# Peacock App Downloads in August

August 2026

Updated: August 24, 2026

Category: Financials

Tags: App Downloads

HTML: /markets/financials/app-downloads/peacock-app-downloads-in-august/

## Short Answer

**Key takeaway.** Both the **model** and the **market** overwhelmingly agree that Peacock app downloads in August will be Above 104, with only minor residual uncertainty.

## Key Claims (August 2026)

**- - Downloads likely exceed 108 million, driven by Q2 profit and subscriber growth.** - The 112 million download threshold is challenged by late-August Premier League timing.
- Highest downloads face headwinds from August price increases and Q3 content absence.

## Executive Verdict

**Key takeaway.** **Model**'s **56.9%** **probability** trails **market**'s **62.0%** (-5.1pp gap), suggesting overvaluation given late August tentpole timing.

### Who Wins and Why

| Outcome | Market | Model | Why |
| --- | --- | --- | --- |
| Above 112 | 62.0% | 56.9% | Peacock's Q2 2026 profit and subscriber growth, plus late-August Premier League, drive downloads. |
| Above 116 | 19.0% | 27.6% | Late-August major events and a lack of Q2-level tentpole content may limit downloads at this threshold. |
| Above 121 | 10.0% | 10.0% | Late-August major events, price increases, and limited Q2-magnitude content make this threshold challenging. |

## Model vs Market

| Outcome | Market Probability | Octagon Model Probability |
| --- | --- | --- |
| Above 112 | 62.0% | 56.9% |
| Above 116 | 19.0% | 27.6% |
| Above 121 | 10.0% | 10.0% |
| Above 108 | 85.0% | 89.5% |
| Above 104 | 92.0% | 99.6% |

- Expiration: September 7, 2026

## Market Behavior & Price Dynamics

This market displays a sideways trend, opening at 66.0% and trading at 62.0% as of the latest data, but with extreme intra-period volatility. The price has fluctuated within a wide 75-point range, from a low of 4.0% to a high of 79.0%. The most significant price action occurred over a three-day period. On August 22, the price dropped from 66.0% to 58.0%. This was followed by a collapse to 4.0% on August 23 and a subsequent spike to 62.0% on August 24. This rapid whipsaw suggests a highly unstable trading environment.

The primary drivers for this volatility do not appear to be fundamental. Research indicates the extreme price movements on August 23 and August 24 were not linked to any verifiable external news or announcements. The price collapse and subsequent recovery happened in an information vacuum. Similarly, the initial 8.0 percentage point drop on August 22 is difficult to attribute, with related research suggesting a drop of a similar magnitude on that date occurred in an entirely different market. Trading volume is concentrated, with 921.52 contracts traded on August 22, representing over a third of the total market volume. The lack of volume on subsequent days points to an illiquid market where price levels can be moved by isolated, large trades rather than broad conviction.

Market sentiment appears to have reverted to its baseline after a brief, sharp panic. The 60-70% range has acted as a general equilibrium point, with the 4.0% low on August 23 serving as a temporary, unsupported floor. The immediate and strong recovery from that low suggests the drop was viewed as an anomaly or an overreaction. The current price of 62.0%, near the opening level, indicates the market has discounted the brief period of extreme volatility and is again pricing based on longer-term fundamentals, such as Peacock's recent profitability and subscriber growth.

## Significant Price Movements

#### 📈 August 24, 2026: 58.0pp spike

Price increased from 4.0% to 62.0%

**Outcome:** Above 112

**What happened:** The provided research indicates there is no verifiable evidence of a 58.0 percentage point spike in Peacock app downloads on August 24, 2026 [[^]](https://peekly.app/apps/0d2b2b6f-3f11-46e5-bb74-e569267b2e2d)[[^]](https://peekly.app/apps/77e8063e-b7cb-4e0b-9a19-afe2382bb308)[[^]](https://appgoblin.info/apps/com.peacocktv.peacockandroid)[[^]](https://appstorespy.com/android-google-play/com.peacocktv.peacockandroid-trends-revenue-statistics-downloads-ratings)[[^]](https://appfigures.com/resources/insights/peacock-100m-downloads-winter-olympics-streaming-revenue). While Peacock experienced a download surge in February 2026 due to the Winter Olympics, this predates the specified event [[^]](https://appfigures.com/resources/insights/peacock-100m-downloads-winter-olympics-streaming-revenue). Although other apps like FOMO and Claude AI saw activity around August 2026 [[^]](https://solanacompass.com/news/fomo-social-trading-app-enters-us-iphone-finance-top-3-surpassing-cash-app)[[^]](https://bitrss.com/claude-ai-jumps-to-no-7-app-store-as-anthropic-blasts-openai-chatgpt-ads-184575), there is no social media activity or traditional news identified that corresponds to a 58.0pp download increase for Peacock on August 24, 2026. Therefore, based on the available information, social media was irrelevant, as the described prediction market price movement appears unsubstantiated by the data for Peacock.

