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Comcast (CMCSA) investor relations material
Comcast Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Revenue declined 2.7% year-over-year to $31.2 billion, mainly due to the absence of Paris Olympics revenue; adjusted EBITDA was stable at $9.7 billion and adjusted EPS remained flat at $1.12.
Free cash flow rose 45% to $4.9 billion, with $2.8 billion returned to shareholders via dividends and buybacks.
Leadership transition announced: Steve Croney to become CEO of Connectivity and Platforms in 2026, Dave Watson to become Vice Chairman, and Mike Cavanagh named Co-CEO, reflecting a focus on continuity and internal talent development.
Strategic pivot in broadband underway, emphasizing simplified pricing, enhanced customer experience, integrated product offerings, and significant investments in AI and network technology.
Sports and live content remain central to media strategy, with NBA returning to NBC and Peacock, and strong performance from Sunday Night Football.
Financial highlights
Operating income was $5.5 billion, down from $5.9 billion year-over-year; net income attributable to shareholders fell 8.2% to $3.3 billion.
Theme parks revenue surged 18.7% to $2.7 billion, with EBITDA up 13.1%, driven by the Epic Universe opening.
Domestic wireless revenue grew 14%, with record 414,000 net wireless line additions and wireless penetration surpassing 14% of the broadband base.
Business services revenue up 6.2% year-over-year, with strong growth in enterprise solutions and advanced services.
Media revenue declined 19.9% due to the absence of Olympic revenue; excluding Olympics, media revenue rose 4.2%, and Peacock revenue increased at a mid-teens rate.
Outlook and guidance
Continued EBITDA pressure expected in connectivity and platforms as investments in pricing, product, and customer experience persist through the next several quarters.
Broadband ARPU growth expected to decline further in Q4 and early 2026, with no planned rate increases in early 2026.
Anticipated tailwind to convergence revenue growth in the second half of next year as free wireless lines convert to paid.
Management emphasized ongoing investment in broadband, wireless, and new go-to-market strategies to drive long-term growth.
Focus remains on organic investment to fuel revenue growth and maintaining strong investment grade credit ratings.
Impact of new broadband strategy on customer base?
Detail factors behind Peacock's improved EBITDA.
How did Epic Universe opening affect capex?
When will broadband ARPU growth resume?
Epic Universe scaling and operating leverage
Media M&A viability post-VERSANT spin?
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Frequently asked questions
Communication, news, blockbuster movies and more
Comcast is a telecommunications company based in the United States that offers cable television, internet, and voice services to residential and business customers. With a wide range of entertainment products, reliable internet connectivity, and voice communication solutions, Comcast caters to a diverse customer base of both individuals and businesses.
Providing high-speed internet access
One of the core aspects of Comcast’s wide array of services and products is their broadband services. Available for both individuals and businesses alike, the company is well established all over the US. By offering different packages and solutions tailored to each customer's needs, Comcast is able to provide an appealing internet solution for a large percentage of the market. Regardless of whether an individual simply wants to have reliable WiFi in their home or if a business is looking to find a solution for their headquarters, Comcast has a connection solution available.
Mobile solutions
Comcast also provides wireless communication services to its customers through its Xfinity Mobile brand. Xfinity Mobile operates as a mobile virtual network operator (MVNO), leveraging the infrastructure of major wireless networks to deliver cellular services. With Xfinity Mobile, customers can choose between a range of wireless plans that include talk, text, and data options. Comcast, like their competitors T-mobile and AT&T, offer their services to individuals, as well as large corporations, small businesses, organizations, and government agencies.
Heavy-hitting subsidiaries
Xfinity is not the only noteworthy subsidiary of Comcast. Comcast also owns the broadcasting company NBC, which also operates one of the largest television networks in the US. Under the NBC umbrella productions include news, television shows, and sports, as well as movies through the well-acclaimed production company Universal Studios. Comcast also owns Sky, a broadcasting company operating in the UK and Ireland. Sky is primarily known for its sports section with several high-profile broadcasting rights, but also operate traditional TV-channels as well as a streaming service.
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