What's the outlook for CMCSA's 2025 Q1 EPS?

Comcast's 2025 Q1 EPS outlook is positive, with analysts predicting a slight increase. Here's a detailed analysis:

1. Analyst Predictions: Goldman Sachs analyst Michael Ng expects Comcast’s EBITDA for the first quarter of 2025 to be approximately $9.19 billion, slightly above the consensus estimate of $9.18 billion. This indicates a strong operational performance that could translate into higher EPS.
2. Recent Performance: Comcast has consistently surpassed EPS estimates in recent quarters. For instance, in Q4 2024, the company reported an adjusted EPS of $0.96, which was $0.10 above the predicted $0.86. This track record suggests that Comcast has the potential to exceed expectations again in Q1 2025.
3. Strategic Initiatives: Comcast is introducing new pricing and bundling options, combining wireless and internet services, which could positively impact revenue and profitability in the quarter. Additionally, the company is expected to add around 300,000 domestic wireless subscribers, although promotional pricing may put some pressure on growth.
4. Financial Metrics: Comcast's gross profit margin stands at 70.08%, and the company has a return on equity of 19%, indicating strong financial health. These metrics are conducive to higher EPS as the company continues to generate robust profitability.

In conclusion, while there are some factors that could potentially impact Comcast's Q1 2025 EPS, such as competitive pressures and promotional pricing, the overall outlook appears positive, with analysts predicting a slight increase in EPS.