CLAIM #15513 · Comcast Corp (CMCSA) · 2026Q1 earnings call · Apr 23, 2026

“Our assumption is that the market will stay highly competitive, fiber, fixed wireless and now satellite is getting more promotional.”

Steven Croney · CFO

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In context

“ned media business where we've gotten it focused to 3 parts, Parks, Studios and Media that are going to work together for years to come, and we're going to be focused on driving value and putting capital to work against the opportunities that we have there. Operator: Next question is coming from Sean Diffley from Morgan Stanley. Sean Diffley: You had alluded to satellite being kind of a new thing to be concerned about. I was curious if you could compare and contrast the fixed wireless learnings versus the satellite learnings. Do you expect that to change meaningfully the way that regulators could look at the definition of the market? And to John's question earlier, potentially have a more favorable view of larger scale M&A in the cable sector. Steven Croney: Thanks for the question, Sean. Our assumption is that the market will stay highly competitive, fiber, fixed wireless and now satellite is getting more promotional. And what we focus on is what we can control and what matters for the customer anchored by the following. We have a great network that is on par with fiber and it does exceed the capabilities of fixed wireless and satellite, both of which are capacity constrained. We're focused on price value. Our new go-to-market strategy and free wireless lines is really resonating in the marketplace. We have a differentiated WiFi experience that ranks #1 for reliability in our footprint, hugely important for the customer. and we're improving the customer experience. But the tremendous amount of focus that we have, we are taking a vulnerability and I believe, creating an opportunity in an area where we can win. If you take it from the customer's lens, what the customer is solving for is broadband is a pr”

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SEC filings for CMCSA ↗ · Quote is verbatim from the 2026Q1 earnings call.