Revenue segments as reported by the company.

Cable Communications

NBCUniversal

Connectivity & Platforms

Content & Experiences

Corporate and Other

Eliminations

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Programming and production

Other operating and administrative

Advertising, marketing and promotion

Depreciation

Amortization

Goodwill and long-lived asset impairments

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Comcast

DreamWorks is an American film production label of Amblin Partners. It has produced or distributed more than ten films with box-office grosses of more than $100 million each.

DreamWorks

Fandango is an American ticketing company that sells movie tickets via their website as well as through their mobile app of which Comcast owns 70% of.

Fandango

NBCUniversal is an American multinational media conglomerate that is a subsidiary division of Comcast.

NBC Universal

FreeWheel is a technology platform for ad management and monetization, a private marketplace for premium television inventory, and advisory services.

FreeWheel

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Comcast achieves record revenue and subscriber growth in 2022

Comcast delivered exceptional financial results in 2022, focusing on strategic investments in key growth areas. While facing challenges in certain segments, the company is optimistic about future prospects and is prioritizing cost management and network expansion. Opportunities for growth exist in NBCUniversal, wireless services, and the stabilized ad market.

Comcast reports strong Q1 earnings, eyes wireless growth opportunities

Comcast's Q1 2023 earnings call highlighted robust financial performance, strategic growth areas, and challenges in content revenue and video segment, underscoring the company's adaptability and focus on innovation.
The emphasis on connectivity, margin improvement, and subscriber growth positions Comcast favorably in the competitive landscape, with a strong foundation for future expansion and revenue diversification.
Strategic discussions around network capabilities, content differentiation, and operational optimizations reflect Comcast's proactive approach to navigating industry shifts and maximizing shareholder value.

Comcast reports solid Q2 growth, eyes sports rights expansion

Comcast's Q2 performance showcased revenue growth and milestone EBITDA figures, with notable successes in broadband, theme parks, and Peacock. Despite challenges in the broadband market and content losses, Comcast's strong balance sheet and strategic initiatives position it well for future growth and expansion.

Comcast reports strong Q3 earnings, eyes sports streaming growth

Comcast's Q3 performance reflects solid growth in revenue, EBITDA, and EPS, driven by strong performance in connectivity, content, and parks businesses.
While facing challenges such as Peacock's losses and ARPU growth deceleration, Comcast remains focused on strategic investments in existing businesses for sustainable growth.
The company's emphasis on innovation, market leadership, and network enhancements positions Comcast well to capitalize on opportunities in sports streaming, business services, and network technology.

Comcast achieves record revenue in Q4 2023, eyes growth opportunities

Comcast's Q4 2023 performance showcased record revenue and strong financial metrics, driven by growth in connectivity and content segments.
The company faces challenges in revenue diversification, competitive broadband landscape, and short-term financial pressures from elevated CapEx levels.
However, Comcast's strengths lie in identified growth opportunities, successful partnerships, and focus on user experience and subscriber retention.
With a strategic focus on margin expansion, capital returns, and upcoming projects, Comcast remains positioned for long-term growth and success.

Comcast reports robust Q1 earnings, eyes growth in content and broadband

Comcast's strong financial performance and strategic focus on key segments position the company for continued growth and shareholder value creation.
While facing challenges in content monetization and subscriber retention, Comcast's emphasis on ARPU growth and market expansion presents opportunities for future revenue growth.
Investments in theme parks, exploration of new ventures like video games, and the success of Peacock streaming service underscore Comcast's commitment to innovation and market relevance.

Comcast reports strong broadband growth, faces challenges in Parks segment

Comcast's Q2 2024 earnings call highlighted strong broadband revenue growth and challenges in Parks segment.
The company emphasized market segmentation, ARPU growth, and new product offerings for price-conscious customers.
Peacock's revenue growth from advertising and distribution, along with upcoming Studios titles, offset revenue declines.
Capital return initiatives and network expansion efforts underscored a focus on shareholder value and competitive adaptability.
Excitement for upcoming Epic Universe opening and positive outlook for long-term growth opportunities across segments.

Comcast reports robust Q3 earnings driven by media and connectivity

Comcast's Q3 performance showcased strong revenue growth, particularly in the media and connectivity segments.
While facing challenges in subscriber losses and theme park revenue decline, the company remains focused on financial stability and shareholder returns.
Opportunities lie in investing in growth areas like the upcoming theme park and expanding market share in broadband and mobile services.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Netflix

Roku

This isn't a temporary coronavirus bump. COVID-19 simply looks to accelerate existing business trends.

These 3 'Stay Home' Stocks Could Be the Biggest Winners of the Stock Market Crash

Amazon

Electronic Arts

Take-Two Interactive Software

Esports and video games are beginning to fill the void left by the cancellation of pro sports seasons.

Video Game Simulations Begin to Fill Canceled Sports Seasons

The ad-supported option will be the first of its kind at a time when consumers are more than ready for something else.

