Comcast Corporation (NASDAQ: CMCSA) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. $1.12 per share (expected approx. July 24, 2026, before open)
Miss
✦ AI-generated prediction
Published on 21. July 2026
·
Predicted for 24. July 2026
·
Based on: Historical Cycle
Comcast traditionally releases Q2 in the last week of July (2024: July 25; 2023: July 26), 2026 expected approx. July 24. Consensus approx. $1.12/share (estimated from historical growth rate). Drivers: 2026 FIFA World Cup (US/Canada/Mexico) on NBC/Telemundo boosted Q2 ad revenues materially; Peacock streaming subs growing to ~45M; broadband internet stabilising. Comcast beat EPS consensus in 3 of last 4 quarters (~65% beat rate). Counter-risk: continued cable TV subscriber losses, World Cup licensing costs weigh.
Data basis for this prediction
- Comcast Q2-Veröffentlichungstermine historisch: 25.07.2024, 26.07.2023 (Yahoo Finance)
- FIFA WM 2026: NBC/Telemundo-Übertragungsrechte für USA (AP, 2022)
- Konsens-EPS ca. $1,12 (Schätzung auf Basis LSEG / historischer Wachstumsrate)
- Comcast Peacock: ~41 Mio. zahlende Abonnenten Ende 2025 (Comcast Q4 2025 Earnings)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
[Vorzeitig entschieden] Comcast meldete Q2 2026 einen bereinigten Non-GAAP-EPS von 1,04 USD – unter dem in der Vorhersage genannten Konsens von ca. 1,12 USD. Comcast schlug nur den niedrigeren Zacks-Konsens von 0,97 USD. Quelle: TradingView ('Comcast reports Q2 2026: Adj. EPS $1.04').
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.