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

While its top rivals debuted new roller coasters in April and May, Universal Studios Florida has a new stand-up shooting gallery attraction. Villain-Con Minion Blast is the latest piece in a Minions-themed makeover for a land near the front entrance of the park.

Disney World's Top Rival Wants to Have a Blast This Summer

Comcast's (CMCSA) division NBCUniversal is set to increase monthly prices of its streaming service Peacock effective Aug 17.

Comcast's (CMCSA) NBCUniversal Hikes Peacock's Monthly Price

Peacock will be raising prices for the first time since its launch in 2020.

Comcast's Peacock Service Is Getting Pricier

Peacock, the NBCUniversal-owned streaming service, is getting its first-ever price hike.

Peacock is getting its first-ever price hike

Peacock is delivering bad news to its subscribers tonight. Beginning at 12 a.m. ET, the streamer is notifying existing customers that it's raising its subscription prices on August 17. The change will affect new customers immediately. This will be the first time Peacock has experienced a price hike since its launch.

Peacock is set to raise its subscription prices on August 17

Peacock is phasing in the first price hike in its three-year history, which will increase the rate for the streaming service's Premium tier by $1 a month and that of Premium Plus by $2 a month. After the increase, the new prices will be $5.99 for Premium and $11.99 for Premium Plus.

Peacock Raising Prices For First Time Since 2020 Launch

NBCUniversal said its ad-supported plan will increase $1 a month, while the ad-free tier will go up $2 to $11.99 a month.

Peacock Becomes Latest Streaming Service to Raise Prices

Analog Devices

American Financial Group

Ally Financial

American Tower

Amazon

Broadcom

Best Buy

Boston Omaha

Carrier Global

Cogent Communications Holdings

CVS Health

Digital Realty Trust

Enterprise Products Partners

Essential Properties Realty Trust Inc

Fidelity National Financial

Corning

General Motors

Graphic Packaging Hld

Global Payments

Home Depot

Lockheed Martin

Altria

MPLX

Dividend income has grown by 35.77% in the first half of 2023, adding $1,606 to estimated annual dividends, due to dividend reinvestments, dividend increases, new purchases, and re-allocation of capital. Several changes have been made to the portfolio, including closing seven positions and reallocating capital to five new positions, aiming for a balanced approach to dividend growth for long-term sustainability. The goal is to reach $6,600 in estimated annual dividends by the end of the year.

My Dividend Growth Income Mid-Year Review

Disney

Paramount Global

Warner Bros Discovery Inc

The dual strikes will result in the stoppage of film and television productions.

Actors union will go on strike, shutting down Hollywood

Long lines and jam-packed crowds tend to go hand in hand at Central Florida's world-famous theme parks during the summer months, but Walt Disney World and Universal Orlando parkgoers may be in for a reprieve this season.

'Nobody was there:' What's behind the summer slump at Disney World and Universal Orlando

Comcast (CMCSA) announces the conclusion of the first phase of network expansion to homes and businesses of Oregon, thereby expanding its footprint.

Comcast (CMCSA) Boosts Xfinity Network Expansion in Oregon

Comcast's Mike Cavanagh named Universal's film chief Donna Langley to an expanded role as chairman of NBCUniversal Studio Group and chief content officer with oversight of film and television content, according to a memo reviewed by Reuters on Thursday, in an overhaul of the media arm's leadership ranks.

Comcast president Cavanagh shakes up NBCUniversal leadership - memo

Agilent Technologies

Autodesk

Amgen

Bank of America

Biogen

Bank of New York Mellon

Blackrock Inc

CME Group

Compass Minerals

Campbell Soup

Copart

Cheniere Energy Partners

Corteva Inc

Domino's Pizza

Ecolab

Equifax

Estee Lauder

Emerson Electric

Etsy

General Dynamics

Gilead Sciences

Alphabet

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 July 2023 Heat Map

Although these companies are from different sectors, we compare them because they have a similar P/EBIT ratio of about 12.5x.

Which Stock Is A Better Pick For The Next Three Years – UPS Or CMCSA?

Comcast offered 32 million Xfinity customers free access to Peacock Premium at launch. But that is now winding down, creating opportunities for Comcast to turn some Peacock viewers into paying customers.

A Bull Market Is Coming: 1 Reason to Buy Comcast Stock

Comcast's NBCUniversal is licensing more of its content to third parties, including competitors. The move will better monetize existing content that is unused or ineffectively used, offsetting Peacock's continued and growing losses.

Comcast Just Punted Its Last Best Hope for Growth. Now What?

AT&T

Verizon

For investors in AT&T and Verizon, 2023 has brought more grief amid slowing growth in wireless services. But Comcast shares are up amid its wireless growth.

Comcast Stock Rebounds As AT&T, Verizon Suffer Amid Wireless Market Shifts

News for Comcast Stock (CMCSA)