CMCSA changes
Pick any two versions below to diff them.
- Price
- $23.22 → $25.02(+7.8%)
- Recent events
- Oct 22, 2026: Comcast reported Q3 2026 results. Revenue was $29.3 billion, down 6.1%, and up 0.5% pro forma for Versant and the sale of Sky Germany. Adjusted EPS was $1.07, down 4.0%, and free cash flow was $4.2 billion. Comcast lost 144,000 US broadband customers, against 91,000 a year earlier, and added 368,000 wireless lines. Peacock had its second profitable quarter, with $261 million of adjusted EBITDA, and Theme Parks adjusted EBITDA fell 17.1%. According to press reports of the call, the CFO said that Comcast expects a charge of more than $1 billion in Q4 2026, mostly for a redesign of its organization. Oct 8, 2026: SpaceX agreed to buy nationwide 800 MHz spectrum from Grain Management for its Starlink Mobile service. Investors feared more competition for Xfinity Mobile. Comcast stock hit a 13-year low of $20.75 during the day and closed up 1%. Sep 25, 2026: KeyBanc removed: downgraded Comcast to Underweight with an $18 price target. It added: said that it expects a loss of 140,000 broadband customers in Q3 2026, and losses of 558,000 in 2026 and 665,000 in 2027. It said that rivals' 1-gigabit offers at $30 to $40 a month win customers, and that the spin-off is not a catalyst. Sep 15, 2026: Comcast said that it will report Q3 2026 results on October 22, 2026, before a conference call at 8:30 a.m. ET. Sep 9, 2026: At a Goldman Sachs conference, CFO Jason Armstrong called fiber broadband pricing irrational. He said that broadband customer losses will not improve in Q3 2026, but that the EBITDA trend will improve a little. The stock fell 7% that day. Jul 23, 2026: Comcast reported Q2 2026 results. Revenue was $29.9 billion, down 1.2%, and up 4.7% pro forma for Versant and the sale of Sky Germany. Adjusted EPS was $1.04, down 16.7%, and free cash flow was $4.6 billion. Comcast lost 167,000 US broadband customers, 34,000 fewer than a year earlier, and added 448,000 wireless lines, its best quarter. Peacock had its first profitable quarter, with $189 million of EBITDA. Jun 29, 2026: Comcast announced a plan to spin off NBCUniversal and Sky to shareholders, tax-free, in about one year. Mike Cavanagh will lead NBCUniversal, and former CFO Michael Angelakis will become CEO of Comcast. Comcast may keep up to 19.9% of NBCUniversal for up to one year. It paused share buybacks during the separation. May 31, 2026: Comcast completed the sale of its Sky operations in Germany for net pre-tax cash of $59 million and other variable payments.