#### 📉 August 23, 2026: 52.0pp drop

Price decreased from 56.0% to 4.0%

**Outcome:** Above 112

**What happened:** No verifiable external cause, such as social media activity, traditional news, or official announcements, appears to be the primary driver of a 52.0 percentage point drop in the "Peacock App Downloads in August" prediction market on August 23, 2026 [[^]](https://peekly.app/apps/0d2b2b6f-3f11-46e5-bb74-e569267b2e2d)[[^]](https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/a04fy2026q2exhibit991.htm). Available data indicates stable or seasonal trends for Peacock app downloads during August 2026, contradicting a significant downturn [[^]](https://peekly.app/apps/0d2b2b6f-3f11-46e5-bb74-e569267b2e2d)[[^]](https://peekly.app/apps/77e8063e-b7cb-4e0b-9a19-afe2382bb308)[[^]](https://appgoblin.info/apps/com.peacocktv.peacockandroid)[[^]](https://appfigures.com/resources/insights/peacock-100m-downloads-winter-olympics-streaming-revenue). Therefore, no specific social media posts from key figures or viral narratives were identified that would lead, coincide with, or lag such a price movement [[^]](https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/a04fy2026q2exhibit991.htm)[[^]](https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/nbcu-s-streaming-service-peacock-pushes-to-15-million-sign-ups-comcast-ceo-says-60347937)[[^]](https://www.spglobal.com/market-intelligence/en/news-insights/research/content-most-enjoyed-on-top-us-svod-services-us-2024)[[^]](https://www.spglobal.com/market-intelligence/en/news-insights/research/svod-service-subscription-length-and-use-q122)[[^]](https://www.sec.gov/Archives/edgar/data/1635327/000119312526333800/d127369dex992.htm). Based on the lack of corroborating evidence for an external catalyst, social media was irrelevant to this reported prediction market movement.

#### 📉 August 22, 2026: 9.0pp drop

Price decreased from 66.0% to 57.0%

**Outcome:** Above 112

**What happened:** The reported 9.0 percentage point (pp) drop on August 22, 2026, occurred in a prediction market for maximum temperature, not Peacock app downloads [[^]](https://picksbyodds.com/biggest-movers/). Available data for August 2026 shows no evidence of a 9.0pp drop in Peacock app downloads, with the app consistently performing as a top-grossing entertainment service [[^]](https://peekly.app/apps/0d2b2b6f-3f11-46e5-bb74-e569267b2e2d)[[^]](https://peekly.app/apps/77e8063e-b7cb-4e0b-9a19-afe2382bb308)[[^]](https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/a04fy2026q2exhibit991.htm). Given that the specified price movement did not occur in the "Peacock App Downloads in August" market, social media activity was irrelevant as a primary driver for this market.

## Contract Snapshot

A 'YES' resolution for a contract (e.g., "Above 112") triggers if Peacock App Downloads in August exceed the specified numerical threshold. Conversely, a 'NO' resolution occurs if the downloads are at or below that threshold. The market tracks app download data for August, and the final maximum payout date is September 6, 2026. No other special settlement conditions are detailed.

## Market Discussion

Estimates for Peacock's August 2026 app downloads vary significantly by platform and source, ranging from approximately 900,000 to 2.0 million monthly downloads [[^]](https://peekly.app/apps/77e8063e-b7cb-4e0b-9a19-afe2382bb308). This occurs as the service, which reached 48 million paid subscribers by August 2026 and achieved Q2 2026 profitability, appears to be transitioning its strategy from rapid growth to disciplined retention and monetization [[^]](https://axis-intelligence.com/peacock-statistics/). A subscription price increase was implemented on August 18, 2026, which may influence download trends alongside concerns regarding technical stability and the durability of ad revenue following Q2 sports events [[^]](https://ppc.land/peacock-ad-revenue-per-subscriber-rises-43-to-4-98-a-month/).

