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Comcast (CMCSA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, Comcast (CMCSA - Free Report) reported revenue of $32.31 billion, up 1.2% over the same period last year. EPS came in at $0.84, compared to $0.96 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $32.14 billion, representing a surprise of +0.53%. The company delivered an EPS surprise of +11.66%, with the consensus EPS estimate being $0.75.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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:
  • Total Domestic Video Customers: 11.27 million versus the four-analyst average estimate of 11.25 million.
  • Domestic Broadband - Residential Customers: 28.72 million versus 28.73 million estimated by four analysts on average.
  • Customer Relationships - Business Services Connectivity Customer Relationships: 2.7 million versus the four-analyst average estimate of 2.69 million.
  • Customer Relationships - International Residential Connectivity & Platforms Customer Relationships: 17.62 million versus the four-analyst average estimate of 17.61 million.
  • Revenue- Residential Connectivity & Platforms- Residential Connectivity- Domestic Wireless: $1.4 billion compared to the $1.33 billion average estimate based on six analysts. The reported number represents a change of +18% year over year.
  • Revenue- Content & Experiences- Theme Parks: $2.89 billion compared to the $2.83 billion average estimate based on six analysts. The reported number represents a change of +21.9% year over year.
  • Revenue- Content & Experiences- Studios: $3.03 billion versus the six-analyst average estimate of $3.33 billion. The reported number represents a year-over-year change of -7.4%.
  • Revenue- Content & Experiences- Media: $7.62 billion compared to the $7.33 billion average estimate based on six analysts. The reported number represents a change of +5.5% year over year.
  • Revenue- Residential Connectivity & Platforms- Video: $6.36 billion versus the six-analyst average estimate of $6.39 billion. The reported number represents a year-over-year change of -2.3%.
  • Revenue- Residential Connectivity & Platforms- Other: $1.2 billion compared to the $1.18 billion average estimate based on six analysts. The reported number represents a change of -6.5% year over year.
  • Revenue- Residential Connectivity & Platforms- Residential Connectivity- Domestic Broadband: $6.32 billion versus $6.33 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -3.3% change.
  • Revenue- Residential Connectivity & Platforms- Advertising: $1.03 billion compared to the $967.95 million average estimate based on six analysts. The reported number represents a change of -10.8% year over year.

View all Key Company Metrics for Comcast here>>>

Shares of Comcast have returned -5% over the past month versus the Zacks S&P 500 composite's +0.8% 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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