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

The high-speed internet industry's growth is grinding to a screeching halt.

Comcast and Charter Have to Address This

We believe that Comcast's tepid broadband net adds put pressure on the stock. Fixed wireless, with its aggressive pricing, took the net adds share. Fiber overbuilders also intensify the competition. Comcast's spectrum split and DOCSIS 4.0 upgrades can help the company compete with FWA and fiber overbuilders in network performance and marketing claims.

Comcast Is Facing Short-Term Challenges, But Fundamentals Remain Solid

Automatic Data Processing

A. O. Smith

Baxter

Blackrock Inc

Home Depot

Lowe's

SPDR S&P 500 ETF Trust

T. Rowe Price Group

Texas Instruments

Union Pacific

In this series, rank a selection of Dividend Radar stocks and present the ten top-ranked stocks for further research and possible investment. This month, I screened for high-quality stocks with great growth and income prospects and very safe dividends. Additionally, I screened for stocks trading at discounted valuations, so this month's stocks.

10 Dividend Growth Stocks For January 2023

ABM Industries

Archer-Daniels-Midland Company

Applied Industrial Technologies

Arthur J. Gallagher & Co.

Alamo Group

Ally Financial

American Tower

Air Products and Chemicals

Ames National

Aptargroup

American Water Works

Bank of New York Mellon

Bank of Marin Bancorp

Bristol-Myers

Brady Corporation

Brown & Brown

Camden National

Cadence Bank

Casey's General Stores

Cambridge Bancorp

City Hld

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends.

Dividend Champion, Contender, And Challenger Highlights: Week Of January 29

Chevron

Halliburton

HCA Healthcare

Kimberly-Clark

Marathon Oil

Norfolk Southern

Nucor

Charles Schwab

S&P Global

It was a busy week for dividend announcements, with the fourth-quarter earnings season in full swing.

Chevron, Comcast, and 10 More Companies That Raised Their Dividends

Roku

Advertisers will follow viewers to their favorite entertainment platforms.

Bad News for Comcast Could Be Good News for Roku

Maybe it's a good thing that Comcast Corp. didn't reignite its broadband business during the latest quarter.

Why Comcast's drab internet performance is actually the ‘sweet spot'

Comcast's (CMCSA) Q4 earnings reflect strong momentum in the broadband, wireless and business services business despite weakness in the Sky segment.

Comcast (CMCSA) Q4 Earnings Beat, Broadband User Base Rises

Comcast Corporation (NASDAQ:CMCSA ) Q4 2022 Earnings Conference Call January 26, 2023 8:30 AM ET Company Participants Marci Ryvicker - EVP, IR Brian Roberts - Chairman & CEO Mike Cavanagh - CFO Jeff Shell - CEO, NBCUniversal Dave Watson - President & CEO, Comcast Cable Conference Call Participants Doug Mitchelson - Credit Suisse Ben Swinburne - Morgan Stanley Craig Moffett - MoffettNathanson Jessica Reif Ehrlich - Bank of America Securities Brett Feldman - Goldman Sachs Michael Rollins - Citi Philip Cusick - JPMorgan John Hodulik - UBS Operator Good morning, ladies and gentlemen, and welcome to Comcast's Fourth Quarter and Full Year 2022 Earnings Conference Call. At this time all participants are in listen-only mode.

Comcast Corporation (CMCSA) Q4 2022 Earnings Call Transcript

Comcast's Peacock streaming platform books quarterly losses of almost $1 billion.

Comcast Earnings Top Expectations in a Better-Than-Feared End to 2022

Comcast's theme parks deliver double-digit growth ahead of the other publicly traded players offering their quarterly updates.

Disney and SeaWorld Investors Should Pay Attention to Comcast's New Report

Peacock losses will likely peak in 2023, as NBCUniversal invests further in its response to the streaming wars.

NBUniversal expects Peacock losses to peak this year as streamer slowly adds subscribers

Although the revenue and EPS for Comcast (CMCSA) give a sense of how its business performed in the quarter ended December 2022, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Comcast (CMCSA) Reports Q4 Earnings: What Key Metrics Have to Say

NBCUniversal CEO Jeff Shell said execs at the company and parent Comcast are “more confident” than they were a year or two ago that investments in streaming service Peacock will soon yield profits. How soon remains a bit unclear, however.

NBCUniversal And Comcast “More Confident” Than They Were A Year Ago In Peacock Profit Outlook, CEO Jeff Shell Says

Comcast (CMCSA) delivered earnings and revenue surprises of 5.13% and 0.76%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Beats Q4 Earnings and Revenue Estimates

Comcast-owned streaming service Peacock had its best quarterly result since its 2020 launch, adding five million paying subscribers in its fourth quarter of 2022 to bring the total to 20 million, up from the over 15 million subs in the previous quarter. In Q1 2021, Peacock had 9 million paid users.

Peacock tops 20M subscribers in Q4 as losses widen

Peacock's paying customer base topped 20 million, but streaming losses mounted.

Comcast Loses Broadband Users, Gains Five Million Peacock Subscribers

Comcast's Earnings Top Expectations Despite Losses at Peacock

Comcast Corp. shares CMCSA were rising in premarket trading Thursday after the company beat on fourth-quarter earnings expectations despite another sluggish quarter for its broadband business. The company recorded net income of $3.02 billion, or 70 cents a share, compared with $3.06 billion, or 66 cents a share, in the year-before quarter.

Comcast beats on earnings, but broadband woes continue

Streaming service Peacock closed 2022 with more than 20 million paid subscribers, helping Comcast slip past Wall Street estimates during a challenging fourth quarter in the media sector. Total revenue came in at $30.55 billion in the period, less than 1% ahead of the prior-year quarter but just above analysts' consensus.

Peacock Clears 20M Subscribers, Helping Comcast Nip Wall Street Q4 Estimates

PHILADELPHIA--( BUSINESS WIRE )--Comcast Corporation (NASDAQ: CMCSA) announced today that it increased its dividend by $0.08 to $1.16 per share on an annualized basis, up 7.4% year-over-year. In accordance with the increase, the Board of Directors declared a quarterly cash dividend of $0.29 a share on the company's common stock, payable on April 26, 2023, to shareholders of record as of the close of business on April 5, 2023.

Comcast Increases Dividend by $0.08 to $1.16 Per Share on an Annualized Basis In 2023

PHILADELPHIA--( BUSINESS WIRE )--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter and year ended December 31, 2022.

Comcast Reports 4th Quarter and Full Year 2022 Results

News for Comcast Stock (CMCSA)