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

JACKSON, Miss.--(BUSINESS WIRE)--Comcast Expands Broadband Network to Pelahatchie, Mississippi.

Comcast Expands Broadband Network to Pelahatchie, Mississippi

We project that revenue will stand at about $29.80 billion, roughly in line with consensus estimates and roughly flat versus last year.

What To Expect From Comcast's Q3 Results?

Disney

Comcast and Disney can strike their option on Hulu as soon as Nov. 1, kicking off what might be a complicated sale process for Comcast's 33% stake

Comcast, Disney hire investment banks to value Hulu as sale process makes progress

PHILADELPHIA--(BUSINESS WIRE)--Comcast To Deliver Multi-Gig Symmetrical Speeds To Customers Over Existing Connections In World-First Docsis 4.0 Deployment.

Comcast to Deliver Multi-Gig Symmetrical Speeds to Customers Over Existing Connections in World-First DOCSIS 4.0 Deployment

CHARLESTON, S.C.--(BUSINESS WIRE)--Comcast NBCUniversal Foundation Awards $17,500 Grant to Tri-County Cradle to Career Collaborative in Charleston.

Comcast NBCUniversal Foundation Awards $17,500 Grant to Tri-County Cradle to Career Collaborative in Charleston

BURLINGTON, Mass.--(BUSINESS WIRE)-- #Comcast--Precisely and Comcast recognized in Drexel LeBow Analytics 50 list for innovative use of data analytics in driving large-scale digital transformation.

Drexel LeBow Analytics 50 Honors Data Innovators Precisely and Comcast

Netflix

Paramount Global

Warner Bros Discovery Inc

The Writers Guild of America has officially ratified its new three-year contract with Hollywood studios.

Hollywood writers ratify new contract with studios

Apple

Amazon

Alphabet

The NBA will have a plethora of potential media partners as it prepares for its next rights deal. The league ideally would like no more than three packages as it decides among TV carriers and streaming services, say people familiar with the matter. NBA.com or the NBA app may serve as the digital front door to help fans find where certain games are streaming.

NBA can shift the balance of power in media with its next rights deal

America Movil SAB de CV

Cogent Communications Holdings

Orange

Rogers Communications

Telefonica Brasil

Verizon

Although the present market uncertainty has many investors jittery, telecom stocks to buy just might symbolize a bright spot. Fundamentally, it all comes down to the critical nature of the telecommunications sector.

Growth on the Line: 7 Telecom Stock Titans Ring Up Robust Returns

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

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

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?

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

News for Comcast Stock (CMCSA)