CLAIM #15514 · Comcast Corp (CMCSA) · 2026Q1 earnings call · Apr 23, 2026
“I think inside the U.S., domestic to domestic, we haven't yet seen any significant impact in the parks business caused by higher oil, but I think that does not mean that it may not happen depending on the duration of the effect on price of gas and the like and airline tickets and so forth.”
Mike Cavanagh · Co-CEO
How to check this claim
Look at: Domestic (U.S.) theme parks segment revenue and/or attendance trend, as reported in Comcast's Parks segment results
It came true if: Domestic parks segment revenue growth decelerates or turns negative year-over-year (a pullback attributed to consumer pressure from gas/travel costs) in a subsequent quarter
Where: Comcast quarterly earnings release and 10-Q, Parks segment results and management commentary on earnings call
Knowable after: 2026-07-31
In context
“her attendance and per caps. And then maybe just more of a housekeeping question. I think, Mike, in your prepared remarks, you did say fiber builds are accelerating. Obviously, you see all the announcements out there from your competitors, not surprising, but any update in terms of where you guys stand today, perhaps on a fiber overlap basis across your residential footprint? Michael Cavanagh: Sure, Sebastiano. So I think in terms of the macro and the geopolitical and how it's affecting our domestic business, Jason commented on some of the impacts on international parks of just changing in travel patterns. And I think the inbound international travel to the U.S. parks is something that has not ever gotten back to the level we saw pre-COVID. So those are -- those factors continue to exist. I think inside the U.S., domestic to domestic, we haven't yet seen any significant impact in the parks business caused by higher oil, but I think that does not mean that it may not happen depending on the duration of the effect on price of gas and the like and airline tickets and so forth. So more to come, but thus far, not seeing a pullback of any level that's concerning in the current results. But like I said, that we'll see what the coming quarters look like and pretty much the same on the advertising side. We felt, obviously, had an excellent quarter just finished on the advertising front best ever. And so I think the underneath it, aside from the special events that we had during the quarter, it was strong advertising results at a baseline level. And as we sit here now, that's sustained. Brian Roberts: In reference I just want to comment that the compelling nature of the Olympics pulls forward our relationship with advertisers, obviously, the same for NFL Sunday and the Super Bowl. So as we look forward to L.A., and we've got tremendous enthusiasm and excitement for ho”
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SEC filings for CMCSA ↗ · Quote is verbatim from the 2026Q1 earnings call.