CMCSA · 8-K · 20261022PR066783

Revenue Performance and Mix

COMCAST CORP · 2026-10-22 · Importance 42 · Surprise 14 · From source text

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 $19.7 billion, including a 3.5% decrease in Residential Connectivity & Platforms revenue to $17.0 billion and 2.7% growth in Business Services Connectivity revenue to $2.6 billion. Content & Experiences revenue increased 6.5% to $10.5 billion, driven by 13.0% Media growth to $5.4 billion, while Theme Parks revenue declined 4.4% to $2.6 billion. Media revenue included $224 million of incremental FIFA World Cup revenue; excluding that benefit, Media revenue increased 8.3% to $5.1 billion.

Key facts

• Consolidated Revenue for 3rd quarter 2026: $29,298 million, a decrease of 6.1% year-over-year source
• Pro Forma Consolidated Revenue for 3rd quarter 2026: $29,298 million, up 0.5% versus pro forma prior year $29,151 million source
• Residential Connectivity & Platforms total revenue for 3Q26: $17,018 million, a decrease of 3.5% year-over-year source
• Total Content & Experiences revenue for 3Q26: $10,537 million, an increase of 6.5% year-over-year source
• Domestic wireless service revenue for Residential Connectivity & Platforms in 3Q26: $1,050 million, an increase of 14.7% year-over-year source
• Domestic wireless equipment revenue for Residential Connectivity & Platforms in 3Q26: $475 million, an increase of 43.6% year-over-year source

Impact estimates