Comcast Corp (CMCSA)
Comcast: An Irrational Discount Ahead Of A Major Catalyst
Comcast Corporation remains a Strong Buy, with valuation implying a massive discount even under conservative assumptions and ongoing macro headwinds. CMCSA's fundamentals are robust: Q2 free cash flow reached $4.6B, net leverage is manageable at 2.3x, and the dividend yield is ~6%. The planned NBCUniversal spin-off could unlock value, enabling more accurate market valuations for both the broadband and media businesses.
Comcast Corporation (CMCSA) Q2 2026 Earnings Call Transcript
Comcast Corporation (CMCSA) Q2 2026 Earnings Call Transcript
Comcast's Q2 Earnings Surpass Estimates, Revenues Decrease Y/Y
CMCSA beats Q2 earnings estimates as wireless hits a record quarter and Peacock turns profitable, even as reported revenues decline year over year.
Comcast quarterly earnings beat as company advances NBCUniversal and Sky separation
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 profit for streaming service Peacock. The company reported adjusted earnings per share of $1.04 on revenue of $29.94 billion, compared with analyst estimates of $0.97 per share and $29.27 billion in revenue.
Comcast (CMCSA) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Comcast (CMCSA) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Comcast Q2 Earnings Call Highlights
Comcast NASDAQ: CMCSA executives said the company's second-quarter results reflected progress in wireless, streaming and studios, while broadband and theme parks remained under pressure amid competitive and macroeconomic challenges.
Comcast (CMCSA) Q2 Earnings and Revenues Surpass Estimates
Comcast (CMCSA) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.25 per share a year ago.
Peacock Adds 2M Subscribers In Q2, Turns First Profit; Studio A Standout As Comcast Plots Next Big Move
NBCUniversal streamer Peacock swung to a $189 million profit for the three months ended in June, its first quarter in the black, and added 2 million paid subscribers to reach 48 million.
Comcast earnings highlight NBCUniversal strength ahead of planned split
Comcast reported growth in NBCUniversal's TV and films businesses, with streaming platform Peacock reaching profitability for the first time since its 2020 launch. Comcast's broadband unit once again reported customer losses, and revenue was down as its new strategy centered around mobile and broadband deals takes hold.
Comcast Reports Lower Profit, Narrows Domestic Broadband Subscriber Losses
Comcast reported a lower profit in the second quarter, but narrowed subscriber losses in its domestic residential broadband business for the second quarter in a row.
Comcast's Peacock records first ever profit on World Cup, 'Love Island USA' boost
Comcast's Peacock streaming service reported its first quarterly profit ever on Thursday, as the soccer World Cup and the hit reality show "Love Island USA" attracted more subscribers.
Comcast Gears Up to Report Q2 Earnings: What's in the Cards?
CMCSA heads into Q2 earnings with broadband, media and theme park pressures in focus as investors watch for signs of stabilization.
