Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, wireline voice, and wireless services, as well as solutions for medium-sized customers and larger enterprises; and small business connectivity services in the United Kingdom. The Media segment operates NBCUniversal's television and streaming business, including national and regional cable networks; the NBC and Telemundo broadcast networks and owned local broadcast television stations; and Peacock, a direct-to-consumer streaming services. It also operates international television networks comprising the Sky Sports networks, as well as other digital properties. The Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The company also offers a consolidated streaming platforms under the Philadelphia Flyers and the Wells Fargo Center arena in Philadelphia, Pennsylvania; and Xumo. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Comcast Corporation

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Comcast (CMCSA) Q4 2025 Earnings Call Transcript

Comcast (CMCSA) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +11.66%. A quarter ago, it was expected that this cable provider would post earnings of $1.1 per share when it actually produced earnings of $1.12, delivering a surprise of +1.82%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Comcast, which belongs to the Zacks Cable Television industry, posted revenues of $32.31 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.53%. This compares to year-ago revenues of $31.92 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Comcast shares have lost about 5% since the beginning of the year versus the S&P 500's gain of 1.9%.
What's Next for Comcast?
While Comcast has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Comcast was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.92 on $31.9 billion in revenues for the coming quarter and $4.09 on $125.99 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Cable Television is currently in the bottom 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Charter Communications (CHTR), another stock in the same industry, has yet to report results for the quarter ended December 2025. The results are expected to be released on January 30.
This cable provider is expected to post quarterly earnings of $10.40 per share in its upcoming report, which represents a year-over-year change of +3%. The consensus EPS estimate for the quarter has been revised 1.2% lower over the last 30 days to the current level.
Charter Communications' revenues are expected to be $13.74 billion, down 1.3% from the year-ago quarter.
Should You Invest in Comcast Corporation (CMCSA)?
Before you invest in Comcast Corporation (CMCSA), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates

(RTTNews) - Comcast Corp. (CMCSA) reported a profit for fourth quarter that Drops, from last year
The company's earnings came in at $2.168 billion, or $0.60 per share. This compares with $4.778 billion, or $1.24 per share, last year.
Excluding items, Comcast Corp. reported adjusted earnings of $3.062 billion or $0.84 per share for the period.
The company's revenue for the period rose 1.2% to $32.310 billion from $31.915 billion last year.
Comcast Corp. earnings at a glance (GAAP) :
-Earnings: $2.168 Bln. vs. $4.778 Bln. last year. -EPS: $0.60 vs. $1.24 last year. -Revenue: $32.310 Bln vs. $31.915 Bln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Comcast Corp. Reveals Fall In Q4 Bottom Line

(RTTNews) - Comcast Corp. (CMCSA) will host a conference call at 8:30 AM ET on January 29, 2026, to discuss Q4 25 earnings results.
To access the live webcast, log on to https://www.cmcsa.com/events-and-presentations
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Comcast Q4 25 Earnings Conference Call At 8:30 AM ET

