Comcast Reports Mixed Q4 Results with Earnings Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy CMCSA?
Source: Newsfilter
- Earnings Beat: Comcast's adjusted earnings per share for Q4 reached 84 cents, surpassing analyst expectations of 75 cents, indicating resilience in profitability despite mixed results.
- Slight Revenue Miss: The company reported a quarterly revenue increase of over 1% to $32.31 billion, yet it fell short of Wall Street's expectations of $32.35 billion, reflecting the pressures from intensified competition.
- Broadband Customer Loss: Comcast lost 181,000 domestic broadband customers during the quarter, although this was partially offset by an increase in international subscribers, highlighting the fierce competition in the broadband market.
- Streaming Service Growth: Peacock added 3 million paid subscribers in Q4, bringing its total to 44 million, despite reporting a loss of $552 million, illustrating the dual challenges of growth potential and profitability in the streaming sector.
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Analyst Views on CMCSA
Wall Street analysts forecast CMCSA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CMCSA is 33.45 USD with a low forecast of 23.00 USD and a high forecast of 53.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
7 Buy
12 Hold
3 Sell
Hold
Current: 30.850
Low
23.00
Averages
33.45
High
53.00
Current: 30.850
Low
23.00
Averages
33.45
High
53.00
About CMCSA
Comcast Corporation is a global media and technology company. The Company delivers broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produces, distributes, and streams entertainment, sports, and news through brands, including NBC, Telemundo, Universal, Peacock, and Sky; and brings theme parks and attractions to life through Universal Destinations & Experiences. The Company operates through two primary businesses: Connectivity & Platforms and Content & Experiences. The Connectivity & Platforms business includes two segments: Residential Connectivity & Platforms, and Business Services. Its Connectivity and Content & Experiences business include three segments: Media, Studios and Theme Parks. Sky provides connectivity services to customers across Europe through Sky Broadband, Sky Mobile, and Sky Business. Sky Business extends broadband services and purpose-built products to businesses in Europe.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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