MAAT INDEX

CLAIM #15499 · Comcast Corp (CMCSA) · 2026Q1 earnings call · Apr 23, 2026 · due Dec 31, 2026

We're managing that base of customers with a clear life cycle playbook focused on usage, engagement and the overall product experience with the goal of converting a meaningful portion to paid relationships starting in the second half of the year.

Mike Cavanagh · Co-CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Number/share of free-line wireless customers converted to paid wireless lines

It came true if: Company reports meaningful conversion of free-line customers to paid relationships in H2 2026 (qualitative confirmation of upward conversion trend, or disclosed conversion metric showing increase from H1 2026 base)

Where: Management commentary on Q3 2026 and Q4 2026 earnings calls / investor materials on wireless subscriber metrics

In context

is moving in the right direction. Customers are responding to our go-to-market strategy with roughly 40% of our residential broadband base already on our simple, transparent packaging and the majority still expected to migrate by year-end. Wireless is a central lever in our convergence strategy. It increases engagement, reduces churn and strengthens customer lifetime value. Wireless accelerated meaningfully this quarter even as the competitive environment remains intense. And we like what we're seeing both in the momentum we're generating and in the quality of the customer relationships we're building. Our free line offer continues to perform well and is doing exactly what we intended, building awareness, increasing attachment and expanding the top of the funnel across our broadband base. We're managing that base of customers with a clear life cycle playbook focused on usage, engagement and the overall product experience with the goal of converting a meaningful portion to paid relationships starting in the second half of the year. At the same time, we're gaining traction in premium wireless. We launched Premium Unlimited a year ago to broaden our offering for customers who want a more feature-rich mobile experience, including unlimited talk, text and data in the U.S. and internationally. Since launch, adoption has increased meaningfully. Uptake is now around 30% and the premium base is up roughly fivefold. And we're building on that momentum with Mobile+, our new premium plan we launched just yesterday. Mobile+ includes everything customers already value and adds lifetime device protection for all devices. We're the first in the industry to include this feature at no additional charge as part of the core offering, a disruptive shift away from the traditional pay-per device model used by incumbent carriers. Mobile+

Verify independently

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