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

Peacock, the long-anticipated streaming service created by NBCUniversal and Comcast, will be shown off to investors and the media later today, three months before its official consumer launch. The showcase event at 4PM ET at NBCU’s home base of 30 Rock — whose plaza features a flower-bedecked, illuminated, 40-foot peacock topiary/sculpture — will aim to

The Peacock Is Landing: NBCUniversal And Comcast Set To Tout Streaming Service

Comcast Corp on Thursday will reveal details of Peacock, its belated entry into the streaming wars, as it harnesses its NBCUniversal library and invests in new content in an effort to capture viewers abandoning cable TV.

Comcast, late to the streaming party, to give details of NBC's Peacock service

NBCUniversal is set to unveil its streaming service Peacock Thursday at an investor day in New York.

NBCUniversal's Peacock ends phase one of the streaming era; phase two will test theory of disruptive innovation

AT&T

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Comcast stock has clawed near an entry point in early 2020 while telecom firms Verizon Communications and AT&T stock fall below 50-day moving averages. Comcast reports earnings Jan.

Comcast Stock Gains On Upbeat 2020 View While Verizon And AT&T Slip

EXCLUSIVE: George Cheeks has resigned from NBCUniversal after eight years, I have learned. The move comes three months after NBCU implemented sweeping changes, restructuring its broadcast, studio and digital operations and assigning new roles to a number of the company’s top TV executives, including Cheeks. His departure also comes several weeks after NBCUniversal CEO Steve

George Cheeks Exits As Vice Chairman of NBCUniversal Content Studios

Comcast said it is launching SportsTech, a global accelerator for sports technology startups as the cable giant seeks to leverage the market opportunity in sports.

Comcast launches accelerator for sports start-ups that could give it a leg up on new technology

Comcast NBCUniversal has announced plans to launch SportsTech, a global accelerator for sports technology startups, this summer. SportsTech will unite three of the company’s sports brands — NBC Sports, Sky Sports and Golf Channel — with NASCAR, U.S. Ski & Snowboard and USA Swimming. Venture capital division Comcast Ventures will also participate in the accelerator, which is

Comcast NBCUniversal Forms Global Accelerator For Sports Tech Startups

Fox Corporation Class A

Seth MacFarlane is leaving Fox Corporation (NASDAQ: FOXA) for Comcast Corporation’s (NASDAQ: CMCSA) NBCUniversal for a five-year contract worth $200 million, according to Deadline.

American Dad, Family Guy Creator Leaving Fox For $200M Deal With NBCUniversal

ViacomCBS

Comcast (CMCSA) recently struck a carriage agreement with ViacomCBS for 23 CBS-owned TV stations in 15 major U.S. markets.

Comcast & ViacomCBS Ink New Carriage Pact for CBS Stations

Charter Communications

Over-the-air digital television options are proving surprisingly robust, and the technology has finally caught up with demand.

Here's Why the Old-Fashioned TV Antenna Could Be What Kills Cable Stocks

Peacock, the streaming video service from Comcast-owned NBCUniversal, will leverage familiar brands and focus on premium content, an executive said at CES 2020. The service debuts in April.

NBCUniversal's Peacock Aims To Be The Comfort Food Of Streaming TV

Disney

Viacom

The two major deals of 2019 in the media space – the acquisition of Fox Studios by Walt Disney and the Viacom-CBS merger – indicate that major content giants are working toward consolidating and expanding their market share in the Studio/Theater distribution category.

Disney, Comcast, Viacom: Can Consolidation Boost Growth For Studio Giants?

The cable provider has two promising ways to fortify its Internet subscription business in streaming video and mobile.

Comcast Is Ready to Flex Its Muscle

ViacomCBS and Comcast have set a wide-ranging carriage renewal that includes conventional elements like retransmission but also breaks new ground by bringing streaming service CBS All Access to Comcast set-top boxes. The companies said Wednesday the deal will extend retransmission consent of 23 CBS-owned television stations in 15 major markets, including CBS-owned CW affiliates. Cable

Comcast And ViacomCBS Set Carriage Renewal Adding CBS All Access To Set-Top Box

ViacomCBS Inc. VIAC, +0.17% and Comcast Corp. CMCSA, +1.06% announced Wednesday that they renewed their content carriage agreement, which includes transmission consent of 23 CBS-owned TV stations.

ViacomCBS, Comcast renew content carriage agreement

Comcast: Multi-Year Compounder With Defensive Qualities

Apple

Amazon

Netflix

A survey from ad-tech company The Trade Desk and YouGov showed 59% of Americans aren't willing to pay more than $20 a month for streaming TV services.

Streaming wars will force media companies to choose between pricey subscriptions and sitting through ads

Comcast Looks To Peacock Service To Create Long-Term Value

Comcast (CMCSA) is in advanced talks to acquire Xumo Inc. This is expected to strengthen its content offerings in an increasingly crowded streaming market.

Comcast (CMCSA) in Talks to Acquire Free-Video Streamer Xumo

Comcast is reportedly looking to buy ad-fueled streaming company Xumo ahead of its own foray into the streaming wars.

Comcast eyes acquisition of free streaming service Xumo: report

Five months before launching highly anticipated streaming service Peacock, Comcast has reportedly been conducting exclusive negotiations to acquire Xumo, a notable startup player in ad-supported streaming. The Wall Street Journal reported the talks Thursday evening, but it cautioned the discussions could still fall apart before a deal is reached. Comcast and Xumo reps did not

Comcast Is In Exclusive Talks To Acquire Ad-Supported Streaming Platform Xumo – Report

T-Mobile US

T-Mobile US parent Deutsche Telekom in 2015 viewed a merger with cable TV firm Comcast as doable if regulators first approved its marriage with Sprint, according to court documents.
The post T-Mobile Stock: Comcast Merger Eyed, Say Court Documents In Sprint Case appeared first on Investor's Business Daily.

T-Mobile Stock: Comcast Merger Eyed, Say Court Documents In Sprint Case

Comcast (CMCSA) partners with Lionsgate to strengthen content offerings for Peacock in an increasingly crowded streaming market.

Comcast Partners With Lionsgate to Strengthen Content Lineup

T-Mobile is putting all its resources behind getting the mega-merger with Sprint across the finish line.

Internal documents: T-Mobile considered merger with Comcast following Sprint deal

Comcast’s NBCUniversal media and entertainment conglomerate today announced that it signed a new carriage and licensing deal with Lions Gate for the company’s planned Peacock streaming service scheduled to launch next year.

News for Comcast Stock (CMCSA)