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

Comcast President Mike Cavanagh will take over Jeff Shell's role at NBCUniversal as the former CEO exited suddenly Sunday after an investigation of inappropriate conduct. A joint memo to staff today from Comcast chairman-CEO Brian Roberts and Cavanagh said Shell's senior team will now report directly to Cavanagh.

Comcast President Mike Cavanagh Stepping In For Jeff Shell As NBCUniversal CEO Exits After Investigation Into Inappropriate Conduct – Update

NBCUniversal CEO Jeff Shell is out. “I had an inappropriate relationship with a woman in the company, which I deeply regret,” Shell said in a statement.

Jeff Shell out as CEO of NBCUniversal, effective immediately

Shell is leaving his post effective immediately after an investigation into a complaint of inappropriate conduct, parent company Comcast said Sunday.

NBCUniversal CEO Jeff Shell to Depart

Comcast announced today that Jeff Shell will leave the company, effective immediately.

Jeff Shell Is Leaving Comcast Corp.

PHILADELPHIA--(BUSINESS WIRE)--Comcast today announced that the Company and Jeff Shell, Chief Executive Officer of NBCUniversal, have mutually agreed that Mr. Shell will depart effective immediately following the Company's investigation led by outside counsel into a complaint of inappropriate conduct.

Comcast Corporation Announces Jeff Shell Is Leaving the Company

Comcast's Universal Orlando raised the prices of its Preferred and Premier annual passes by 16%–23% this week. The hike came on the same day that Disney World resumed selling annual passes to new buyers for the first time in 17 months.

Why Is Disney World's Rival Raising Annual Pass Prices Again?

We expect Comcast's earnings to come in at about $0.83 per share, slightly ahead of consensus estimates.

How A Competitive Broadband Market Will Impact Comcast's Q1 Results

Comcast (CMCSA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Comcast (CMCSA) to Report a Decline in Earnings: What to Look Out for

Comcast: Own It For Its Growing Dividend.

Comcast: Own It For Its Growing Dividend

Comcast: Deserves More Love

Comcast (CMCSA) develops the DataBee platform with Snowflake. This will enable enterprises to combat challenges in the cyber threat landscape, suggesting a strong product portfolio and partner base.

Comcast (CMCSA) Transforms Enterprise Security With DataBee

Comcast (CMCSA) announces the expansion of high-speed Internet and other services to rural community of Planada in Merced County, California, to expand its footprint and boost the top line.

Comcast (CMCSA) Expands Xfinity 10G Network in Merced County

Chris Smith Named Comcast Greater Chicago Region Senior Vice President Smith will lead all operations across a region spanning Illinois, Northern Indiana and Southwest Michigan Chris Smith Named Comcast Greater Chicago Region Senior Vice President (Photo: Business Wire) Chris Smith Named Comcast Greater Chicago Region Senior Vice President (Photo: Business Wire) Chris Smith Named Comcast Greater Chicago Region Senior Vice President (Photo: Business Wire) April 18, 2023 10:00 AM Eastern Daylight Time CHICAGO--(BUSINESS WIRE)--Comcast announced today that Chris Smith has been named Senior Vice President of the Company's Greater Chicago Region (GCR), which comprises Central and Northern Illinois, Northern Indiana and Southwest Michigan. In his new role as leader of the region, Smith will oversee a range of functions, from Human Resources to Operations, Customer Experience, Business Strategy and Development, Marketing, Sales, Finance, Government Relations, Community Investment and Communications.

Chris Smith Named Comcast Greater Chicago Region Senior Vice President

BALTIMORE, April 18, 2023 /PRNewswire/ --Comcast today announced it has awarded $20,000 to The Maryland Center for Veterans Education and Training (MCVET) to help veterans throughout Baltimore with broadband adoption and digital skills training, as well as 100 laptops to participating veterans. MCVET is a nonprofit that has provided 14,000 veterans in need with workforce training, food assistance and shelter since 1993.

