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Comcast

Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 64 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. The firm plans to spin off most of its cable networks later in 2025. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy, and it also has a presence in Germany and Austria.

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Comcast Corporation - Class A Common Stock

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Oppenheimer analyst Timothy Horan rated Charter Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) <a href="https://www.benzinga.com/quote/CHTR/analyst-ratings" target="_blank" rel="noreferrer noopener">as Perform on</a> Monday.
Charter is the nation&#8217;s second-largest cable provider. In terms of network quality and speeds, the company holds a major competitive advantage over wireline providers.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45007666/charter-loses-internet-and-tv-subscribers-but-beats-rivals-with-strong-mobile-line-gains" rel="noreferrer noopener">Charter Loses Internet And TV Subscribers But Beats Rivals With Strong Mobile Line Gains</a>
Horan noted its ability to generate consistently high cash flow from its businesses, which gives it added flexibility to adapt to industry trends despite its large size.
Charter&#8217;s revenue grew 0.4% versus Horan&#8217;s flat estimate, a $70 million beat. EBITDA was up 5% on a 180bps expansion in EBITDA margins to 42%, an 80bps beat, but it would have been in line with normalizing for a one-time $75 million other expense benefit.
Subscriber losses have improved off a very difficult 2024 due to the expiration of ACP and hurricanes Milton and Helene, and now improved bundled offers.
Its video offering now has OTT packages worth $80 per month bundled in and attractive promotional wireless/broadband prices which began in the fourth-quarter of 2024.
The analyst noted this as a negative for the overall industry, but price increases on the base continue to grow, and they are upselling many additional services.
The company&#8217;s introductory promotional pricing for broadband is $40 per month, but Horan estimates its base is paying $80 per month and can move to a wireless carrier for permanent pricing of $50. Positively, using a crude metric of revenue per residential broadband subscriber, Charter is at $130 per month versus Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) at $170. Both are at $70 for broadband, reported ARPU.
Charter lost 55K broadband subscribers versus -72K in the first quarter of 2024, and Horan noted a normalized ACP total loss of ~150K in fiscal 2024. Video declined 167K versus -392K in the first quarter of 2024.
ACP is now behind the company, and new promos are helping; however, the analyst continues to see challenging competition with lower-priced fixed and mobile hotspot wireless, fiber and OTT video.
Charter has resumed stock repurchases after the Liberty Broadband acquisition vote.
Leverage has declined to 4.1x and will head to 4.25x gradually.
Positively, Horan does not expect Charter to grow EBITDA by ~2% per year. With stock buybacks and lower capex, free cash flow per share can increase 4x by 2030 to ~$100.
Charter reiterated its fiscal 2025 capex of ~$12 billion, declining to $8 billion in 2028.
Cash taxes of $1.6-2.0 billion, implying a ~15% Y/Y increase, but $1 billion of this in the second quarter.
Horan tweaked subscriber and financial estimates on the early effectiveness of the new go-to-market. The analyst reiterated that Charter looks attractive on a long-term free cash flow per-share basis following the completion of its network evolution in two years and major stock buybacks at a ~27% 2030 free cash flow yield.
Horan projected second-quarter revenue of $13.73 billion and EPS of $9.07.
CHTR Price Action: Charter Communications stock is up 0.97% to $377.29 at the last check on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/45023162/comcast-faces-analyst-concerns-over-broadband-losses-despite-solid-revenue-and-peacock-gains" target="_blank" rel="noreferrer noopener">Comcast Faces Analyst Concerns Over Broadband Losses Despite Revenue And Peacock Gains</a></li>
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Photo: Shutterstock

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Charter's Strong Network, New Bundles Drive Analyst Optimism For Long-Term Growth

Barclays analyst Kannan Venkateshwar maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Equal-Weight and lowers the price target from $37 to $35.

