 residential broadband customers and 274,000 video customers, while adding…
• Broadband Subscriber LossesImportance 20 · Surprise 24
  Comcast lost 144,000 residential broadband customers in the third quarter, with reporting describing broadband losses as persistent. It also lost 274,000 video customers, indicating continued contraction in traditional…

News · 2026-10-30

• Workforce Reduction and RestructuringImportance 46 · Surprise 42
  Comcast plans to lay off 159 workers across Washington state as part of a $1 billion restructuring effort. The reported action is tied to a broader restructuring, although the article does not specify its timeline or…

Earnings call · 2026-10-22

• Free Cash Flow and Capital AllocationImportance 64 · Surprise 42
  Comcast generated $4.2 billion of free cash flow in the third quarter, including favorable timing impacts management expects to reverse in the fourth quarter. The company paid $1.2 billion in dividends to shareholders…
• Peacock Subscriber and Financial PerformanceImportance 58 · Surprise 56
  Peacock ended the quarter with 48 million subscribers, and management said paid subscribers remained stable sequentially despite a price increase implemented earlier in the quarter. Paid subscribers increased by 7…
• Strategic Cost ReductionImportance 52 · Surprise 42
  Comcast expects a fourth-quarter charge of more than $1 billion, mostly related to its operating transformation. Management described the program as the most significant operating and cost transformation in the…
• Operating Income and MarginsImportance 51 · Surprise 64
  Connectivity & Platforms EBITDA declined 4.4% year over year, with the rate of decline narrowing by 140 basis points from the prior quarter. Media EBITDA increased by more than $500 million to $769 million, including…
• Revenue Performance and MixImportance 47 · Surprise 22
  On a pro forma basis, third-quarter consolidated revenue was flat year over year, while adjusted EBITDA increased approximately 1%; adjusted EPS was $1.07. Connectivity & Platforms revenue declined 2.6%, while media…
• Theme Parks Demand and PerformanceImportance 42 · Surprise 40
  Comcast reported near-term demand pressure across parts of its Parks business, including Orlando and certain international markets, and described Orlando softness as continuing through the third quarter. Management…
• NBCUniversal and Sky SeparationImportance 40 · Surprise 42
  Comcast said it remains on track to complete the separation of NBCUniversal and Sky by the middle of 2027. The company is building standalone public-company infrastructure and says the separation will give both…
• Wireless Customer GrowthImportance 36 · Surprise 40
  Comcast added 368,000 net wireless lines in the quarter, bringing its total to 10.6 million, up 18% year over year and 40% over two years. Wireless penetration reached nearly 18% of its residential broadband base,…
• Peacock Distribution PartnershipsImportance 34 · Surprise 42
  Comcast described an open-architecture approach that combines its content and distribution with selected partners and third-party intellectual property. Its announced YouTube bundle will pair YouTube Premium with…
• AI Agent Product StrategyImportance 34 · Surprise 42
  Management said Comcast is preparing for AI agents to change how consumers discover, purchase, and manage services, while arguing that rising broadband usage and device counts support demand for connectivity. Comcast…
• Advertising Demand TrendsImportance 32 · Surprise 24
  Management characterized the advertising environment as relatively stable after adjusting for World Cup programming and differences in game counts. It cited growth in technology advertising categories offset by…
• Business Services Connectivity GrowthImportance 31 · Surprise 32
  Comcast said enterprise solutions are the primary growth driver within Business Services, with healthy demand for advanced connectivity, managed networking, and security solutions. Management said the company is taking…
• Strategic Connectivity PartnershipsImportance 31 · Surprise 42
  Comcast Business partners with Starlink to combine Comcast’s managed connectivity portfolio with satellite capabilities for enterprise customers. Management said Comcast is pleased with its mobile virtual network…
• Network and Product InnovationImportance 26 · Surprise 24
  Comcast positioned its capital-efficient network and Wi-Fi experience as competitive differentiators, citing independent testing that ranked Xfinity number one nationally for consistent quality, download speed, and…
• Universal Box Office DemandImportance 26 · Surprise 24
  Universal became the first studio in the year to exceed $5 billion at the global box office, according to management. The studio’s slate included The Odyssey, which management described as the highest-grossing film in…
• Broadband Strategic PivotImportance 23 · Surprise 24
  Brian Roberts said Comcast is remaking its broadband customer relationship and using technology to compete in a highly competitive market. He emphasized having strong products and investing behind the business,…
• Universal Theme Park DemandImportance 21 · Surprise 24
  Roberts described Comcast as one of two leading players in the parks market and pointed to a pipeline of attractions and creative ideas associated with the Universal brand. He said the team sees opportunities over the…
• Competition and Pricing PressureImportance 20 · Surprise 24
  Comcast described fixed wireless as continuing to take share and fiber construction as elevated, with pockets of aggressive promotions and irrational pricing. Management said it saw fiber offers of $30–$40 per month,…
• Broadband Competition and ChurnImportance 20 · Surprise 24
  Management said a higher-than-typical number of legacy broadband customers faced two-year promotional roll-offs this quarter. Comcast acknowledged that promotional step-ups have been a pain point and said it is working…
• Sports Content DemandImportance 20 · Surprise 24
  Roberts said NBC Sports’ coverage of the NBA season opening night delivered the highest ratings in NBA opening-night history. He also cited The Odyssey as a global box-office success during the year, pointing to demand…

