CMCSA

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share. If you've looked at Netflix (NFLX) stock recently, you've probably seen the damage. The shares are down 42% over the last year, and the narrative is dominated by fears of slowing growth, intense competition, and wavering user engagement. It’s a story of a maturing giant whose best days are behind it. But beneath the gloomy headlines, a different story is unfolding, driven by one under-appreciated number. It’s the gap between the company’s sales growth and its earnings-per-share growth. Over the past three years, Netflix’s revenue has compounded at 13.7% annually. Its earnings per share, however, have compounded at 50% per year. That isn't a typo or an accounting trick; it’s the result of financial factors working behind the scenes. Two forces are driving this performance: the primary engine is a significant expansion in profitability, supplemented by a steady, disciplined reduction in the share count. While margin expansion has been the larger contributor to earnings growth, the 5.2% reduction in shares outstanding over the past three years ensures that every dollar of that increased profit is distributed across a smaller base, compounding the benefit for shareholders. Netflix’s operating margin has climbed consistently over the last three years—rising from 16.8% to 22.5%, then to 27.7%, and reaching approximately 29.7% over the last twelve months. While the pace of year-over-year margin expansion has naturally moderated as the company scales toward higher efficiency levels, the trend remains resolutely upward. Each dollar of revenue is now generating significantly more bottom-line profit, and by returning cash to shareholders, the company is ensuring that profit is divided among fewer slices, amplifying the return for each remaining share. This is why the market’s focus on top-line growth may be misplaced. The primary risk priced into the stock is that Netflix can no longer deliver the high sales growth of its past. But earnings-per-share growth means it doesn’t have to. This structure allows for earnings-per-share growth through disciplined execution, even with more moderate revenue gains. For investors, a key question is how this earnings growth relates to the company's valu...

Wall Street expects a year-over-year decline in earnings on lower revenues when Comcast (CMCSA) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This cable provider is expected to post quarterly earnings of $0.97 per share in its upcoming report, which represents a year-over-year change of -22.4%. Revenues are expected to be $29.24 billion, down 3.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.14% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Comcast (CMCSA). This company, which is in the Zacks Cable Television industry, shows potential for another earnings beat. This cable provider has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.11%. For the last reported quarter, Comcast came out with earnings of $0.79 per share versus the Zacks Consensus Estimate of $0.73 per share, representing a surprise of 8.22%. For the previous quarter, the company was expected to post earnings of $0.75 per share and it actually produced earnings of $0.84 per share, delivering a surprise of 12.00%. Thanks in part to this history, there has been a favorable change in earnings estimates for Comcast lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Comcast currently has an Earnings ESP of +1.77%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 23, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative...

With a market cap of $87.7 billion, Comcast Corporation (CMCSA) is a global media and technology company that connects hundreds of millions of customers, viewers, and guests worldwide through its connectivity services, entertainment platforms, and immersive experiences. Through renowned brands such as Xfinity, Comcast Business, Sky, NBC, Telemundo, Universal, Peacock, and Universal Destinations & Experiences, the company delivers broadband, wireless, video, streaming, news, sports, and theme park experiences on a global scale. The Philadelphia, Pennsylvania-based company is set to release its fiscal Q2 2026 results before the market opens on Thursday, Jul. 23. Ahead of this event, analysts expect CMCSA to report an adjusted EPS of $0.97, down 22.4% from $1.25 in the year-ago quarter. However, the company has surpassed Wall Street's bottom-line estimates in the last four quarters. Dear Microsoft Stock Fans, Mark Your Calendars for August 1 Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued? From Zero to $15 Billion, Qualcomm’s AI Roadmap Gets a Boost From Modular Acquisition Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts expect the media giant to report adjusted EPS of $3.51, a decline of 18.6% from $4.31 in fiscal 2025. Nevertheless, adjusted EPS is anticipated to rise 7.1% year-over-year to $3.76 in fiscal 2027. CMCSA stock has decreased nearly 33% over the past 52 weeks, underperforming both the S&P 500 Index's ($SPX) 20.9% gain and the State Street Communication Services Select Sector SPDR ETF's (XLC) marginal rise over the same period. Shares of Comcast climbed 7.7% on Apr. 23 after the company reported stronger-than-expected Q1 2026 adjusted EPS of $0.79 and revenue of $31.46 billion. Confidence improved due to operational momentum, including broadband net losses improving by over 100,000 year-over-year (to 65,000 losses), record wireless additions, and 2 million new Peacock subscribers, with the streaming service expected to approach profitability next quarter. The rally was further supported by management’s outlook for a second-half inflection, anticipating that a significant majority of free wireless lines will convert to paid in 2H 2026, boosting broadband ARPU...

