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

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Goodwill and long-lived asset impairments

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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.

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NBCUniversal is hiking the price of Peacock for the second time in two years, tacking $2 onto the cost of the streaming service this summer, around the time of the Paris Olympics. Beginning in July, the monthly price for Peacock Premium will increase to $7.99.

Peacock Raising Prices By $2 A Month This Summer, Its Second Hike In Two Years

PHILADELPHIA--(BUSINESS WIRE)--Today, Comcast Corporation built on its long-standing commitment to veterans, service members, and their families with the introduction of several new initiatives. Timed with National Military Appreciation Month, the company unveiled “The Aviators,” an epic advertising campaign directed by Oscar winner Kathryn Bigelow, launched a new Xfinity Military discount program, and committed to invest more than $1 million in nonprofits that serve the military community in 2.

Comcast Announces New Xfinity Military Discount Program and $1 Million Commitment to Military-Serving Nonprofits

Healthpeak Properties Inc

Ventas

Welltower

Planning for retirement requires a step-by-step approach and the power of compounding through dividend reinvestment and capital appreciation. Healthpeak Properties and Comcast are two undervalued picks with strong asset bases that offer potential for income and growth. Healthpeak Properties is a diversified healthcare REIT with a strong portfolio and a 6.4% dividend yield, while Comcast is a media giant with opportunities for growth in its broadband and streaming businesses.

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SPDR S&P 500 ETF Trust

The near-closure of the Winnsboro TV factory in South Carolina highlights the global economy's interconnectedness as well as the pitfalls of trade barriers. Rising barriers to international trade, excessive government debt, and aging demographics are major headwinds to economic growth. The trade war with China has not resulted in a return of manufacturing jobs to the US and may hinder long-term GDP growth.

7 Stocks I'm Buying The First Week Of May

Home Depot

Uber

With roughly $60 billion in assets under management, Citadel is a giant among hedge funds.

Ken Griffin's Hedge Fund Continues Its Win Streak With These 3 Stocks

AstraZeneca

BHP Billiton

Alphabet

Microsoft

Anglo American PLC

Rubrik Inc

Markets Defused aims to present an easy-to-understand and straightforward recap of the week's most engaging stock market news BHP takeover approach spurned by Anglo American Meta shareholders have an AI problem Alphabet revenues soared as it hailed the ‘Gemini era' Microsoft revealed another big boost from AI Microsoft-backed Rubrik soared in New York debut Peacock in the spotlight but Comcast stock dipped BHP takeover approach spurned by Anglo American Australian mining major BHP Billiton had its takeover advances spurned by Anglo American. BHP on Thursday launched a £31.1 billion proposal to buy up the assets of is smaller international mining rival in an ‘all-paper' transaction –offering new BHP shares to Anglo shareholders whilst also proposing to split off Anglo's platinum business to allay monopoly fears.

BHP, Anglo American, Meta, Google, Microsoft, AstraZeneca, Rubrik, ComCast and more - Markets Defused

Comcast's Q1 earnings beat expectations, with non-GAAP EPS of $1.04 and revenue of $30.1 billion. The company saw growth in broadband revenue, wireless subscribers, and revenue from its streaming service, Peacock. Despite the positive results, Comcast's stock price fell due to concerns about declining cable subscribers and an adjusted EBITDA loss for Peacock.

Comcast: Why The Stock Is Falling, And Why I'm Buying

AMC Networks

Comcast said chairman and chief executive Brian Roberts' pay package for 2023 totaled $35.47 million, up from $32 million the year before. It included a $2.5 million base salary, stock awards valued at about $15 million, $9.2 million in option awards and $8.

Comcast's Brian Roberts Sees $35M Pay Package In 2023; Compensation For Liberty Media & AMC Networks CEOs Set As Last Proxies Trickle In

Nearly 16 years ago, Senator Sheldon Whitehouse received a closed-door briefing from the Bush administration about the impending financial crisis to shake the economy and crash the stock market.

Insider trade could be an ominous sign of a financial crisis?

AT&T

SAN FRANCISCO — The FCC on Thursday restored “net neutrality” rules that prevent broadband internet providers such as Comcast CMCSA, -5.82% and AT&T T, -1.37% from favoring some sites and apps over others.

Net neutrality restored as FCC votes to again regulate internet providers

Comcast's (CMCSA) first-quarter earnings reflect a continued strength in domestic wireless subscribers and Peacock, offset by a declining broadband subscriber base.

Comcast (CMCSA) Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Broadband market continues to be a challenge for Comcast, with stiff competition from telecom operators such as T-Mobile and Verizon that are gaining market share.

Comcast revenue boosted by streaming growth at Peacock — but shares plunge 5%

Comcast beat on sales and earnings this morning. Investors are selling the stock anyway.

Why Comcast Stock Slid 6% on Thursday

Comcast (CMCSA) Q1 2024 Earnings Call Transcript

The headline numbers for Comcast (CMCSA) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Comcast (CMCSA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Comcast (CMCSA) beat analyst estimates for first-quarter revenue and profit Thursday but shares fell as cable and broadband subscriber numbers continued to decline.

Why Comcast Stock Is Tumbling Despite an Earnings Beat

Comcast (CMCSA) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.92 per share a year ago.

Comcast (CMCSA) Surpasses Q1 Earnings and Revenue Estimates

Comcast Corp. scored a profit beat for the latest quarter, and that seemed to be overshadowing another drop in broadband subscribers.

Comcast earnings beat expectations as Peacock losses narrow

Comcast reported first quarter results that outpaced Wall Street expectations, with Peacock reaching 34 million subscribers but seeing higher programming costs erode profits in the Media unit. Total revenue inched up 1% to $30.1 billion, with adjusted earnings per share coming in at $1.04, up from 92 cents in the year-ago period.

Comcast Edges Wall Street Q1 Estimates; Peacock Reaches 34M Subscribers As Its Losses Continue To Narrow And Revenue Tops $1B

Comcast says Peacock revenue in the first quarter increased 54% to $1.1 billion, while paid subscribers jumped 55% to 34 million.

Comcast Earnings Top Estimates on a Rise in Peacock Subscribers

Comcast beat quarterly revenue estimates on Thursday driven by higher-than-expected subscriber growth at its Peacock streaming service and strong attendance at its theme parks.

Comcast tops revenue estimates on streaming growth, strong park attendance

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended March 31, 2024. “Our team is continuing to execute exceptionally well in a dynamic and competitive marketplace," said Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation. “We delivered double-digit growth in Adjusted EPS and free cash flow while returning $3.6 billion to shareholders, investing aggressively in our businesses, and maintaining our strong balanc.

Comcast Reports 1st Quarter 2024 Results

Comcast will report first-quarter earnings before the bell. Wall Street will be paying attention to broadband and Peacock subscriber numbers.

Comcast is set to report earnings before the bell. Here's what Wall Street expects

Comcast Corporation stock has delivered a robust return since my last BUY thesis in late 2022. The stock is now even stronger BUY in my view.

Comcast Stock Fits The 10x EBT Rule Nicely (Rating Upgrade)

Comcast (CMCSA) is set to report first-quarter earnings before the bell Thursday as the conglomerate hopes to continue adding subscribers to services like Peacock, and reverse the downward trend it has seen in its broadband subscriber base in recent years.

News for Comcast Stock (CMCSA)