Monitor Peacock's path to profitability and the sustainability of Media's advertising gains post-Olympics. The strong free cash flow supports continued shareholder returns.
Price Chart
Executive Summary
Comcast reported Q1 2026 results showing a 5.3% revenue increase and $3.9 billion in free cash flow, but Adjusted EPS declined 27.5% year-over-year. The quarter benefited from the Milan Cortina Olympics and Super Bowl, which drove a 60.8% revenue surge in Media, but Peacock's EBITDA loss widened to $432 million. The company returned $2.5 billion to shareholders.
Key Financial Metrics
Key Facts
- Q1 2026 revenue was $31.457 billion, up 5.3% YoY
- Adjusted EPS was $0.79, down 27.5% YoY
- Free cash flow was $3.9 billion
- Media revenue surged 60.8% to $7.28 billion, driven by $2.2 billion from the Olympics and Super Bowl
- Peacock's Adjusted EBITDA loss widened to $432 million from $215 million
- Company returned $2.5 billion to shareholders via $1.2 billion in dividends and $1.3 billion in share repurchases
Financial Impact
Revenue increased 5.3% to $31.457 billion, Adjusted EPS decreased 27.5% to $0.79
Risk Factors
- Peacock's widening EBITDA loss despite subscriber growth
- Dependence on large events for Media revenue
- Decline in residential broadband customers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-026685 |
| Exhibit: ex992-3312026.htm | 0001628280-26-026685 |
| Document: cmcsa-20260423.htm | 0001628280-26-026685 |
| Document: 0001628280-26-026685-index-headers.html | 0001628280-26-026685 |
| Document: 0001628280-26-026685-index.html | 0001628280-26-026685 |
| Document: 0001628280-26-026685.txt | 0001628280-26-026685 |
| 8-K Data (Synthetic) | 0001628280-26-026685 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 3, 2026 20w ago | 8-K | $64.94 $66.50 | ▲ +2.40% | ▲ +3.40% | $62.55 (−3.68%) |
Jun 2, 2026 21w ago | 8-K | $64.94 $66.50 | ▲ +2.40% | ▲ +3.40% | $62.55 (−3.68%) |
May 27, 2026 21w ago | 8-K | $64.74 $65.80 | ▲ +1.64% | ▲ +3.54% | $62.55 (−3.38%) |
Apr 24, 2026 26w ago | DEFA14A | $64.54 $63.90 | ▼ −0.99% | ▼ −5.95% | $62.55 (−3.08%) |
Apr 23, 2026 26w ago | 8-K | $64.54 $63.90 | ▼ −0.99% | ▼ −5.63% | $62.55 (−3.08%) |
US Market Status
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