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

A major shareholder is pressuring Comcast to back down from its thorny legal battle with comedian-turned-TV producer Byron Allen — something the media mogul says he would welcome. New York City Comptroller Scott Stringer — who oversees $208 billion in city pension money — is urging the cable giant to end its racial discrimination dispute.

Major shareholder urges Comcast to settle racial discrimination suit with Byron Allen

In the latest trading session, Comcast (CMCSA) closed at $43.53, marking a -0.11% move from the previous day.

Comcast (CMCSA) Stock Sinks As Market Gains: What You Should Know

Burke, 61, may acquire small businesses or start a venture capital fund while spending more time with his family in Montana

Outgoing NBCUniversal CEO Steve Burke will pursue personal interests and doesn't plan on taking another big media job, sources say

The chief executive’s job at NBCUniversal will change hands next month as incumbent CEO Steve Burke prepares to retire. Jeff Shell, the chairman of NBCUniversal Film and Entertainment, will take over Burke’s job as CEO Jan.

NBCUniversal to get new CEO in January as Steve Burke eyes retirement

The streaming era of NBCUniversal will be led by Jeff Shell, the chairman of NBC's film and network television businesses.

NBCUniversal chief Steve Burke says he will step down on January 1

NBCUniversal made it official Monday morning, confirming that Jeff Shell will succeed Steve Burke as CEO of the Comcast-owned entertainment operation. Shell will take the reins on January 1, 2020, according to a press release, reporting to Burke. When Burke steps down on August 14, 2020, Shell will report to Comcast CEO Brian Roberts. The

NBCUniversal Anoints Jeff Shell As CEO, Setting New Year’s Day Start To Tenure

NBCUniversal CEO Steve Burke is stepping down when his contract expires in August 2020.

NBCUniversal CEO Steve Burke will retire on Aug. 14

NBCUniversal CEO Steve Burke is expected to leave his post next year at a crucial time for the media giant, according to news reports.

NBC Universal CEO Steve Burke to step down next year from post

Jeff Shell, chairman of NBCUniversal Film and Entertainment, is expected to succeed Burke as CEO, Variety reported.

NBCUniversal CEO Steve Burke will step down when his contract expires in August 2020

Apple

AT&T

Comcast, Apple, or AT&T buying the streaming services giant wouldn't be crazy.

3 Companies That Could Buy Netflix

Steve Burke will depart as CEO of NBCUniversal next year, sources confirmed to Deadline. Burke, whose current contract ends in August 2020, had been telling close associates that he planned to retire. While the end of his contract coincides with the end of the 2020 Olympics, the biggest sporting event on NBCUniversal, some sources indicate

NBCUniversal CEO Steve Burke to Step Down in 2020

CFO Mike Cavanagh provided some details on its upcoming Peacock streaming TV service.

Comcast Says It Will Invest Less in Streaming and Break-Even Faster Than the Competition

Dave Howe, whose 18-year tenure at NBCUniversal included a stint running Syfy and launching shows like Battlestar Galactica, is leaving his post as president of strategy and growth at NBCU Cable. In a 2016 reorganization, Howe left his post at Syfy to take on a broader strategy role, reporting to Bonnie Hammer, the company’s longtime

NBCUniversal Cable Exec Dave Howe Will End 18-Year Run, Exiting Strategy Post

CenturyLink

Disney

Alphabet

Netflix

T-Mobile US

Verizon

It is surprising to see that Communication Services sector outperforming the broader market this year amid a prolonged rally.

S&P 500 Communication Services Sector Outperforms: Here's Why

Comcast Corporation. (CMCSA) Management Presents at UBS Investor Conference (Transcript)

Comcast’s forthcoming entry into the intensifying streaming competition, Peacock, will be profitable within five years and have $2 billion in content and marketing investment in its first two years. The outlook on the streaming service’s launch next April was provided by Comcast CFO Mike Cavanagh in an appearance at the UBS Global TMT Conference in

Peacock To Get $2B Investment In First Two Years, Turn Profit In Year 5, Comcast CFO Says

If you’re worried the economy isn’t out of the woods yet, these three digital-era staples could help weather the storm.

3 Stocks to Recession-Proof Your Portfolio

A group of NBC News staffers is using a hip Instagram account to discourage their colleagues from unionizing.

NBC News staffers take anti-union fight to Instagram

David Cohen, a key adviser to Comcast CEO Brian Roberts, has announced his plan to step down from his operational role at the company. He will end his operational responsibilities as of January 1, 2020, transitioning from Senior EVP to Senior Counselor to Roberts starting December 31, 2020. In recent years, Cohen has led Comcast’s

Comcast’s David Cohen, Diversity Exec And Adviser To Brian Roberts, Stepping Down

Following the path established by their peers in the media business, Comcast and NBCUniversal have scheduled an investor event as they look to detail their strategy for entering the streaming arena. On January 16, executives will present details about Peacock, the NBCU service launching next April. The event will be held at the company’s longtime

Comcast And NBCUniversal Set Date For Peacock Investor Presentation

Comcast  unit Sky said it will develop a new studio in Elstree, which is north of London. Sky said the new TV and film studio would result in more than 2,000 new jobs and £3 billion ($3.9 billion) in production investment over five years.

Sky to develop new studio in Elstree

Columbo’s circumstantial way of solving a TV crime now have a real life judicial aspect too, it seems. Just over a month after a Los Angeles Superior Court judge awarded $70.3 million in profit participation to the creators of the iconic Peter Falk starring detective series, the same judge today threw his own judgement out

NBCUniversal Scores New Trial Over $70M In ‘Columbo’ Profits

Shake Shack

Walmart

Monday's 3 big stock charts highlight lagging names with potential to catch up to the broad market rally.
The post 3 Big Stock Charts for Monday: Walmart, Comcast, and Shake Shack appeared first on InvestorPlace.

3 Big Stock Charts for Monday: Walmart, Comcast, and Shake Shack

Discovery

Discovery Communications

Content is king, and these entertainment companies have plenty of it.

3 Entertainment Stocks That Have Killer Advantages

Cable TV prices are rising in lockstep with streaming. It’s just harder to notice; cable companies tend to do it quietly.

News for Comcast Stock (CMCSA)