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

Charter Communications

Comcast and Charter Announce Xumo as the Brand Name for Their Streaming Platform Joint Venture

Skyworks Solutions

This bear market likely isn't over yet, but the market carnage has left many world-class blue chips trading at 50% discounts. Comcast is trading at its lowest P/E in history, 6.2X cash-adjusted earnings, pricing in -4.6% growth while analysts expect 10.3%.

2 Buffett-Style Anti-Bubble Dividend Blue-Chip Bargains

Shopify

We've also got an interview with the CEO of Westrock Coffee Company, which is about so much more than a cup of Joe.

What Investors Just Learned About Meta, Shopify, and Comcast

PHILADELPHIA & SAN FRANCISCO--(BUSINESS WIRE)--Today, Comcast hosted a Digital Equity Summit in San Francisco.

Comcast California Hosts Inaugural Digital Equity Summit in San Francisco

As growth in its legacy business begins to stagnate, Comcast will have to show that it can be a viable player in the current shift to streaming services.

Can Comcast Monetize Existing Users for Streaming Success?

During mixed trading across the major equity indices, broadcasting stalwart Comcast (NASDAQ: CMCSA ) delivered an earnings beat. Primarily, the media giant benefitted from demand in the company's theme parks and studios unit.

Comcast (CMCSA) Stock Rises 8% on Earnings Beat

Comcast's (CMCSA) Q3 earnings reflect strong momentum in the broadband, wireless and business services business despite weakness in the Sky segment.

Comcast (CMCSA) Q3 Earnings Beat, Broadband User Base Rises

Comcast Corporation (NASDAQ:CMCSA ) Q3 2022 Earnings Conference Call October 27, 2022 8:30 AM ET Company Participants Marci Ryvicker - Executive Vice President, Investor Relations Brian Roberts - Chairman & Chief Executive Officer Mike Cavanagh - Chief Financial Officer Dave Watson - President & Chief Executive Officer, Comcast Cable Jeff Shell - Chief Executive Officer, NBCUniversal Conference Call Participants Ben Swinburne - Morgan Stanley Doug Mitchelson - Credit Suisse Craig Moffett - MoffettNathanson Brett Feldman - Goldman Sachs Michael Rollins - Citi Jessica Reif Ehrlich - Bank of America Securities Philip Cusick - JPMorgan John Hodulik - UBS Operator Good morning, ladies and gentlemen and welcome to the Comcast Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Comcast Corporation (CMCSA) Q3 2022 Earnings Call Transcript

Strong growth in the company's wireless and film businesses was offset by a slowdown at its media segment.

Comcast Takes $8.6 Billion Write-Down on Sky, Reports Revenue Dip

Comcast Corp.'s broadband woes marginally improved in the third quarter as the company added a few thousand net new internet subscribers amid what's been a tough recent backdrop for growth.

Comcast stock pops as earnings indicate some growth in internet subscribers

Comcast narrowly beat Wall Street estimates in the third quarter despite volatility in the UK and Europe, tough comparisons with the year-ago Tokyo Olympics quarter and ongoing cord-cutting. Earnings per share came in at 96 cents, six cents better than analysts' consensus estimate. Total revenue also cleared the bar at $29.

Comcast Tops Q3 Estimates Despite Tough Comparisons With Tokyo Olympics, Cord-Cutting And Volatility In Sky Markets

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended September 30, 2022.

Comcast Reports 3rd Quarter 2022 Results

Investors will pay close attention to Comcast's broadband business when the company reports earnings Thursday morning.

Comcast is set to report earnings. Here's what to expect

Comcast Boosting Speeds Across Tennessee

Disney

Two of last year's three busiest U.S. theme parks aren't owned by Disney, but that's not bad news.

Disney's Top Theme Parks Rival Isn't as Close as You Think

AT&T

The Communication Services Sector represented by the Communication Services Select Sector SPDR Fund 'XLC' is the 2nd most attractive sector currently. Two leading stocks in the sector, AT&T and Comcast, are at their secular bottom valuations.

AT&T And Comcast: These Discounts Won't Last Long

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today released its first annual Comcast Business Small Business Cybersecurity Report offering a window into the cybersecurity threats small and medium-sized business (SMB) customers face daily.

Comcast Business Research Shows Cybersecurity Remains a Persistent, Complex Problem for SMBs

FaZe Holdings Inc

Partnership will Bring an Exclusive College Concert Series to Fans Featuring Offset Along with a New Original Content Series Delivering Game Set-Ups For Underserved Creators And Communities Download hi-res images HERE . LOS ANGELES , Oct. 20, 2022 /PRNewswire/ -- Xfinity and FaZe Holdings Inc. (Nasdaq: FAZE) ("FaZe Clan"), the lifestyle and media platform rooted in gaming and youth culture, today announced plans to develop original content, private fan events, exclusive merchandise, and more, further expanding upon an agreement that recently began with FaZe Swagg's appearance in Xfinity's Unbeatable Internet campaign with Ed Helms.

XFINITY BECOMES OFFICIAL INTERNET AND MOBILE PARTNER OF FAZE CLAN

We expect Comcast's earnings to come in at about $0.91 per share, slightly ahead of consensus estimates and up about 5% compared to last year.

How A Weak Broadband Business Will Impact Comcast's Q3 Results

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced that Comcast Business Mobile customers are now able to mix and match both unlimited and an expanded range of shared data options for up to twenty total lines per account.

Comcast Business Mobile Expands to 20 Lines; New Shared Data Options Available for Small Businesses

Comcast Increasing Internet Speeds and Launches New 2 Gig Speed Tier Across the Northeast

PHILADELPHIA--(BUSINESS WIRE)--More than 20 million Xfinity households across the country will soon be waking up to faster Internet, thanks to Xfinity.

Comcast Boosting Speeds for more than 20 Million Xfinity Internet Customers Across the Country

NBCUni's CEO Jeff Shell discusses Peacock/movie outlook. Currently, Peacock has 15 million paid subscribers and aims to grow with targeted content investments and opportunistic movie strategies.

Comcast's 'Halloween' Streaming Experiment: The Sequel

Comcast Corp. shares were headed for their best daily performance in more than 20 months Thursday after an analyst said he saw a “silver lining” for maligned cable stocks.

Comcast stock rises toward best day in 20 months as Citi sees ‘silver lining' in beaten-down cable names

Analog Devices

American Financial Group

Ally Financial

Amazon

Broadcom

Best Buy

Boston Omaha

Carrier Global

Cogent Communications Holdings

CVS Health

Digital Realty Trust

Fidelity National Financial

Corning

General Motors

Graphic Packaging Hld

Global Payments

Home Depot

Lockheed Martin

Medical Properties Trust

Microsoft

Realty Income Corp

Starbucks

STORE Capital

T. Rowe Price Group

UnitedHealth Group

Union Pacific

Visa

Vici Properties

Vanguard S&P 500 ETF

Watsco

September was a massive month for my dividend income growth due to a combination of factors including reduced stock prices and additional allocated capital during the month. Forward dividend income grew by $248.94, translating to M/M growth of 6.57%.

News for Comcast Stock (CMCSA)