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Here's What Key Metrics Tell Us About Comcast (CMCSA) Q3 Earnings

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Comcast (CMCSA - Free Report) reported $29.3 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 6.1%. EPS of $1.07 for the same period compares to $1.12 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $29.35 billion, representing a surprise of -0.18%. The company delivered an EPS surprise of +9.18%, with the consensus EPS estimate being $0.98.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Comcast performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Additions / (Losses) - Total Domestic Wireless Lines: 368 thousand versus the five-analyst average estimate of 399.2 thousand.
  • Total Domestic Wireless Lines: 10.56 million compared to the 10.59 million average estimate based on five analysts.
  • Total Domestic Video Customers: 10.39 million versus the five-analyst average estimate of 10.44 million.
  • Net Additions / (Losses) - Total Domestic Broadband Residential Customers: -144 thousand versus the five-analyst average estimate of -132.58 thousand.
  • Revenue- Residential Connectivity & Platforms- Residential Connectivity- Domestic convergence- Domestic wireless service: $1.05 billion versus $1.04 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -15.7% change.
  • Revenue- Content & Experiences- Theme Parks: $2.6 billion versus $2.69 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -4.4% change.
  • Revenue- Content & Experiences- Studios: $2.97 billion compared to the $3.05 billion average estimate based on six analysts. The reported number represents a change of -1.1% year over year.
  • Revenue- Content & Experiences- Media: $5.36 billion compared to the $5.34 billion average estimate based on six analysts. The reported number represents a change of -18.7% year over year.
  • Revenue- Residential Connectivity & Platforms- Video: $5.91 billion compared to the $6.01 billion average estimate based on six analysts. The reported number represents a change of -10.3% year over year.
  • Revenue- Residential Connectivity & Platforms- Other: $1.11 billion versus $1.13 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -7% change.
  • Revenue- Residential Connectivity & Platforms- Residential Connectivity- Domestic convergence- Domestic broadband: $6.24 billion versus the six-analyst average estimate of $6.22 billion. The reported number represents a year-over-year change of -3%.
  • Revenue- Residential Connectivity & Platforms- Advertising: $918 million versus $919.8 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.

View all Key Company Metrics for Comcast here>>>

Shares of Comcast have returned -2.1% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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