CMCSA Earnings Prediction
The chart below shows how CMCSA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CMCSA sees a -0.52% change in stock price 10 days leading up to the earnings, and a +0.22% change 10 days following the report. On the earnings day itself, the stock moves by -0.29%. This data can give you a slight idea of what to expect for the next quarter's release.
CMCSA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
31.91B
2.11%
-0.49%
Gross Margin
56.58%
1.22%
0.95%
Operating Margin
15.59%
8.64%
-14.62%
Net Margin
14.68%
45.49%
31.66%
EPS
1.24
53.09%
31.91%
No Data Available
CMCSA Earnings Analysis
Comcast Corp Corporation (CMCSA.O) Earnings Conference Call
Positive
Strong Financial Performance: Record revenue of $124 billion and adjusted EBITDA of $38 billion achieved in 2024, showcasing strong financial performance.
EPS Growth and Efficiency: Adjusted EPS increased by 9% year-over-year, reflecting effective cost management and operational efficiency.
Free Cash Flow Generation: Generated substantial free cash flow of $12.5 billion for the year, allowing for significant capital return to shareholders.
Connectivity Revenue Growth: Broadband revenue grew by 3% and convergence revenue increased by nearly 5%, indicating strong demand in the connectivity segment.
EBITDA Loss Improvement: Peacock's EBITDA losses improved by $1 billion, demonstrating progress in the streaming segment and effective content strategy.
Negative
Broadband Subscriber Loss: Net broadband subscriber additions were negative 139,000 in Q4 2024, indicating a significant loss in customer base compared to previous quarters.
Broadband Revenue Challenges: Despite a 3% growth in broadband revenue for the year, the negative subscriber growth suggests underlying challenges in customer retention and competitive pressures.
Connectivity Segment Stagnation: Operating income for the Connectivity and Platforms segment remained flat year-over-year, indicating stagnation in a key revenue-generating area amidst rising competition.
Market Competition Impact: The company faced intense competition from fiber and fixed wireless operators, which is expected to continue impacting market share and pricing strategies in the broadband sector.
EBITDA Loss Improvement Outlook: Peacock's EBITDA losses are projected to improve, but the anticipated increase in costs associated with the NBA and other programming could offset these gains in the near term.
CMCSA FAQs
How does CMCSA typically perform around its earnings report dates?
Is Comcast Corp (CMCSA) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
CMCSA Earning Call Sentiment
Earnings call transcript: Comcast Q4 2024 beats expectations, stock rises
CMCSA.O
2%Positive
The earnings call highlights strong financial performance, with revenue and EPS growth, despite challenges in broadband subscriber numbers. The dividend increase and substantial share repurchases are positive signals for shareholders. The Q&A section indicates confidence in wireless growth and strategic initiatives. However, management's avoidance of direct answers on competitive pressures suggests some uncertainty. Overall, the positive aspects outweigh the negatives, suggesting a positive stock price movement.