8-K · 2026-10-22

• Capital AllocationImportance 83 · Surprise 82
  Comcast paid $1.2 billion of dividends to shareholders during the third quarter and $3.6 billion during the first nine months of 2026. The company suspended its share repurchase program beginning in the third quarter.…
• Peacock Profitability and GrowthImportance 77 · Surprise 82
  Peacock generated $1.8 billion of third-quarter revenue and $261 million of Adjusted EBITDA, compared with a $217 million Adjusted EBITDA loss on $1.4 billion of revenue in the prior-year quarter. Peacock Adjusted…
• Peacock Subscriber and Content DemandImportance 77 · Surprise 82
  Peacock paid subscribers increased 17% year over year to 48 million. Peacock generated $1.8 billion of revenue and $261 million of EBITDA in the third quarter, compared with an EBITDA loss of $217 million in the…
• Broadband Competition and ChurnImportance 69 · Surprise 64
  Comcast reported a net loss of 144,000 domestic broadband residential customers in the third quarter, compared with a loss of 91,000 in the prior-year period. Domestic residential broadband customers declined to 28.3…
• Universal Box Office DemandImportance 65 · Surprise 82
  The Odyssey generated nearly $1.8 billion in worldwide box office year to date and became Universal’s highest-grossing film of all time. Universal became the first studio to reach $5 billion at the global box office in…
• Operating Expense TrendsImportance 49 · Surprise 22
  Third-quarter consolidated programming and production expense decreased 13.2% to $7.5 billion from $8.7 billion, while other operating and administrative expense declined 1.4% to $10.6 billion. Residential Connectivity…
• Free Cash Flow and LiquidityImportance 49 · Surprise 22
  Third-quarter net cash provided by operating activities decreased 9.1% to $7.9 billion, while free cash flow decreased 14.8% to $4.2 billion from $4.9 billion. Nine-month free cash flow was $12.7 billion, down from…
• Business Services Connectivity GrowthImportance 49 · Surprise 32
  Business Services Connectivity revenue increased 2.7% year over year to $2.6 billion, while EBITDA increased 1.7% to $1.5 billion. Growth was primarily driven by enterprise solutions offerings. Comcast identified…
• Theme Park Demand SoftnessImportance 48 · Surprise 40
  Comcast cited near-term cyclical headwinds in Theme Parks while maintaining confidence in the business’s long-term growth potential. Third-quarter 2026 Theme Parks revenue decreased 4.4% to $2.597 billion, primarily…
• Capital Expenditure ProgramImportance 47 · Surprise 22
  Third-quarter capital expenditures were approximately $3.1 billion, broadly consistent with the prior-year period. Connectivity & Platforms capital expenditures increased 3.6% to $2.4 billion, primarily because of…
• Revenue Performance and MixImportance 42 · Surprise 14
  Third-quarter 2026 consolidated revenue decreased 6.1% year over year to $29.3 billion from $31.2 billion, while pro forma revenue increased 0.5% to $29.3 billion. Connectivity & Platforms revenue declined 2.7% to…
• Operating Income and MarginsImportance 42 · Surprise 14
  Consolidated operating income declined 3.9% to $5.3 billion in the third quarter, from $5.5 billion in the prior-year period. Connectivity & Platforms Adjusted EBITDA decreased 4.4% to $7.6 billion, and its Adjusted…