Price Target

Barclays Maintains Equal-Weight on Comcast, Lowers Price Target to $35

In the preceding three months, 19 analysts have released ratings for Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), presenting a wide array of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">12</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Comcast and provided 12-month price targets. The average target is $40.37, accompanied by a high estimate of $55.00 and a low estimate of $31.00. Highlighting a 11.99% decrease, the current average has fallen from the previous average price target of $45.87. 
<img src="https://www.benzinga.com/files/images/story/2025/1745845229_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of Comcast by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Barton Crockett &#x7C;Rosenblatt &#x7C;Maintains &#x7C;Neutral &#x7C; $36.00&#x7C;$36.00 &#x7C; 
&#x7C;Maher Yaghi &#x7C;Scotiabank &#x7C;Lowers &#x7C;Sector Perform &#x7C; $44.50&#x7C;$45.00 &#x7C; 
&#x7C;Timothy Horan &#x7C;Oppenheimer &#x7C;Lowers &#x7C;Outperform &#x7C; $38.00&#x7C;$55.00 &#x7C; 
&#x7C;Michael Rollins &#x7C;Citigroup &#x7C;Lowers &#x7C;Buy &#x7C; $39.00&#x7C;$44.00 &#x7C; 
&#x7C;Bradley Thomas &#x7C;Keybanc &#x7C;Lowers &#x7C;Overweight &#x7C; $45.00&#x7C;$47.00 &#x7C; 
&#x7C;Steven Cahall &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Underweight &#x7C; $31.00&#x7C;$37.00 &#x7C; 
&#x7C;Maher Yaghi &#x7C;Scotiabank &#x7C;Raises &#x7C;Sector Perform &#x7C; $45.00&#x7C;$44.50 &#x7C; 
&#x7C;John Hodulik &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $40.00&#x7C;$47.00 &#x7C; 
&#x7C;Barton Crockett &#x7C;Rosenblatt &#x7C;Lowers &#x7C;Neutral &#x7C; $36.00&#x7C;$45.00 &#x7C; 
&#x7C;Kannan Venkateshwar &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $37.00&#x7C;$42.00 &#x7C; 
&#x7C;Maher Yaghi &#x7C;Scotiabank &#x7C;Lowers &#x7C;Sector Perform &#x7C; $44.50&#x7C;$48.00 &#x7C; 
&#x7C;Michael Rollins &#x7C;Citigroup &#x7C;Lowers &#x7C;Buy &#x7C; $44.00&#x7C;$47.00 &#x7C; 
&#x7C;Sebastiano Petti &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $39.00&#x7C;$45.00 &#x7C; 
&#x7C;Tim Nollen &#x7C;Macquarie &#x7C;Lowers &#x7C;Neutral &#x7C; $36.00&#x7C;$42.00 &#x7C; 
&#x7C;Matthew Harrison &#x7C;Benchmark &#x7C;Lowers &#x7C;Buy &#x7C; $55.00&#x7C;$57.00 &#x7C; 
&#x7C;Steven Cahall &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $37.00&#x7C;$45.00 &#x7C; 
&#x7C;Benjamin Swinburne &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $38.00&#x7C;$45.00 &#x7C; 
&#x7C;Jessica Reif Cohen &#x7C;B of A Securities &#x7C;Lowers &#x7C;Neutral &#x7C; $38.00&#x7C;$50.00 &#x7C; 
&#x7C;Michael Ng &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Buy &#x7C; $44.00&#x7C;$50.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Comcast. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Comcast compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Comcast's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Comcast's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/CMCSA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Comcast analyst ratings.</a>
<h2>Unveiling the Story Behind Comcast</h2>
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 64 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. The firm plans to spin off most of its cable networks later in 2025. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy, and it also has a presence in Germany and Austria.
<h3>Breaking Down Comcast's Financial Performance</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Comcast's revenue growth over a period of 3M has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -0.57%. This indicates a decrease in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Communication Services sector.
Net Margin: Comcast's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 11.29% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Comcast's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 3.92%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Comcast's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.26%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.14.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Comcast Stands With Analysts

Rosenblatt analyst Barton Crockett maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Neutral and maintains $36 price target.

Rosenblatt Maintains Neutral on Comcast, Maintains $36 Price Target

Scotiabank analyst Maher Yaghi maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Sector Perform and lowers the price target from $45 to $44.5.

