COMCAST CORP — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Comcast reported Q3 2026 revenue of $29.3B (down 6.1% YoY, flat on pro forma basis) and Adjusted EBITDA of $9.1B (down 5.8% YoY, up 0.8% pro forma). Peacock delivered $261M Adjusted EBITDA on $1.8B revenue; Universal reached $5B global box office with The Odyssey ($1.8B). Wireless added 368k lines (10.6M total). Free cash flow was $4.2B; dividends paid $1.2B. Company suspended share repurchase program through proposed NBCUniversal–Sky separation, targeting two independent publicly traded companies. Sky Germany sold May 31, 2026; Versant separated Jan 2, 2026.
Why this rating
Moderate decline in core EBITDA (5.8%), but offset by Peacock profitability milestone and wireless growth. Separation activity material but largely non-cash. Relative to $130.7B market cap, organic weakness modest; strategic repositioning ongoing.
See more from October 22, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.