Recent 8-K filings for CMCSA

• July 23, 2026, 6:06 AM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Comcast Q2 revenue down 1.2% to $29.9B; Adj EPS $1.04; announces NBCUniversal/Sky spin-off

  Revenue $29.9B (-1.2% YoY); Adj EBITDA $8.9B (-13.4%); Adj EPS $1.04 (-16.7%).

• June 29, 2026, 9:03 AM ET other material materiality 1.00 positive item 8.01item 9.01

  Comcast to spin off NBCUniversal and Sky into independent public company; Cavanagh, Angelakis named CEOs

  Tax-free spin-off expected in approximately one year, subject to board approval, tax opinions, and regulatory clearances.

• May 27, 2026, 8:55 AM ET debt materiality 0.65 neutral item 8.01item 9.01

  Comcast commences $3.75B cash tender offer for 13 series of senior notes due 2027-2030

  Offers to purchase any and all of 11 Comcast Corp notes and 2 Comcast Cable notes; aggregate cap $3.75B.

• April 23, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Comcast Q1 net income down 35.6% to $2.174B; broadband losses improve, wireless lines hit record

  Revenue $31.46B (+5.3% YoY); EPS $0.60 (-32.6%); Adjusted EPS $0.79 (-27.5%)

• January 29, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Comcast Q4 Adj EPS $0.84, revenue +1.2%; broadband losses 181K, media swings to loss

  Q4 Adj EPS $0.84 (-12% YoY); GAAP EPS $0.60 (-52%) on $1.9B prior-year tax benefit.

• January 5, 2026, 6:59 PM ET other material materiality 0.70 neutral item 8.01item 9.01

  Comcast completes spin-off of Versant Media Group (VSNT) effective Jan 2, 2026

  Spin-off of Versant effective Jan 2, 2026; shares trade on Nasdaq under VSNT starting Jan 5.

• December 23, 2025, 6:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01

  Comcast names Michael Cavanagh Co-CEO effective Jan 2, 2026 with new employment contract

  Cavanagh's Co-CEO role starts Jan 2, 2026; agreement runs through Jan 1, 2029.

• December 15, 2025, 6:59 PM ET other material materiality 0.60 neutral item 3.02item 5.03item 9.01 ◈ Governance Changes ×2

  Comcast issues Class A Equivalent Preferred Stock in connection with planned SpinCo spin-off

  Filed restated articles eliminating references to Series A Preferred (no outstanding shares) and integrating prior amendment.

• December 3, 2025, 6:59 PM ET other material materiality 0.80 neutral item 8.01item 9.01

  Comcast Board approves spin-off of cable networks into Versant Media Group; distribution ratio 1:25

  Board approved separation of cable TV networks and digital platforms into Versant Media Group via pro rata distribution.

• October 30, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Comcast Q3 revenue down 2.7% to $31.2B; adjusted EPS flat at $1.12; free cash flow up 45% to $4.9B

  Revenue $31,198M (-2.7%), net income $3,332M (-8.2%), adj. EBITDA $9,669M (-0.7%).

• September 29, 2025, 7:59 PM ET debt materiality 0.70 neutral item 8.01item 9.01

  Comcast announces debt exchange & cash offer results; amends offers for 4.150% 2028 & 4.550% 2029 notes

  Pool 1 exchange: expects to issue ~$714M of new 5.168% Notes due 2037 for all validly tendered notes.

• September 29, 2025, 7:59 PM ET leadership materiality 0.75 positive item 5.02item 9.01

  Comcast appoints Michael Cavanagh as Co-CEO and board member, effective Jan 2026

  Michael J. Cavanagh named Co-CEO alongside Chairman and Co-CEO Brian L. Roberts, effective January 2026.

• September 26, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Comcast prices debt exchange, cash tender for up to $9.9B; new notes 5.168% (2037) and 5.218% (2038)

  Offers expire 5pm ET today (Sept 26); settlement expected Oct 2, 2025.

• July 31, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Comcast Q2 2025: Adjusted EPS +3.3% to $1.25, free cash flow $4.5B, wireless adds record 378k

  Revenue $30.3B (+2.1% YoY); Adjusted EPS $1.25; Net income $11.1B includes $9.4B Hulu sale gain.

• May 8, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Comcast issues $2.5B in three tranches of senior notes due 2032, 2035, 2055

  Issued $650M of 4.950% notes due 2032, $850M of 5.300% notes due 2035, and $1B of 6.050% notes due 2055.

• April 24, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Comcast Q1 2025: revenue flat at $29.9B, adjusted EPS up 4.5% to $1.09, free cash flow $5.4B

  Revenue $29.887B vs $30.058B YoY (-0.6%); net income $3.375B vs $3.857B (-12.5%).

• January 30, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Comcast reports record full-year revenue, EBITDA and EPS; raises dividend 6.5% and adds $15B buyback

  Fiscal 2024 record revenue $123.7B (+1.8%), adj. EBITDA $38.1B (+1.2%), free cash flow $12.5B.

• October 31, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Comcast Q3 adj. EPS $1.12 (+3.3%); revenue $32.1B (+6.5%)

  Net income $3.6B (-10.3%); adjusted EBITDA $9.7B (-2.3%); free cash flow $3.4B.

• July 23, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Comcast Q2 adjusted EPS up 7% to $1.21; Connectivity margin hits record 41.9%

  Revenue $29.7B (-2.7% YoY), net income $3.93B (-7.5%), adjusted EPS $1.21 (+7.0%).

• April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Comcast Q1 Adjusted EPS $1.04 (+13.9% YoY), FCF $4.5B (+19.4%)

  Revenue $30.1B (+1.2% YoY); Net Income $3.86B (+0.6%); Adjusted EPS beat at $1.04 vs $0.92.

• January 25, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Comcast reports record Q4 2023 revenue $31.3B, adj. EPS $0.84; raises dividend 6.9%

  Q4 revenue $31.3B (+2.3% YoY); full-year revenue $121.6B (+0.1%); net income $3.26B (+7.8%).

• October 26, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Comcast Q3 adj EPS $1.08 (+12.5%); Adj EBITDA $10.0B +5.1%; theme parks record $983M

  Revenue $30.1B (+0.9%), Adj Net Income $4.5B (+6.2%), FCF $4.0B (+19.1%).

• September 11, 2023, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 9.01

  Comcast updates on Hulu put/call valuation process; floor value $27.5B

  NBCU (Comcast) can put its 33% Hulu stake to Disney in Nov 2023 at a value at least $27.5B.

• July 27, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Comcast Q2: Adj EPS $1.13 (+11.9%); Theme Parks record EBITDA; Peacock subs double to 24M

  Q2 revenue $30.5B (+1.7%); net income $4.25B (+25.1%); Adj EPS $1.13 (+11.9%).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.55 · Most common event debt

9 positive 2 negative 39 neutral

source · CMCSA on sec.gov