Scotiabank Maintains Sector Perform on Comcast, Lowers Price Target to $44.5

Rosenblatt analyst Barton Crockett had <a target="_blank" href="https://www.benzinga.com/quote/CMCSA/analyst-ratings" rel="noreferrer noopener">a Neutral rating</a> on Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) on Thursday.
Comcast shares were pressured Thursday by a <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" rel="noreferrer noopener">first-quarter 2025</a> earnings report that featured a slightly higher broadband subscriber loss than anticipated and some upside in total revenues and EBITDA.
Crockett noted that part of the negative reaction is the tone and detail around broadband.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" rel="noreferrer noopener">Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1</a>
As competitive intensity stepped up, so did macro impacts on subscriber trends, and a strategic transition is underway for bundled and fixed pricing that is expected to stall EBITDA growth.
Otherwise, the ad market was flat (ex-political and sports skews), not &#8220;yet&#8221; showing impacts from macro pressures. Orlando was a highlight with stable trends and high interest in the upcoming Epic Universe opening on May 22.
Revenue of $29.9 billion dipped 0.6% Y/Y but was ~ $100 million above consensus. Adjusted EBITDA of $9.5 billion rose 1.9% Y/Y, about $400 million above estimates. Adjusted EPS of $1.09 rose 4.8% Y/Y and topped estimates by a dime.
Broadband subscribers dipped 199K Q/Q to 31.643 million, versus consensus closer to -146K and 139K loss in the fourth quarter of 2024.
Comcast announced a new 5-year fixed-cost pricing plan in mid-April, starting at $55/month.
The plan includes unlimited data, Wi-Fi, and a free mobile service line for a year. The impacts of this will phase in over time in the P&amp;L.
Comcast still sees &#8220;healthy&#8221; ARPU growth, including charging for mobile once the free offer ends. However, according to C&amp;P&#8217;s new COO, Dave Watson, this will &#8220;require some investment, which in turn will impact its ability to grow EBITDA. &#8220;
Wireless net adds of 323K to exit with 8.15 million were 27K above estimates. The video subscriber decline of 427 thousand to 12.1 million was 11 thousand more than the consensus. Peacock added 5 million subscribers to 41 million, versus expectations for flat, mainly attributed to the new bundling deal with Charter.
Unit revenues dipped 5% year over year, consistent with estimates, while EBITDA of $429 million, down 32% year over year, was slightly better than estimates.
Epic Universe&#8217;s pre-opening costs of $100 million were as guided.
Comcast cited &#8220;strong demand since launching Epic ticket sales&#8221; in the fourth quarter of 2024.
The building is afoot. A new Universal Horror is planned for Las Vegas this August; a Universal Kids Resort is slotted for Frisco, Texas, in 2026.
Plans were announced for a new Universal Theme Park and Resort in Bedford, England, near London, opening in 2031 and with construction starting in 2026. Universal Hollywood was said to have &#8220;softness&#8221; because of its proximity to LA wildfires, with a &#8220;gradual&#8221; recovery seen.
Crockett&#8217;s understanding is that Disneyland, further away, does not see these fire impacts.
Price Action:&nbsp;Comcast stock closed higher by 2.14% at $33.90 on Friday.
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Photo by Elliott Cowand Jr via Shutterstock

Reiteration

Comcast Faces Analyst Concerns Over Broadband Losses Despite Revenue And Peacock Gains

