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 new film "Five Nights at Freddy's" offers up a compelling template for the cable giant to exploit. Its success shows that day-and-date can work, but probably only for projects that can resonate with the TikTok generation. What that means is Comcast needs to figure out that formula and replicate it with an expert it is already partners with: Jason Blum.

Comcast's Content Strategy Should Take A Lesson From 'Freddy'

Roku

Disney

Netflix

Paramount Global

Warner Bros Discovery Inc

Wall Street celebrated Roku's third quarter-report, in which the company reported strong trends in content distribution and advertising.

Media stocks pop as Roku rally lifts the sector

Li Auto Inc.

Eli Lilly

NVIDIA

Novo Nordisk

Symbotic Inc

Last year wasn't the best year for tech stocks. Some of the biggest names on Wall Street stumbled through the year as companies that were flush with growth during the Covid-19 pandemic adjusted to leaner times.

7 A-Rated Tech Stocks to Buy for November

Walt Disney on Wednesday began its formal acquisition of Comcast's one-third stake in Hulu, which would result in Disney's full ownership of the streaming service.

Disney to buy remaining third of Hulu from Comcast

Under the terms of the arrangement, Disney expects it will pay Comcast's NBC Universal about $8.61 billion by Dec. 1.

Disney taking full control of Hulu by acquiring Comcast's stake for $8.6B

The company will pay more than $8 billion for Comcast's portion of the streaming service.

Disney Buying Comcast's 33% Hulu Stake—Taking Total Ownership Of Streaming Service

Walt Disney Co. officially plans to buy the remaining 33% stake in Hulu that it doesn't own, the company said Wednesday afternoon.

Disney officially plans to buy remaining Hulu stake from Comcast

Walt Disney on Wednesday formally began the process of buying Comcast's one-third stake in Hulu, a deal that will give Disney full ownership of the streaming service and freedom to incorporate it into the Disney+ streaming service.

Disney to buy remaining 33% stake in Hulu from Comcast

Disney is going all in for Hulu. One day after the Mouse House and Comcast co-owned streamer went on the market, Disney is buying the remaining 33% stake in Hulu for $8.

Disney To Buy Out Comcast Stake In Hulu For $8.6B

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) announced today that it will acquire the 33% stake in Hulu, LLC held by Comcast Corp.'s (NASDAQ: CMCSA) NBC Universal (NBCU), following Comcast's November 1 exercise of its right under the put/call arrangement between the two companies. The acquisition of Comcast's stake in Hulu at fair market value will further Disney's streaming objectives. Under the terms of the put/call arrangement, by December 1, Disney expects it will p.

The Walt Disney Company to Purchase Remaining Stake in Hulu From Comcast

Grant Will Provide Digital Skills Training for Senior Tribal Citizens Through CodeVA Residents Living on Tribal Land Eligible for $75 Monthly Benefit Toward Internet and/or Mobile Service Through the Federal Government's Affordable Connectivity Program CHARLES CITY COUNTY, Va. , Nov. 1, 2023 /PRNewswire/ -- Comcast today announced it has awarded $25,000, provided 100 laptops and installed a Lift Zone to support the Chickahominy Indian Tribe with free, high-speed WiFi to help its tribal citizens with digital literacy and skills training.

COMCAST AWARDS $25,000 & 100 LAPTOPS, INSTALLS A LIFT ZONE TO ADVANCE DIGITAL EQUITY FOR THE CHICKAHOMINY INDIAN TRIBE

BERLIN, Conn. , Nov. 1, 2023 /PRNewswire/ -- Comcast today announced it is expanding the Xfinity 10G Network to the town of Milford, delivering its full suite of Xfinity and Comcast Business services to more than 24,000 additional residents and businesses in New Haven County by the end of 2025.

Comcast Bringing Xfinity 10G Network to More Than 24,000 Homes and Businesses in Milford

Comcast (CMCSA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Comcast (CMCSA) Upgraded to Buy: Here's Why

Here is how Comcast (CMCSA) and Adtalem Global Education (ATGE) have performed compared to their sector so far this year.

Is Comcast (CMCSA) Stock Outpacing Its Consumer Discretionary Peers This Year?

ATLANTA--(BUSINESS WIRE)--Comcast today announced that it will provide $110,000 in grants to two Atlanta nonprofits – Raising Expectations and Inspiredu – to support the launch of Connect 404, a Digital Navigator program. Through Connect 404, the organizations are partnering to hire trusted community members (known as digital navigators) to help residents get connected to the internet and access digital skills training programs to advance digital equity for Georgians. The announcement will take.

Comcast to Announce $110,000 Grant Focused on Creating Digital Equity in Atlanta

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation today published its 2023 Green Bond Report, which outlines the partial allocation of proceeds from its inaugural $1 billion green bond that it issued in February 2023. Comcast allocated $421.8 million of the $995 million net proceeds from its February 7, 2023 issuance of its 4.65% green bond note to key investment categories outlined in its Green Financing Framework, including green buildings, clean transportation, energy efficiency, and renewa.

Comcast Issues 2023 Green Bond Report Highlighting Allocations Made in Green Buildings and Electric Vehicles

Chevron

Microsoft

AbbVie

Advanced Micro Devices

Bristol-Myers

Cisco Systems

Datadog

L3Harris

Southwest Airlines

Newell Brands

ON Semiconductor

Sanofi

Valley National

Vertex Pharmaceuticals

Western Digital

Here are some of the tickers on Jim's radar for Monday, Oct. 30, taken directly from his reporter's notebook:

Here are 16 stocks Jim Cramer is watching, including Microsoft, Chevron, Southwest

Apple

American Express

Bank of America

Boston Properties

Home Depot

Mastercard

McDonald's

Altria

Realty Income Corp

Philip Morris

PNC Financial Services

Phillips 66

Rio Tinto plc Sponsored

Royal Bank of Canada

Schwab US Dividend Equity ETF

Charles Schwab

Visa

Verizon

The construction of a dividend-income portfolio brings several benefits for investors, one of which is generating extra income. In today's article, I will show you how you could allocate the amount of $50,000 among 20 dividend paying companies/ETFs that I consider to be attractive right now. Due to its allocation, the portfolio reaches a Weighted Average Dividend Yield [TTM] of 3.86%, indicating that its dividend payments could help you cover your monthly expenses.

How To Build A Dividend Portfolio With $50,000 Among 20 Dividend Paying Companies/ETFs

Ethos, Massachusetts Alliance of Boys & Girls Clubs and Tech Goes Home Among 16 Nonprofits to Receive Grants BOSTON , Oct. 27, 2023 /PRNewswire/ -- Comcast announced today that it will reach more than $1 million in investment this year in digital equity grants to 16 organizations in Greater Boston. Recipients include YMCA of Greater Boston, Urban League of Eastern Massachusetts, and Elder Services of Cape Cod to support digital access and adoption for residents across Greater Boston.

Comcast Invests More Than $1M In Grants to Advance Digital Equity Efforts Across Greater Boston

Comcast has faced challenges in its traditional pay-TV business but has demonstrated adaptability by focusing on their broadband and wireless services. The recent spectrum deal with T-Mobile showcases their strategic acumen and ability to optimize assets for maximum value creation. Comcast's wireless strategy offers substantial growth potential through cross-selling existing customers and funneling new customers into their cornerstone broadband service.

4 Reasons Why Comcast's Deal With T-Mobile Is A Great Move

News for Comcast Stock (CMCSA)