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

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

Comcast’s new price hike makes cord-cutting more attractive

Cable One

Churchill Downs

Discovery Communications

Eldorado Resorts

Melco Resorts and Entertainment

SeaWorld Entertainment

Tune into your favorite TV channel or escape to a luxurious resort this holiday season. Or, add these entertainment stocks to your portfolio.

7 Entertainment Stocks to Buy to Escape Holiday Blues

A Relative Strength Rating upgrade for Comcast shows improving technical performance. Will it continue?

Stock Upgrades: Comcast Shows Rising Relative Strength

The answer lies in what Comcast does beyond cable TV.

If the Cable Television Industry Is Shrinking, Why Is Comcast Growing?

AMC Networks

Disney

Discovery

Netflix

Crowded Streaming Market Highlights Value Of Content

T-Mobile US

The companies are using the Shaken/Stir framework to stop spoofed robocalls.

T-Mobile and Comcast broaden anti-robocall feature

Cable giant Comcast is being accused — yet again — of throwing its weight around unfairly. The nation’s largest cable provider, which also owns NBCUniversal, was slapped with an antitrust lawsuit on Monday by Altitude Sports and Entertainment, the official television network of the NBA’s Denver Nuggets and the NHL’s Colorado Avalanche.

Comcast faces antitrust lawsuit from Denver sports network

General Electric

Alphabet

Allergan

Southeastern Asset Managmenet’s Mason Hawkins (Trades, Portfolio) sold shares of the following stocks during the third quarter.

Mason Hawkins sells Alphabet, General Electric and more

2019 has seen millions of consumers leave cable. Next year could be worse.

Will Cord-Cutting Accelerate in 2020?

HSBC downgrades AT&T, Verizon and T-Mobile while staying bullish on Comcast.

The Ratings Game: Only one telecom company remains a buy, analyst says

Attorneys for Entertainment Studios co-founder and CEO Byron Allen and Comcast engaged in a contentious back and forth with US Supreme Court justices on Wednesday as the highest court in the land debated what to do with Allen's discrimination lawsuit against the nation's largest cable TV and internet service provider.

Supreme Court debates merits of black media mogul's discrimination suit against Comcast

UPDATED, 9:05 AM: Byron Allen’s racial discrimination case against Comcast came before the Supreme Court on Wednesday, as some of the justices questioned what a plaintiff has to show in a pleading to survive beyond its initial stages. At issue is whether Allen’s $20 billion lawsuit should have survived beyond the pleading stage by merely

Byron Allen Vs. Comcast: Supreme Court Hears Arguments On When A Racial Discrimination Case Is “Plausible” Enough To Go Forward — Update

Comcast looked poised for victory during arguments over a $20 billion racial discrimination case brought by the former comedian Byron Allen.

Comcast poised to beat $20 billion race discrimination case at Supreme Court

A 19th-century civil rights law will be put to the test at the Supreme Court on Wednesday during oral arguments over a $20 billion racial discrimination suit filed against Comcast.

Supreme Court to hear arguments in major race discrimination case against Comcast

DISH Network

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

These are the communications stocks with the best value, fastest growth, and most momentum for October.

Top Communications Stocks for November 2019

Apple

AT&T

Written By: Jeff Kagan The traditional cable television industry is facing a significant new challenge. It is starting to go through very dramatic changes that will rewrite the rules for growth and success going forward.

How Streaming Services Threaten Cable TV

Less than a week before Comcast and Department of Justice lawyers will face off against Byron Allen in the Supreme Court in the Entertainment Studios boss’ $20 billion discrimination lawsuit against the NBCUniverisal owner, a prominent member of Congress now wants the telecommunications giant brought down to size. “Comcast has enjoyed the largesse – as

Comcast Threatened With Being “Broken Up” By Congressman As SCOTUS Battle With Byron Allen Nears

Going free with ads may help it stand out in a crowded subscription TV market.

Comcast Might Make Its Peacock Streaming Service Free for Everyone

Lions Gate told Comcast customers last month that they may soon lose access to Starz content amid a contract dispute. The DOJ is now looking into it.

Starz-Comcast contract dispute draws Department of Justice informal inquiry

Comcast’s controversial move last month to charge extra for cable-TV channel Starz — the home of popular shows like “Power” starring rapper Curtis “50 Cent” Jackson — has begun to attract scrutiny on Capitol Hill. While the US Department of Justice weighs a possible antitrust probe into the matter, leading US lawmakers including Sen.

Comcast decision to charge extra for Starz riles lawmakers

While nondisclosure agreements have long been standard practice at large corporations and particularly in the media industry, they have been scrutinized in recent years for being used to silence employees who have been sexually harassed.

NBCUniversal Releases Former Employees From Nondisclosure Agreements, Spurring The Conversation

Comcast Corp on Monday launched new advertising capabilities to help advertisers find and target certain television viewers, as the largest U.S. cable TV provider tries to lure ad dollars away from digital rivals.

Comcast launches tools to improve ad targeting on TV

Amazon

Video streaming services are proliferating rapidly, with a growing number of deep pocketed players getting into the game. A shakeout is inevitable.

6 Stocks That Can Win the Pay TV Streaming Wars

With several new streaming services launching this year and next year, the companies involved are offering enticing deals to sign up for free.

Apple, Disney and NBC all want to give you free streaming TV, but don't expect the party to last

Peacock might have a free, ad-supported version when it launches, according to NBC.

News for Comcast Stock (CMCSA)