Comcast (CMCSA) Q2 2026 Earnings Call Transcript
Wireless growth hits record highs as Peacock turns profitable for first time.
Archived explainer. For the current picture see today's CMCSA page.
COMCAST CORP NEW Class A (CMCSA) is drawing unusual attention today. Our newswire has captured 28 stories on CMCSA across 16 sources in the last 36 hours, with AI sentiment reading mixed (avg 57/100).
Comcast (CMCSA) stock is moving lower today after the company reported mixed second-quarter results. While the company’s Peacock streaming service achieved profitability for the first time and adjusted earnings per share beat estimates, concerns over subscriber attrition in its broadband business and the broader separation of its NBCUniversal and Sky divisions weighed on investor sentiment. The stock closed down 4.2% over the past eight sessions, reaching $22.68.
Comcast reported Q2 2026 results with adjusted earnings per share of $1.04, exceeding the $0.97 estimate, and revenue of $29.94 billion, beating the $29.30 billion forecast. Peacock delivered positive adjusted EBITDA, a milestone for the streaming service. However, the company lost 167,000 domestic residential broadband subscribers, a key drag on performance. Executives noted that investments in a broadband pivot are temporarily affecting financial results, though early traction is being seen in converting free wireless lines into paid customers. The company also outlined a separation timeline for NBCUniversal and Sky of approximately one year, with modest improvements expected in the third quarter.
The stock has traded down 4.2% over the past eight sessions, hitting a 52-week low of $22.68. Volume has been elevated compared to the 90-day average, and the stock has printed 56 fresh 52-week lows on July 24. Social chatter has increased, with 46 posts in the last 24 hours and 71 in the past week. Congressional activity shows 13 buys and 14 sells in the last 90 days, with recent purchases by Rep. Ro Khanna and Rep. Gilbert Cisneros. The company’s fundamentals include a P/E of 4.6, a 5.54% dividend yield, and a beta of 0.65.
The company’s separation plans and progress in the third quarter will be key to watch. With a dividend of $0.33 per share effective July 1, 2026, and ongoing broadband and streaming developments, coverage breadth and earnings updates will shape investor sentiment in the near term.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
Wireless growth hits record highs as Peacock turns profitable for first time.
The company's streaming service finally delivered positive adjusted EBITDA.
Comcast reported a lower profit in 2Q, but narrowed subscriber losses in its domestic residential-broadband business for the second quarter in a row. The cable-and-entertainment company lost about 167,000 domestic residential-broadband customers during 2Q, wider than the 165,000 analysts polled by FactSet were expecting but still below the 201,000 it lost in the same period a year earlier. Stripping out certain one-time items, the company had adjusted 2Q earnings of $1.04 a share. Analysts…
Comcast (CMCSA) Q2 2026 earnings call recap: separation plans, broadband and mobile trends, Peacock profitability, parks softness, and outlook.
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Comcast Corporation (NASDAQ:CMCSA, XETRA:CTP2) reported stronger-than-expected second quarter 2026 results on Thursday, with adjusted earnings per share and revenue topping Wall Street expectations, while the company highlighted growth across its connectivity businesses and the first quarterly...
More on CMCSA: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier CMCSA move explainers: 2026-07-27 · 2026-07-24 · 2026-07-23 · 2026-07-20 · 2026-07-13