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CLAIM #15484 · Comcast Corp (CMCSA) · 2025Q3 earnings call · Oct 30, 2025 · due Dec 31, 2026

But we're real confident that we can get back to ARPU growth as we migrate through and manage through the transition.

David Watson · Vice Chairman (incoming)

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Broadband ARPU (average revenue per user), year-over-year growth

It came true if: Broadband ARPU growth > 0% year-over-year for a quarter within FY2026

Where: Company quarterly earnings release / investor supplemental disclosures (Connectivity & Platforms segment metrics)

In context

work every day. It's been an extraordinary journey, and I look forward to what's ahead for all of us. So speaking of what's ahead, let me answer your question on the revenue side, on ARPU and then hand it over to Jason to talk a little bit about convergence. So given the investments we're making, as we've said, it's unlikely that we'll be able to grow ARPU in 2026, especially in the early part of the year. But part of it is, to your question, Mike, we're going to be very active, and we are active migrating customers to the new pricing and packaging with lower EDPs, an all-in approach and, of course, all eligible for that free mobile line. So as Jason said, and he talked about the timing in Q4, and the current plan is to not take a rate increase in broadband in the early part of the year. But we're real confident that we can get back to ARPU growth as we migrate through and manage through the transition. So we are very focused on the tier mix and the higher packages. So we're being deliberate and focused to the base on how we're going to the customers and through multiple ways. And most certainly, as you brought out, retention is a key one. And so tons of value that we have with the free mobile line and the all-in approach that we have and the lower EDPs. In Q3, nearly half of our resi postpaid phone connects were free lines. So it's working. You saw through the phone results, and it gives us longer-term growth potential as these migrate off and convert later on next year. So we're very focused to the base and will not be hesitant to move the customers to these new packages, and we'll take every appropriate opportunity to do that. No specifics in terms of the actual migration amounts, but

Verify independently

SEC filings for CMCSA · Claim quote is verbatim from the 2025Q3 earnings call.