Why Comcast's Peacock Will Be a Winner (and It's Got Nothing to Do With Coronavirus)

Etsy

Sirius XM Holdings Inc

Etsy, Comcast, and Sirius XM are hitting 52-week lows, but their resilient business models deserve better than that.

3 Stocks That Shouldn't Have Hit New Lows on Friday

"A gentle bear of a man, the heart and soul of our extended NBC family," said NBC News correspondent Andrea Mitchell.

NBC News Employee Dies After Testing Positive For Coronavirus

Bristol-Myers

Lowe's

McDonald's

AT&T

Happy spring indeed! After a brutal week for investors, with the S&P 500 plowing through the 2018 lows, and then bouncing back, there is at least a hint that maybe some of the selling may be over.

5 Bottom-Fishing Blue-Chip Dividend Stocks to Buy Right Now

Even in times of crisis, money doesn’t completely stop moving.

3 Digital Stocks That Will Benefit With Americans Stuck at Home Due to Coronavirus

Like the majority of investors, you're most likely working on a retirement portfolio that will provide a large enough nest egg to give you a comfortable retirement. Make sure you know all about what financial planners call the accumulation and distribution phases of retirement planning.

3 Investing Facts About Required Minimum Distributions You Need to Know - March 19, 2020

AMC Entertainment

Disney

ViacomCBS

It's going to be an ugly period for theater companies and movie studios as people avoid crowds.

Here's What Movie Theaters Are Losing Due to Coronavirus

Donald Trump may have initially been slow to comprehend the scope of the novel coronavirus, but the formerly Celebrity Apprentice host hasn’t been lacking when it comes to showmanship and getting his message out there. Now he has some big media buddies in the big tent to stop further spread of COVID-19. Following weeks of

Disney, NBCUniversal & ViacomCBS Team With Trump For Coronavirus PSA Campaign; Will Spread To Multiple Platforms

Trolls World Tour will be its first movie you can rent digitally the same day it's released theatrical. Birds of Prey from Warner Bros.

NBCUniversal to rent new movies online early because of coronavirus

Universal Pictures will make new films available to stream the same day they're released in theaters as the coronavirus pandemic shuts cinemas around the world.

Universal Pictures to stream new movies as coronavirus shuts theaters

With movie theaters shutting down, this move just makes sense.

Comcast's Universal Pictures to Offer New Releases Via Streaming

Alphabet

Sports bring in billions in ad revenue, but not if there aren't any games to broadcast.

Sports Are Cancelled. Where Will All the Ad Spending Go?

Comcast Corporation (NASDAQ: CMCSA) subsidiary NBCUniversal is bypassing the theatrical window for its movie releases as the coronavirus (COVID-19) outbreak forces social distancing.

NBCUniversal Releases Movies On-Demand Same Time As Theaters Due To Coronavirus

NBCUniversal announced today that its movie studio Universal Pictures and specialty label Focus Features will be releasing their films in theaters and on-demand, simultaneously. In other words, it’s eliminating the theatrical window — the period between the time you can watch a movie in theaters and when you can watch in the comfort of your […]

NBCUniversal will break the theatrical window to release ‘The Invisible Man’ and other movies on-demand

Trolls World Tour will be the first movie you can rent on-demand online the same day as its theatrical release, as cinemas close in the pandemic.

NBCUniversal to release new movies online to rent because of coronavirus

March 16, 2020—NBCUniversal today announced that Universal Pictures will make its movies available in the home on the same day as their global theatrical releases, as current circumstances have made it more challenging to view our films.

Theatrical Window Shattered: NBCUniversal Makes Its Filmed Content Available Online

Universal’s “Trolls World Tour” will be the first movie it will simultaneously debut online and in theaters on April 10.

Universal to release movies online while they are in theaters, starting with 'Trolls World Tour'

Twenty-First Century Fox

A massive federal cash infusion wasn't enough to save these stocks.

Why Disney, Fox, and Comcast Shares Plunged Today

Charter Communications

DISH Network

T-Mobile US

Verizon

Here are few Internet companies, which are well poised to benefit from COVID-19-led confinement.

7 Stocks to Gain From Coronavirus-Induced Internet Demand

Cinemark Holdings

Sony

The financial ramifications of the coronavirus pandemic are likely going to be felt by studios, filmmakers and theater owners for years to come.

2020 was already expected to be a weak year at the box office, coronavirus could mean 'cinematic disaster'

Six Flags Entertainment Corporation

SeaWorld Entertainment

Six Flags

Three of the country's regional amusement park operators are trading for less than half of their peak values.

Did I Buy Theme Park Stocks Too Soon?

Apple

Subscriber retention is a growing challenge for video-on-demand streaming services.

The Top 3 Reasons Consumers Cancel Their Streaming Video Subscriptions

In response to the Corona Virus Pandemic Comcast, whose service is called Xfinity, is offering free services and liberalizing some of its policies so that more people can get online and use as much data as they need.

News for Comcast Stock (CMCSA)