Comcast's efforts to stem customer losses have fallen short, despite a price guarantee and promises of unlimited data. The cable giant has been hemorrhaging broadband customers, with Q4 2025 seeing a net loss of 181,000 residential and business users.
The company had launched new internet plans in an attempt to turn the tide, but these efforts seem to be having little effect. Analysts had predicted a loss of 176,000 customers, while Comcast's actual figure was higher. This represents a significant increase from the 34,000-customer loss seen in Q4 2023.
Comcast's residential broadband customer base has shrunk to 28.72 million, while business broadband users have dropped to 2.54 million. The company is facing stiff competition from fibre and fixed wireless providers, which are gaining traction with customers.
Despite this, Comcast remains optimistic about its long-term prospects. CEO Mike Cavanagh believes that the changes made in 2025 will pay dividends in 2026, as the company shifts focus towards building a more customer-centric business. This includes investing heavily in broadband infrastructure and simplifying pricing structures to make them more transparent.
The introduction of free wireless lines is also seen as a key factor in boosting average revenue per user. However, Cavanagh acknowledged that there is still work to be done to address concerns around pricing and ease of use.
Meanwhile, Comcast's Peacock streaming service and Universal Studios theme parks have performed well, driving growth in the company's overall revenue. Total Q4 2025 revenue was $32.31 billion, up 1.2% year-on-year, while net income was $2.17 billion, down 54.6% compared to the same period last year.
Despite these positive results, Comcast's stock price has been volatile in recent months, falling around 16% over the past 12 months. The company is facing increasing competition from rival Charter, which reported a loss of 109,000 internet customers in Q3 2025, ahead of its own quarterly earnings announcement.
The company had launched new internet plans in an attempt to turn the tide, but these efforts seem to be having little effect. Analysts had predicted a loss of 176,000 customers, while Comcast's actual figure was higher. This represents a significant increase from the 34,000-customer loss seen in Q4 2023.
Comcast's residential broadband customer base has shrunk to 28.72 million, while business broadband users have dropped to 2.54 million. The company is facing stiff competition from fibre and fixed wireless providers, which are gaining traction with customers.
Despite this, Comcast remains optimistic about its long-term prospects. CEO Mike Cavanagh believes that the changes made in 2025 will pay dividends in 2026, as the company shifts focus towards building a more customer-centric business. This includes investing heavily in broadband infrastructure and simplifying pricing structures to make them more transparent.
The introduction of free wireless lines is also seen as a key factor in boosting average revenue per user. However, Cavanagh acknowledged that there is still work to be done to address concerns around pricing and ease of use.
Meanwhile, Comcast's Peacock streaming service and Universal Studios theme parks have performed well, driving growth in the company's overall revenue. Total Q4 2025 revenue was $32.31 billion, up 1.2% year-on-year, while net income was $2.17 billion, down 54.6% compared to the same period last year.
Despite these positive results, Comcast's stock price has been volatile in recent months, falling around 16% over the past 12 months. The company is facing increasing competition from rival Charter, which reported a loss of 109,000 internet customers in Q3 2025, ahead of its own quarterly earnings announcement.
. Remember when AT&T and Verizon were doing the same thing back in the day? They'd launch new plans, promise unlimited data, but still lose customers left and right. It's just the cycle of things, I guess. And now it seems like Comcast is just trying to keep up with the fibre and fixed wireless providers that are blowing them out of the water 
. But hey, they're trying, right? They're investing in broadband infrastructure and simplifying pricing... it's all about being customer-centric, which sounds nice on paper, but I'm not sure how effective it'll be in practice 
. Anyway, it's just another chapter in the never-ending saga of internet providers trying to stay relevant 
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, i mean they're trying with price guarantees and unlimited data but no one wants it anymore 
, fibre and fixed wireless are killing them 
, and now they're expecting us to trust them after all the drama with Charter? 
, CEO Mike Cavanagh's optimism is kinda cute but we need more than just a fancy rebranding 
, what about actual innovation and change? 
i mean i know comcast is trying but like has anyone else tried to use their internet with multiple devices at once? it's so frustrating 
But let's not get too distracted from the bigger picture here. Comcast needs to focus on winning back those lost customers and regaining their market share. Can they do it? Only time will tell 
! They're trying to cling to their old ways by offering price guarantees and unlimited data, but it's just not enough. I mean, who needs that kind of hassle when you can get a reliable fibre connection from someone else? And don't even get me started on the pricing – it's like they're still stuck in the Dark Ages 
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. falling 16% in a year is no joke. i guess you could say they're feeling the pressure from charter and all the other rivals out there 
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. and now they're trying to shift focus to building more infrastructure? it's like playing catch up after years of doing things wrong 
. at this rate, someone's gonna get hurt... maybe not comcast specifically, but definitely their customers 
. They need to step up their game if they wanna retain customers and regain market share. And what's with the CEO being all optimistic about 2026, but still acknowledging there's work to be done on pricing and ease of use? 
it's like they think adding new plans is gonna make a difference lol but seriously tho, fibre and fixed wireless are killing the game 
People want clarity and simplicity, especially when it comes to broadband 
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. It's all about being customer-centric, you know? People want to feel supported and valued, not just sold to with fancy marketing tricks 
. Let's hope they get it together soon 
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, so that's definitely a positive note. But overall, I think Comcast needs to seriously revamp its strategy and focus on delivering better value to customers if they want to stay competitive 
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but maybe they can turn it around by focusing on building a better customer experience? and simplifying their pricing would be super helpful too 
they might just need to rethink their strategy a bit 
They need to shake things up and make their service more competitive or risk losing customers for good... it's that simple 
Cavanagh sounds like a cool CEO, hopefully he can turn things around for Comcast 
it's like they're trying to confuse us into not leaving them 
181k residential and business users lost in Q4 2025? yeah no thanks 
it's clear they need to step up their game or risk getting left behind by fibre and fixed wireless providers 
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! i feel bad for them tho, gotta keep innovatin' with that fibre & fixed wireless stuff 