## Market Data

| Contract | Yes Bid | Yes Ask | Last Price | Volume | Open Interest |
| --- | --- | --- | --- | --- | --- |
| Above 104 | 90% | 96% | 92% | $60 | $30 |
| Above 108 | 83% | 92% | 85% | $100 | $25 |
| Above 112 | 61% | 66% | 62% | $2,660.25 | $789.65 |
| Above 116 | 13% | 17% | 19% | $2,485.32 | $961.32 |
| Above 121 | 4% | 11% | 10% | $505.03 | $317 |

## What major content releases or live sports events on Peacock are scheduled for August 2026 that could influence new subscriptions?

Premier League Season Start | August 21, 2026 [[^]](https://www.peacocktv.com/blog/premier-league-2026-2027-peacock-schedule-dates-matches)[[^]](https://www.peacocktv.com/sports/premier-league) |
You, Me & Tuscany Premiere | August 7 [[^]](https://www.peacocktv.com/blog/what-to-watch-new-on-peacock) |
The Undeclared War Season 2 | August 27 [[^]](https://movieweb.com/peacock-new-moive-tv-august-2026/)[[^]](https://discussingfilm.net/2026/07/31/new-on-peacock-august-2026/) |

**Live sports programming significantly influenced new Peacock subscriptions in August 2026**

Live sports programming significantly influenced new Peacock subscriptions in August 2026. The 2026-2027 Premier League season commenced on August 21, with Peacock exclusively streaming live matches [[^]](https://www.peacocktv.com/blog/premier-league-2026-2027-peacock-schedule-dates-matches)[[^]](https://www.peacocktv.com/sports/premier-league). This kickoff was specifically expected to drive new subscriptions in late August. Additionally, Peacock maintained its exclusive "Game of the Day" MLB coverage throughout August, which included multiple games each week and Sunday Night Baseball matchups [[^]](https://www.peacocktv.com/blog/every-mlb-game-streaming-on-peacock-in-the-2026-season-full-schedule).

New entertainment releases also launched, drawing **market** prediction interest. For non-sports entertainment, August 2026 introduced the romantic comedy 'You, Me & Tuscany' on August 7 and the second season of the cyber-thriller 'The Undeclared War' on August 27 [[^]](https://www.peacocktv.com/blog/what-to-watch-new-on-peacock)[[^]](https://movieweb.com/peacock-new-moive-tv-august-2026/)[[^]](https://discussingfilm.net/2026/07/31/new-on-peacock-august-2026/). These significant content releases, alongside the live sports events, were identified as potential factors influencing new subscriptions and app downloads during the month [[^]](https://www.peacocktv.com/blog/premier-league-2026-2027-peacock-schedule-dates-matches)[[^]](https://www.peacocktv.com/sports/premier-league)[[^]](https://kalshi.com/markets/kxpeacockapp/peacock-tv-stream-tv--movies-app-downloads/kxpeacockapp-26sep07)[[^]](https://www.coinbase.com/predictions/event/KXPEACOCKAPP-26SEP07)[[^]](https://www.predictionnewsnetwork.com/p/kalshi-app-downloads-august-markets). The potential impact of these launches on app downloads was a subject of active trading on prediction markets on Kalshi as of August 21, 2026 [[^]](https://kalshi.com/markets/kxpeacockapp/peacock-tv-stream-tv--movies-app-downloads/kxpeacockapp-26sep07)[[^]](https://www.coinbase.com/predictions/event/KXPEACOCKAPP-26SEP07)[[^]](https://www.predictionnewsnetwork.com/p/kalshi-app-downloads-august-markets).

## How do third-party app analytics firms like Sensor Tower and Appfigures estimate Peacock's download velocity in the first half of August 2026?

