Charter's third quarter results met Wall Street's expectations on revenue but fell short on non-GAAP profit, with adjusted EPS coming in below consensus. The company attributed its performance to ongoing competition in the broadband market, subdued activity in new customer acquisitions, and a challenging advertising environment. CEO Christopher Winfrey described the operating conditions as "competitive with new competitors and the macro environment that hasn't gotten better," noting that low move rates and ...

智通财经APP获悉，周四，康卡斯特(CMCSA.US)股价走低，盘初一度下跌6%。截至发稿，该股跌幅缩 窄至3.58%，报27.52美元。该公司在2025年第三季度的美国国内宽带业务继续承压，公司在该季度流失 了10.4万名家庭宽带用户，连续第十个季度出现用户下滑。截至季度末，公司仍以3140万用户的规模保 持全美最大宽带服务商地位，但近年来来自移动运营商的竞争持续加剧。自几年前美国主要电信运营商 纷纷推出家庭无线网络计划以来，宽带市场的竞争愈发激烈。康卡斯特联席首席执行官Mike Cavanagh 在声明中表示："宽带市场的竞争依然异常激烈，我们预计这种情况在短期内不会改变。" ...

Core Viewpoint - Comcast's stock price declined, reflecting ongoing challenges in its broadband business, with a significant loss of subscribers for the tenth consecutive quarter [1] Group 1: Company Performance - Comcast's stock price initially dropped by 6%, later narrowing to a 3.58% decline, closing at $27.52 [1] - In Q3 2025, Comcast lost 104,000 residential broadband users, marking the tenth consecutive quarter of subscriber decline [1] - Despite the losses, Comcast remains the largest broadband service provider in the U.S. with 31.4 million users [1] Group 2: Industry Competition - The broadband market is experiencing intensified competition, particularly from mobile operators who have launched home wireless network plans [1] - Comcast's co-CEO Mike Cavanagh stated that the competitive landscape in the broadband market remains exceptionally fierce and is not expected to change in the short term [1]