CMCSA · 8-K · 20261022PR066783
Capital Expenditure Program
COMCAST CORP · 2026-10-22 · Importance 47 · Surprise 22 · No source text
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 higher customer-premise-equipment spending. Content & Experiences capital expenditures decreased 10.6% to $639 million. Nine-month capital expenditures totaled $8.3 billion, compared with $8.0 billion in the first nine months of 2025.
Key facts
- 3rd quarter consolidated capital expenditures were $3.1 billion; Connectivity & Platforms capex increased 3.6% to $2.4 billion and Content & Experiences capex decreased 10.6% to $639 million source
- Three months ended September 30, 2026: capital expenditures $3,058 million and cash paid for capitalized software and other intangible assets $633 million (used in Free Cash Flow reconciliation) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -0.3% | 3rd quarter consolidated capital expenditures were $3.1 billion; Connectivity & Platforms capex increased 3.6% to $2.4 billion and Content… |
| cash | positive | realized | +0.3% | 3rd quarter consolidated capital expenditures were $3.1 billion; Connectivity & Platforms capex increased 3.6% to $2.4 billion and Content… |
| cash | negative | realized | — | 3rd quarter consolidated capital expenditures were $3.1 billion; Connectivity & Platforms capex increased 3.6% to $2.4 billion and Content… |
| cash | negative | realized | — | Three months ended September 30, 2026: capital expenditures $3,058 million and cash paid for capitalized software and other intangible… |
| cash | negative | realized | — | Three months ended September 30, 2026: capital expenditures $3,058 million and cash paid for capitalized software and other intangible… |
| assets | positive | realized | — | Three months ended September 30, 2026: capital expenditures $3,058 million and cash paid for capitalized software and other intangible… |
| assets | positive | realized | — | Three months ended September 30, 2026: capital expenditures $3,058 million and cash paid for capitalized software and other intangible… |