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

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

Apple

Amazon

Disney

Discovery

Alphabet

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.

NBC's Peacock streaming service could soon be free for everyone, report says

Peacock would be the biggest advertising video-on-demand service on the market and would serve as an experiment to determine whether subscription products or advertising-based services make more sense.

NBC is leaning toward making its Peacock streaming service free to everyone

Bellerophon Therapeutics

OPKO Health

Progyny

StoneMor Partners

According to these filters, the following are significant trades from company insiders this month.

Largest Insider Trades of the Week (Nov 01)

AMC Entertainment

America Movil SAB de CV

Nexstar Media Group

Grupo Televisa, S.A.B.

Seven leading investment experts and contributors to MoneyShow.com highlight their favorite domestic and global plays in the changing media, content, broadcasting and telecom landscape.

7 Top Media Stocks Investors Should Tune Into Now

AT&T

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Third quarter 2019 results are in for AT&T Inc, Comcast Corp and Verizon Communications. The key takeaway: The Big Three of US communications are still building wealth and selling cheaply.

There’s Still Time To Buy Telecom’s Big Three

Last week, Comcast (CMCSA) reported financial results for the third quarter of fiscal 2019.

Comcast: Marching Ahead With Connectivity

The pricing and roll-out strategies of streaming services are linked to how much media companies have to gain, or lose, if consumers start relying on streaming video in lieu of cable TV.

How AT&T, Disney and Comcast are handling the move from pay TV to streaming

After Rachel Maddow confirmed that NBC News execs told Ronan Farrow to put a “pause in any new reporting” on Harvey Weinstein and following NBCUniversal’s statement about releasing former NBC News employees from non-disclosure agreements preventing them from coming forward about sexual misconduct claims, newly minted Time’s Up president Tina Tchen came forward with a statement

Time’s Up President Tina Tchen Says NBCUniversal Should Release Employees From NDAs, Calls For Independent Investigation

Comcast's Epic Universe resort finally gets a launch date, but it's going to be a long four years between now and then.

Disney World's Top Rival Will Fight Back in 2023

Third-quarter new-customer additions for the internet segment of the media conglomerate were the best ever.

Comcast Earnings: High-Speed Internet Growth Overwhelms Cord-Cutting

A gay Comcast executive who serves as the cable giant's liaison with LGBTQ groups has filed a federal lawsuit alleging that discrimination because of his sexual orientation.

Comcast’s LGBTQ Liason Files Discrimination Lawsuit

The cable leviathan posted a solid earnings report with few glaring weaknesses. Even the soft cash flows were easily explained.

Comcast Boosted Earnings by 16% in Q3

Comcast Corp (CMCSA) CEO Brian Roberts on Q3 2019 Results - Earnings Call Transcript

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

Comcast (CMCSA) Q3 Earnings Beat Estimates, Revenues Miss

With streaming competition gaining intensity, NBCUniversal CEO Steve Burke told Wall Street analysts Thursday how the company plans to make its entrant, Peacock, stand apart from the crowd. “We’re not doing the same strategy that Netflix and the people chasing Netflix have adopted,” Burke said during Comcast’s third-quarter earnings call. Rolling out Peacock in April

NBCUniversal Chief Steve Burke: Peacock Can Reach “Cruising Altitude” More Quickly Than Subscription Streaming Rivals

Comcast Corp. (NASDAQ: CMCSA) reported its most recent quarterly results before the markets opened on Thursday.

Comcast Slides By With Q3 Results

Comcast (CMCSA) delivered earnings and revenue surprises of 5.33% and -0.14%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Q3 Earnings Surpass Estimates

Comcast Q3 earnings and revenue topped consensus estimates on Thursday.  Comcast stock climbed on better-than-expected broadband subscriber additions, though video subscriber losses rose.

Comcast Earnings Beat Estimates, Broadband Subscriber Growth Tops Views

The company is betting on Peacock, its forthcoming streaming service, to make up for the declining cable business.

News for Comcast Stock (CMCSA)