The following companies are expected to report earnings prior to market open on 01/29/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Mastercard Incorporated (MA)is reporting for the quarter ending December 31, 2025. The financial transactions company's consensus earnings per share forecast from the 15 analysts that follow the stock is $4.20. This value represents a 9.95% increase compared to the same quarter last year. In the past year MA has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 1.62%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MA is 31.66 vs. an industry ratio of 13.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Caterpillar, Inc. (CAT)is reporting for the quarter ending December 31, 2025. The machinery company's consensus earnings per share forecast from the 11 analysts that follow the stock is $4.67. This value represents a 9.14% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CAT is 34.28 vs. an industry ratio of 8.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Thermo Fisher Scientific Inc (TMO)is reporting for the quarter ending December 31, 2025. The medical instruments company's consensus earnings per share forecast from the 12 analysts that follow the stock is $6.43. This value represents a 5.41% increase compared to the same quarter last year. In the past year TMO has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 5.27%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for TMO is 27.45 vs. an industry ratio of 1.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Honeywell International Inc. (HON)is reporting for the quarter ending December 31, 2025. The diversified operations company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.53. This value represents a 2.43% increase compared to the same quarter last year. In the past year HON has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 10.16%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for HON is 21.49 vs. an industry ratio of 21.70.
Lockheed Martin Corporation (LMT)is reporting for the quarter ending December 31, 2025. The aerospace and defense company's consensus earnings per share forecast from the 9 analysts that follow the stock is $6.24. This value represents a 18.64% decrease compared to the same quarter last year. In the past year LMT has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 9.79%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for LMT is 21.51 vs. an industry ratio of 5.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Sanofi (SNY)is reporting for the quarter ending December 31, 2025. The large cap pharmaceutical company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.84. This value represents a 20.00% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for SNY is 10.55 vs. an industry ratio of 17.30.
Parker-Hannifin Corporation (PH)is reporting for the quarter ending December 31, 2025. The machinery company's consensus earnings per share forecast from the 11 analysts that follow the stock is $7.15. This value represents a 9.49% increase compared to the same quarter last year. In the past year PH has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 8.25%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for PH is 30.45 vs. an industry ratio of 20.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Blackstone Inc. (BX)is reporting for the quarter ending December 31, 2025. The financial services company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.52. This value represents a 10.06% decrease compared to the same quarter last year. In the past year BX has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 25.62%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BX is 27.79 vs. an industry ratio of 11.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Altria Group (MO)is reporting for the quarter ending December 31, 2025. The tobacco company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.31. This value represents a 1.55% increase compared to the same quarter last year. In the past year MO has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 0.69%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MO is 11.69 vs. an industry ratio of 10.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Comcast Corporation (CMCSA)is reporting for the quarter ending December 31, 2025. The cable tv company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.75. This value represents a 21.88% decrease compared to the same quarter last year. In the past year CMCSA has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 1.82%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CMCSA is 6.82 vs. an industry ratio of 7.30.
Marsh (MRSH)is reporting for the quarter ending December 31, 2025. The business services company's consensus earnings per share forecast from the 9 analysts that follow the stock is $1.97. This value represents a 5.35% increase compared to the same quarter last year. In the past year MRSH has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 3.35%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MRSH is 18.65 vs. an industry ratio of 19.50.
Trane Technologies plc (TT)is reporting for the quarter ending December 31, 2025. The technology services company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.82. This value represents a 8.05% increase compared to the same quarter last year. In the past year TT has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 2.11%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for TT is 30.11 vs. an industry ratio of 13.30, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for January 29, 2026 : MA, CAT, TMO, HON, LMT, SNY, PH, BX, MO, CMCSA, MRSH, TT

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the FlexShares STOXX Global Broad Infrastructure Index Fund (Symbol: NFRA) where we have detected an approximate $82.5 million dollar outflow -- that's a 2.8% decrease week over week (from 48,600,001 to 47,250,001). Among the largest underlying components of NFRA, in trading today AT&T Inc (Symbol: T) is off about 0.9%, Comcast Corp (Symbol: CMCSA) is down about 2.4%, and Southern Company (Symbol: SO) is up by about 0.3%. For a complete list of holdings, visit the NFRA Holdings page » The chart below shows the one year price performance of NFRA, versus its 200 day moving average:
Looking at the chart above, NFRA's low point in its 52 week range is $53.01 per share, with $64.26 as the 52 week high point — that compares with a last trade of $61.52. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
XENE Insider Buying
Funds Holding ECON
Funds Holding UTAA
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NFRA, T, CMCSA, SO: ETF Outflow Alert

