Downloads Climbed to 5.0M, Up 5.6% YoY
Downloads reached an estimated 5.0M for the week of June 15, rising 37.5% WoW, declining -2.7% QoQ, and rising 5.6% YoY.
The weekly rebound against Q1 2026 softness makes engagement the quality check for whether Comcast’s acquisition lift is translating into usage.
Estimated weekly sessions reached 408.9M for Week of June 15, rising 12.4% WoW, declining -2.8% QoQ, and rising 9.1% YoY.
For investors, this divergence may signal uneven revenue momentum if weekly acceleration fails to build into a clearer sequential recovery.
Engagement reach broadened as depth improved
In Q1 2026, Comcast’s estimated DAU was 8.8M, down 1.4% QoQ but up 5.1% YoY, while estimated MAU reached 119.7M, up 0.9% QoQ and 9.6% YoY.
MAU growth outpacing DAU, alongside average sessions per DAU up 4.3% YoY and average time spent per DAU up 17.1% YoY, suggests reach expansion with deeper active-user engagement; for investors, this combination typically correlates with revenue potential if sustained.
Peacock churn indicates moderate retention pressure
Peacock TV: Stream TV & Movies’ churn stood at an estimated 48.14% in Q1 2026, with YoY growth of 4.7%, placing retention in the moderate range and indicating engagement leakage remains pressured but below the high-severity threshold.
For investors, this level typically correlates with less predictable recurring revenue and may pressure CAC efficiency when acquisition spend offsets user attrition.
MPI Held Steady: 1.1% QoQ Despite -6.8% WoW, -2.1% YoY
Comcast (CMCSA) discloses Paid Subscribers of Peacock in SEC filings, with Apptopia’s Mobile Performance Index (MPI) selected as the primary mobile signal tied to Peacock scale, engagement, and monetization.
These correlations suggest that investors should monitor Apptopia’s data to understand how Comcast is trending for its Paid Subscribers of Peacock KPI.
Comcast’s MPI showed stable performance in Q1 2026, with -6.8% WoW and -2.1% YoY offsetting 1.1% QoQ growth; as a standalone mobile performance signal, the pattern may indicate limited engagement momentum unless sequential gains persist.
Investors should follow Apptopia’s MPI for CMCSA as a key signal of Comcast’s mobile performance heading into Q2 2026.
Stable MPI Masks Mixed Mobile Momentum
Comcast’s stable MPI suggests a mixed mobile profile entering Q2 2026, with modest sequential improvement tempered by softness for the Week of June 15, negative YoY movement, mixed acquisition health, quality engagement expansion, and moderate churn pressure.
Apptopia’s MPI for CMCSA provides a useful lens for measuring whether reach and engagement depth are translating into stronger mobile momentum.
Investors should monitor WoW stabilization, YoY inflection, and churn quality while using Apptopia’s other metrics to gauge the quality of Comcast’s acquisition rebound.