Estimation Method | Proprietary machine learning models [[^]](https://sensortower.com/product/mobile-app/app-performance-insights)[[^]](https://sensortower.com/responsibly-sourced-data)[[^]](https://help.appfigures.com/en/article/how-appfigures-estimates-downloads-and-revenue-for-ios-and-android-apps-na7a2h/)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/) |
Accuracy Measurement | Median Absolute Percent Error (MAPE) [[^]](https://www.mirava.io/blog/how-to-check-app-revenue)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/) |
Estimated Error Rate Range | 5% to 25% [[^]](https://www.mirava.io/blog/how-to-check-app-revenue)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/) |

**Third-party analytics firms estimate app downloads using proprietary machine learning models**

Third-party analytics firms estimate app downloads using proprietary machine learning models. These models are developed using extensive datasets, which include data from proprietary panels of millions of opted-in users and actual download and revenue figures from consenting partners [[^]](https://sensortower.com/product/mobile-app/app-performance-insights)[[^]](https://sensortower.com/responsibly-sourced-data)[[^]](https://help.appfigures.com/en/article/how-appfigures-estimates-downloads-and-revenue-for-ios-and-android-apps-na7a2h/)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/). To generate estimates for applications that do not directly share their data, these firms calibrate their models by observing publicly available signals, such as app store category rankings, review counts, and download milestones [[^]](https://www.mirava.io/blog/how-to-check-app-revenue)[[^]](https://help.appfigures.com/en/article/how-appfigures-estimates-downloads-and-revenue-for-ios-and-android-apps-na7a2h/)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/).

Estimates for specific apps leverage aggregate performance trends and refine user data. For a particular application like Peacock, estimates for the first half of August 2026 would be derived from aggregate store-level performance trends observed in individual countries [[^]](https://investgame.net/wp-content/uploads/2025/11/sensor_tower__q2_2025_digital_market_index.pdf)[[^]](https://adindex.ru/publication/analitics/search/338291/img/SensorTower_State_of_Food_Delivery_&_Rideshare_Apps_2025_34_pgs.pdf)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/). These calculations are performed on a per-user basis, meticulously filtering out re-installs or downloads across multiple devices to maintain accuracy [[^]](https://investgame.net/wp-content/uploads/2025/11/sensor_tower__q2_2025_digital_market_index.pdf)[[^]](https://adindex.ru/publication/analitics/search/338291/img/SensorTower_State_of_Food_Delivery_&_Rideshare_Apps_2025_34_pgs.pdf)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/). The accuracy of these estimates is typically assessed using Median Absolute Percent Error (MAPE), with vendors commonly reporting error rates that span from **5%** in optimal scenarios to **25%** in less favorable ones [[^]](https://www.mirava.io/blog/how-to-check-app-revenue)[[^]](https://help.appfigures.com/en/article/how-to-compare-your-downloads-and-revenue-with-estimates-in-competitor-intelligence-ey4pid/).

## How do Peacock's August 2026 subscription prices and content library compare to those of direct competitors like Paramount+ and Max?

Peacock Monthly Price Range (as of Aug 2026) | $8.99 to $19.99 [[^]](https://www.peacocktv.com/help/article/price-increase)[[^]](https://www.businessinsider.com/guides/streaming/peacock-tv-streaming-service-app)[[^]](https://variety.com/2026/tv/news/peacock-raises-prices-fourth-time-in-four-years-1236837016/)[[^]](https://tvanswerman.com/2026/08/18/peacock-just-raised-prices-heres-how-to-watch-it-for-free-or-cheap/)[[^]](https://www.yahoo.com/entertainment/tv/articles/peacock-raising-prices-subscribers-pay-152756281.html) |
Paramount+ Monthly Price Range (as of Aug 2026) | $8.99 to $13.99 [[^]](https://www.businessinsider.com/guides/streaming/paramount-plus-streaming-service-app)[[^]](https://www.dealnews.com/features/Paramount-Plus/Cost/)[[^]](https://sea.mashable.com/tv-shows/40031/how-much-does-paramount-cost-per-month)[[^]](https://www.gamsgo.com/blog/paramount-plus-prices-and-deals) |
Max Monthly Price Range (as of Aug 2026) | $10.99 to $22.99 [[^]](https://www.dealnews.com/features/hbo-max-subscription-cost/)[[^]](https://www.cinemablend.com/television/2570432/subscribing-to-hbo-max-what-to-know-about-the-price-options-and-what-the-streaming-service-offers)[[^]](https://mashable.com/entertainment/best-hbo-max-deals-august-2026)[[^]](https://www.hbomax.com/savings)[[^]](https://www.businessinsider.com/guides/deals/best-streaming-deals-bundles) |

