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

Apple

Amgen

Broadcom

Blackrock Inc

Bristol-Myers

Carrier Global

Caterpillar

Chubb

Cisco Systems

Dick's Sporting Goods

General Mills

HSBC Holdings

iShares Core S&P 500 ETF

Johnson & Johnson

Juniper Networks

Kellogg

Kroger

Lowe's

Mondelez

Medtronic

Microsoft

QUALCOMM

Invesco QQQ

Invesco S&P 500 Equal Weight ETF

My U.S. dividend growth portfolio, constructed in 2015, has outperformed the market by over 2% annually. The portfolio was designed to be resilient in a major stock market correction, focusing on dividend achievers with at least 10 years of dividend growth. For building a similar portfolio in 2023, I considered valuation and growth, leaning towards larger cap or mega-cap stocks, and factored in retirement income needs.

Building The Dividend Growth Portfolio In 2023

Comcast abandoned its expectations to reach breakeven profitability on Peacock by next year. It's spending massive amounts on content and pushing customers to pay for it.

Comcast Just Announced a Price Hike for Peacock. Can the Service Be Profitable by Next Year?

AbbVie

Valero Energy

After U.S. markets closed on Monday, Cadence Design beat consensus estimates on both the top and bottom lines.

Earnings Previews: AbbVie, Comcast, Valero Energy

AMC Entertainment

First Trust S-Network Streaming and Gaming ETF

Cinemark Holdings

IMAX

Invesco Dynamic Media ETF

Invesco S&P 500 Equal Weight Communication Services ETF

Warner Bros Discovery Inc

Communication Services Select Sector SPDR Fund

The box office is buzzing with excitement as Warner Bros.' "Barbie" and Universal's "Oppenheimer" took center stage during the much-anticipated "Barbenheimer" weekend.

Media Stocks & ETFs in Focus on "Barbenheimer"s Success

Disney

"Barbie" and "Oppenheimer" combined for $235.5 million in domestic ticket sales, pushing total receipts for all films over $300 million for the first time since late April of 2019. Year-to-date ticket sales are 20% below where they were in 2019, but momentum is bullish.

Can Movie Theater Stocks Keep the Barbenheimer Rally Going?

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced the kickoff of its “Mobile Made Free” event which allows eligible new and existing Comcast Business Internet customers to get one year of Comcast Business Mobile Unlimited Intro at no additional cost. Comcast Business Mobile offers customers flexible data options, nationwide 5G coverage, millions of secure Wi-Fi hotspots, and potential savings to prepare businesses for whatever comes next. The promotional event starts today (July 2.

Comcast Business Kicks-off “Mobile Made Free” Event

Summer blockbusters "Barbie" and "Oppenheimer" have given the troubled film industry a big shot in the arm, kindling hopes that consumers may have fallen back in love with the big screen three years after the pandemic forced movie theaters to close.

Blockbuster 'Barbenheimer' debut sparks hopes that cinema is back

“Barbenheimer ” didn't just work – it spun box office gold. The social media-fueled fusion of Greta Gerwig's “Barbie” and Christopher Nolan's “Oppenheimer” brought moviegoers back to the theaters in record numbers this weekend, vastly outperforming projections and giving a glimmer of hope to the lagging exhibition business, amid the sobering backdrop of strikes.

‘Barbie' wins box office crown and ‘Oppenheimer' soars in historic blockbuster weekend

"Barbenheimer" exploded over the weekend, generating an estimated $235.5 million in ticket sales and reinvigorating the domestic box office.

'Barbenheimer' tops $235 million in domestic debut, eyeing best box office weekend of 2023

CMCSA's Studio may do well in FY2023, thanks to the Mario movie recording $1.34B at the box office, easily being the only film to "cross the billion-dollar mark" globally YTD. Most importantly, the Mario movie is produced on a tight $100M budget, likely expanding the studio EBITDA margins from the 9.3% (+3.5 points QoQ/ +0.9 YoY) reported in FQ1'23. CMCSA's Universal theme parks appear to be doing well too, nearing or exceeding pre-pandemic attendance levels while recording improved adj EBITDA margins compared to DIS's.

Comcast: Buy Mario's Box Office Success And Universal Theme Park's Attendance

Comcast (CMCSA) is benefiting from NBCUniversal's expanding content portfolio, Peacock's growing user base and strong broadband subscriber base.

Comcast (CMCSA) Rides on Strong NBCU Content, Peacock Growth

"Barbenheimer" weekened begins with a bang as "Barbie" snared $22.3 million in Thursday night preview tickets, the most of any film released so far in 2023.

'Barbenheimer' gets off to hot start with $22.3 million in Thursday sales for 'Barbie'

Target

Walgreens

The stock market has been on fire, with the Standards and Practices  500 now just 5% away from its all-time high. Who would have thought that was in the cards for the first seven months of 2023?

Hidden Gems: 3 Stocks That Wall Street Is Missing Out On

PHILADELPHIA--(BUSINESS WIRE)--Comcast's MachineQ Extends its Indoor Asset Tracking IoT Solution.

Comcast's MachineQ Extends its Indoor Asset Tracking IoT Solution

Comcast (CMCSA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Comcast (CMCSA) Expected to Beat Earnings Estimates: Should You Buy?

NEW YORK , July 20, 2023 /PRNewswire/ -- Nielsen, a global leader in audience measurement, data and analytics, today announced a multi-year data license renewal agreement with Comcast Corporation, a leading media and technology company. Under the terms of the agreement, Nielsen will expand its use of Comcast's return path data (RPD) in its national and local television and cross-media measurement services via its de-duplicated, audience measurement solution, Nielsen One.

Nielsen Renews Multi-Year Data License Deal with Comcast, Expanding National and Local Audience Measurement Capabilities

LM Ericsson Telefon

Gilead Sciences

JD.com

Nasdaq

PayPal

Roper Technologies

The Nasdaq is known for its high-flying growth stocks, and with good reason. But there's more to the index than just those aggressive names.

The 7 Most Undervalued Nasdaq Stocks to Buy Now: July 2023

Warner Bros.' "Barbie" and Universal's "Oppenheimer" open this weekend.

'Barbenheimer' opening weekend could top $200 million, a jolt for Hollywood's soft box office

The Los Angeles City Controller's office is investigating after NBCUniversal severely trimmed a row of trees outside its studios where members of SAG-AFTRA were picketing company executives, eliminating shade during a searing heatwave.

Universal under investigation after it trimmed trees that shaded SAG-AFTRA protesters

NEW YORK--(BUSINESS WIRE)--Today, Comcast Advertising announced the release of its annual Comcast Advertising Report, revealing data-based insights into how viewers are viewing, buyers are buying, and sellers are selling multiscreen TV advertising today. The study provides comprehensive insights on the newest engagement and consumption trends across streaming and linear TV advertising and provides actionable recommendations for the modern advertiser. The Comcast Advertising Report is based on a.

Comcast Advertising Report Finds That in Light of Growing Focus on Brand Safety and Transparency, Advertisers are Flocking to Premium Video Environments

Comcast is poised to report its Q2 2023 results on July 27.

What To Expect From Comcast's Q2 Results

News for Comcast Stock (CMCSA)