Comcast reports revenue and profit in the fourth quarter that met or surpassed expectations, even as it continued to lose cable TV and internet customers https://t.co/jAFNkdUZZv ...

PRESS RELEASE COMCAST REPORTS 4th QUARTER 2025 RESULTS PHILADELPHIA - January 29, 2026… Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter and year ended December 31, 2025. "2025 was a year of meaningful progress as we made decisive changes to position the company for long-term, sustainable growth," said co-CEOs Brian L. Roberts and Mike Cavanagh. "It was also our best year ever in wireless, with 1.5 million net line additions and more than 9 million total lines, clear evidence of th ...

Core Insights - Comcast experienced a higher-than-expected loss of broadband customers in the fourth quarter, indicating increased competition in the market [1] Group 1: Company Performance - The loss of broadband customers was attributed to aggressive offers from rivals, which attracted consumers away from Comcast [1] Group 2: Industry Dynamics - The competitive landscape is intensifying, putting additional pressure on Comcast's core business [1]

Jan 29 (Reuters) - Comcast lost more broadband customers than expected in the fourth quarter, as rivals lured away consumers with aggressive offers, ​piling pressure on the company's mainstay business. Promotional campaigns by high-speed fiber providers ‌and the launch of cheaper fixed-wireless access internet services have deepened competition in the U.S. broadband ‌market - long dominated by the likes of Comcast and Charter Communications. Comcast on Thursday said it lost 181,000 broadband customers ...

Comcast Maintains Dividend on an Annualized Basis in 2026Jan 29, 2026 7:05 AM Eastern Standard Time# Comcast Maintains Dividend on an Annualized Basis in 2026Share---PHILADELPHIA--([BUSINESS WIRE])--Comcast Corporation (NASDAQ: CMCSA) announced today that it is maintaining its dividend at $1.32 per share on an annualized basis for 2026. Accordingly, the Board of Directors declared a quarterly cash dividend of $0.33 a share on the company's common stock, payable on April 22, 2026, to shareholders of record a ...

Core Insights - Comcast reported mixed results for its fourth quarter, beating earnings expectations but slightly missing revenue targets [1][10] Financial Performance - Net income attributable to Comcast decreased by 54.6% to $2.17 billion, or 60 cents per share, compared to $4.78 billion, or $1.24 per share a year earlier [3] - Adjusted net income was reported at $3.06 billion, or 84 cents per share, with adjusted earnings before interest, taxes, depreciation, and amortization down 10% to $7.9 billion [4] - Overall quarterly revenue increased by more than 1% to $32.31 billion, slightly below the expected $32.35 billion [4][10] Business Segments - Revenue for the connectivity and platforms unit, including Xfinity services, decreased by 1% to $20.24 billion, with domestic broadband revenue down 1% to approximately $6.32 billion [5] - The media unit, which includes NBCUniversal, saw revenue rise by 5.5% to $7.62 billion, driven by domestic advertising revenue growth of 1.5% [6][7] - Universal film studio revenue fell by 7.4% to $3.03 billion, while theme parks revenue increased by 22% to roughly $2.9 billion, attributed to the opening of Epic Universe [9] Customer Metrics - Comcast lost 181,000 domestic broadband customers but gained 364,000 mobile customers, bringing the total to over 9.3 million [2] - The company also lost 245,000 pay TV customers, resulting in a total of 11.27 million pay TV customers [6] - NBC's streaming service, Peacock, added 3 million paid customers, ending the year with 44 million paid subscribers, despite reporting losses of $552 million for the fourth quarter [8]

The top and bottom line probably won't matter if Comcast bled more customers than expected from its broadband business. ...

Core Insights - Comcast's Xfinity has launched RealTime4K, an ultra-low latency technology that provides the fastest and most immersive viewing experience for live sports, specifically for the Super Bowl LX, delivering content up to 30 seconds faster than competitors [1] Group 1: Product Launch and Features - RealTime4K technology allows Xfinity TV customers to watch live sports in 4K with Dolby Vision and Dolby Atmos, enhancing the viewing experience [1] - The Super Bowl will be available on a dedicated Peacock 4K channel, featuring a full day of 4K Olympics and Super Bowl coverage [1] - The technology eliminates compression steps in the delivery pipeline, ensuring faster delivery of live 4K programming [1] Group 2: Customer Experience and Accessibility - Xfinity TV customers with compatible devices can easily access the RealTime4K channel without needing to switch inputs or apps [1] - The channel will feature live coverage of the Olympics before transitioning to Super Bowl programming, including pregame and postgame coverage [1] - Customers without a 4K-capable Xfinity X1 TV box will receive prompts to upgrade, ensuring they can enjoy the new features [1] Group 3: Company Strategy and Commitment - Comcast emphasizes its commitment to innovation in delivering the best live sports viewing experience, integrating advanced technology with its network and entertainment platforms [1] - The launch of RealTime4K is part of Comcast's broader strategy to redefine fan engagement with live sports [1] - Xfinity aims to provide a seamless and personalized sports experience, differentiating itself from other pay-TV distributors [1]

Core Viewpoint - Comcast Corporation is preparing to release its quarterly earnings on January 29, 2026, with analysts closely monitoring its financial performance amid a competitive landscape [1]. Financial Performance - Analysts estimate Comcast's earnings per share (EPS) to be $0.75, reflecting a significant decline of 21.9% compared to the same period last year [2][6]. - Despite the EPS decline, Comcast's revenue is projected to be approximately $32.34 billion, indicating a modest year-over-year increase of 0.7% [2][6]. Market Reactions - Over the past 30 days, the consensus EPS estimate has been revised downward by 3.2%, which may influence investor reactions and short-term stock price performance [3]. - The upcoming earnings report could significantly impact Comcast's stock price depending on whether actual earnings meet, exceed, or fall short of expectations [3]. Financial Metrics - Comcast has a price-to-earnings (P/E) ratio of approximately 4.74, indicating the amount investors are willing to pay for each dollar of earnings [4][6]. - The company's earnings yield is about 21.10%, reflecting the return on investment for shareholders [5][6]. - Comcast's debt-to-equity ratio is approximately 1.02, suggesting a balanced approach to leveraging debt, while the current ratio is around 0.88, which may indicate potential liquidity concerns [5].

Core Viewpoint - Comcast Corporation (CMCSA) has experienced significant underperformance compared to the broader market and its peers, raising concerns about its future growth prospects, particularly in the broadband sector [2][4]. Company Performance - Comcast's market capitalization stands at $106.8 billion, and it operates in the media and technology sectors, providing services such as broadband, wireless, cable television, and advertising [1]. - Over the past 52 weeks, CMCSA shares have declined by 21.8%, while the S&P 500 Index has gained 13.9% [2]. - Year-to-date, CMCSA's stock is down 1.5%, mirroring the S&P 500's 1.5% increase [2]. - The company's performance has also lagged behind the iShares U.S. Telecommunications ETF, which has seen a 21.2% increase over the past year [3]. Analyst Ratings and Price Targets - Following recent analyst downgrades, CMCSA shares fell by 3.1% on November 3, with Barclays reducing its price target from $34 to $30 and Deutsche Bank lowering its estimate from $44 to $40 [4]. - Analysts expect CMCSA's earnings per share (EPS) to decline by 2.8% year-over-year to $4.21 for the current fiscal year ending in December [5]. - The consensus rating among 30 analysts is a "Moderate Buy," comprising 10 "Strong Buy," 18 "Hold," and 2 "Strong Sell" ratings [5]. - The mean price target is $34.41, indicating a 16.9% premium from current levels, while the highest target of $53 suggests an 80.1% potential upside [7].