Comcast Says Rivals Out-Marketed Universal and Epic Universe Still Cannot Load Riders Fast Enough, as Theme Park Profit Falls 17%
On Comcast's third quarter call, co-CEO Mike Cavanagh named two more causes of Universal's Orlando slump: competitors who adapted their marketing faster, and capacity and ride throughput at Epic Universe. Theme Parks adjusted EBITDA fell 17.1% to $780 million, and he sees Orlando soft into the first half of 2027.