Four of six communication stocks beat EPS estimates this week

Earnings
โดย Seeking Alpha·Read original
Summary · why it matters

Four of the six communication services companies reporting earnings this week beat earnings-per-share estimates, while one matched and one missed. Alphabet posted adjusted EPS of $9.11 on revenue of $119.8B, beating estimates by $6.20 and $2.82B respectively, though its stock slipped after raising 2026 capital spending guidance to $195B-$205B. Comcast beat on both earnings and revenue with adjusted EPS of $1.04 and revenue of $29.94B, while AT&T exceeded earnings expectations with adjusted EPS of $0.65 on revenue of $31.56B and announced plans to accelerate its $10B share buyback program. IBM matched estimates with adjusted EPS of $2.93 but missed on revenue at $17.16B, and Verizon beat earnings with adjusted EPS of $1.28 on revenue of $34.44B while raising full-year guidance. Charter Communications was the sole earnings miss, reporting adjusted EPS of $9.17 on revenue of $13.60B amid broadband competition.

Impact on stocks 9

Communication Services · 3 stocks
Cloud & Digital Infrastructure · 3 stocks
AT&T Inc.
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▲ PositiveCapitalrelevance

AT&T beat earnings and announced accelerated share buyback.

Artificial Intelligence · 1 stocks
Quantum Computing · 1 stocks
Spatial Computing / AR/VR · 1 stocks