For the quarter ended March 2025, Comcast (CMCSA) reported revenue of $29.89 billion, down 0.6% over the same period last year. EPS came in at $1.09, compared to $1.04 in the year-ago quarter.
The reported revenue represents a surprise of +0.69% over the Zacks Consensus Estimate of $29.68 billion. With the consensus EPS estimate being $0.98, the EPS surprise was +11.22%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Comcast performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Customer relationships - Total Connectivity & Platforms Customer Relationships - Net Additions / (Losses): -228 thousand versus the three-analyst average estimate of -172.38 thousand.
- Customer relationships - Total Connectivity & Platforms Customer Relationships: 51.38 million versus the three-analyst average estimate of 51.44 million.
- Domestic Broadband - Total Domestic Broadband Customers - Net Additions / (Losses): -199 thousand versus the three-analyst average estimate of -133.15 thousand.
- Domestic Broadband - Residential Customers: 29.19 million versus the three-analyst average estimate of 29.25 million.
- Revenue- Residential Connectivity & Platforms- Domestic Wireless: $1.12 billion versus the five-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +15.5%.
- Revenue- Content & Experiences- Theme Parks: $1.88 billion compared to the $1.92 billion average estimate based on five analysts. The reported number represents a change of -5.2% year over year.
- Revenue- Content & Experiences- Studios: $2.83 billion versus the five-analyst average estimate of $2.63 billion. The reported number represents a year-over-year change of +3%.
- Revenue- Content & Experiences- Media: $6.44 billion compared to the $6.37 billion average estimate based on five analysts. The reported number represents a change of +1.1% year over year.
- Revenue- Residential Connectivity & Platforms- Video: $6.72 billion compared to the $6.47 billion average estimate based on five analysts. The reported number represents a change of -2.3% year over year.
- Revenue- Residential Connectivity & Platforms- Other: $1.23 billion versus the five-analyst average estimate of $1.25 billion. The reported number represents a year-over-year change of -9.7%.
- Revenue- Residential Connectivity & Platforms- Domestic Broadband: $6.56 billion versus the five-analyst average estimate of $6.70 billion. The reported number represents a year-over-year change of -0.5%.
- Revenue- Residential Connectivity & Platforms- Advertising: $881 million versus $892.86 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -7.4% change.
View all Key Company Metrics for Comcast here>>>
Shares of Comcast have returned -7.8% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Comcast Corporation (CMCSA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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