8-K earnings — Q2 FY26

EPS not explicitly stated vs consensus; net income was $1.3B. Revenue of $13.5B declined 1.7% YoY, missing estimates on weaker residential video. Adj EBITDA fell 4.3% YoY to $5.4B, also a miss. The key nuance: mobile lines surged 406K, but internet losses of 172K signal core broadband share erosion—the market may overlook that mobile growth is not yet offsetting fixed-line weakness.

EPS not explicitly stated vs consensus; net income was $1.3B. Revenue of $13.5B declined 1.7% YoY, missing estimates on weaker residential video. Adj EBITDA fell 4.3% YoY to $5.4B, also a miss. The key nuance: mobile lines surged 406K, but internet losses of 172K signal core broadband share erosion—the market may overlook that mobile growth is not yet offsetting fixed-line weakness.