Will Upcoming Earnings Move Comcast?

Group 1 - Comcast is set to announce its earnings on July 31, 2025, following a significant net loss of 199,000 broadband subscribers in the last quarter, marking its largest quarterly decrease ever [2] - The loss is attributed to increased competition from telecom companies like T-Mobile, which has expanded its Fixed Wireless Access (FWA) services, particularly in underserved suburban and rural areas [2] - T-Mobile reported a 12% year-over-year increase in 5G broadband net additions, totaling 454,000 in Q2, while Charter Communications also lost 117,000 broadband subscribers, indicating ongoing challenges for Comcast [2] Group 2 - Consensus estimates predict Comcast's earnings for the upcoming quarter to be around $1.18 per share, reflecting a decline of approximately 3% year-over-year, with revenues expected to remain stable at $29.8 billion [2] - Comcast currently has a market capitalization of $127 billion, with revenue over the past twelve months at $124 billion, an operating income of $23 billion, and a net income of $16 billion [3] Group 3 - Historical data shows that Comcast has had 20 recorded earnings data points over the last five years, with a 50% chance of positive one-day post-earnings returns, which increases to 55% when considering the last three years [5] - The median of the 10 positive returns is 3.4%, while the median of the 10 negative returns is -4.8% [5]