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

WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Comcast Expanding Xfinity 10G Network to Rural Florida Communities.

Comcast Expanding Xfinity 10G Network to Rural Florida Communities

Agilent Technologies

Analog Devices

Autodesk

Amgen

Aspen Technology Inc

Bank of America

Bank of New York Mellon

Blackrock Inc

CME Group

Compass Minerals

Campbell Soup

Cheniere Energy Partners

Cisco Systems

Corteva Inc

Disney

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 June 2023 Heat Map

CHICAGO--(BUSINESS WIRE)--Comcast offers Chicagoland Xfinity customers NOW TV.

Comcast Offers Chicagoland Xfinity Customers NOW TV: A $20 Entertainment Option With 60+ Streaming and Fast Channels, Plus Peacock Premium

Comcast offers a valuable alternative to telecom stocks with its strong infrastructure and faster-growing dividend. The company has multiple growth avenues, a robust balance sheet, and an attractive dividend with a 5-year CAGR of 10.7%. Comcast's current valuation is in deep value territory, with potential for significant total returns for investors.

Comcast: A Cash Rich Bargain Basement Buy

ATLANTA--(BUSINESS WIRE)--Comcast offers Atlanta Xfinity customers NOW TV.

Comcast Offers Atlanta Xfinity Customers NOW TV: A $20 Entertainment Option With 60+ Streaming and Fast Channels, Plus Peacock Premium

The amount of content households stream is growing as more people cut the cord on their cable subscriptions. Comcast's CEO says consumers need robust home internet services that wireless carriers can't provide.

1 Major Reason Comcast's CEO Is Excited About Streaming. Hint: It's Not Peacock.

JioCinema, the streaming platform run by India's Reliance Industries Ltd , has signed a partnership with NBC Universal Media in a push to increase Hollywood content on the platform for Indian viewers, the companies said on Monday.

Reliance's JioCinema signs content streaming deal with NBC Universal

Comcast (CMCSA) expands its Xfinity 10G Network to Arcadia, FL, bringing high-speed Internet to thousands of homes and businesses.

Comcast (CMCSA) Expands its Xfinity 10G Network to Arcadia

Despite Disney's smaller size, its theme park-related segment drove most of the company's growth. Comcast remains primarily a service provider.

Better Buy: Walt Disney vs. Comcast Stock

ARCADIA, Fla.--(BUSINESS WIRE)--Comcast Bringing Internet Service Powered by the Xfinity 10G Network to Arcadia.

Comcast Bringing Internet Service Powered by the Xfinity 10G Network to Arcadia

The streaming service's parent companies are in the final phase of a yearslong battle marked by legal threats, broken promises and secret arbitration.

Inside Disney and Comcast's Fight Over the Future of Hulu

Comcast announced Tuesday its new streaming offering for Xfinity internet customers. Called NOW TV, the package costs $20 per month and includes a subscription to Peacock Premium as well as over 40 live channels and more than 20 free ad-supported TV (FAST) channels.

Comcast announces $20 streaming service ‘NOW TV' with Peacock included

Comcast is set to sell its Hulu stake in early 2024, but Disney suggests it's considering its options for buying it. Comcast's parks unit is performing well -- thanks in part to relationships with other companies.

Comcast Stock: Buy, Sell, or Hold?

Taking a “if you can't beat 'em, join 'em” approach, cable giant Comcast Corp. is launching a live-TV streaming service for $20 a month.

Comcast to launch cable-like live-TV streaming service for $20 a month

Comcast Corporation (NASDAQ:CMCSA ) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference Call May 23, 2023 10:50 AM ET Company Participants David Watson - President & Chief Executive Officer, Comcast Cable Conference Call Participants Philip Cusick - J.P.

Comcast Corporation (CMCSA) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference Transcript

PHILADELPHIA--(BUSINESS WIRE)--Comcast Introduces NOW TV.

Comcast Introduces NOW TV: A $20 Entertainment Option With 60+ Streaming and Fast Channels, Plus Peacock Premium

PHILADELPHIA--(BUSINESS WIRE)--Comcast today kicked off its new Comcast NBCUniversal LIFT Labs Accelerator: Generative AI, where the company will work with startups to gain insights on opportunities in Generative AI and explore working with the companies. This six-week accelerator will feature in-person programming at the Comcast Technology Center in Philadelphia, as well as virtual sessions. Participating founders will explore opportunities to work with teams across Comcast and will also hear.

Comcast NBCUniversal LIFT Labs Selects Startups for Accelerator Focused on Generative AI

Comcast's revenue shrank year over year in Q1 2023, but profits still managed to churn higher. The TV streaming wars are getting costly, but Comcast has a lot of irons in the fire -- like mobile phone services and theme parks.

Not All Traditional Media Companies Are On the Struggle Bus -- Is Comcast Stock a Buy?

Netflix

Paramount Global

Movie stocks have performed well in 2023 despite mixed consumer spending trends. While ticket sales are up from a year ago, data show that nothing tops at-home Netflix-and-chill.

The Box Office Bounce Back: Entertainment Stocks Produce Strong Returns

Apple

Warner Bros Discovery Inc

Apple's position at the top of consumer tech could help it dominate the VR/AR market. Comcast's pivot to content production has vastly strengthened its business.

Why Apple, Comcast, and Warner Bros. Discovery Are No-Brainer Buys Right Now

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. Ditching the dual monitors to take in a big-screen flick is not a bad way to unwind after a long day and busy earnings season.

Box Office Bounce-Back: Entertainment Stocks Produce Strong Returns

Comcast shares had a tough 2022, sinking more than 30% in value. But the media giant has begun recovering, helped in part by strong content.

A Bull Market Is Coming: 2 Reasons to Buy Comcast Stock

Comcast Corporation (NASDAQ:CMCSA ) SVB MoffettNathanson's Inaugural Technology, Media & Telecom Conference May 16, 2023 9:00 AM ET Company Participants Brian Roberts - Chairman & Chief Executive Officer Conference Call Participants Craig Moffett - MoffettNathanson LLC Craig Moffett Good morning, everybody. Thank you for joining us both in the room and thank you to those who are joining us via the webcast for the -- what is now the First Annual MoffettNathanson TMT Conference.

Comcast Corporation (CMCSA) Presents at SVB MoffettNathanson's Inaugural Technology, Media and Telecom Conference (Transcript)

Comcast Corp will likely sell its 33% stake in streaming platform Hulu to Walt Disney Co early next year, CNBC reported on Tuesday, citing Comcast Chief Executive Brian Roberts.

Comcast likely to sell Hulu stake to Disney by early 2024 - CNBC

Disney already owns a two-thirds stake in Hulu and has operational control over the streaming service.

News for Comcast Stock (CMCSA)