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CLAIM #15497 · Comcast Corp (CMCSA) · 2026Q1 earnings call · Apr 23, 2026 · due Dec 31, 2026

However, we anticipate some relief as we exit this year, particularly as we begin to lap the initial investment pressures and monetize the free lines at the 1-year anniversary mark of the start of our Freeline rollout.

Jason Armstrong · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Consolidated/Connectivity & Platforms EBITDA growth rate (year-over-year), quarterly

It came true if: Q4 2026 EBITDA growth (YoY) higher than the -4.7% decline reported in Q1 2026

Where: Company quarterly earnings release / EBITDA segment disclosure (Q4 2026 call and 10-K)

In context

roadband performance, narrowing our losses by over $100,000 versus the prior year, while simultaneously achieving record wireless net additions accompanied by a meaningful improvement in how our customers perceive and rate us as measured through Net Promoter Scores. Of course, with any major strategic shift, there are inevitable costs, simplified pricing and the inclusion of bundled free wireless lines have put pressure on broadband ARPU, and as a result, have also weighed on EBITDA growth, which is evident in our 4.7% decline this quarter. We were transparent about this last year, flagging that these pressures would intensify into the early part of this year, including the quarter we're reporting now and some incremental pressure in the second quarter. That expectation remains unchanged. However, we anticipate some relief as we exit this year, particularly as we begin to lap the initial investment pressures and monetize the free lines at the 1-year anniversary mark of the start of our Freeline rollout. Looking ahead, like others in the industry, a key metric for success is increasingly shifting toward consumer purchase intentions around bundled broadband and wireless offerings. To support this, you'll notice in the trending schedules we published in March, we started to break out wireless revenue into service and equipment revenue. And we're now grouping broadband revenue and wireless service revenue together into a new convergence revenue view. Our convergence ARPA, or average revenue per account currently stands at roughly $85. For context, our telecom competitors are roughly double this amount on the same metric. This really underscores the significant growth opportunity in front of us, especially as we stabilize broadband and look to accelerate growth through wireless. Now let's get

Verify independently

SEC filings for CMCSA · Claim quote is verbatim from the 2026Q1 earnings call.