• Income Tax Rate ChangesImportance 42 · Surprise 40
  Third-quarter income tax expense decreased 11.0% to $1.1 billion from $1.2 billion in the prior-year period. Income before income taxes declined 0.5% to $4.4 billion, producing an effective tax rate of approximately…
• Premium Broadband Product AdoptionImportance 41 · Surprise 48
  Nearly 45% of Comcast’s broadband customers were on Gig-plus speed tiers in the third quarter. This represented an increase of nearly 10 percentage points year over year. The company also reported that higher-value…
• NBCUniversal and Sky SeparationImportance 40 · Surprise 42
  Comcast reported that progress continued on separating NBCUniversal and Sky into two independent companies. The third-quarter release included $22 million of transaction costs and $4 million of transaction-related…
• Strategic Cost ReductionImportance 39 · Surprise 50
  Management said Comcast is transforming operations to move faster, improve efficiency and capitalize on the strength of its businesses. The company’s third-quarter 2026 Residential Connectivity & Platforms Adjusted…
• Advertising Demand TrendsImportance 38 · Surprise 40
  Media revenue increased 8.3% excluding the FIFA World Cup, with domestic advertising revenue excluding the event essentially flat year over year at $1.56 billion. Higher Peacock advertising revenue and advanced…
• International Connectivity GrowthImportance 37 · Surprise 32
  International residential customer relationships increased by 173,000 in the third quarter, partially offsetting domestic residential customer losses. International connectivity revenue increased 3.1% year over year to…
• Xfinity Shield Product LaunchImportance 31 · Surprise 42
  Comcast launched Xfinity Shield, a cybersecurity and protection platform integrated into Xfinity Wi-Fi. The product is designed to provide an always-on layer of cybersecurity, home protection and family protection. The…
• Wireless Customer GrowthImportance 20 · Surprise 24
  Domestic wireless customer line net additions were 368,000 in the third quarter and 1.6 million over the last 12 months. Total domestic wireless lines increased to 10.6 million, representing nearly 18% penetration of…

News · 2026-10-22

• Competition and Pricing PressureImportance 32 · Surprise 24
  Comcast said fixed-wireless competition continues to take share while elevated fiber construction is producing pockets of irrational pricing and promotional activity. Management said its own pricing and packaging…
• Operating Income and MarginsImportance 31 · Surprise 32
  Third-quarter adjusted EBITDA declined 5.8% year over year to $9.11 billion. Adjusted EBITDA margin was 31.1%, while operating margin increased to 18.2% from 16.8% in the year-ago quarter. The margin improvement…
• Sports Content DemandImportance 23 · Surprise 24
  World Cup programming supported Comcast’s third-quarter media performance and generated additional advertising demand. Reporting identified World Cup advertising as a boost alongside Peacock and Universal film…
• Quarterly Dividend DeclarationImportance 12 · Surprise 6
  Comcast declared a quarterly cash dividend of $0.33 per common share on October 22, 2026. The dividend is payable January 27, 2027, to shareholders of record as of January 6, 2027. The announcement represents a…