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

Programs and Resources Fueling Digital Equity and Broadband Adoption Will Be Available to Residents in Allegheny, Armstrong, Butler, Fayette and Westmoreland Counties To Celebrate National Digital Inclusion Week,  Comcast Also Donates a Total of 300 Laptops to Three Non-Profits PITTSBURGH , Oct. 5, 2023 /PRNewswire/ -- Comcast and United Way of Southwestern Pennsylvania have announced the expansion of an innovative Digital Navigator Network that will empower local residents in southwestern Pennsylvania. Beginning this month, the Digital Navigators will work at three trusted community organizations – Literacy Pittsburgh , Goodwill of Southwestern Pennsylvania and YWCA of Westmoreland County  – to help residents in Allegheny, Armstrong, Butler, Fayette and Westmoreland counties learn more about and sign up for affordable Internet, use devices and acquire digital skills.

Comcast and United Way Expand Digital Navigator Network in Southwestern Pennsylvania, Powered by $363,000 Comcast Grant

Residents of Bucks, Chester, Delaware, and Montgomery Counties Will Soon Be Able toDial 2-1-1 to Receive Digital Support from Trained & Trusted Community Partners To Celebrate Digital Inclusion Week,  Comcast Also Donates 400 Laptops to Eight Nonprofits PHILADELPHIA , Oct. 5, 2023 /PRNewswire/ -- Comcast and the United Way of Greater Philadelphia and Southern New Jersey today announced the expansion of an innovative Digital Navigator Network that currently serves Philadelphia residents. Digital Navigators are trusted individuals who work at community organizations to help people sign up for internet service and learn digital skills.

COMCAST AND UNITED WAY ANNOUNCE EXPANSION OF DIGITAL NAVIGATOR SUPPORT TO HELP CONNECT MORE GREATER PHILADELPHIA RESIDENTS TO THE INTERNET

PHILADELPHIA & STAMFORD, Conn.--(BUSINESS WIRE)--Xumo Begins Nationwide Rollout Of Its First Streaming Devices In Charter And Comcast Households.

Xumo Begins Nationwide Rollout of Its First Streaming Devices in Charter and Comcast Households

AbbVie

McDonald's

AbbVie, McDonald's, and Comcast all provide investors with above-average yields. They have been increasing their payouts for years, and more increases are likely on the way.

3 High-Yielding Dividend Growth Stocks That Have Increased Their Payouts by 50% in 5 Years

WASHINGTON--(BUSINESS WIRE)--Today, Discovery Education, worldwide edtech leader, and Comcast released a new study showing that U.S. schools are well-positioned to help families get online with low-cost, high-speed Internet options through the federal government's Affordable Connectivity Program (ACP). However, the study also found that educators lack centralized resources and direct support necessary to successfully overcome barriers to the digital divide. Released to help support this year's.

New Discovery Education and Comcast Study Highlights Opportunity for United States Schools to Help Students Overcome Digital Divide

Ecolab

Estee Lauder

Gilead Sciences

Intercontinental Exchange

Kenvue

Medtronic

Altria

Pfizer

Raytheon Technologies

U.S. Bancorp

Wells Fargo

Yum China Hlds

There's a bright side to the S&P 500's recent slide. Some stocks are set up for likely gains, at least according to a Morningstar strategist.

Morningstar Says Stocks Are 8% Undervalued — Likes These 13 Best

Agilent Technologies

Analog Devices

Autodesk

Amazon

American Express

Boeing

Bank of America

Biogen

Bank of New York Mellon

Blackrock Inc

Bristol-Myers

Colgate-Palmolive

Clorox

Compass Minerals

Campbell Soup

Salesforce

Corteva Inc

Disney

Equifax

Etsy

Fortinet

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analysis.

U.S. Wide-Moat Stocks On Sale - The October 2023 Heat Map

Comcast stock (NASDAQ: CMCSA) currently trades at $45 per share, about 27% below the peak of $61.75 seen in September 2022, and appears to have some room for gains.

Will Comcast Stock Return To Its Pre-Inflation Shock Highs?

Paramount Global

Warner Bros Discovery Inc

Late night hosts return to TV on Monday, as striking Hollywood actors resume talks with major studios.

Late night shows return as actors restart negotiations with Hollywood studios

Comcast (CMCSA) invests $3.6 million to transform Caruthers, California, with Xfinity 10G, bridging the digital divide in rural Fresno County.

Comcast (CMCSA) Expands Xfinity 10G Network in Rural Caruthers

JACKSON, Miss.--(BUSINESS WIRE)--Comcast NBCUniversal Foundation Awards $40,000 Grant to Veterans Coding Program in Jackson.

Comcast NBCUniversal Foundation Awards $40,000 Grant to Veterans Coding Program in Jackson

Hollywood writers and studios have finalized the language of a tentative contract that will lead to the end to a nearly 150-day labor strike.

Hollywood writers strike to end on Wednesday as WGA, AMPTP finalize labor contract

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation today announced Ed Zimmermann has been named President of Comcast Business. Zimmermann will focus on driving continued long-term growth and strategic innovation for the $10 Billion commercial services business unit. He succeeds Bill Stemper who transitions to Chairman Emeritus, Comcast Business. “Ed is an outstanding executive with a track record of building strong teams, driving transformation, and achieving results,” said David Watson, Presid.

Comcast Promotes Edward Zimmermann to President of Comcast Business

AMC Entertainment

Cinemark Holdings

Marcus

Netflix

Big media shares, which rose in pre-market trading Monday, opened lower at the bell and are still trending down midday after the Writers Guild reached a tentative deal with studios to end their prolonged strike.

Big Media Stocks Backtrack In Jittery Market; Theater Chains Soar On Tentative WGA Deal

Sony

Shares of media companies jumped in pre-market trading on Monday before giving back those gains, after Hollywood writers reached a tentative agreement with major studios over the weekend.

Media Stocks Fluctuate After Writers Guild Reaches Tentative Deal With Studios

DISH Network

A tentative agreement has been reached to cease the labor action that has shut down production of TV shows and movies.

Disney, Netflix, Other Stocks Rise With End in Sight for Hollywood Writers Strike

LOS ANGELES — Union leaders and Hollywood studios reached a tentative agreement Sunday to end a historic screenwriters strike after nearly five months, though no deal is yet in the works for striking actors.

Tentative deal reached to end Hollywood writers strike, union says

Hollywood writers reached a tentative labor agreement with major studios on Sunday, the Writers Guild of America said, a deal expected to end one of two strikes that have halted most film and television production and cost the California economy billions.

Striking Hollywood writers reach tentative deal with studios

Talks between the Writers Guild of America and the Alliance of Motion Picture and Television Producers resumed this week after months of starts and stops.

Hollywood writers and studios reach tentative deal to end strike after nearly 150 days

Comcast's NBCUniversal on Friday appointed veteran executive Rick Cordella as president of its sports division.

NBCUniversal names insider Rick Cordella president of sports division

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation today announced it has named Rocky Gupta as Executive Vice President and Treasurer of the company. He joins Comcast from General Motors where he recently led its treasury and finance organizations. As Comcast's Treasurer, Mr. Gupta will oversee the company's relationships with financial institutions across its Connectivity & Platforms and Content & Experiences businesses and manage its capital allocation, capital formation, credit-relat.

Comcast Corporation Names Rocky Gupta Executive Vice President and Treasurer

News for Comcast Stock (CMCSA)