The NASDAQ 100 After Hours Indicator is up 12.6 to 25,725.81. The total After hours volume is currently 133,094,115 shares traded.
The following are the most active stocks for the after hours session:
Comcast Corporation (CMCSA) is unchanged at $29.43, with 5,525,170 shares traded.CMCSA is scheduled to provide an earnings report on 1/29/2026, for the fiscal quarter ending Dec2025. The consensus earnings per share forecast is 0.75 per share, which represents a 96 percent increase over the EPS one Year Ago
Apple Inc. (AAPL) is +0.31 at $255.72, with 5,187,025 shares traded.AAPL is scheduled to provide an earnings report on 1/29/2026, for the fiscal quarter ending Dec2025. The consensus earnings per share forecast is 2.65 per share, which represents a 240 percent increase over the EPS one Year Ago
Fiserv, Inc. (FISV) is -0.08 at $67.07, with 4,201,335 shares traded. FISV's current last sale is 87.1% of the target price of $77.
NVIDIA Corporation (NVDA) is -0.11 at $186.36, with 3,959,050 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Grab Holdings Limited (GRAB) is unchanged at $4.56, with 3,821,937 shares traded. As reported by Zacks, the current mean recommendation for GRAB is in the "buy range".
Teva Pharmaceutical Industries Limited (TEVA) is +0.01 at $32.15, with 3,684,600 shares traded.TEVA is scheduled to provide an earnings report on 1/28/2026, for the fiscal quarter ending Dec2025. The consensus earnings per share forecast is 0.62 per share, which represents a 70 percent increase over the EPS one Year Ago
Walmart Inc. (WMT) is unchanged at $117.64, with 3,558,811 shares traded. As reported by Zacks, the current mean recommendation for WMT is in the "buy range".
Occidental Petroleum Corporation (OXY) is +0.0346 at $43.95, with 2,632,243 shares traded. OXY's current last sale is 93.52% of the target price of $47.
Clearwater Analytics Holdings, Inc. (CWAN) is unchanged at $24.13, with 1,694,747 shares traded. CWAN's current last sale is 93.62% of the target price of $25.775.
Avantor, Inc. (AVTR) is -0.04 at $11.75, with 1,615,695 shares traded. AVTR's current last sale is 95.92% of the target price of $12.25.
Coty Inc. (COTY) is -0.01 at $3.21, with 1,599,351 shares traded. COTY's current last sale is 80.25% of the target price of $4.
CVS Health Corporation (CVS) is -8.4 at $75.47, with 1,522,641 shares traded. As reported by Zacks, the current mean recommendation for CVS is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After Hours Most Active for Jan 26, 2026 : CMCSA, AAPL, FISV, NVDA, GRAB, TEVA, WMT, OXY, CWAN, AVTR, COTY, CVS

The upcoming report from Comcast (CMCSA) is expected to reveal quarterly earnings of $0.75 per share, indicating a decline of 21.9% compared to the year-ago period. Analysts forecast revenues of $32.14 billion, representing an increase of 0.7% year over year.
The consensus EPS estimate for the quarter has undergone a downward revision of 3.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
With that in mind, let's delve into the average projections of some Comcast metrics that are commonly tracked and projected by analysts on Wall Street.
The consensus estimate for 'Revenue- Residential Connectivity & Platforms- Domestic Wireless' stands at $1.33 billion. The estimate indicates a change of +12% from the prior-year quarter.
The collective assessment of analysts points to an estimated 'Revenue- Content & Experiences- Theme Parks' of $2.83 billion. The estimate indicates a year-over-year change of +19.1%.
Analysts' assessment points toward 'Revenue- Content & Experiences- Studios' reaching $3.33 billion. The estimate indicates a year-over-year change of +1.8%.
According to the collective judgment of analysts, 'Revenue- Content & Experiences- Media' should come in at $7.33 billion. The estimate points to a change of +1.6% from the year-ago quarter.
The consensus among analysts is that 'Customer relationships - Business Services Connectivity Customer Relationships' will reach 2.69 million. Compared to the present estimate, the company reported 2.63 million in the same quarter last year.
Based on the collective assessment of analysts, 'Domestic Broadband - Residential Customers' should arrive at 28.73 million. The estimate is in contrast to the year-ago figure of 29.37 million.
The combined assessment of analysts suggests that 'Customer relationships - International Residential Connectivity & Platforms Customer Relationships' will likely reach 17.61 million. Compared to the current estimate, the company reported 17.81 million in the same quarter of the previous year.
It is projected by analysts that the 'Total Domestic Video Customers' will reach 11.25 million. Compared to the present estimate, the company reported 12.52 million in the same quarter last year.
Analysts forecast 'Domestic Broadband - Business Customers' to reach 2.52 million. The estimate compares to the year-ago value of 2.47 million.
Analysts expect 'Domestic homes and businesses passed' to come in at 64.96 million. Compared to the present estimate, the company reported 63.69 million in the same quarter last year.
The average prediction of analysts places 'Customer relationships - Total Connectivity & Platforms Customer Relationships' at 50.72 million. Compared to the present estimate, the company reported 51.61 million in the same quarter last year.
Analysts predict that the 'Customer relationships - Domestic Residential Connectivity & Platforms Customer Relationships' will reach 30.46 million. The estimate is in contrast to the year-ago figure of 31.17 million.
View all Key Company Metrics for Comcast here>>>
Over the past month, shares of Comcast have returned -1.2% versus the Zacks S&P 500 composite's +0.2% change. Currently, CMCSA carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Insights Into Comcast (CMCSA) Q4: Wall Street Projections for Key Metrics

