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

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

Comcast Loses Broadband Users, Gains Five Million Peacock Subscribers

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

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

Comcast reported fourth quarter earnings before the bell, beating analyst expectations.

Comcast beats expectations even as broadband growth slows, Peacock racks up losses

Cord-cutting is weighing on the media and cable company; Peacock is a path to growth.

Why Comcast's Peacock Is Doing Exactly What It Needs To Do

PITTSBURGH , Jan. 25, 2023 /PRNewswire/ -- Ray Roundtree has been named Senior Vice President of Comcast's Keystone Region, overseeing the organization's operational, strategic and financial performance across areas serving western, central and northeastern Pennsylvania, eastern Ohio, northern West Virginia and the Maryland panhandle. The Region is headquartered in Pittsburgh, where Roundtree is based.

Ray Roundtree Named Top Executive of Comcast's Keystone Region

American Airlines

Nokia

In early trading Tuesday, the Dow was down 0.32%, the S&P 500 down 0.30% and the Nasdaq down 0.11%.

Earnings Previews: American Airlines, Comcast, Nokia

WASHINGTON--( BUSINESS WIRE )--Comcast announced today a partnership with the National Skills Coalition (NSC) to educate local, state, and national decisionmakers about the benefits of the new Bipartisan Infrastructure Law to promote digital equity and opportunity nationwide. The initiative aims to help close the digital skill divide that is currently limiting educational and employment opportunities for nearly 50 million Americans.

Comcast Partners With National Skills Coalition to Close the Digital Skill Divide

Hundreds of Homes and Business in Plainfield Already Serviceable with  Full Project to be Completed by End of Year PLAINFIELD, Conn. , Jan. 23, 2023 /PRNewswire/ -- Adding to its investment in Connecticut, Comcast today announced it is further expanding its smart, fast and reliable fiber-rich network to more than 2,600 residents and businesses in the town of Plainfield.

Comcast Brings Fiber-Rich Network to More Than 2,600 Homes and Businesses in Plainfield

Universal Studios' and Blumhouse's "M3gan" will earn more than $100 million at the global box office.

'M3gan' is setting the stage for a big year for horror movies at the box office

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.

Comcast (CMCSA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

PHILADELPHIA--( BUSINESS WIRE )--Comcast Business today announced that it has teamed with Celona Inc. to provide Sonoma County Fairgrounds – the home to the renowned Sonoma County Fair – with an advanced private wireless network solution to enhance the fair experience and help improve back-of-house operations across the fairgrounds.

Sonoma County Fairgrounds Selects Comcast Business to Bolster Connectivity for Sonoma's Largest Event of the Year

ATLANTA--( BUSINESS WIRE )--Comcast announced today that Melinda Little has been named Vice President of Government and Regulatory Affairs for the company's ‘Big South' region. She will be based in Atlanta, and report to Jason Gumbs, Regional SVP for Comcast.

Comcast Names Melinda Little Vice President of Government and Regulatory Affairs

Comcast stock has gained almost 10% over the past month (about 21 trading days) outperforming the broader S&P 500 which has remained roughly flat over the same period.

Up 10% Over The Last Month, What's Next For Comcast Stock?

Disney

Alphabet

Warner Bros Discovery Inc

Bank earnings and expectations for easing inflation pushed market indexes to close higher on Friday, with the Nasdaq Composite and S&P 500 recording their best weekly performances since November.

Gurus Like These Communication Services Companies

Universal Studios is expanding with smaller themed experiences in Texas and Nevada.

Comcast Is Coming for You, Disney

FRISCO, Texas — Universal Parks & Resorts is bringing a theme park to Texas that will focus on entertaining young children, officials announced Wednesday.

Universal to open theme park in Texas aimed at young kids

Analog Devices

American Financial Group

Ally Financial

American Tower

Amazon

Broadcom

Boston Omaha

Carrier Global

Cogent Communications Holdings

CVS Health

Digital Realty Trust

F&G Annuities & Life Inc

Fidelity National Financial

Corning

General Motors

Global Payments

Home Depot

Lockheed Martin

Medical Properties Trust

Microsoft

Realty Income Corp

Starbucks

T. Rowe Price Group

In 2022, I shifted my investment strategy to focusing on dividend growth income investing and started this article series in August '22. Dedicating myself to create monthly articles to track the progress of my investments has improved my performance and sharpened my researching abilities.

My Dividend Growth Income - Year End Summary

Xfinity announced today that customers using the Xfinity Stream app can now use Apple AirPlay to stream and share content directly to Apple TV 4K and other AirPlay-supported devices, such as Samsung smart TVs, LG, Sony, Vizio, and smart speakers like Bose and Sonos.

Comcast's Xfinity Stream app adds support for Apple's AirPlay

Avis Budget Group

Fortinet

NVIDIA

Walgreens

Evercore strategists screened for the beaten-down stocks that could be winners this year.

5 Beaten-Down Stocks That Can Outperform This Year

NBCUniversal is experiencing scattered layoffs in select divisions as the belt-tightening outlined in 2022 starts to take effect. Insiders disputed early accounts of the reductions being widespread and amounting to hundreds of positions. Instead, the tally is more in the dozens and does not involve every division.

NBCUniversal Sees Scattered Layoffs In Certain Divisions

Automatic Data Processing

Applied Materials

Franklin Resources

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the chaff.

News for Comcast Stock (CMCSA)