Goldman Sachs analyst James Schneider maintained a Buy rating on T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) on Thursday, with a <a href="https://www.benzinga.com/quote/T/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $285</a>, up from $280.
Schneider expects the stock to trade lower following results that reflected relatively in-line financial metrics and postpaid phone net additions despite a modest uptick in financial guidance.&nbsp;&nbsp;
The analyst noted that, based on his conversations, investors expected a greater upside in postpaid phone net additions and an uptick in guidance, following the company&#8217;s historical pattern, especially in light of the acquisitions closed in the quarter.  
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" target="_blank" rel="noreferrer noopener">Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1</a>
Despite the higher promotional activity and churn metrics reported by all wireless carriers in the quarter, Schneider continues to see the wireless market backdrop as very healthy, given the ongoing plan price increases implemented by all carriers in recent months.&nbsp;&nbsp;
The analyst expects the company to continue its core wireless growth algorithm, with broadband driving the next chapter of growth.&nbsp;&nbsp;
Between AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>), Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), Comcast, and T-Mobile, industry phone net additions are +853k in first-quarter of 2025 or 203k Y/Y which compares to +1,056k in first-quarter of 2024. This implies that industry growth remains relatively healthy but with a slowing growth rate.
On the residential broadband side, AT&amp;T (including DSL), Verizon (total consumer fixed + FWA), Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), and T-Mobile US, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) (FWA) net additions were +596k in the first quarter of 2025 or -33k Y/Y, compared to 629k in the first quarter of 2024.
This implies that the industry is slowing somewhat.
Schneider does not expect the tower stocks to move significantly, as CapEx guidance was consistent with prior commentary.
T-Mobile <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details" rel="noreferrer noopener">reported revenue of $20.89 billion</a>, just above Schneider&#8217;s estimate of $20.78 billion and above the Street (VA) at $20.64 billion, with an upside in equipment revenue.
Postpaid phone net additions came in at +495k, which is just above Schneider&#8217;s estimate of +486k but below the Street estimate of +499k. Meanwhile, high-speed internet net additions of +424k were above the analyst estimate of +399k and the Street estimate of +396k.
T-Mobile updated guidance for 2025. Postpaid net customer addition guidance remains 5.5-6.0 million (5.5-6.0 million prior), versus the analyst estimate of 6.03 million and the Street at 5.87 million.&nbsp;&nbsp;
TMUS Price Action: T-Mobile US stock is down 11% to $233.10 at last check Friday.
Read Next:
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</ul>
Photo: Shutterstock

T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst

Oppenheimer analyst Timothy Horan maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Outperform and lowers the price target from $55 to $38.

Oppenheimer Maintains Outperform on Comcast, Lowers Price Target to $38

Citigroup analyst Michael Rollins maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Buy and lowers the price target from $44 to $39.

Citigroup Maintains Buy on Comcast, Lowers Price Target to $39

Charter Communications Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) reported its <a href="https://www.benzinga.com/pressreleases/25/04/n45004240/charter-announces-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">fiscal first-quarter 2025</a> results Friday, including quarterly revenue growth of 0.4% year-on-year to $13.74 billion, beating the analyst consensus estimate of $13.68 billion.
EPS of $8.42 missed the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of $8.67.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/04/44930091/t-mobiles-long-game-five-year-price-lock-takes-a-jab-at-verizon" rel="noreferrer noopener">T-Mobile&#8217;s Long Game: Five-Year Price Lock Takes A Jab At Verizon</a>
The topline performance reflects revenue growth of 33.5% for residential mobile service, 1.8% for residential Internet and 13.4% for other revenue.
Charter lost 60,000 internet customers, including approximately 9,000 customer disconnects related to the wildfires in California in January, compared to a decline of 72,000 during the first quarter of 2024.
Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) lost 199,000 <a href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" target="_blank" rel="noopener">broadband customers </a>amid competition with telecom companies. AT&amp;T Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) Consumer Wireline segment had 261 AT&amp;T Fiber net additions during the quarter. Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) had 339,000 broadband net additions during the quarter.
Charter&#8217;s residential video customers decreased by 181,000 compared to 405,000 in the previous year. Comcast also lost 427,500 video subscribers as streaming giants like Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) gained traction.
Charter&#8217;s total mobile lines increased by 514,000 during the quarter, reaching 10.4 million as of March 31, 2025. AT&amp;T&#8217;s 324,000 postpaid phone net adds (versus 349,000 a year ago). Contrastingly, Verizon&#8217;s quarterly postpaid phone net losses were 289,000 versus 114,000 net losses Y/Y driven by price hikes, intense rival promotional offers, and lower government support.
Adjusted EBITDA margin expanded by 180 bps to 42.0%.
The quarterly free cash flow of $1.56 billion increased from $358 million in the prior year, driven by higher net cash flows from operating activities and lower capital expenditures.
As of March 31, Charter served 30.02 million residential and SMB Internet customers.
Net cash flow from operating activities totaled $4.24 billion during the quarter. As of March 31, the company held $796 million in cash and equivalents.
2025 Outlook:&nbsp;Charter Communications&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43390140/charter-q4-earnings-beats-estimates-mobile-growth-surges-with-529k-new-lines-despite-broadband-subscriber-losses" rel="noreferrer noopener">reiterated a capex</a> of $12 billion (versus $11.27 billion <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">in fiscal 2024</a>).
CHTR Price Action: Charter Communications stock is up 1.99% to $342.00 in the premarket at the last check on Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44993820/imax-gains-analyst-praise-for-strong-q1-china-growth-but-tariff-film-import-risks-loom" target="_blank" rel="noreferrer noopener">Imax Wins Analyst Praise On Strong Film Slate, But China Market Volatility Raises Concerns</a></li>
</ul>
Photo: Shutterstock