**Peacock increased its monthly subscription prices across all tiers in August 2026**

Peacock increased its monthly subscription prices across all tiers in August 2026. Effective August 18, 2026, the updated monthly pricing structure for Peacock includes the Select tier at **$8.99**, Premium at **$12.99**, and Premium Plus at **$19.99** [[^]](https://www.peacocktv.com/help/article/price-increase)[[^]](https://www.businessinsider.com/guides/streaming/peacock-tv-streaming-service-app)[[^]](https://variety.com/2026/tv/news/peacock-raises-prices-fourth-time-in-four-years-1236837016/)[[^]](https://tvanswerman.com/2026/08/18/peacock-just-raised-prices-heres-how-to-watch-it-for-free-or-cheap/)[[^]](https://www.yahoo.com/entertainment/tv/articles/peacock-raising-prices-subscribers-pay-152756281.html).

Peacock's updated pricing compares closely with competitors' offerings. As of August 2026, Paramount+ provides two monthly subscription tiers: Essential for **$8.99** and Premium with SHOWTIME for **$13.99** [[^]](https://www.businessinsider.com/guides/streaming/paramount-plus-streaming-service-app)[[^]](https://www.dealnews.com/features/Paramount-Plus/Cost/)[[^]](https://sea.mashable.com/tv-shows/40031/how-much-does-paramount-cost-per-month)[[^]](https://www.gamsgo.com/blog/paramount-plus-prices-and-deals). During the same period, Max offers three monthly subscription options: Basic with Ads for **$10.99**, Standard Ad-Free for **$18.49**, and Premium Ad-Free for **$22.99** [[^]](https://www.dealnews.com/features/hbo-max-subscription-cost/)[[^]](https://www.cinemablend.com/television/2570432/subscribing-to-hbo-max-what-to-know-about-the-price-options-and-what-the-streaming-service-offers)[[^]](https://mashable.com/entertainment/best-hbo-max-deals-august-2026)[[^]](https://www.hbomax.com/savings)[[^]](https://www.businessinsider.com/guides/deals/best-streaming-deals-bundles).

Content library comparisons for these streaming services are currently unavailable. The available research does not contain the necessary information to compare the content libraries of Peacock, Paramount+, and Max.

## What are the known methodological differences between app download trackers like data.ai and Sensor Tower, and how have their past estimates for Peacock varied?

Sensor Tower Data.ai Merger | 2024 [[^]](https://sensortower.com/product/mobile-app/app-performance-insights)[[^]](https://sensortower.com/)[[^]](https://helpcenter.data.ai/community/s/article/Downloads-Revenue-Product-Overview-Metrics-Methodology)[[^]](https://sensortower.com/responsibly-sourced-data) |
Peacock First Month Downloads | Nearly 3 million (Sensor Tower estimate) [[^]](https://sensortower.com/blog/2024-q3-ios-top-5-film%20&%20television-units-us-64c9b6d7e1714cfff1d22ccb)[[^]](https://sensortower.com/blog/peacock-first-month-installs)[[^]](https://www.mediaplaynews.com/data-tokyo-olympics-a-boon-for-peacock-app-down/)[[^]](https://www.mediapost.com/publications/article/415899/world-cup-ufc-event-drive-growth-in-streaming-usa.html) |
App Download Tracking Method | Hybrid (app store data + proprietary consumer panels) [[^]](https://sensortower.com/product/mobile-app/app-performance-insights)[[^]](https://sensortower.com/)[[^]](https://helpcenter.data.ai/community/s/article/Downloads-Revenue-Product-Overview-Metrics-Methodology)[[^]](https://sensortower.com/responsibly-sourced-data) |

**App download trackers employ hybrid methodologies for estimating downloads**

App download trackers employ hybrid methodologies for estimating downloads. Both Sensor Tower and data.ai (formerly App Annie) historically used a combination of app store rank and performance data with proprietary consumer panels to estimate app download numbers [[^]](https://sensortower.com/product/mobile-app/app-performance-insights)[[^]](https://sensortower.com/)[[^]](https://helpcenter.data.ai/community/s/article/Downloads-Revenue-Product-Overview-Metrics-Methodology)[[^]](https://sensortower.com/responsibly-sourced-data). In 2024, Sensor Tower acquired data.ai, and has since integrated their respective consumer panels and modeling pipelines to create a unified data product [[^]](https://sensortower.com/product/mobile-app/app-performance-insights)[[^]](https://sensortower.com/)[[^]](https://helpcenter.data.ai/community/s/article/Downloads-Revenue-Product-Overview-Metrics-Methodology)[[^]](https://sensortower.com/responsibly-sourced-data).