Disney’s DIS growing investments in the Experiences segment are strengthening its ability to deliver sustainable long-term returns. As global demand trends and pricing power improve, the company is increasing investment in a proven, high-return segment. With roughly $10 billion in operating income in fiscal 2025, the Experiences business demonstrates that new investments are driving incremental growth on a strong margin basis.
Looking ahead, Disney’s multi-year expansion pipeline significantly strengthens the long-term growth outlook for its Experiences segment. The company plans to add two new cruise ships — Disney Destiny and Disney Adventure — in the near term, expanding the fleet to eight vessels, with five additional ships scheduled beyond fiscal 2026. Disney is set to open World of Frozen at Disneyland Paris this spring and is planning a new theme park in Abu Dhabi. Entry into fast-growing regions like Asia and the Middle East is designed to expand capacity and reduce geographic concentration. Over time, these initiatives should lift attendance, extend guest stays and boost per-capita spending, strengthening cash flow visibility beyond the near term.
While pre-opening costs and dry-docking costs are expected to put pressure on margins in fiscal 2026, these near-term headwinds reflect investments in long-term, revenue-generating assets. As new ships and attractions ramp up, operating leverage is expected to improve.
Importantly, management considers Experiences as a long-term investment rather than a cyclical expansion. Strong customer satisfaction, resilient demand despite macroeconomic uncertainty and an expanding international footprint reinforce the view that these investments will support long-term earnings stability.
Disney Confronts Intensifying Theme Park Competition
Comcast CMCSA and Six Flags Entertainment Corporation FUN are key competitors to Disney’s Experiences segment.
Comcast’s theme park business, led by Universal Parks & Resorts, shows clear strength from popular, IP-driven attractions and smart investment. The opening of Epic Universe in Orlando helped Comcast deliver nearly 19% theme park revenue growth and more than 13% EBITDA growth, supported by higher attendance and stronger guest spending. Management’s focus on ride expansion and operating leverage allows Comcast to efficiently scale new parks and monetize franchises like Jurassic World, reinforcing its competitive edge.
Six Flags benefits from its large scale as North America’s leading regional park operator and strong local-market focus. Six Flags’s best-performing parks generate about 70% of park-level EBITDA, supported by steady investment in rides, attractions and park upgrades that boost guest satisfaction and repeat visits. With parks located in dense population areas, flexible pricing and tighter cost control, Six Flags continues to strengthen margins and compete effectively in the theme park and resort market.
DIS’ Share Price Performance, Valuation & Estimates
Disney shares have fallen 7.2% over the past six months compared with the Zacks Consumer Discretionary sector and the Zacks Media Conglomerates industry’s decline of 9.3% and 13.3%, respectively.
DIS’ Six-Month Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, DIS stock is currently trading at a forward 12-month price/earnings ratio of 16.61X compared with the industry’s 17.89X. DIS has a Value Score of B.
DIS’ Valuation
Image Source: Zacks Investment Research
According to the Zacks Consensus Estimate, Disney’s earnings are projected at $6.58 per share for fiscal 2026 and $7.33 for fiscal 2027. Estimates for fiscal 2026 are down by a couple of cents over the past 30 days, while fiscal 2027 projections have declined by 4 cents.
Image Source: Zacks Investment Research
DIS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Will Disney's Experiences Investments Pay Off Over the Long Term?

Charter Communications (CHTR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 1. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on theearnings callwill mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus Estimate
This cable provider is expected to post quarterly earnings of $8.55 per share in its upcoming report, which represents a year-over-year change of +3.6%.
Revenues are expected to be $13.7 billion, up 0.9% from the year-ago quarter.
Estimate Revisions Trend
The consensus EPS estimate for the quarter has been revised 0.57% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Earnings Whisper
Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Charter?
For Charter, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.45%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Charter will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?
Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Charter would post earnings of $7.55 per share when it actually produced earnings of $8.49, delivering a surprise of +12.45%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom Line
An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Charter doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry Player
Another stock from the Zacks Cable Television industry, Comcast (CMCSA), is soon expected to post earnings of $1.06 per share for the quarter ended September 2024. This estimate indicates a year-over-year change of -1.9%. Revenues for the quarter are expected to be $31.8 billion, up 5.6% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Comcast has been revised 0.9% up to the current level. Nevertheless, the company now has an Earnings ESP of 3.76%, reflecting a higher Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Comcast will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.