Earnings

Guidance

Charter Loses Internet And TV Subscribers But Beats Rivals With Strong Mobile Line Gains

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44985682/apples-ai-delays-rising-cost-pressures-trigger-price-target-cut-from-bank-of-america">Apple AI Delays, Rising Cost Pressures Trigger Price Target Cut From Bank Of America</a></li>
</ul>
Photo: Shutterstock

Equities

Large Cap

$BTC

ALLE

CBRE

SPDR Dow Jones Industrial Average ETF Trust

ERIE

GILD

GOOGL

INTC

LRCX

NDAQ

ORLY

POOL

TSCO

VRSN

Select Sector SPDR-Consumer Discretionary

Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

Comcast Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)&nbsp;stock tanked Thursday after it reported its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44974965/comcast-reports-1st-quarter-2025-results" rel="noreferrer noopener">first-quarter results</a>.
The Philadelphia-based company reported a quarterly decline of 0.6% year-over-year to $29.89 billion, beating the analyst consensus estimate of $29.76 billion.
Also Read: <a href="https://www.benzinga.com/media/25/04/44721053/disney-cuts-prices-and-adds-perks-to-lure-families-back-to-orlando-parks" target="_blank" rel="noreferrer noopener">Disney Cuts Prices And Adds Perks To Lure Families Back To Orlando Parks</a>
The company reported adjusted EPS of $1.09, beating <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimates</a> of 98 cents. Its media segment posted revenue growth of 1.1% Y/Y to $6.44 billion.
Peacock&#8217;s paid subscribers increased by over 20% Y/Y to 41 million, while revenue grew by 16% year over year to $1.2 billion.
Studios&#8217; revenue increased by 3.0% Y/Y to $2.83 billion due to higher content licensing and digital sales of&nbsp;&nbsp;Wicked.
Theme Parks revenue decreased by 5.2% Y/Y to $1.88 billion due to lower revenue at its domestic theme parks, driven by lower guest attendance including the impact of the Hollywood wildfires.
Connectivity &amp; Platforms adjusted EBITDA grew 1.5% Y/Y to $8.3 billion, with a margin expansion of 90 bps to 41.4%.
Comcast said it generated $5.42 billion in free cash flow during the quarter.
Comcast lost 199,000 broadband customers in the period amid <a href="https://www.benzinga.com/news/earnings/25/04/44947739/att-adds-324-thousand-postpaid-subscribers-in-q1-outpaces-verizons-289-thousand-loss" target="_blank" rel="noreferrer noopener">rivalry with telecom</a> companies. 
AT&amp;T Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) Consumer Wireline segment had 261 thousand AT&amp;T Fiber net adds during the quarter. 
Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) had 339 thousand broadband net additions during the quarter.
Comcast also lost 427,500 video subscribers as streaming giants like&nbsp;Netflix Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)&nbsp;gained traction.
Total domestic wireless line net additions reached 323 thousand.
What&#8217;s Next: Comcast CEO Brian L. Roberts expressed excitement about Epic Universe&#8217;s grand opening in Orlando in May and its plans to bring a new world-class theme park to the UK. 
Price Action: At the last check on Thursday, Comcast stock was down 3.54% at $33.25 premarket.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44963176/chinese-tech-firms-led-by-alibaba-hoard-nvidia-ai-chips-amid-us-sanctions" target="_blank" rel="noreferrer noopener">China&#8217;s Big Tech Firms Hoard Nvidia AI Chips Before Latest US Sanctions</a></li>
</ul>
Image: Shutterstock

Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1

WIIM

Comcast shares are trading lower. The company reported Q1 financial results.

Comcast CEO Brian L. Roberts Says "We could not be more excited for the grand opening of Epic Universe in Orlando next month and our plans to bring a new world-class theme park to the UK."

Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) reported quarterly earnings of $1.09 per share which beat the analyst consensus estimate of $0.98 by 11.22 percent. This is a 4.81 percent increase over earnings of $1.04 per share from the same period last year. The company reported quarterly sales of $29.89 billion which beat the analyst consensus estimate of $29.76 billion by 0.41 percent. This is a 0.57 percent decrease over sales of $30.06 billion the same period last year.

Earnings Beats

Comcast Q1 Adj. EPS $1.09 Beats $0.98 Estimate, Sales $29.89B Beat $29.76B Estimate

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Earnings Scheduled For April 24, 2025

U.S. stock futures are up on Wednesday night following back-to-back rallies in the regular session. This comes amid President Donald Trump <a href="https://www.benzinga.com/government/regulations/25/04/44968199/us-listed-china-stocks-surge-as-trump-hints-at-tariff-cuts-and-softening-trade-tensions" target="_blank" rel="noopener">softening</a><a href="https://www.benzinga.com/government/regulations/25/04/44968199/us-listed-china-stocks-surge-as-trump-hints-at-tariff-cuts-and-softening-trade-tensions"> his stance</a> on the tariffs earlier this week.
The S&amp;P 500 Futures are up 0.19%, at 5,412, Nasdaq Futures are at 18,839, up 0.19%, and Dow Futures are flat at the time of writing this, down 0.05%, trading at 39,757. The Nasdaq ended the regular session up by 2%, with the S&amp;P 500 and the Dow up by 1.6%, and 1%, respectively.
See More: <a href="https://www.benzinga.com/government/regulations/25/04/44968199/us-listed-china-stocks-surge-as-trump-hints-at-tariff-cuts-and-softening-trade-tensions">US-Listed China Stocks Surge As Trump Hints At Tariff Cuts and Softening Trade Tensions</a>
Japan&#8217;s Nikkei 225 index opened higher on Thursday, up 0.81% or 280 points, trading at 35,152 at the time of writing this. The benchmark&#8217;s extended rally this week is being led by tech, insurance, and export-linked stocks.
Despite recovering from its three-year low early this week, the U.S. Dollar Index (DXY) remains under pressure, trading at 99.67, down 0.17%. 
On Thursday, investors will be looking forward to the earnings of major large-cap stocks such as Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Procter &amp; Gamble Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>), T-Mobile US Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), and PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), among several others. Investors will also be closely watching the Initial Jobless Claims Report coming early in the day.
Photo Courtesy: JOURNEY STUDIO7 On Shutterstock.com
Read More: <a href="https://www.benzinga.com/news/global/25/04/44968188/auto-stocks-see-brief-spike-in-after-hours-trading-wednesday-as-trump-plans-to-ease-tariffs-on-automakers">Auto Stocks See Brief Spike In After-Hours Trading Wednesday As Trump Plans To Ease Tariffs On Automakers</a>

Trump Softens On Tariffs — Stock Futures Rise, Nikkei Opens Higher, Dollar Still Under Pressure

