secwatch.observer — SEC 8-K summary
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Issuer:     COMCAST CORP (CMCSA)
CIK:        0001166691
Form:       8-K
Filed at:   2026-10-22T11:05:59+00:00
Accession:  0001628280-26-066783
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Comcast Q3 revenue falls 6.1% to $29.3B; adjusted EPS $1.07, down 4%; Peacock posts $261M EBITDA
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- Revenue $29.298B, down 6.1% YoY; pro forma revenue up 0.5% after Versant separation and Sky Germany sale. Net income $3.448B, up 3.5%.
- Adjusted EPS $1.07 vs $1.12, down 4.0%; GAAP EPS $0.97 up 7.2%. Adjusted EBITDA $9.106B down 5.8%; free cash flow $4.211B down 14.8%.
- Peacock revenue $1.8B with $261M adjusted EBITDA vs $217M loss a year ago; paid subscribers 48M, up 17%. Media revenue rose 13% including $224M FIFA World Cup.
- Connectivity & Platforms revenue $19.663B down 2.7%; domestic broadband lost 144,000 customers, wireless added 368,000 lines to 10.555M; video lost 274,000.
- Theme Parks EBITDA fell 17.1% to $780M on lower admissions; Studios EBITDA rose 18.6% to $402M as The Odyssey reached nearly $1.8B worldwide. Buyback paused through NBCUniversal/Sky separation.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1166691/000162828026066783/0001628280-26-066783-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1166691/000162828026066783/cmcsa-20261022.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-066783

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer