Comcast (CMCSA) Q4 2025 (USD): Adj. EPS 0.84 (exp. 0.73), Revenue 32.3bln (exp. 32.34bln), Adj. net income 3.06bln (exp. 2.23bln), FCF 4.37bln

• Domestic broadband customers -181k (exp. -168k).

Comcast's Q4 2025 results exceeded expectations on adjusted EPS and net income, indicating strong management or operational efficiency. However, the loss of domestic broadband customers, which was worse than anticipated, suggests underlying challenges in subscriber retention that could cloud future growth prospects. Overall, while the EPS beat may trigger positive sentiment in the immediate term, the customer decline could lead to cautious assessments among investors regarding sustainable growth.