For adults who grew up in the 1980s and 1990s, a movie being made about a former toy store could become one of their <a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">most anticipated movies</a> to watch in theaters.
What Happened: Former toy retailer Toys &#8216;R&#8217; Us is getting the movie treatment with a live-action film inspired by "Night at the Museum."
The "Night at the Museum" film franchise saw characters from the past come to life after the museum closed, which means we could be getting a live-action film of toys coming to life after the toy store closed, or in a way a live-action "Toy Story" movie.
Story Kitchen and Toys "R" Us Studios are teaming up on the film efforts, according to a Variety <a href="https://variety.com/2025/film/news/toys-r-us-live-action-movie-story-kitchen-1236375189/">report</a>.
"Toys ‘R' Us is a cultural touchstone that continues impacting the child in all of us today," Story Kitchen co-founders Dmitri M. Johnson and Mike Goldberg said. "As ‘80s kids who considered Toys ‘R' Us one of the most magical places on Earth, we're honored to partner to create a film that will capture the spirit of adventure, creativity and nostalgia that Toys ‘R' Us represents."
The modern film is described as being similar to "Night at the Museum" along with films like "Back to the Future and "Big." Movies like "Jumanji" and "Barbie," which also brought toys to the big screen, are also used in the description of the future film.
"It will be as boundless as play itself, evoking the electric sense of wonder that is the essence of Toys ‘R' Us," Toys &#8220;R&#8221; Us Studios President Kim Miller Olko said.
Story Kitchen is well known for its work on video game adaptations for TV and film including "Sonic the Hedgehog." The studio is also working on the "Tomb Raider" franchise for Netflix and Amazon MGM Studios project and "Toejam &amp; Earl" for Amazon MGM Studios.
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Why It's Important: No film partner was named for the Toys &#8216;R&#8217; Us film. Variety reports that Story Kitchen has a first-look TV deal with Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and a first-look deal with DreamWorks Animation, which is a Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) unit, for animated film.
As a live-action film, Story Kitchen could look to partner with one of its current partners or shop around depending on demand for the film rights. &nbsp;
Toys &#8216;R&#8217; Us was founded in 1957 and was one of the largest toy retailers in the U.S. and world until Walmart sought to take its title for toy shopping in the early 1990s. Toys &#8216;R&#8217; Us declared bankruptcy in 2017.
Now owned by WHP Global, Toys &#8216;R&#8217; Us stores within stores <a href="https://www.benzinga.com/news/21/08/22577648/macys-brings-back-toys-r-us-brand-to-us-market">can be found</a> inside Macy's Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) locations. The retailer's baby segment Babies &#8216;R&#8217; Us was also brought back to life through a partnership with Kohl's Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) in 2024.
The film could draw interest in more retail partnerships in the future.
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Photo: <a href="https://www.shutterstock.com/g/Andrei+Stanescu">Sundry Photography</a> via Shutterstock

I Don't Want To Grow Up, There's A Toys 'R' Us Movie Coming — And It's Live Action

Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) is gearing up to announce its quarterly earnings on Thursday, 2025-04-24. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Comcast will report an earnings per share (EPS) of $1.00.
Anticipation surrounds Comcast's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
<h3>Earnings History Snapshot</h3>
During the last quarter, the company reported an EPS beat by $0.10, leading to a 1.23% increase in the share price on the subsequent day.
Here's a look at Comcast's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.86</td>
<td>1.06</td>
<td>1.12</td>
<td>0.99</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.96</td>
<td>1.12</td>
<td>1.21</td>
<td>1.04</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>-0.0%</td>
<td>-1.0%</td>
<td>2.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745416944_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Comcast were trading at $34.2 as of April 22. Over the last 52-week period, shares are down 8.05%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. 
<h3>Insights Shared by Analysts on Comcast</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Comcast.
Analysts have given Comcast a total of 15 ratings, with the consensus rating being Neutral. The average one-year price target is $40.63, indicating a potential 18.8% upside.
<h3>Peer Ratings Overview</h3>
In this comparison, we explore the analyst ratings and average 1-year price targets of Charter Communications and Cable One, three prominent industry players, offering insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Charter Communications, with an average 1-year price target of $392.0, suggesting a potential 1046.2% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Cable One, with an average 1-year price target of $405.0, suggesting a potential 1084.21% upside.</li>
</ul>
<h3>Snapshot: Peer Analysis</h3>
The peer analysis summary presents essential metrics for Charter Communications and Cable One, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Comcast</td>
<td>Neutral</td>
<td>2.11%</td>
<td>$21.89B</td>
<td>5.58%</td>
</tr>
<tr>
<td>Charter Communications</td>
<td>Buy</td>
<td>1.57%</td>
<td>$14.48B</td>
<td>9.88%</td>
</tr>
<tr>
<td>Cable One</td>
<td>Neutral</td>
<td>-5.97%</td>
<td>$287.36M</td>
<td>-5.72%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Comcast ranks highest in gross profit and return on equity among its peers. It is in the middle for consensus rating and revenue growth. However, it ranks lowest in revenue growth.
<h3>All You Need to Know About Comcast</h3>
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.
<h3>Comcast: A Financial Overview</h3>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Revenue Growth: Comcast's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 2.11%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Communication Services sector.
Net Margin: Comcast's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 14.97%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Comcast's ROE excels beyond industry benchmarks, reaching 5.58%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Comcast's ROA stands out, surpassing industry averages. With an impressive ROA of 1.78%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Comcast's debt-to-equity ratio is below the industry average. With a ratio of 1.16, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<a href="https://www.benzinga.com/quote/CMCSA/earnings">To track all earnings releases for Comcast visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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