Industry practices for data aggregators can cause discrepancies. General industry practice for data aggregators involves proprietary sampling, statistical modeling, and third-party data feeds. This can lead to discrepancies between different providers due to variations in data sources, processing methods, and update frequencies [[^]](https://resources.kaiko.com/hubfs/Factsheets%2c%20Rulebooks%2c%20Methodologies%20(Resources)/Data%20Feeds/Supply%20&%20Market%20Cap%20Methodology.pdf)[[^]](https://research.glassnode.com/why-use-point-in-time-data/)[[^]](https://blog.amberdata.io/which-blockchain-data-api-is-right-for-you?hs_amp=true)[[^]](https://www.kaiko.com/resources/mica-is-reshaping-eur-stablecoin-markets). However, the provided research does not contain specific information regarding the detailed methodological differences between data.ai and Sensor Tower in tracking app downloads prior to their merger [[^]](https://resources.kaiko.com/hubfs/Factsheets%2c%20Rulebooks%2c%20Methodologies%20(Resources)/Data%20Feeds/Supply%20&%20Market%20Cap%20Methodology.pdf)[[^]](https://research.glassnode.com/why-use-point-in-time-data/)[[^]](https://blog.amberdata.io/which-blockchain-data-api-is-right-for-you?hs_amp=true)[[^]](https://www.kaiko.com/resources/mica-is-reshaping-eur-stablecoin-markets).

Sensor Tower publicly estimated Peacock’s initial download performance. For Peacock specifically, Sensor Tower has provided public estimates for its launch, reporting nearly 3 million downloads in its first month, which have served as industry benchmarks [[^]](https://sensortower.com/blog/2024-q3-ios-top-5-film%20&%20television-units-us-64c9b6d7e1714cfff1d22ccb)[[^]](https://sensortower.com/blog/peacock-first-month-installs)[[^]](https://www.mediaplaynews.com/data-tokyo-olympics-a-boon-for-peacock-app-down/)[[^]](https://www.mediapost.com/publications/article/415899/world-cup-ufc-event-drive-growth-in-streaming-usa.html). While third-party modeling estimates have historically shown variances when compared to official numbers [[^]](https://techcrunch.com/2020/07/21/nbcus-peacock-streaming-service-hits-1-5m-app-downloads-in-first-6-days/), the research does not detail historical discrepancies in estimates for Peacock between data.ai and Sensor Tower [[^]](https://www.kaiko.com/resources/mica-is-reshaping-eur-stablecoin-markets)[[^]](https://resources.kaiko.com/hubfs/Factsheets%2c%20Rulebooks%2c%20Methodologies%20(Resources)/Data%20Feeds/Supply%20&%20Market%20Cap%20Methodology.pdf)[[^]](https://research.glassnode.com/why-use-point-in-time-data/).

## According to Comcast's Q2 2026 earnings call, what is the stated strategy regarding Peacock's balance between subscriber growth and profitability?

Q2 2026 Added Subscribers | 2 million paid subscribers (Q2 2026) [[^]](https://www.cmcsa.com/news-releases/news-release-details/comcast-reports-2nd-quarter-2026-results)[[^]](https://www.forbes.com/sites/nicolekraft/2026/07/29/peacock-posts-first-profit-as-sports-reality-tv-drive-growth/)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2) |
Total Paid Subscribers | 48 million paid subscribers [[^]](https://www.cmcsa.com/news-releases/news-release-details/comcast-reports-2nd-quarter-2026-results)[[^]](https://www.forbes.com/sites/nicolekraft/2026/07/29/peacock-posts-first-profit-as-sports-reality-tv-drive-growth/)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2) |
Q2 2026 EBITDA | $189 million (nearly $200 million of profits) [[^]](https://www.cmcsa.com/news-releases/news-release-details/comcast-reports-2nd-quarter-2026-results)[[^]](https://www.forbes.com/sites/nicolekraft/2026/07/29/peacock-posts-first-profit-as-sports-reality-tv-drive-growth/)[[^]](https://www.hollywoodreporter.com/business/business-news/peacock-turns-a-profit-universal-parks-struggle-1236654852/)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2) |

