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Comcast (CMCSA)
NASDAQ:CMCSA
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.18Last Year’s EPS
1.21Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 2.81%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. While there were strong performances in wireless additions, theme park expansion, and Peacock's revenue growth, challenges such as broadband customer losses, market competitiveness, and advertising revenue decline were also highlighted.Company Guidance
During Comcast Corporation's first-quarter earnings call for Fiscal Year 2025, the company highlighted several key metrics and strategic initiatives. The management reported that the six growth areas, including residential broadband, wireless, business services, and theme parks, helped achieve a 2% growth in EBITDA, a 5% increase in adjusted EPS, and generated $5.4 billion in free cash flow. The company also returned $3.2 billion to shareholders, including $2 billion in share repurchases. Wireless services saw notable growth, with 323,000 net line additions, increasing the total to 8.1 million lines, driven by new promotions and an 80% improvement in customer lifetime value when adding wireless to broadband-only customers. In business services, revenues grew by approximately 4%, and margins in the high 50% range, contributing to almost 25% of total connectivity business revenues. The theme parks segment continues to show strong performance, generating $3 billion in EBITDA in 2024, with the upcoming opening of Epic Universe in Orlando expected to further drive growth. Additionally, Peacock saw double-digit revenue growth and a $400 million year-over-year improvement in EBITDA losses, ending the quarter with 41 million paid subscribers. Overall, Comcast is navigating the competitive landscape with a focus on simplifying pricing and enhancing customer value, while maintaining a strong balance sheet and capital allocation strategy.EBITDA and EPS Growth
EBITDA grew 2% and adjusted EPS grew 5% with $5.4 billion of free cash flow generated in the first quarter.
Wireless Net Additions Surge
Wireless net line additions accelerated to 323,000 in the quarter, bringing total wireless lines to 8.1 million, marking the best quarter of new wireless net additions in two years.
Theme Parks Expansion and Success
Theme parks generated $3 billion of EBITDA in 2024, with significant investment in Epic Universe, which is set to open soon, and ambitious expansion plans into the UK and additional US locations.
Growth in Business Services
Business services are now approaching $10 billion in revenue with consistent mid-single-digit growth in revenue and EBITDA, representing almost 25% of connectivity business revenues.
Peacock Revenue Growth
Peacock delivered double-digit revenue growth and a more than $400 million year-over-year improvement in EBITDA losses, with 41 million paid subscribers at the end of the quarter.
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CMCSA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CMCSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2025 | $34.47 | $33.19 | -3.71% |
Jan 30, 2025 | $37.02 | $32.95 | -10.99% |
Oct 31, 2024 | $41.51 | $42.92 | +3.40% |
Jul 23, 2024 | $38.56 | $37.56 | -2.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Comcast (CMCSA) report earnings?
Comcast (CMCSA) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Comcast (CMCSA) earnings time?
Comcast (CMCSA) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CMCSA EPS forecast?
CMCSA EPS forecast for the fiscal quarter 2025 (Q2) is 1.18.
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