The earnings call reflects a generally positive outlook with significant achievements in the Media and Parks segments. However, challenges in broadband subscriber retention and pressure in Universal Studios Hollywood present areas of concern. The overall sentiment is balanced, with strong advancements in some sectors offset by difficulties in others.

Company Guidance -

Q3 2025

During Comcast's second quarter earnings call, the company provided detailed guidance on several key metrics and strategic priorities. For the broadband business, Comcast reported a 3.5% growth in broadband ARPU and highlighted a new pricing strategy with seven main elements, including a 5-year price guarantee, which was chosen by roughly half of eligible new customers. The company also noted a 20% increase in new customers selecting gig-plus speeds. In wireless, Comcast added 378,000 new lines, reaching 14% penetration of their residential broadband base. On the business side, Comcast announced a new MVNO agreement with T-Mobile to enhance their business services offerings. The Parks segment saw a 19% revenue increase thanks to the successful opening of Epic Universe in Orlando, while the Media segment celebrated a record-breaking upfront with a 20% year-over-year increase in Peacock's performance. These strategic initiatives are supported by a strong financial position, with consolidated revenue growth of 2%, adjusted EPS growth of 3% to $1.25, and $4.5 billion in free cash flow, alongside a significant $1 billion annual cash tax benefit anticipated from recent tax legislation.

Epic Universe Opening Boosts Parks Revenue

The successful opening of Epic Universe in Orlando contributed to a 19% increase in Parks revenue this quarter, with higher per cap spending and attendance across Universal Orlando Resort.

Strong Performance in Media Segment

NBC and Peacock closed their most successful upfront ever, with record total sales and the largest sports commitments to date. Peacock's revenue grew by more than 20% year-over-year.

Increase in Wireless Lines

Xfinity Mobile added 378,000 new lines, marking the best quarter ever and achieving 14% penetration of Comcast's residential broadband base.

Growth in Convergence Revenue

Convergence revenue grew by 3.7% in the quarter, supported by high teens growth in wireless revenue.

Successful Studio Releases

The successful theatrical launches of 'How to Train Your Dragon' and 'Jurassic World: Rebirth' drove significant box office revenue, with Jurassic World surpassing $700 million in worldwide box office.

Comcast (CMCSA) Earnings, Revenues Date & History

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CMCSA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	1.10 / -	1.12	―	―	―
Jul 31, 2025	2025 (Q2)	1.16 / 1.25	1.21	3.31% (+0.04)
Apr 24, 2025	2025 (Q1)	0.99 / 1.09	1.04	4.81% (+0.05)
Jan 30, 2025	2024 (Q4)	0.86 / 0.96	0.84	14.29% (+0.12)
Oct 31, 2024	2024 (Q3)	1.06 / 1.12	1.08	3.70% (+0.04)
Jul 23, 2024	2024 (Q2)	1.12 / 1.21	1.13	7.08% (+0.08)
Apr 25, 2024	2024 (Q1)	0.99 / 1.04	0.92	13.04% (+0.12)
Jan 25, 2024	2023 (Q4)	0.79 / 0.84	0.82	2.44% (+0.02)
Oct 26, 2023	2023 (Q3)	0.95 / 1.08	0.96	12.50% (+0.12)
Jul 27, 2023	2023 (Q2)	0.98 / 1.13	1.01	11.88% (+0.12)

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

CMCSA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$32.50	$33.23	+2.25%
Apr 24, 2025	$34.16	$32.89	-3.72%
Jan 30, 2025	$36.69	$32.65	-11.01%
Oct 31, 2024	$41.13	$42.53	+3.40%

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.