COMCAST CORP (CMCSA) Form 8-K — Oct 22, 2026
Comcast reported Q3 2026 revenue of $29.3 billion, down 6.1% year over year, though pro forma revenue for the post-Versant, post-Sky Germany portfolio grew 0.5% to essentially flat results. Adjusted EBITDA fell 5.8% to $9.1 billion and Adjusted EPS declined 4.0% to $1.07, while GAAP EPS rose 7.2% to $0.97 and free cash flow came in at $4.2 billion, down 14.8%. Bright spots included Peacock's second consecutive profitable quarter with $261 million of Adjusted EBITDA on $1.8 billion in revenue and 48 million paid subscribers, up 17%, plus Universal becoming the first studio to reach $5 billion at the 2026 global box office, led by The Odyssey at nearly $1.8 billion.
Key figures
- Eps
- 0.97
- Eps Beat
- 0
- Revenue
- 29298000000
- Net Income
- 3448000000
- Revenue Yoy
- -6.1%
- Cash Position
- 7596000000
- Adjusted eps
- $1.07 (-4.0% YoY)
- Free cash flow
- $4.211B (-14.8% YoY)
- Adjusted ebitda
- $9.106B (-5.8% YoY)
- Peacock revenue
- $1.8B
- Dividends paid q3
- $1.2B
- Video net losses q3
- -274,000
- Total wireless lines
- 10.6 million
- Broadband net losses q3
- -144,000
- Capital expenditures q3
- $3.1B
- Peacock adjusted ebitda
- $261M (2nd consecutive profitable quarter)
- Peacock paid subscribers
- 48 million (+17% YoY)
- Pro forma revenue growth
- +0.5%
- Universal box office 2026
- over $5 billion
- Wireless line net adds q3
- 368,000
- Theme parks adjusted ebitda
- $780M (-17.1% YoY)
- Pro forma adjusted ebitda growth
- +0.8%
AI analysis
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