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

Comcast's shares have gained 20% in the past year due to strong free cash flow generation and capital returns. The company's capital returns are supported by its cash flow generation and have strengthened its balance sheet. Comcast's connectivity and platforms unit is experiencing slow growth, but its wireless business has been successful and provides room for further growth.

Comcast: Sum Of The Parts Reveals Upside Potential

Agilent Technologies

Apple

AbbVie

Accenture Plc

Automatic Data Processing

Amgen

Amazon

Air Products and Chemicals

Ares Capital

Alexandria Real Estate Equities

ASML Hld

AvalonBay Communities

Broadcom

Booz Allen Hamilton Hld

Brookfield Renewable Partners

SPDR Bloomberg 1-3 Month T-Bill ETF

Brookfield Infrastructure

Broadridge Financial

British American Tobacco

Blackstone Group

Carrier Global

CME Group

Cummins

Canadian National Railway Company

I've made significant changes to my portfolio due to buying a new house and selling stocks from my portfolio to raise cash. My goal is to prioritize building a passive income stream, but I recognize the value of investing in a new home for improved quality of life. In this article, I discuss different options to pay for the new home, including taking out a mortgage or selling more stock if mortgage rates remain high.

Why I Made Big Changes To My Dividend Growth Portfolio

Twenty-First Century Fox

Paramount Global

Thanksgiving broadcasts broke ratings records across the board, even as traditional TV grapples with cord-cutting.

Thanksgiving TV broadcasts drew record-breaking ratings, even as industry grapples with cord-cutting

Comcast (CMCSA) highlights the ongoing efforts to expand and enhance its network infrastructure, particularly in Silverdale.

Comcast (CMCSA) to Boost Fibre Network Expansion in Silverdale

Former NBCUniversal Chief Executive Jeff Shell is in talks to join private equity firm RedBird Capital Partners, among others, he confirmed to Reuters on Monday.

Former NBCUniversal chief Jeff Shell in talks to join private equity firm RedBird

Disney

Warner Bros Discovery Inc

NFL's first Black Friday game, between the New York Jets and Miami Dolphins, is streaming exclusively on Amazon Prime.

NFL's Black Friday game is the latest warning sign for traditional TV

Comcast's (CMCSA) Xfinity is responding to the increasing demand for DIY home security solutions by introducing two new products for home monitoring.

Comcast's (CMCSA) Xfinity Introduces Latest DIY Products

Comcast (CMCSA) begins construction to expand its smart, fast and reliable fiber-rich network to more than 300 additional homes and businesses in Clinton.

Comcast (CMCSA) Boosts Xfinity 10G Network Expansion in Clinton

That's former CBS PARA “Late Show” host David Letterman on his thoughts about returning to the program — at least for one night.

David Letterman returns to the CBS ‘Late Show' — for a night

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Comcast (CMCSA) is a Top-Ranked Value Stock: Should You Buy?

Agnico Eagle Mines

Dominion Energy

Lockheed Martin

Newmont Mining

Procter & Gamble

Molson Coors Brewing

Everything is starting to look rosy again. The inflation data for October came in below the estimates; earnings have been reasonably good for the third quarter, and Congress may get the ongoing budget issues sorted out for a few years instead of a few weeks.

7 Dividend Stocks You Need To Own If the Market Crashes

Comcast's (CMCSA) AudienceXpress collaborates with Epsilon to expand audience reach and increase the scale of convergent TV purchasing.

Comcast (CMCSA) AudienceXpress, Epsilon Partner for Ad Revenues

Here is how Comcast (CMCSA) and Lululemon (LULU) have performed compared to their sector so far this year.

Are Consumer Discretionary Stocks Lagging Comcast (CMCSA) This Year?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy Comcast (CMCSA) Stock?

Comcast Corporation (NASDAQ:CMCSA ) Morgan Stanley European Technology, Media & Telecom Conference Call November 16, 2023 6:20 AM ET Company Participants Jason Armstrong - Chief Financial Officer Conference Call Participants Benjamin Swinburne - Morgan Stanley Benjamin Swinburne Okay. We are going to get started.

Comcast Corporation (CMCSA) Morgan Stanley European Technology, Media & Telecom Conference (Transcript)

Charter Communications

Live Nation

News Corp

AT&T

T-Mobile US

Verizon

The Communications Services sector of the S&P 500 is a mixed bag of companies growing revenue quickly and others with business models that are mature or undergoing transformation. Some of the latter have been crushed this year, but that could underline opportunities for 2024.

10 media stocks expected by Wall street analysts to rise as much as 60% in 2024

ATLANTA--(BUSINESS WIRE)--Comcast announced that Atlanta residents became among the first in the nation to receive symmetrical upload and download speeds.

Comcast Introduces Multi-Gig Symmetrical Speeds in Atlanta

MANCHESTER, N.H.--(BUSINESS WIRE)--Comcast announced it has appointed Shawn Adamson to Senior Vice President of Comcast Business for Comcast Cable's Northeast Division. In this role, Adamson will lead all aspects of Comcast Business' operations, from deepening small business relationships to implementing strategies in the midmarket and enterprise segments, across 14 northeastern states from Maine through Virginia and the District of Columbia. “Shawn is a seasoned leader with an excellent track.

Comcast Names Shawn Adamson Senior Vice President of Comcast Business for Comcast Cable's Northeast Division

The string of division reorganizations at NBCUniversal that started this past summer with the leadership transition following CEO Jeff Shell's exit continues. Today, Peacock's marketing team was realigned by Shannon Willett who joined the company last year as Chief Marketing Officer. It follows yesterday's shakeup at NBCUniversal's ad sales division.

Peacock Restructures Marketing Operation, Resulting In Layoffs

G-III Apparel Group

Hilton Worldwide Holdings

Lululemon Athletica

Royal Caribbean Cruises

Personal spending is increasing, which is boosting the economy. Thus, discretionary stocks like Comcast (CMCSA), GIII Apparel (GIII), Hilton Worldwide (HLT), Lululemon Athletica (LULU) and Royal Caribbean Cruises (RCL) are expected to benefit ahead of the holiday season.

5 Must-Buy Stocks Ahead of a Promising Holiday Season

News for Comcast Stock (CMCSA)