Comcast publishes transcript of Q2 2026 earnings call
Peacock and Starlink comments
Peacock posted $189 million EBITDA with 48 million paid subscribers; Starlink not yet a meaningful competitor, Comcast Business already partners with Starlink for enterprise connectivity.
Connectivity and wireless trends
Connectivity pivot weighed on results: broadband ARPU fell 3.8%, Connectivity and Platforms EBITDA declined 5.8%; modest improvement expected starting in Q3.
Wireless hit 10.2 million lines with 448,000 net adds; premium unlimited plans were about 30% of postpaid phone connects.
Comcast holds Q2 2026 earnings call
Comcast held its Q2 2026 earnings call, attended by Chairman and Co-CEO Brian Roberts, Co-CEO Michael Cavanagh, CFO Jason Armstrong, Connectivity & Platforms CEO Steve Croney.
Separation plan and share repurchases
Management targeted completing the previously announced separation in about one year; share repurchases paused from July 1 through the separation.
