Compared to Estimates, Comcast (CMCSA) Q2 Earnings: A Look at Key Metrics

Core Insights - Comcast reported revenue of $30.31 billion for the quarter ended June 2025, reflecting a 2.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $29.84 billion by 1.6% [1] - The company's EPS was $1.25, up from $1.21 in the same quarter last year, exceeding the consensus EPS estimate of $1.17 by 6.84% [1] Financial Performance - Comcast's stock has returned -9.3% over the past month, underperforming the Zacks S&P 500 composite's +2.7% change [3] - The company holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3] Customer Metrics - Total Connectivity & Platforms Customer Relationships saw a net loss of 349 thousand, worse than the average estimate of -312.05 thousand [4] - Total Connectivity & Platforms Customer Relationships reached 51.16 million, slightly above the average estimate of 51.07 million [4] - Domestic Broadband net losses were 226 thousand, better than the estimated loss of 274.51 thousand [4] Revenue Breakdown - Revenue from Domestic Wireless was $1.2 billion, exceeding the average estimate of $1.18 billion, with a year-over-year increase of 17.3% [4] - Theme Parks revenue was $2.35 billion, surpassing the $2.17 billion estimate, marking an 18.9% year-over-year increase [4] - Studios revenue reached $2.43 billion, above the $2.37 billion estimate, reflecting a 7.9% year-over-year increase [4] - Media revenue was $6.44 billion, slightly above the $6.35 billion estimate, with a year-over-year change of 1.8% [4] - Video revenue was $6.72 billion, exceeding the $6.6 billion estimate, but showing a -0.9% change year-over-year [4] - Other revenue in Residential Connectivity & Platforms was $1.21 billion, slightly above the $1.2 billion estimate, with a -7.6% year-over-year change [4] - Domestic Broadband revenue was $6.53 billion, slightly above the $6.5 billion estimate, reflecting a -0.6% year-over-year change [4] - Advertising revenue was $935 million, exceeding the average estimate of $914.43 million, with a -5.8% year-over-year change [4]