Comcast Gears Up to Report Q3 Earnings: What's in the Cards?

Comcast CMCSA is scheduled to report its third-quarter 2025 results on Oct. 30.The Zacks Consensus Estimate for third-quarter earnings is pegged at $1.10 per share, down by a penny over the past 30 days. The figure indicates a 1.79% decrease from the year-ago quarter’s reported figure.The consensus mark for revenues is pegged at $30.63 billion, indicating a 4.49% decline from the year-ago quarter’s reported figure.CMCSA’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 8.20%.Comcast Corporation Price and EPS Surprise Comcast Corporation price-eps-surprise | Comcast Corporation QuoteLet us see how things are shaping up for the upcoming announcement.Factors to ConsiderComcast entered the third quarter of 2025 with measured momentum following a second quarter that delivered modest consolidated growth and strategic recalibration across core businesses. CMCSA is expected to have been advancing its multi-year transformation in Connectivity and Platforms through the April launch of its new go-to-market model, which introduced national everyday pricing, five-year price guarantees and bundled mobile offerings designed to strengthen broadband stickiness and accelerate wireless penetration.During the to-be-reported quarter, Comcast is expected to have benefited from seasonal broadband tailwinds tied to back-to-school demand, though average revenue per user growth likely moderated as customers migrated to simplified plans. Wireless momentum is anticipated to have remained firm after the record 378,000 net line additions achieved in the second quarter, with broadband bundle penetration continuing to expand from the 14% level reached in June.Theme Parks revenues are expected to have accelerated as Epic Universe in Orlando ramped operations through the summer and Universal Horror Unleashed opened in Las Vegas in August, supporting attendance and per-capita spending growth. Studio results likely remained supported by Jurassic World Rebirth’s strong July box office debut, while Media trends were weighed by the absence of last year’s Paris Olympics, impacting advertising comparables.Peacock’s late-August price adjustment for existing users is expected to have lifted average revenue per user amid sustained engagement, reinforcing streaming revenue momentum heading into the fall content slate.However, CMCSA is also expected to have encountered near-term pressures from execution costs tied to its go-to-market transition and higher marketing spend to support broadband and mobile promotions. Advertising softness across linear networks and continued broadband competition may have tempered overall margin expansion, even as the company sustained progress in its connectivity and convergence strategy.What Our Model SaysAccording to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.Comcast currently has an Earnings ESP of -0.80% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:Reddit RDDT has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for Reddit’s third-quarter earnings is pegged at 52 cents per share, up by a cent over the past 60 days, indicating an increase of 225% from the year-ago quarter’s reported figure. Western Digital WDC has an Earnings ESP of +1.89% and presently sports a Zacks Rank #1.  Western Digital is set to report second-quarter fiscal 2026 results on Oct. 30. The Zacks Consensus Estimate for the second-quarter earnings is pegged at $1.59 per share, revised upward by 2 cents over the past 30 days. Estimates for Western Digital’s EPS for the second quarter indicate a year-over-year decline of 10.7%.AMETEK AME is set to report third-quarter 2025 results on Oct. 30. The stock has an Earnings ESP of +1.21% and presently carries a Zacks Rank #2.The Zacks Consensus Estimate for AMETEK’s third-quarter earnings is pegged at $1.76 per share, which has been revised upward by a penny over the past 30 days. Estimates for AMETEK’s third-quarter EPS suggest year-over-year growth of 6%.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Comcast Corporation (CMCSA): Free Stock Analysis Report Western Digital Corporation (WDC): Free Stock Analysis Report AMETEK, Inc. (AME): Free Stock Analysis Report Reddit Inc. (RDDT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks