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

Disney

SeaWorld Entertainment

Disney, Universal Studios, and SeaWorld are ramping up promotional activity during the typically potent summer travel season.

Theme Parks Are Having a Challenging Summer

Oracle

Weyerhaeuser

Exxon Mobil

Alleghany

Jean-Marie Eveillard is one of the most experienced institutional value investors alive today.

Finding Value the Jean-Marie Eveillard Way

Cord-cutting was supposed to be the cheaper, better alternative to cable and satellite TV.

Streaming Services Add Up: What Happened To Cord-Cutting To Save On Cable?

FedEx

Lockheed Martin

Mastercard

PepsiCo

Total

Visa

The markets may have come off their highs of the day after Federal Reserve Chair Jerome Powell suggested that it may be appropriate to begin lowering interest rates, but investors need to consider that the S&P 500 rose above 3,000 for the first time and the Dow Jones industrials have come within 20 points of hitting 27,000 for the first time.

8 Large-Cap and Mega-Cap Stocks Scoring Major Analyst Upgrades

With all the fears about cord-cutters, it seemed like the old-fashioned cable companies might be doomed in their primary business models of selling expensive and bulky monthly subscription packages for those needless cable channels.

Why Goldman Sachs Now Sees Massive Upside for Comcast

Shares of Comcast Corp. CMCSA, +0.82% are up 3% in premarket trading Wednesday after Goldman Sachs analyst Brett Feldman upgraded the stock to buy from neutral and added it to his firm's conviction list.

Comcast stock gains after Goldman calls it a buy

Universal Studios Hollywood opens Jurassic World -- The Ride, and the franchise may get a bigger starring role in Florida soon.

Will Jurassic World Save Disney's Biggest Theme Park Rival?

The Comcast company on Tuesday revealed that it has signed an exclusive deal to put "The Office" on its upcoming streaming service for five years starting in 2021. But just because NBC owns the show, doesn't mean it won't have to pay for it.

Why NBC is paying $500 million to stream 'The Office,' a show it already owns

Comcast's Universal Orlando opens its largest hotel today, giving it more ways and reasons to succeed.

Disney World's Top Rival Fires Back With a New Hotel

The media giant is paying a Netflix price for reruns of "The Office," but it doesn't have Netflix's audience.

NBCUniversal Just Made a $500 Million Bet on Its Future Streaming Service

Comcast (CMCSA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Comcast (CMCSA) Upgraded to Strong Buy: What Does It Mean for the Stock?

Disney and Comcast opened this year's two most anticipated attractions in recent weeks. One nailed it, but the other got nailed.

A Tale of Two New Theme Park Rides

SKY Italia has appointed Maximo Ibarra as its new chief executive effective Oct. 1 as it expands its business, the Italian unit of U.S.

Comcast's SKY Italia appoints Maximo Ibarra as new CEO

Rogers Communications

CMCSA vs. RCI: Which Stock Is the Better Value Option?

CMCSA or RCI: Which Is the Better Value Stock Right Now?

Universal Orlando and SeaWorld Orlando aren't likely to follow the industry leader into massive price increases on their annual passes.

3 Reasons Rivals Won't Match Disney World's Big Price Increase

A monstrous annual price increase at the world's busiest theme park resort opens the door for two of its hungry rivals.

Disney World's Huge Price Hike Is Great for SeaWorld and Universal

Comcast's recent earnings report show that the company is managing its way through the disruptive changes in media consumption.

Comcast: A Symphony Of Content And Platforms

U.S. cable provider Comcast Corp on Tuesday launched a program to further develop an advertising strategy that better targets audiences, as the TV industry looks to lure more advertisers away from digital players like Facebook Inc and Alphabet Inc's Google.

Comcast partners with Charter, Cox to advance targeted advertising

Your local cable and internet providers have had crazier ideas. This one might actually work.

Comcast Is Investing in European TV and ... Home Health Care?

The Xfinity X1 Eye Control can assist those with disabilities such as spinal cord injuries and ALS.

Comcast's newest remote control lets me channel surf with my eyes

The latest feature for Comcast's remote software makes the clicker more accessible to people who can't click it the same as everyone else. People with physical disabilities will now be able to change the channel and do all the usual TV stuff using only their eyes.

Comcast adds gaze control to its accessible remote software

Hagrid's Magical Creatures Motorbike Adventure has had more than a few operating hiccups in its first few days of guest availability.

Is Universal Orlando's New Ride the Next Rocket Rods or Test Track?

Apple

Charter Communications

The Cupertino tech giant is extracting hefty concessions from the cable operators.

Apple Is Squeezing Comcast's and Charter's Virtual Carriers

Apple made Comcast and Charter agree to sell iPads, Apple TVs and other lower-volume devices as part of the cable companies' deal to offer the iPhone on their mobile service.

Apple makes Comcast and Charter sell iPads, other devices as part of mobile deal

Disney World's biggest rival opens Hagrid's Magical Creatures Motorbike Adventure, Florida's longest roller coaster.

News for Comcast Stock (CMCSA)