Comcast's Efforts to Retain Customers Fall Short, Despite Price Guarantee and Unlimited Data
Despite implementing a five-year price guarantee and offering unlimited data plans, Comcast is continuing to lose customers at an alarming rate. According to the company's latest quarterly earnings report, Comcast lost 181,000 residential and business broadband customers in Q4 2025, with residential Internet customers dropping by 178,000 and business customers falling by 3,000.
The loss is more than the predicted 176,000 customer drop and worse than the 139,000-customer loss reported in Q4 2024 and the 34,000-customer loss in Q4 2023. This trend suggests that Comcast's efforts to retain customers are not working as expected.
Comcast has been trying to simplify its broadband offering by moving away from short-term promotions towards a clear, transparent value proposition. The company plans to continue this effort in 2026, with a focus on customer experience and simplification.
However, the company is facing intense competition from fiber and fixed wireless Internet service providers. According to Steve Croney, Comcast Connectivity & Platforms chief, "The market is going to remain intensely competitive."
Comcast's average revenue per user (ARPU) grew 1.1 percent in Q4 2025, driven by lower everyday pricing and the adoption of free wireless lines. However, this growth is expected to slow down for the next couple of quarters.
Despite the challenges, Comcast's Peacock streaming service saw strong results, with paid subscribers increasing by 22 percent year over year to 44 million and revenue growing 23 percent to $1.6 billion in Q4 2025. Total Q4 2025 revenue was $32.31 billion, up 1.2 percent year over year.
Overall, Comcast's efforts to retain customers are not yielding the desired results, despite a price guarantee and unlimited data plans. The company will need to continue to adapt to changing market conditions and find new ways to differentiate itself from competitors in order to stem the tide of customer losses.
Despite implementing a five-year price guarantee and offering unlimited data plans, Comcast is continuing to lose customers at an alarming rate. According to the company's latest quarterly earnings report, Comcast lost 181,000 residential and business broadband customers in Q4 2025, with residential Internet customers dropping by 178,000 and business customers falling by 3,000.
The loss is more than the predicted 176,000 customer drop and worse than the 139,000-customer loss reported in Q4 2024 and the 34,000-customer loss in Q4 2023. This trend suggests that Comcast's efforts to retain customers are not working as expected.
Comcast has been trying to simplify its broadband offering by moving away from short-term promotions towards a clear, transparent value proposition. The company plans to continue this effort in 2026, with a focus on customer experience and simplification.
However, the company is facing intense competition from fiber and fixed wireless Internet service providers. According to Steve Croney, Comcast Connectivity & Platforms chief, "The market is going to remain intensely competitive."
Comcast's average revenue per user (ARPU) grew 1.1 percent in Q4 2025, driven by lower everyday pricing and the adoption of free wireless lines. However, this growth is expected to slow down for the next couple of quarters.
Despite the challenges, Comcast's Peacock streaming service saw strong results, with paid subscribers increasing by 22 percent year over year to 44 million and revenue growing 23 percent to $1.6 billion in Q4 2025. Total Q4 2025 revenue was $32.31 billion, up 1.2 percent year over year.
Overall, Comcast's efforts to retain customers are not yielding the desired results, despite a price guarantee and unlimited data plans. The company will need to continue to adapt to changing market conditions and find new ways to differentiate itself from competitors in order to stem the tide of customer losses.