**According to Comcast's Q2 2026 earnings call, Peacock's stated strategy prioritizes scaled, sustainable subscriber growth while simultaneously building toward profitability, rather than optimizing for profitability in isolation [[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2)**

According to Comcast's Q2 2026 earnings call, Peacock's stated strategy prioritizes scaled, sustainable subscriber growth while simultaneously building toward profitability, rather than optimizing for profitability in isolation [[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2). Management aims to create value across Comcast’s broader media assets, ensuring that Peacock’s development contributes holistically, not solely by maximizing its standalone profit [[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2). This approach is underpinned by a dual-revenue **model** combining distribution and advertising, which intrinsically links subscriber growth with monetization efforts [[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2).

Peacock reported first quarterly profit and strong subscriber growth in Q2 2026. In Q2 2026, Peacock added 2 million paid subscribers, bringing its total to 48 million, primarily driven by events like the NBA Playoffs, FIFA World Cup, and Love Island USA [[^]](https://www.cmcsa.com/news-releases/news-release-details/comcast-reports-2nd-quarter-2026-results)[[^]](https://www.forbes.com/sites/nicolekraft/2026/07/29/peacock-posts-first-profit-as-sports-reality-tv-drive-growth/)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2). The platform also achieved its first quarterly profitability in Q2 2026, reporting **$189** million in EBITDA [[^]](https://www.cmcsa.com/news-releases/news-release-details/comcast-reports-2nd-quarter-2026-results)[[^]](https://www.forbes.com/sites/nicolekraft/2026/07/29/peacock-posts-first-profit-as-sports-reality-tv-drive-growth/)[[^]](https://www.hollywoodreporter.com/business/business-news/peacock-turns-a-profit-universal-parks-struggle-1236654852/)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2). While executives noted that profitability will likely fluctuate quarter-to-quarter due to content and sports scheduling, they expect annual EBITDA to continue improving, fueled by a growing subscriber base and enhanced monetization efforts [[^]](https://www.cmcsa.com/news-releases/news-release-details/comcast-reports-2nd-quarter-2026-results)[[^]](https://www.forbes.com/sites/nicolekraft/2026/07/29/peacock-posts-first-profit-as-sports-reality-tv-drive-growth/)[[^]](https://www.hollywoodreporter.com/business/business-news/peacock-turns-a-profit-universal-parks-struggle-1236654852/)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=4)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=9)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=1)[[^]](https://octagonai.co/files/transcripts/CMCSA/CMCSA_Q2_2026.pdf?response-content-disposition=inline&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=663e4f53311b0b0fa6c9e0c596c6bb4c%2F20260824%2Fus-east-**1%**2Fs3%2Faws4_request&X-Amz-Date=20260824T123205Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=dc19f1e2f09152e24b6fff8736991a2342872f11c560e12fd30c62cd0e8cbd66#page=2).

## What Could Change the Odds

**Peacock recorded its first-ever quarterly profit in Q2 2026, reporting $189 million in adjusted EBITDA and 48 million total paid subscribers [[^]](https://axis-intelligence.com/peacock-statistics/)[[^]](https://www.thewrap.com/industry-news/business/comcast-earnings-q2-2026/)[[^]](https://www.sec.gov/Archives/edgar/data/1166691/000162828026049274/ex991-6302026.htm).** This profitability reflects a **$290** million year-over-year improvement [[^]](https://www.sec.gov/Archives/edgar/data/1166691/000162828026049274/ex991-6302026.htm). Bullish catalysts include high ad-revenue per subscriber growth, which rose **43%** to **$4.98** a month, and strategic pivots toward membership programs and "great rebundling" deals, such as the YouTube Premium partnership [[^]](https://ppc.land/peacock-ad-revenue-per-subscriber-rises-43-to-4-98-a-month/)[[^]](https://axis-intelligence.com/peacock-statistics/)[[^]](https://www.hollywoodreporter.com/business/business-news/peacock-turns-a-profit-universal-parks-struggle-1236654852/)[[^]](https://www.thewrap.com/industry-news/business/comcast-earnings-q2-2026/)[[^]](https://www.nbcuniversal.com/article/matt-strauss-building-peacock-differently-and-what-comes-next-streaming)[[^]](https://variety.com/2026/biz/news/matt-strauss-nbcuniversal-peacock-streaming-strictly-1236829718/). Engagement is also driven by coverage of major live sports and entertainment events, including the NBA Playoffs, FIFA World Cup, and Love Island USA [[^]](https://www.sec.gov/Archives/edgar/data/1166691/000162828026049274/ex991-6302026.htm). Additionally, Comcast announced its intent to separate NBCUniversal and Sky assets into focused companies, a major structural change serving as a key financial catalyst [[^]](https://www.sec.gov/Archives/edgar/data/1166691/000162828026049274/ex991-6302026.htm).

