Comcast Corporation · CMCSA · Next earnings

Comcast Corporation reports Thursday, Oct 22, 2026

CMCSA reports before market open with consensus EPS at $0.99 and revenue at $29.39B. Last quarter: Comcast Beats on EPS and Revenue as Peacock Turns Profitable and Wireless Hits 10M Lines

Reports Before market open32 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $0.99 Calendar consensus
Consensus revenue $29.39B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where CMCSA left off: FY2026 Q2

Full report

Comcast Beats on EPS and Revenue as Peacock Turns Profitable and Wireless Hits 10M Lines

EPS surprise +7.2% Reported $1.04 vs $0.97
Revenue surprise +2.4% Reported $29.94B vs $29.24B
Stock move -6.8% Event window
Subsequent drift +10.4% Up to 20 sessions

Management maintained guidance sentiment with an increasing capex outlook. No formal raise or cut was signaled. Forward initiatives include accelerating free-line-to-paid wireless conversion, completing the corporate separation within approximately one year, and advancing Sky's proposed ITV acquisition.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Intensifying competition in broadband from fiber, fixed wireless, and satellite providers including Starlink
  • Continued pressure on broadband ARPU and Connectivity EBITDA from free-line promotion dilution
  • Macroeconomic softness affecting theme-park attendance and per-capita spend
  • Execution risk around the separation and associated capital structure changes
  • Quarterly variability in Peacock profitability tied to sports and event timing

Questions analysts left open

  • Broadband ARPU decline and timeline for recovery
  • Sustainability of Peacock profitability amid seasonal sports content
  • Impact of softer Orlando attendance on park earnings
  • Conversion rate of free wireless lines to paid subscribers
  • Capital allocation and leverage targets post-separation

Ask FN2 about CMCSA next report

Transcript, numbers and history already loaded
What should I watch for in CMCSA's next earnings report?How did CMCSA guide last quarter, and is consensus above or below that?Give me the bull and bear case going into CMCSA earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the CMCSA recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent CMCSA quarters

All CMCSA earnings
-6.8%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.