US box office revenue in June is likely to come in higher than previously projected, potentially set

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The S&P 500 rose 1.2% and the Nasdaq 100 jumped 2.3%, while the Dow Jones added 0.6%. S&P 500 and Nasdaq end best quarter since 2020. Comcast Corp. plans to spin off NBCUniversal and Sky. U.S. stock indices ended higher on Monday with the S&P 500 and Nasdaq recording their best quarter since 2020 amid a rebound in tech stocks, while the Dow hit record highs after Alphabet made its debut in the index. The S&P 500 rose 1.2%, the Nasdaq 100 gained 2.3% and the Dow Jones rose 0.6%. The Russell 2000, which tracks stocks with small market capitalizations, slipped 0.3%. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Among ETFs tracking benchmark indexes, the SPDR S&P 500 ETF (SPY) rose 1.6% and Invesco QQQ Trust (QQQ) ended Monday around 2.3% higher, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) ended 0.8% higher. Meanwhile, the VanEck Semiconductor ETF (SMH) jumped 3%. Retail sentiment on Stocktwits for SPY and DIA was ‘bearish,’ while sentiment for QQQ was ‘bullish,’ with ‘normal’ to ‘high’ message volumes. The S&P 500 and the Nasdaq ended the June quarter higher by 14% and 25%, respectively, their best quarterly performance since 2020, primarily driven by strong earnings and overall AI-related performance. “As the week begins, remember it marks the end of the quarter and the first half,” JJ Kinahan at Cboe Global Markets told Bloomberg in an interview. “That means we’re likely to see waves of volatility as institutional fund managers rebalance their portfolios. Expect some instability, but don’t overthink it.” An agreement between the U.S. and Iran to pause hostilities and allow the free movement of commercial cargo through the Strait of Hormuz also helped stocks gain ground. “Technical talks are slated to continue on all areas of the MOU,” a U.S. official told CNBC on Sunday. “Both sides will stand down for now, and vessels can move freely.” Following retaliatory U.S. strikes on Iranian military installations over the weekend—due to Iranian activity in the Strait of Hormuz—President Donald Trump issued a warning of total destruction against Iran. On Truth Social, the President posted: "United States aircraft just struck Iranian missile and drone storage locations, and coastal radar sites, for violating the Cease Fire Agreement, AGAIN!" U.S. West Texas Intermediate f...

Comcast's (CMCSA) Q2 results are expected to reflect continued pressure in its broadband business an

Comcast (NASDAQ:CMCSA), a broadband, cable, streaming, studios, and theme parks provider, closed at $22.43, down 1.15%. Investors are weighing an energy-efficiency win and stake trim, while watching July 23 results for broadband trends and Peacock. The company’s trading volume reached roughly 63.5M shares, which is about 86% above its three-month average of 34.1M shares. The S&P 500 (SNPINDEX:^GSPC) rose 1.08% to 7,500.58, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.91% to 26,517.93. Among telecommunications services and media entertainment conglomerate peers, Charter Communications (NASDAQ:CHTR) closed at $126.23, down 4.37%, while AT&T (NYSE:T) ended at $22.01, off 1.92%, as cable stocks lagged the broader markets. Comcast shares declined despite gains in the broader market, highlighting ongoing pressure on cable stocks ahead of the company’s July 23 earnings report. While improvements in network energy efficiency and debt management demonstrate cost discipline, the key question is whether Comcast can narrow broadband losses and leverage wireless growth to offset challenges in its core connectivity business. The July report should also give more details about Peacock and how Comcast is returning cash to shareholders. Just adding subscribers is not enough if streaming losses keep hurting profit margins. Free cash flow is still important for paying dividends, buying back shares, and managing the balance sheet. To boost investor confidence, Comcast needs to show stable broadband numbers, progress at Peacock, and stronger cash flow, especially amid ongoing concerns about the cable sector. Before you buy stock in Comcast, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Comcast wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $415,040!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,256,076!* Now, it’s worth noting Stock Advisor’s total average return is 920% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an...

