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

Apple

Netflix

Comcast announced a new streaming bundle called StreamSaver that will feature a standard Netflix subscription with ads, Apple TV+ and Peacock Premium for $15 per month.

Comcast reveals price for Peacock, Netflix and Apple TV+ streaming bundle

Comcast Corporation (NASDAQ:CMCSA ) J.P. Morgan Investor Conference May 21, 2024 9:30 AM ET Company Participants Dave Watson - President and Chief Executive Officer Conference Call Participants Sebastiano Petti - J.P.

Comcast Corporation (CMCSA) J.P. Morgan Investor Conference

Comcast's new streaming bundle, packaging its Peacock service with Netflix and Apple TV+ , will cost $15 per month for all Xfinity internet and TV customers, the media and broadband company said on Tuesday.

Comcast prices Peacock, Netflix, Apple TV+ streaming bundle at $15 a month

PHILADELPHIA--(BUSINESS WIRE)--Comcast Introduces Peacock, Netflix, And Apple TV+ Streaming Bundle.

Comcast Introduces Peacock, Netflix, and Apple TV+ Streaming Bundle

Comcast has offered more details about its Xfinity StreamSaver bundle of Apple TV+, Netflix and Peacock, including its starting price of $15 a month. The bundle, which will become available next week to Xfinity broadband customers, will save customers nearly $100 a year, the media company said.

Comcast Sets Price Of StreamSaver Bundle

Pfizer

Investors should have a wide range of companies in multiple sectors within their investment portfolio. But the backbone of any resilient portfolio that can withstand a bear market and soar during a bull market are blue-chip stocks.

3 Blue-Chip Stocks Set to Triple Soon

WASHINGTON--(BUSINESS WIRE)--Today, The Arc of the United States and Comcast NBCUniversal announced a major expansion of their long-standing partnership that will break down barriers and create more equity and opportunity for people with intellectual and developmental disabilities (IDD). Comcast is providing a $1 million grant over two years to The Arc to modernize its data infrastructure, deepen the impact of its digital literacy programs, and give Spanish-speaking families access to special e.

Comcast Grants $1M to Transform The Arc's Data, Tech Training, and Spanish Education Resources

NEW YORK--(BUSINESS WIRE)--Today, FreeWheel, a global technology platform for the television advertising industry, released a report titled “The State of Programmatic Independent Demand,” examining how this dynamic market segment is activating programmatically on premium video. “The independent market is in an era of turbo charged growth,” said Katy Loria, CRO, FreeWheel. “This growth is fueled by the increasing adoption of programmatic advertising by marketers, coupled with the expansion of pr.

New FreeWheel Report Reveals 24% Growth in CTV Programmatic Impressions from Independent Agencies, as Advertisers of All Sizes Take on Programmatic Activation

Comcast stock (NASDAQ: CMCSA), one of the largest cable TV and internet players in the U.S, currently trades at $40 per share, about 36% below the peak of $61.75 seen in September 2022, and appears to have room for gains. Comcast Comcast stock has been weighed down by a couple of factors, including slowing growth of the broadband market, after a surge seen through Covid-19, and subscriber losses in cable TV operations.

Will Comcast Stock Recover To Pre-Inflation Shock Highs Of $62?

Major League Baseball, the National Hockey League and the National Basketball Association said on Wednesday that bankrupt broadcaster Diamond Sports may not survive without a new deal with cable distributor Comcast.

Sports leagues question whether broadcaster Diamond can survive without Comcast

AbbVie

Ally Financial

Camden Property

Cisco Systems

Discover

DHL Group

Dow Inc

Elevance Health Inc

First American Financial

MetLife

Merck

Nucor

Teleperformance

The April/May 2024 edition of Fortune Magazine revealed its 100 Best Companies To Work For, or Besties. My latest Dogcatcher-quest to sniff-out the best dividend-buys found 56 dividend-paying Besties using YCharts 5/13/24 data.

2 Fortune 100 Best Co's To Work For Are Also Good To Own

Amazon

Warner Bros Discovery Inc

Here we present three streaming stocks positioned to capitalize on the trend of competing media companies forming partnerships to bundle their services, aimed at driving subscriber acquisition and retention.

3 Streaming Stocks Capitalizing on Rising Demand for Bundling

Disney

Sony

It's hard to be a value investor in the media scene these days, with many of the top content creators now facing significant headwinds as they look to keep investing in their streaming futures. Undoubtedly, not every media company can become a Netflix (NASDAQ: NFLX ).

Media Meltdown Miracles: 3 Beaten-Down Stocks Ready to Rebound

Celestica

General Motors

Investors should pay more attention to stocks that are trading for a discount. They offer outstanding buying opportunities, especially if the stock starts to gain momentum.

Wall Street Favorites: 3 Bargain Stocks With Strong Buy Ratings for May 2024

The latest contender is from Comcast Corp. CMCSA, , which said Tuesday that it will introduce a streaming bundle that comes with Apple TV+ AAPL, +0.62%, Netflix NFLX, -0.48% and its own Peacock within the month. The bundle, called “StreamSaver,” will provide the three services “at a vastly reduced price to anything in the market today,” Comcast Chairman and CEO Brian Roberts said at an investor conference.

Here's everything we know about Comcast's new Peacock-Apple-Netflix bundle

Owner of NBC and Peacock says StreamSaver will be available at ‘vastly reduced price'

US firm Comcast to offer Peacock, Netflix and Apple TV+ streaming bundle

Comcast (CMCSA) became the latest media company to jump on the bundling bandwagon, announcing Tuesday that it will offer its customers a combination of its Peacock, Netflix (NFLX), and Apple TV+ (AAPL) streaming services in one package.

Comcast Joins Streaming Bundle Movement With Peacock, Netflix, Apple TV+ Combo

Comcast Corporation (NASDAQ:CMCSA ) MoffettNathanson's Media, Internet & Communications Conference May 14, 2024 8:00 AM ET Company Participants Brian Roberts - Chairman and CEO Conference Call Participants Craig Moffett - MoffettNathanson LLC Craig Moffett Good morning, everybody, and thank you for joining us for the 11th Annual MoffettNathanson Media & Communications Conference. And I am really delighted to kick off this year's conference with an opening keynote with Brian.

Comcast Corporation (CMCSA) MoffettNathanson's Media, Internet & Communications Conference (Transcript)

The tie-up follows a similar one announced last week between Warner Bros. Discovery and Walt Disney - to offer a bundle of the Disney+, Hulu and Max streaming services.

Comcast launching Netflix, Apple TV+, Peacock bundle called StreamSaver

Comcast is set to launch a streaming bundle combining its Peacock service with Netflix and Apple TV+ , as the media and broadband company looks to retain subscribers in the face of stiff competition.

Comcast to unveil Netflix, Apple TV+, Peacock streaming bundle

The new bundle, called StreamSaver, will be exclusively available to customers of Comcast's internet service.

Comcast to Launch Streaming Bundle of Peacock, Netflix and Apple TV+

Comcast announced Tuesday it will launch a streaming bundle with Peacock, Netflix and AppleTV+ later this month, multiple outlets reported, the latest move as more companies partner up and bundle services to compete in the ever-growing streaming game.

Comcast Launching Streaming Bundle For Peacock, Netflix And AppleTV+

The announcement comes as major media players increasingly join forces to drive value for users and subscriptions for streaming services.

Comcast offers subscribers Peacock, Netflix and Apple TV+ bundle

As streamer bundling accelerates, Comcast CEO Brian Roberts said today the  company will introduce a combo of Peacock , Netflix and Apple TV+ this month “at a vastly reduced price to anything that is in the market now.

Comcast To Offer A Peacock, Netflix & Apple TV+ Streaming Bundle

Paramount Global

Media giants are gearing up to woo advertisers at the annual Upfronts this week. Here's what the media landscape looks like in a moment of disruption.

News for Comcast Stock (CMCSA)