Comcast Corp (CMCSA) FY2025Q3 Earning Prediction

10/30 04:00:00

Pre-Market

Comcast Corp (CMCSA) is set to release its FY2025Q3 earnings performance on 10/30 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 30.68B and an earnings per share (EPS) of 1.10 for the FY2025Q3. 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

30.68B

31.20B

+1.68%

EPSBEAT

1.10

1.12

+1.82%

Slide

Attend Webcast

AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Oct 30, 2025

The earnings forecast suggests Comcast will likely outperform expectations due to strong growth in Peacock subscriptions, cost-cutting measures, and broadband investments.

Beat

Last 0 quarters:

5 beats0 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%

Peacock subs surge 20%+ QoQ; broadband losses <100K

Beat

45%

+2-4%

Peacock subs +15%, EBITDA loss narrows; revenue +1% vs. consensus

Neutral

20%

Flat

Peacock growth in line; broadband losses meet (-120K)

Miss

10%

-3-5%

Peacock subs disappoint; media ad revenue drops QoQ

Strong Miss

-8-10%

Broadband losses >150K; Peacock churn spikes

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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

Beat

Peacock partnerships, rural broadband expansion, and sports content drive upside.

EPS

Beat

Cost cuts (NBC layoffs) and Peacock EBITDA loss reduction offset content spend.

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Prediction Logic & Rational

Fact data reveals mixed signals, but strategic initiatives and Peacock growth outweigh competitive pressures in key metrics:

Peacock Growth Drivers:

Apple TV+ bundle (35% discount for Apple One subscribers) and Walmart+ partnership expand Peacock’s reach.
Exclusive MLB rights (via NBC/Peacock) and NFL content improve subscriber stickiness.
Reduced EBITDA losses likely due to revenue growth from partnerships.

Broadband Investments Offset Sub Pressure:

DOCSIS 4.0 deployment enables multi-gigabit speeds, improving retention despite FWA/fiber competition.
Rural Florida expansion (32,000+ homes) supports modest net adds.

Cost Discipline:

Layoffs at NBC (7% workforce reduction) and centralization initiatives improve margins.

Media Stabilization:

Super Bowl 2026 ads fully sold out and MLB/NFL content offset NBCU’s YouTube TV dispute risks.

Negative Catalysts Priced In:

Consensus already reflects broadband sub losses (-120K est.) and media headwinds.
Stock’s 10% underperformance vs. S&P 500 suggests low expectations.

Prediction Logic & Rational

Tactical Strategy Recommendations

Options Play: Buy Nov $30 calls (post-earnings IV crush protection).
Pairs Trade: Long CMCSA vs. Short CHTR (Comcast’s Peacock optionality vs. Charter’s pure-play cable risk).
Hedge: Short WBD (Warner Bros. acquisition speculation could distract Comcast).

Rationale: Low expectations (10% underperformance) + Peacock catalysts skew risk/reward favorably.

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 FY2025Q3 Earnings Release Date and Time?

Comcast Corp (CMCSA) is scheduled to release its FY2025Q3 earnings report onOct 30, 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 FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 30.68B in revenue and an EPS of 1.10 for Comcast Corp's FY2025Q3.

What Does Intellectia's AI Predict for Comcast Corp FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forComcast Corp's FY2025Q3 earnings, with a prediction date of Oct 30, 2025. Comcast Corp The earnings forecast suggests Comcast will likely outperform expectations due to strong growth in Peacock subscriptions, cost-cutting measures, and broadband investments.

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

Leverage Intellectia's AI forecast to position trades ahead of theOct 30, 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 FY2025Q3?

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!