Comcast’s "Everyday Pricing" gamble: Q4 2025 earnings - 1.29.2026 (034)

Comcast’s fourth quarter was a messy paradox. Revenue is up and the stock rallied nearly 6% intraday, yet profits tanked 35% and residential broadband losses accelerated to 181,000 customers.In this episode, Susie and Miro unpack the "Versant divorce" and whether the massive shift to "Everyday Pricing" is a brilliant pivot or a painful admission of defeat against fiber competitors. 📉We also dig into the numbers management tried to gloss over: the fact that 50% of their "record" wireless growth came from giving away free lines, and how the new NBA rights deal instantly turned the Media segment unprofitable.Plus, we explain why that $4 billion Free Cash Flow number is technically an accounting illusion. 🎢