Comcast Corp (CMCSA) FY2025Q2 Earning Prediction

07/31 04:00:00

Pre-Market

Comcast Corp (CMCSA) is set to release its FY2025Q2 earnings performance on 07/31 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 29.80B and an earnings per share (EPS) of 1.17 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

29.80B

30.31B

+1.71%

EPSBEAT

1.17

1.25

+6.84%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q2

Earnings Date: Jul 31, 2025

Mixed signals from Fact Data with offsetting positive and negative catalysts across key metrics.

Neutral

Last 0 quarters:

4 beats1 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+5-7%

Broadband subs stabilize + Peacock subs >43M.

Beat

30%

+2-4%

EPS beats on tax benefits + ad revenue recovers.

Neutral

40%

Flat

Broadband losses offset Peacock/ads.

Miss

-3-5%

Peacock subs <40M + tariff fears escalate.

Strong Miss

-7-10%

Broadband losses accelerate (>300K).

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Neutral

Upfront ad momentum offsets broadband pressures; Peacock price hike not yet reflected in Q2.

EPS

Beat

Tax relief + cost discipline (cable spin-off) drive upside.

Free Cash Flow

Strong Beat

Bonus depreciation adds ~$1.8B cash flow (Wolfe).

Ad Revenue

Beat

Upfront cycle strength + Peacock’s ad-tier growth.

Peacock Subs

Neutral

Price hike may slow net adds despite sports push.

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Prediction Logic & Rational

Logic & Justification

Key Positive Catalysts (⬆️**):**

Peacock Pricing Power: $3/month price hike (effective July 23) likely to boost ARPU, with upfronts generating 20% volume growth and ~1/3 of NBCU’s new commitments.
Advertising Recovery: NBCU achieved "highest ad sales volume ever" in upfronts (Super Bowl LX, Olympics, FIFA World Cup). Peacock’s integration into upfronts signals stabilization in ad declines.
Free Cash Flow Tailwinds: Bonus depreciation tax relief (via Trump’s bill) could add $ 1.8B cash flow (Wolfe Research), boosting buybacks.

Key Risks (⬇️**):**

Broadband Subscriber Losses: Argus downgrade highlights "brutal" competition from fixed wireless/fiber. Charter’s results outperformed Comcast in Q1, raising execution concerns.
Film Tariff Uncertainty: Proposed 100% tariffs on foreign films (Morgan Stanley warns of EPS risks) could hurt NBCU’s studio segment.
Peacock Subscriber Retention Risk: Price hikes may slow net adds despite sports content (Kentucky Oaks, MLB rights bid).

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Option 1: Short-Term Call Spread

Buy $36 Calls (August expiry) / Sell $38 Calls
Plays on EPS beat + tax relief tailwinds.

Option 2: Pair Trade

Long CMCSA / Short CHTR (Charter)
Comcast’s tax benefits vs. Charter’s broadband execution risk.

Option 3: Hedge with Puts

Buy $34 Puts (August expiry) as broadband/tariff insurance.

Catalysts to Watch: Peacock Q2 sub numbers (July 31), broadband net losses, tariff policy updates.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

CMCSA Transcript

Comcast Corporation (CMCSA) Presents at UBS Global Media and Communications Conference 2025 Transcript

Neutral12-8

Comcast Corporation (CMCSA) Q3 2025 Earnings Call Transcript

Positive10-30

The earnings call summary shows strong growth across various sectors, including theme parks and studio revenue, alongside a strategic approach to wireless and broadband services. The Q&A section reveals a focus on long-term growth through customer retention and competitive pricing. While there are concerns about ARPU pressure and lack of specific M&A plans, the overall sentiment is positive due to strategic positioning and revenue growth. Given the company's broad market presence and strategic focus, a positive stock price movement in the next two weeks is likely.

Comcast Corporation (CMCSA) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Neutral9-9

Comcast Corporation (CMCSA) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)

Neutral9-4

CMCSA Slides

Comcast Q2 2025 slides reveal content segment outperformance, shares rally

2025-07-31

Comcast Q3 2025 slides: Mixed results drive stock decline despite beating forecasts

2025-10-30

CMCSA Report

Frequently Asked Questions

What is the Comcast Corp FY2025Q2 Earnings Release Date and Time?

Comcast Corp (CMCSA) is scheduled to release its FY2025Q2 earnings report onJul 31, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Comcast Corp FY2025Q2 Revenue and EPS?

Analysts' consensus predicts 29.80B in revenue and an EPS of 1.17 for Comcast Corp's FY2025Q2.

What Does Intellectia's AI Predict for Comcast Corp FY2025Q2 Earnings?

Intellectia's exclusive AI algorithms forecast a Neutral forComcast Corp's FY2025Q2 earnings, with a prediction date of Jul 31, 2025. Comcast Corp Mixed signals from Fact Data with offsetting positive and negative catalysts across key metrics.

How Can I Use This Earnings Prediction to Trade CMCSA Stock?

Leverage Intellectia's AI forecast to position trades ahead of theJul 31, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Comcast Corp FY2025Q2?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!