Comcast’s mobile engagement is deepening, with time spent per DAU up 17.1% YoY and MAU up 9.6% YoY. Downloads rebounded 42.6% WoW and held positive at 5.6% YoY, a steadier acquisition picture than most of the cohort.
The caveat is retention. Peacock churn rose to 48.1%, up 4.7% YoY. Here’s what Apptopia’s mobile signals are showing for CMCSA.
Downloads Rebounded to 3.6M, Up 5.6% YoY
Downloads reached an estimated 3.6M for the week of June 8, rising 42.6% WoW, falling -2.7% QoQ, and growing 5.6% YoY. The weekly rebound against Q1 2026 softness makes engagement the acquisition quality check.
Estimated weekly sessions reached 363.7M, rising 8.9% WoW, falling -2.8% QoQ, and growing 9.1% YoY. For investors, positive YoY sessions typically indicate revenue potential, while QoQ softness may correlate with slower monetization if sustained.
Engagement Depth Improves Despite DAU Softness
For the week of June 8, Comcast DAU reached an estimated 9.6M, up 8.8% WoW. In Q1 2026, DAU was down -1.4% QoQ but up 5.1% YoY, while MAU reached an estimated 119.7M, up 9.6% YoY.
This divergence suggests reach expansion is outpacing daily conversion, while average time spent per DAU climbed 17.1% YoY, indicating deeper engagement among active users.
Peacock TV Churn Indicates Moderate Retention Pressure
Peacock churn stood at an estimated 48.1% in Q1 2026, with YoY growth of 4.7%, placing retention in the moderate range and suggesting health remains pressured but below high-attrition territory.
For investors, this profile typically correlates with less predictable recurring revenue and could pressure CAC efficiency if replacement user acquisition remains necessary.
Stable MPI Meets Uneven Lifecycle Momentum
Comcast’s mixed acquisition trends suggest Q2 2026 is starting with balanced but uneven mobile momentum, as growing MAU and deeper time per DAU contrast with QoQ DAU softness and moderate churn pressure.
Apptopia’s MPI for CMCSA provides a useful way to measure whether engagement momentum is holding despite the pullback and softer sequential acquisition trajectory.
Investors should monitor Apptopia’s data, DAU, time per DAU, and churn metrics to gauge whether reach expansion is translating into durable daily engagement and higher-quality growth.
