Earnings Preview: Comcast

Comcast (CMCSA, CMCSK) is expected to report Q4 earnings with a conference call scheduled for Thursday, February 14 at 8:30 a.m. ET.

Guidance

Analysts are looking for a profit of 17c on revenue of $7.90B. The consensus range is 15c to 19c for EPS, and $7.60B to $8.04B for revenue.

Analyst Views

Kaufman Bros. predicted that Comcast would provide lower than expected revenue and EBITDA guidance of 9% to 10% increases in both categories. The firm recommends waiting for a positive catalyst before buying shares.

Valleywag.com suggested that Comcast may bid for online contact management service Plaxo (more from Michael Arrington). UBS initiated Comcast with a Buy rating. Recently, Bernstein said that Comcast's rate increases of roughly 6% are an indication of the lack of price competition among cable and satellite companies. The firm has an Outperform rating on Comcast.