MAAT INDEX

CLAIM #15511 · Comcast Corp (CMCSA) · 2026Q1 earnings call · Apr 23, 2026 · due Dec 31, 2026

Yes, I would say we do expect improvement year-over-year, but more than half of the benefit in Q1 was tied into the legendary February.

Steven Croney · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Broadband (high-speed data) subscriber net additions/losses, full year

It came true if: Full-year 2026 broadband subscriber losses smaller than full-year 2025 broadband subscriber losses (i.e., year-over-year improvement)

Where: Company-disclosed subscriber metrics (Comcast quarterly earnings releases / 10-K)

In context

eve. From Jason's comments, it sounds like after the benefit of the year-over-year improvement in broadband subs is due to the sort of legendary sea promotions and the half was sort of organic based on some of the efforts you've had. If we expect those efforts to sort of gain more traction through the year. Can we expect the high-speed data subscriber losses for the year to improve versus last year? That's my first question. And then second, maybe for Brian. We spent about a year talking about media consolidation. But I think the conversations have shifted towards cable consolidation. Just what are your thoughts on the potential landscape and maybe regulatory framework and sort of just backdrop on further consolidation in the cable industry. . Steven Croney: Thanks for the question, John. Yes, I would say we do expect improvement year-over-year, but more than half of the benefit in Q1 was tied into the legendary February. We really leaned into that from a marketing investment and an offer investment. It was like I said, it was a great moment, and we took advantage of it. Brian Roberts: Let me start and maybe Mike wants to -- this is Brian, jump in as well. Look, really pleased, as I said in my opening, with the energy, I think you can feel it in the team the broadband business, I think, frankly, we've corrected and perhaps way too much negativity. So I think we have a great company and we're going to operate even better in the months and quarters ahead. That's the plan of record. Part of that is believing in the assets you've got, we've made the change with VERSANT, and I think we feel really good about and comfortable. But as we said on the last call, and I think we've always thought if we can find ways t

Verify independently

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