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Comcast

Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 23 lip 2026 i 23 kwi 2026

Net income up 62.2% on the previous quarter. Management sounded cautious, in its script and in answers to analysts.

1 · Liczby

+62,2%

Zysk netto vs I kw. 2026

Zysk netto 3,53 mld vs 2,17 mld

Przychody −4,8%

Against the same quarter last year (II kw. 2025) it is −68.3%, so the move on last quarter looks seasonal or timing-related rather than a trend.

2 · Jak mówił zarząd

Ostrożny

Less upbeat than 96% of company calls

Answers to analysts: upbeat, in line with the script.

Similar to last call.

3 · Co się wyróżniło

Peacock reached profitability for the first time in the quarter, generating $189 million of EBITDA.

Oficjalne kanały

Strona spółki i jej oficjalne konta w mediach społecznościowych.

Między wierszami

  1. Liczba

    Revenue grew 3.7% and EBITDA increased 5% during the second quarter.

    Cytat ze źródła
    “Revenue grew 3.7% and EBITDA increased 5%.”
  2. Liczba

    Peacock reached profitability for the first time in the quarter, generating $189 million of EBITDA.

    Cytat ze źródła
    “We achieved an important milestone as Peacock reached profitability for the first time, generating $189 million of EBITDA in the quarter.”
  3. Liczba

    Broadband ARPU declined 3.8% in the quarter, which reflects a decrease in the average revenue per user for broadband services.

    Cytat ze źródła
    “As a result, broadband ARPU declined 3.8% in the quarter.”
  4. Liczba

    The company crossed 10 million lines for the first time in the second quarter, representing 7% penetration of total addressable lines and indicating significant runway for wireless growth.

    Cytat ze źródła
    “In the second quarter, we crossed 10 million lines for the first time, a meaningful milestone that's just 7% penetration of the total addressable lines in our footprint and perhaps a new way to look at the wireless opportunity and the significant runway we have ahead.”
  5. Liczba

    The company achieved its best quarter ever with 448,000 net line additions, marking a second consecutive record quarter due to stronger gross additions and improved churn.

    Cytat ze źródła
    “We just had our best quarter ever with 448,000 net line additions, our second consecutive record quarter, supported by stronger gross additions and improved churn, even as the initial cohort of free lines began rolling into the paid base.”
4 więcej
  1. Liczba

    Peacock added 2 million paid subscribers this quarter to reach a total of 48 million paid subscribers, resulting in its biggest viewership month ever in June.

    Cytat ze źródła
    “Peacock added another 2 million paid subscribers in this quarter, bringing us to 48 million paid subscribers and have its biggest viewership month ever in June, fueled by the World Cup and Love Island.”
  2. Główny temat

    Peacock profitability is expected to improve on an annual basis, though it will vary quarter-to-quarter based on the timing of sports schedules and other content.

    Cytat ze źródła
    “And as to Peacock profitability itself, we do expect it to continue to improve on an annual basis, but profitability is going to vary quarter-by-quarter just based on the timing of sports schedules and other content hitting one quarter versus another.”
  3. Liczba

    The company added 2 million paid subscribers in each of the last two quarters and reached profitability, driven by premium entertainment, live sports, news, and storytelling.

    Cytat ze źródła
    “We've added 2 million paid subscribers in each of the last 2 quarters, had our biggest viewership month ever in June and reached profitability, all anchored by what NBCUniversal does best, premium entertainment, live sports, news and extraordinary storytelling.”
  4. Liczba

    The company aims to complete the separation in approximately 1 year as they move toward execution after finalizing remaining details.

    Cytat ze źródła
    “With that foundation in place, we are off and running on the work to finalize the remaining details and move towards execution with the goal of completing the separation in approximately 1 year.”

Wycena

Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.

Aktualna cena

$20.94

zamknięcie z 2026-10-07

Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.

-5,5% przez 10 lat

Wartość godziwa / akcję

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Cena vs wartość godziwa

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Cena vs cena zakupu

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Ton

Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.

Prezentacja Ostrożny (wcześniej ostrożny)
Odpowiedzi analitykom Optymistyczny (wcześniej optymistyczny)

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton
“And we think that separating the business, setting it up on its own is going to give it the focus and opportunity and platform to invest behind the growth opportunities...”
“But stepping back, the clear goal here was to create 2 scaled and focused industry leaders to put strong leadership in place to create the 2 with strong investment-grade balance...”
“We just had our best quarter ever with 448,000 net line additions, our second consecutive record quarter, supported by stronger gross additions and improved churn, even as the initial cohort...”

Liczby

USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)

Pozycja II kw. 2026period end 2026-06-30 I kw. 2026period end 2026-03-31 Zmiana II kw. 2025 r/r
Przychody 29,94 mld 31,46 mld −4,8% 30,31 mld −1,2%
Zysk operacyjny 5,16 mld 4,13 mld +24,8% 5,99 mld −13,9%
Zysk netto 3,53 mld 2,17 mld +62,2% 11,12 mld −68,3%
Zysk na akcję 0,99 0,60 +65,0% 2,98 −66,8%
C/Z dziś 6,9 7,9 5,6 +2,3 5,5 +2,4

Tematy

Najczęściej omawiane teraz

  • Wireless is a great proof point of what this team can do.
  • Comcast is well into the deliberate broadband pivot that began almost a year ago.
  • 6 months in, so I'm really focused on transforming the company and a testament to the team, Comcast is doing a...
  • In turn, Comcast has seen increased mobile attach rate, both to new customers as well as to its base.
  • In parallel, Comcast has significantly improved its customer life cycle management, and that begins with the activation process through…

Zniknęło od I kw. 2026

  • Słabnie There is a real energy across the company now to work together in different ways to take advantage of the...
  • Słabnie In Parks, another area of consistent and disciplined investment, Comcast generated healthy underlying EBITDA growth driven by robust…
  • Słabnie Despite what remains an incredibly intense competitive environment, broadband net losses improved by more than 100,000 year-over-year, the…
  • Słabnie Its 6 major growth drivers now represent well over 60% of total company revenue, up from 50% when Comcast introduced...

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