COMCAST AWARDS $20,000 AND 100 LAPTOPS TO THE MARYLAND CENTER FOR VETERANS EDUCATION AND TRAINING TO HELP BALTIMORE-AREA VETERANS

PHILADELPHIA--(BUSINESS WIRE)--Comcast Technology Solutions Launches DataBee™ Platform to Enable Large Enterprises to Effectively Manage Enterprise Security, Risk, and Compliance

Comcast Technology Solutions Launches DataBee™ Platform to Enable Large Enterprises to Effectively Manage Enterprise Security, Risk, and Compliance

Poseidon's Fury -- a flashy walk-through attraction at Universal's Islands of Adventure -- will close at the end of May 9, with "new exciting experiences" planned for the space in the future. Disney World's top rival is already destined to draw tourists to Epic Universe when it opens in 2025.

Disney World's Top Rival Has Something Up Its Sleeve

LITTLE ROCK, Ark.--(BUSINESS WIRE)--Comcast NBCUniversal has announced a $25,000 donation to the Heart of Arkansas United Way in support of the ongoing disaster relief and recovery efforts in Little Rock following recent tornadoes and severe storms.

Comcast NBCUniversal Donates $25,000 to the Heart of Arkansas United Way in Support of Tornado Relief Efforts in Little Rock

AMC Networks

Warner Bros Discovery Inc

Streaming stocks have taken center stage, fueled in part by the step-changes brought about during the pandemic years. The convenience of accessing a vast content library of movies, music, podcasts, and other entertainment offerings effectively ushered in a new era, leaving video stores a distant memory.

3 Stocks to Buy That Could Be the Next Streaming Giant

MEMPHIS, Tenn.--(BUSINESS WIRE)--Comcast NBCUniversal has announced a $25,000 donation to the United Way of the Mid-South in support of the ongoing disaster relief and recovery efforts in West Tennessee following recent tornadoes and severe storms.

Comcast NBCUniversal to Donate $25,000 to the United Way of the Mid-South in Support of Tornado Relief Efforts in West Tennessee

WASHINGTON & PHILADELPHIA--(BUSINESS WIRE)--Comcast today announced that it is expanding its partnership with The Arc of the United States to foster digital and advocacy skills in people with intellectual and developmental disabilities (IDD) and their families. The expansion comes in the form of Comcast providing two new grants to The Arc totaling $710,000.

Comcast and The Arc Partner to Expand Tech Training and Special Education Advocacy for People with Disabilities

Global entertainment and communications company Comcast Co. (NASDAQ: CMCSA) is the sum of all parts, generating a cumulative effect of stable and consistent growth. The company has transformed beyond being just a cable tv operator, although it still generates more than half its revenues from cable and broadband services.

Comcast Sum of All Parts is Producing a Cumulative Effect

Apple

Abbott Labs

Automatic Data Processing

Ameriprise Financial

Best Buy

Blackstone Group

CME Group

CVS Health

Enterprise Products Partners

Fidelity National Information

Global Payments

Home Depot

Intel

Johnson & Johnson

Lowe's

Altria

Nexstar Media Group

Realty Income Corp

PepsiCo

Prudential Financial

Schwab US Dividend Equity ETF

Charles Schwab

Toronto-Dominion Bank

Tractor Supply

The portfolio remains at record high levels of cash holdings, which is fine for the first time in a long time, cash is providing a decent return. Income growth is projected at 7.9% for the year, up from last month. This was primarily due to including an estimated return on cash.

My Dividend Growth Portfolio March Update: Still Accumulating Cash

Audiences said let's go to the movie theater for “The Super Mario Bros. Movie” this weekend.

With $200 million opening, ‘Super Mario Bros.' is a box-office smash

AbbVie

Accenture Plc

Adobe

Agree Realty

Amgen

Amazon

Air Products and Chemicals

Ares Capital

Alexandria Real Estate Equities

ASML Hld

AvalonBay Communities

Broadcom

Booz Allen Hamilton Hld

I'm reviewing my February and March results in this piece. My passive income stream grew by 22.63% in February and by 46.87% in March.

News for Comcast Stock (CMCSA)