Comcast Down 181,000 Broadband Subs, in Line with Expectations
The cable operator updated its mobile contract with Verizon.
The cable operator updated its mobile contract with Verizon.
WASHINGTON, Jan. 29, 2026 – Comcast lost 181,000 broadband subscribers in the fourth quarter of 2025, directly in line with Wall Street expectations.
“In the fourth quarter we did see a more competitive environment from fiber, and that remains” into January, Comcast Chief Financial Officer Jason Armstrong said on the company’s earnings call. “I think we assume that’s going to happen continually as we go forward.”
He added fixed wireless competition was “pretty consistent. We’re seeing stability there.”
Guthrie criticized proposals to pause or limit data center development over power concerns.
The satellites have the potential for a big payoff and quality internet for users.
It’s a victory for tower companies, who pushed for the condition.
Politicized reviews and court rulings are stalling infrastructure needed to support rising AI-driven energy demand, Armstrong said.