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

Can Comcast's platform gain traction in the quickly saturating streaming space.

Comcast's New Streaming Services Plays On Its Strengths

Investors in Wireless Can't Ignore Comcast

Peacock will be the result of a careful strategy -- perhaps too careful.

Will Comcast's Fears of Disrupting Cable Stifle Peacock's Streaming Future?

Neither cord-cutting nor the abysmal performance of the "Cats" film could derail the unloved media empire this past year.

Comcast Raises Its Dividend 10% Ahead of Peacock Streaming TV Launch

Comcast has completed an acquisition of Blueface – a Dublin, Ireland-based global tech provider, as it continues to expand its business service sector and its international footprint. Blueface’s proprietary and fully customizable cloud voice communications platform will become part of Comcast Business’s portfolio. That division, which helps provide organizations with the ability to communicate globally,

Comcast Buys Dublin-Based Blueface To Bolster Fast Growing Cable Biz Unit

Management warns changing consumer behavior and price hikes will cause even greater video subscriber losses in 2020.

Comcast Expects More Customers to Cut the Cord in 2020

Disney

Comcast's Universal Studios is bringing Super Nintendo World to to a few of its theme parks, and it could be just the ticket to winning the game against Disney.

Disney's About to Go to War With Super Mario

Peacock gives viewers something to watch, because it's "just on."

Peacock's "Live" Video Could Be a Glimpse at Streaming's Future

That doesn't quite add up with the modest expectations it laid out for Peacock.

Comcast Thinks It Can Make More Money in Streaming Than Anyone Else

The media giant beat Wall Street's expectations, but there were some pockets of disappointing results hidden within.

Comcast Gives "Cats" the Silent Treatment in a Rocky Q4 Report

Even Comcast Is Embracing Cord-Cutting Now

Earnings season is heating up, and so is the pressure on Boeing to get it right.

Airlines, Consumer Goods, and Comcast

Comcast is wired in a world of wireless, and cable in a world of streaming.

Comcast Is the Stock We Love to Hate

On Thursday, Comcast (CMCSA) reported financial results for the final quarter of fiscal 2019.

Comcast: A Solid End to 2019

As cable TV companies like Comcast make more inroads in wireless phone services, there could a new partnership twist in 2020, with AT&T looking to replace Verizon as a network capacity provider.
The post Comcast Stock: New Twist In Wireless Services Push Could Involve AT&T appeared first on Investor's Business Daily.

Comcast Stock: New Twist In Wireless Services Push Could Involve AT&T

Worries about cord-cutters overshadowed an otherwise solid quarter from Comcast.

Comcast Shares Drop On Cord-Cutter Worries

Streaming is taking over the world of media slowly but surely, and Comcast is pivoting to a strategy that emphasizes "slowly but surely"

Comcast Is Entering The Streaming Space With A Different Approach

Comcast (CMCSA) earnings for the telecommunications company's fourth quarter of the year have CMCSA stock down on Thursday.
The post Comcast Earnings: CMSCA Stock Hit 3% By Subscriber Loss Warning appeared first on InvestorPlace.

Comcast Earnings: CMSCA Stock Hit 3% By Subscriber Loss Warning

“Cats,” the musical movie that bombed at the box office, scratched away at Comcast’s fourth-quarter earnings, even as overall profits soared 26 percent. The cable giant’s entertainment unit, NBCUniversal, reported a 49 percent drop in profits for the last three months of 2019 due to sagging demand for the movie based on the stage musical.

‘Cats’ failure cuts into Comcast’s 4th-quarter earnings

Netflix

Shares of Netflix Inc. NFLX, +5.46% are up more than 5% in midday trading Thursday, and Stifel analyst Scott Devitt said the latest results from Comcast Corp.

Netflix stock surges 5% after Comcast posts big video-subscriber losses

Comcast Corporation (CMCSA) CEO Brian Roberts on Q4 2019 Results - Earnings Call Transcript

Comcast brass made the bold claim that it is better positioned to push ahead in streaming than any other in the world as it leverages its newly announced Peacock service with divisions across the board, and that’s good news for linear TV too. Peacock’s ability to tap resources from wireless, cable and broadcast, distribution, programming,

Comcast Strategy Sees Streaming Cash Boosting All Ships

Comcast Corp  on Thursday beat Wall Street's revenue and profit estimates due to growth in broadband customers, but the company lost more cable TV subscribers than Wall Street expected and its NBC Universal unit revenues were hurt as the film "Cats" bombed at the box office.

Comcast results beat forecasts on broadband growth; 'Cats' hits NBC Universal unit

Disney increasingly dominates the film industry.
Comcast’s earnings report is not the cat’s meow for its NBCUniversal unit.

NBCUniversal’s dismal profit losses are not just about ‘Cats’

Comcast's (CMCSA) fourth-quarter 2019 results reflect an expanded high-speed Internet subscriber base.

News for Comcast Stock (CMCSA)