The S&P 500 Index ($SPX) (SPY) today is down -0.15%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.23%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%. June E-mini S&P futures (ESM26) are down -0.17%, and June E-mini Nasdaq futures (NQM26) are up +0.24%. Stock indexes are mixed today, with the Dow Jones Industrials posting a new all-time high. Strength in chipmakers is leading the overall market higher. Stocks also garnered support on better-than-expected US economic reports on US May retail sales, a sign of resilient consumer demand, and May pending home sales. Weakness in telecommunication and trucking stocks is limiting gains in the overall market. Rocket Lab vs. Redwire: 1 Stock Has the Stronger Growth Story for the Next Decade Dear SpaceX Stock Fans, Mark Your Calendars for June 16 Dear Western Digital Stock Fans, Mark Your Calendars for June 22 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Stocks also have carryover support from Monday after the US and Iran agreed to end their war and reopen the Strait of Hormuz, knocking crude oil prices down to a 3.5-month low and stoking risk-on sentiment in asset markets. The market’s focus will be on the conclusion of today’s 2-day FOMC meeting, the first under the leadership of new Fed Chair Kevin Warsh. While the Fed is expected to keep interest rates unchanged, the spotlight will be on how Mr. Warsh navigates the post-meeting press conference and the outlook for inflation. US MBA mortgage applications fell -3.8% in the week ended June 12, with the purchase mortgage sub-index down -3.4% and the refinancing mortgage sub-index down -4.5%. The average 30-year fixed rate mortgage was unchanged from last week at 6.60%. US May retail sales rose +0.9% m/m, stronger than expectations of +0.6% m/m. Also, May retail sales ex-autos rose +0.8% m/m, stronger than expectations of +0.6% m/m. US May pending home sales rose +3.8% m/m, stronger than expectations of +0.9% m/m and the biggest increase in 20 months. WTI crude oil prices (CLN26) recovered from a 3.5-month low today and are moving higher as prices consolidate following this week’s plunge. The eventual resumption of vessel traffic through the Strait of Hormuz could lead to the release of more than 100 laden ships ca...

PHILADELPHIA, June 11, 2026--(BUSINESS WIRE)--Comcast Corporation will host a conference call with the financial community to discuss financial results for the second quarter on Thursday, July 23, 2026, at 8:30 a.m. Eastern Time (ET). Comcast will issue a press release reporting its results earlier that morning. The conference call will be broadcast live on Comcast’s Investor Relations website at www.cmcsa.com. A replay of the call will be available starting at 11:30 a.m. ET on Thursday, July 23, 2026, on the Investor Relations website. To automatically receive Comcast financial news by email, please visit our Investor Relations website and subscribe to Email Alerts. About Comcast Corporation Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information. View source version on businesswire.com: https://www.businesswire.com/news/home/20260611959264/en/ Contacts Investor Contacts: Marci [email protected] Jane [email protected] Press Contacts: Jennifer [email protected] (215) 531-3296 John [email protected] (215) 429-4744

PHILADELPHIA, June 03, 2026--(BUSINESS WIRE)--Comcast Corporation, a Pennsylvania corporation (the "Company") announced results of its previously announced cash tender offers to purchase any and all of its outstanding 2.350% Notes due 2027; 3.300% Notes due February 2027; 3.300% Notes due April 2027; 4.150% Notes due 2028; 3.150% Notes due 2028; 3.550% Notes due 2028; 5.100% Notes due 2029; 4.550% Notes due 2029; 4.250% Notes due 2030; 3.400% Notes due 2030 and 2.650% Notes due 2030 (together, the "Company Notes") (collectively, the "Company Offers"). Comcast Cable Communications, LLC, a Delaware limited liability company and wholly-owned subsidiary of the Company ("Comcast Cable" and, together with the Company, the "Issuers") also announced the results of its previously announced separate cash tender offers to purchase any and all of its outstanding 8.500% Notes due 2027 and 7.125% Notes due 2028 (together, the "Comcast Cable Notes" and, together with the Company Notes, the "Notes") (the "Comcast Cable Offers" and, together with the Company Offers, the "Offers" and each, an "Offer"). The Issuers also announced that they are increasing the aggregate Total Consideration (as defined below) payable for the Notes they will accept for purchase in the Offers, excluding accrued but unpaid interest, from the previously announced amount of $3,750,000,000 to $4,140,000,000 (the "Consideration Cap Amount"). The increased Consideration Cap Amount is sufficient to enable the Issuers to accept for purchase all 2.350% Notes due 2027 issued by the Company, 3.300% Notes due February 2027 issued by the Company, 3.300% Notes due April 2027 issued by the Company, 8.500% Notes due 2027 issued by Comcast Cable, 4.150% Notes due 2028 issued by the Company, 3.150% Notes due 2028 issued by the Company, 7.125% Notes due 2028 issued by Comcast Cable, 3.550% Notes due 2028 issued by the Company, 5.100% Notes due 2029 issued by the Company and 4.550% Notes due 2029 issued by the Company, in each case, that were validly tendered prior to or at the Expiration Date and not validly withdrawn (as well as all of the Notes of such series that were tendered pursuant to the Guaranteed Delivery Procedures). The Offers were made upon the terms and subject to the conditions set forth in the Offer to Purchase dated May 27, 2026 relating to the Notes (the "Offer to Purchase") and the notice of guaran...