**Bearish risks center on the volatility of quarterly profitability, which relies heavily on cyclical sports calendars [[^]](https://axis-intelligence.com/peacock-statistics/)[[^]](https://www.hollywoodreporter.com/business/business-news/peacock-turns-a-profit-universal-parks-struggle-1236654852/)[[^]](https://www.investing.com/news/transcripts/earnings-call-transcript-comcast-beats-q2-2026-estimates-as-peacock-turns-profitable-93CH-4809176)[[^]](https://www.thewrap.com/industry-news/business/comcast-earnings-q2-2026/).** The absence of massive tentpole events in Q3/Q4 2026, compared to Q2, could impact future financial performance [[^]](https://axis-intelligence.com/peacock-statistics/)[[^]](https://www.hollywoodreporter.com/business/business-news/peacock-turns-a-profit-universal-parks-struggle-1236654852/)[[^]](https://www.investing.com/news/transcripts/earnings-call-transcript-comcast-beats-q2-2026-estimates-as-peacock-turns-profitable-93CH-4809176)[[^]](https://www.thewrap.com/industry-news/business/comcast-earnings-q2-2026/). Estimates for Peacock's monthly app downloads vary, generally tracking between 900,000 and 2 million per month on major platforms, with cumulative Android installs exceeding 62 million [[^]](https://peekly.app/apps/0d2b2b6f-3f11-46e5-bb74-e569267b2e2d)[[^]](https://peekly.app/apps/77e8063e-b7cb-4e0b-9a19-afe2382bb308)[[^]](https://appgoblin.info/apps/com.peacocktv.peacockandroid).

**Key upcoming timeline milestones include a YouTube Premium bundle rollout planned for early 2027 [[^]](https://www.nbcuniversal.com/article/matt-strauss-building-peacock-differently-and-what-comes-next-streaming)[[^]](https://variety.com/2026/biz/news/matt-strauss-nbcuniversal-peacock-streaming-strictly-1236829718/)[[^]](https://www.thestreamingwars.tv/the-take/peacock-finally-made-money-comcast-sent-the-bill-to-subscribers/).** There is also a continued focus on transitioning the service from a standalone streaming platform into a broader membership-based ecosystem [[^]](https://www.nbcuniversal.com/article/matt-strauss-building-peacock-differently-and-what-comes-next-streaming)[[^]](https://variety.com/2026/biz/news/matt-strauss-nbcuniversal-peacock-streaming-strictly-1236829718/)[[^]](https://www.thestreamingwars.tv/the-take/peacock-finally-made-money-comcast-sent-the-bill-to-subscribers/).

## Key Dates & Catalysts

- **Expiration:** September 14, 2026
- **Closes:** September 07, 2026

## Decision-Flipping Events

- Peacock recorded its first-ever quarterly profit in Q2 2026, reporting **$189** million in adjusted EBITDA and 48 million total paid subscribers [^] [^] [^] .
- This profitability reflects a **$290** million year-over-year improvement [^] .
- Bullish catalysts include high ad-revenue per subscriber growth, which rose **43%** to **$4.98** a month, and strategic pivots toward membership programs and "great rebundling" deals, such as the YouTube Premium partnership [^] [^] [^] [^] [^] [^] .
- Engagement is also driven by coverage of major live sports and entertainment events, including the NBA Playoffs, FIFA World Cup, and Love Island USA [^] .

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## Historical Resolutions

No historical resolution data available for this series.

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