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Comcast Earnings Calls

Q1 2025 Beat
$1.09 (10.44%)
Release date Apr 24, 2025
EPS estimate $0.99
EPS actual $1.09
EPS Surprise 10.44%
Revenue estimate 29.768B
Revenue actual 29.887B
Revenue Surprise 0.399%
Q4 2024 Beat
$0.96 (11.37%)
Release date Jan 30, 2025
EPS estimate $0.86
EPS actual $0.96
EPS Surprise 11.37%
Revenue estimate 31.609B
Revenue actual 31.915B
Revenue Surprise 0.97%
Q3 2024 Beat
$1.12 (5.66%)
Release date Oct 31, 2024
EPS estimate $1.06
EPS actual $1.12
EPS Surprise 5.66%
Revenue estimate 31.787B
Revenue actual 32.07B
Revenue Surprise 0.89%
Q2 2024 Beat
$1.21 (8.04%)
Release date Jul 23, 2024
EPS estimate $1.12
EPS actual $1.21
EPS Surprise 8.04%
Revenue estimate 30.035B
Revenue actual 29.688B
Revenue Surprise -1.15%

Last 4 Quarters for Comcast

Below you can see how CMCSA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.

Q2 2024 Beat
Release date Jul 23, 2024
Fiscal end date Jun 30, 2024
Price on release $38.51
EPS estimate $1.12
EPS actual $1.21
EPS surprise 8.04%
Date Price
Jul 17, 2024 $40.59
Jul 18, 2024 $40.14
Jul 19, 2024 $40.08
Jul 22, 2024 $39.53
Jul 23, 2024 $38.51
Jul 24, 2024 $38.09
Jul 25, 2024 $38.24
Jul 26, 2024 $39.69
Jul 29, 2024 $40.68
4 days before -5.12%
4 days after 5.63%
On release day -1.09%
Change in period 0.222%
Q3 2024 Beat
Release date Oct 31, 2024
Fiscal end date Sep 30, 2024
Price on release $43.67
EPS estimate $1.06
EPS actual $1.12
EPS surprise 5.66%
Date Price
Oct 25, 2024 $41.66
Oct 28, 2024 $41.84
Oct 29, 2024 $42.07
Oct 30, 2024 $42.24
Oct 31, 2024 $43.67
Nov 01, 2024 $43.56
Nov 04, 2024 $42.53
Nov 05, 2024 $42.56
Nov 06, 2024 $45.14
4 days before 4.82%
4 days after 3.37%
On release day -0.252%
Change in period 8.35%
Q4 2024 Beat
Release date Jan 30, 2025
Fiscal end date Dec 31, 2024
Price on release $33.25
EPS estimate $0.86
EPS actual $0.96
EPS surprise 11.37%
Date Price
Jan 24, 2025 $37.62
Jan 27, 2025 $38.23
Jan 28, 2025 $37.55
Jan 29, 2025 $37.36
Jan 30, 2025 $33.25
Jan 31, 2025 $33.66
Feb 03, 2025 $33.19
Feb 04, 2025 $33.55
Feb 05, 2025 $33.94
4 days before -11.62%
4 days after 2.08%
On release day 1.23%
Change in period -9.78%
Q1 2025 Beat
Release date Apr 24, 2025
Fiscal end date Mar 31, 2025
Price on release $33.19
EPS estimate $0.99
EPS actual $1.09
EPS surprise 10.44%
Date Price
Apr 17, 2025 $33.99
Apr 21, 2025 $33.60
Apr 22, 2025 $34.20
Apr 23, 2025 $34.47
Apr 24, 2025 $33.19
Apr 25, 2025 $33.90
Apr 28, 2025 $33.77
Apr 29, 2025 $33.94
Apr 30, 2025 $34.20
4 days before -2.34%
4 days after 3.04%
On release day 2.14%
Change in period 0.633%

Comcast Earnings Call Transcript Summary of Q1 2025

Here's a summary of the key points from Comcast Corporation's First Quarter Earnings Call that investors should know:

Financial Overview:

  • EBITDA Growth: Comcast achieved a 2% growth in EBITDA and a 5% increase in adjusted EPS, reaching $1.09.
  • Free Cash Flow: The company generated $5.4 billion in free cash flow, with a 26% increase per share.
  • Revenue Consistency: Consolidated revenue was consistent with Q1 of the previous year, as significant efforts are focused on six growth areas.

Strategic Focus Areas:

  • Convergence:
    • Comcast has the most extensive gig Internet and wireless offerings across 39 states, with plans to improve pricing transparency and customer experience.
    • A new pricing strategy includes a nationwide price guarantee for broadband, which is simplified to enhance customer engagement.
    • Growth plans for Xfinity Mobile were underscored by adding an unlimited line free for 12 months for broadband customers, resulting in the best new wireless net additions in two years.
  • Business Services:
    • This segment accounts for almost 25% of total connectivity revenues, with mid-single-digit revenue and EBITDA growth.
    • The enterprise segment is expected to grow further due to recent acquisitions improving capabilities and competitiveness.
  • Theme Parks:
    • Significant anticipated growth from the upcoming Epic Universe theme park in Orlando, projected to transform the market landscape.
    • Recent investments in theme parks have resulted in a tripling of EBITDA from approximately $1 billion to $3 billion over ten years.

Market Position & Challenges:

  • Intense Competition: Although Comcast has strong network capabilities, it faces increased competition primarily from fiber and fixed wireless alternatives, leading to slight increases in customer churn for broadband.
  • Mobile Strategy: While wireless penetration is currently low, there's high potential for growth by leveraging existing broadband customer relationships.

Future Outlook:

  • Expectations for continued free cash flow generation and commitment to capital allocation strategies that prioritize both growth and shareholder returns.
  • A focus on maximizing the value of bundled services across broadband and wireless offerings, with the aim of increasing customer loyalty and reducing churn.

Media Performance:

  • Peacock streaming service reported double-digit revenue growth, with a focus on acquiring new subscribers through sports content and bundled offerings.
  • The company is prepared for challenges in advertising revenue, particularly related to economic uncertainty but retains optimism due to a strong line-up of content and active engagement with advertisers.

Conclusion:

Comcast's management expresses confidence in its operational execution, strong balance sheet, and diversified revenue streams, positioning itself favorably in the face of rising competition and market uncertainties. The strategic pivot towards enhancing customer experience and simplifying offerings is anticipated to solidify Comcast's competitive edge moving forward.

Comcast Earnings History

Earnings Calendar

FAQ

When is the earnings report for CMCSA?
Comcast Corporation (CMCSA) has scheduled its earnings report for Jul 22, 2025 before the markets open.

What is the CMCSA price-to-earnings (P/E) ratio?
CMCSA P/E ratio as of May 23, 2025 (TTM) is 8.37.

What is the CMCSA EPS forecast?
The forecasted EPS (Earnings Per Share) for Comcast Corporation (CMCSA) for the first fiscal quarter 2025 is $1.19.

What are Comcast Corporation's retained earnings?
On its balance sheet, Comcast Corporation reported retained earnings of $29.89 billion for the latest quarter ending Mar 31, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT COMCAST CORPORATION
Comcast
Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services. The Media segment operates NBCUniversal's television and streaming platforms, including national, region...
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