Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC 30 October 2025 | 8:02AM EDT Economics Research GLOBAL ECONOMICS ANALYST AI Adoption Through the Eyes of GS Investment Bankers Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Sarah Dong +1(212)357-9741 | sarah.dong@gs.com Goldman Sachs & Co. LLC Megan Peters +44(20)7051-2058 | megan.l.peters@gs.com Goldman Sachs International Investors should consider this report as only a single factor in making their inve ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. Big tech earnings continue to roll in, but markets remain in the red today as investors digest a flurry of earnings and headline news and dig deeper into Apple and Amazon results.For right now, there's just under an hour to go until the closing balance. Stocks are lower here. Here the Dow's down about 20 points.S&P 500 though, your broad gauge is down about 7/10 of a percent. Tech heheavy Nasdaq, it's down about 1.4 ...

Core Insights - Comcast Corporation reported better-than-expected third-quarter earnings with adjusted earnings per share of $1.12, exceeding analyst expectations by $0.02 [1] - Revenue declined 2.7% year-over-year to $31.2 billion but surpassed the consensus estimate of $30.7 billion [1] - Adjusted EBITDA decreased by 0.7% to $9.7 billion [1] Revenue Breakdown - The revenue decline was attributed to tough comparisons with last year's results, which included contributions from the Paris Olympics [2] - The wireless business added a record 414,000 lines, growing domestic wireless revenue by 14% to $1.25 billion, partially offsetting broadband customer losses of 104,000 [2] Segment Performance - Theme Parks revenue surged 18.7% to $2.7 billion following the successful May opening of Epic Universe in Orlando [3] - The Studios division reported a 6.1% revenue increase to $3 billion, driven by the blockbuster performance of Jurassic World Rebirth, which generated nearly $900 million globally [3] - Business Services continued to perform well, with connectivity revenue up 6.2% to $2.6 billion and EBITDA rising 4.5% to $1.5 billion [3]

Core Insights - Liberty Global plc reported an EPS of -$0.39, which was better than the estimated EPS of -$0.42, but revenue of $1.21 billion fell short of the anticipated $1.23 billion [1][6] Financial Metrics - The company has a P/E ratio of -1.15 and an earnings yield of -0.87%, indicating negative earnings and a lack of profit generation from operations [2][6] - The price-to-sales ratio stands at 1.28, suggesting that investors are willing to pay $1.28 for every dollar of sales, reflecting some confidence in the company's revenue potential [2][6] - Liberty Global's enterprise value to sales ratio is 4.22, and the enterprise value to operating cash flow ratio is 8.23, indicating a substantial valuation compared to its cash flow [3] - The debt-to-equity ratio is 0.81, suggesting a moderate and manageable level of debt relative to equity [3][6] Liquidity Position - The current ratio of 1.02 indicates that Liberty Global has slightly more current assets than liabilities, suggesting a stable liquidity position to meet short-term obligations [4] Leadership Change - Dr. John C. Malone is stepping down as Chairman to become Chairman Emeritus, effective January 1, 2026, marking a significant leadership transition for the company [5]

Key Takeaways CMCSA's Q3 earnings of $1.12 per share beat estimates but stayed flat year over year.Q3 revenues fell 2.7% Y/Y to $31.2B, hurt by last year's Olympic-related boost in media.Peacock revenue hit $1.4B with reduced EBITDA loss; Theme Parks grew 18.7% on Epic Universe gains.Comcast (CMCSA) reported third-quarter 2025 adjusted earnings of $1.12 per share, which beat the Zacks Consensus Estimate by 1.82% and remained flat year over year.Consolidated revenues decreased 2.7% year over year to $31.2 bi ...

Hi everyone. I think everyone can hear me. Um, so my name is Sadav Khan.Uh, and I'm an entrepreneur. I develop uh pro I conceptualize, design and develop products uh that are tech enabled and they deliver information to financial services companies uh such as banks um and funds. So um just you know go looking back at my last 25 years my experience has mainly been in the media industry.Um I started off in 1999 at a small company called Loan Pricing Corporation. It's what you would call a startup nowadays. Uh ...

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Wall Street expects a year-over-year decline in earnings on lower revenues when Warner Bros. Discovery (WBD) reports results for the quarter ended September 2025. 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 November 6, might help the stock move higher if these key numbers are better th ...

Comcast Corporation (NASDAQ:CMCSA) is one of the most undervalued large cap stocks to buy right now. On October 28, Bernstein analyst Laurent Yoon maintained a Hold rating on Comcast with a price target of $36.00. In other news, a day prior, on October 27, Comcast announced an expansion of its NOW TV Latino service, positioning it as an enhanced value option for Spanish-language live TV and streaming. The expansion delivers even more Spanish-language and bilingual entertainment to Xfinity Internet customer ...

Comcast (NasdaqGS:CMCSA) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Company ParticipantsDave Watson - CEOMike Cavanagh - PresidentBrian Roberts - Chairman and CEOJessica Reif - Managing DirectorMarci Ryvicker - EVP of IRJason Armstrong - CFOConference Call ParticipantsJohn Hodulik - Telecom and Cable AnalystMichael Lang - AnalystBen Swinburne - Equity Research AnalystMichael Rollins - AnalystCraig Moffett - Partner and Senior AnalystOperatorGood morning, ladies and gentlemen.Welcome to Comcast third ...