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

NEW YORK--(BUSINESS WIRE)--Comcast Advertising today released a new report titled “TV Makes Memories.

New Comcast Advertising Research Reveals Long-Form TV and Streaming Advertising Are Twice as Memorable as Short-Form Mobile Digital Advertising

NBCUniversal parent Comcast has promoted CFO Mike Cavanagh to president, working closely with chairman-CEO Brian Roberts to manage the business and teams across the sprawling company. He'll only be the third executive to hold that title in the company's 59-year history, Comcast noted, and will also remain chief financial officer.

Comcast Promotes Mike Cavanagh To President, Will Remain CFO

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) today announced that Mike Cavanagh has been named President.

Comcast Corporation Promotes Mike Cavanagh to President

Is This Secretly the Best Streaming Stock to Buy Now?

Higher risk-free rates and slower growth, including a net loss of 38,000 residential broadband subscribers in Q2, are causing share price weakness. Repurchasing shares with a price-adjusted ROE of 7.8% is a smart decision that will help to keep risk premium from getting out of hand.

Comcast: Catching The Falling Knife

Accenture Plc

Applied Materials

Amphenol

Bank of New York Mellon

Blackrock Inc

Costco

Graco

Home Depot

Lowe's

Mastercard

Microsoft

Northrop Grumman

Roper Technologies

Sherwin-Williams

Thermo Fisher Scientific

T. Rowe Price Group

Texas Instruments

U.S. Bancorp

Visa

Vanguard Dividend Appreciation ETF

There are 20 stocks on my dividend growth watchlist for October 2022. The majority of the stocks on my watchlist are currently undervalued based on dividend yield theory.

Dividend Growth Stock Watchlist - October 2022

Amgen

Best Buy

Comerica

Darden Restaurants

Fifth Third Bancorp

Fidelity National Financial

Interpublic Group of Companies

JPMorgan Chase & Co

Morgan Stanley

Omnicom Group

Principal Financial Group

Packaging Corp of America

PNC Financial Services

Regions Financial

State Street

Vanguard High Dividend Yield ETF

WEC Energy Group

Watsco

There are 24 stocks on my high yield watchlist for October 2022. Nearly all of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - October 2022

Comcast (CMCSA) is providing free and discounted Internet services in New Jersey in collaboration with the federal government's Affordable Connectivity Program (ACP).

Comcast (CMCSA) Provides Free Internet Services in New Jersey

Down 40%, Comcast now looks fundamentally undervalued. Comcast has a diversified business with room for further growth, which confirms the thesis of a real undervaluation, and not another value trap.

Comcast Looks Fundamentally Undervalued

Comcast has underperformed the market significantly since our previous update, even though we didn't see any material deterioration in Comcast's forward underlying metrics. Hence, we were pretty surprised to observe the material de-rating. As we checked further, we gleaned its price action unveiled critical clues to the battering.

Comcast: Forcing Massive Panic As Investors Bailed In A Hurry (Technical Analysis)

Looking at the share price bloodbath in the media space, I am confident in speculating that investors have overreacted. After a sharp sell-off, down about 39% YTD, Comcast now trades at a one-year forward EV/EBIT of x9.7.

Comcast: Value Trap Or Deep Value?

Comcast Corporation stock has been heavily penalized, peaking at $60 in September 2021, after which the share price fell to $30 now. Comcast recently announced a large share repurchase program of no less than $20 billion.

Comcast: 15% Buyback Yield, Favorable Valuation Should Drive Share Price Up

Eligible Customers Can Now Receive Assistance Signing Up for the Affordable Connectivity Program at Nearby Xfinity Stores TREVOSE, Pa. , Oct. 5, 2022 /PRNewswire/ -- Comcast in New Jersey is offering free and discounted Internet options through the federal government's Affordable Connectivity Program (ACP).

COMCAST OFFERING FREE AND DISCOUNTED INTERNET IN NEW JERSEY THROUGH THE FEDERAL AFFORDABLE CONNECTIVITY PROGRAM

ATLANTA--(BUSINESS WIRE)--Comcast has announced the appointment of Toni Murphy as its new Senior Vice President of Sales & Marketing at its Central Division Headquarters in Atlanta, Georgia. In this role, Murphy will lead the Division's sales and marketing functions, including overseeing brand and product marketing, sales and customer retention strategies for Comcast's largest operating Division that spans 12 states. “Toni is a widely respected marketing innovator, business executive and co

Comcast Names Toni Murphy Senior Vice President of Sales & Marketing at Company's Central Division Headquarters

Comcast announced its second quarter results in late July. Investors were terrified by the lack of growth in broadband subscribers. I will explain why the concerns are largely unfounded. The depreciation of the British pound and fears of a recession have put further pressure on the stock, which now yields 3.5% - almost double the long-term average dividend yield.

Why Comcast Is A Buffett-Style Fat Pitch

NBCUniversal CEO Jeff Shell said Tuesday the movie business is performing well after changes that started during the pandemic.

NBCUniversal CEO Jeff Shell says movie business is 'better economically' with new release model

DALLAS--(BUSINESS WIRE)--IT leaders are seeking more integrated unified communications (UC) services for their hybrid workforce, according to a new CIO study released today by Masergy, the software-defined network and cloud platform for the digital enterprise. The 2022 UCaas and CCaaS Market Trends Study sheds light on the rising imperative among businesses to standardize and consolidate their corporate collaboration strategies – using bundled solutions to remove IT complexity from today's digi

New Masergy Research Reveals Businesses Seek Greater Integration and Consolidation in Collaboration Tools and Services

PHILADELPHIA--(BUSINESS WIRE)--Comcast NBCUniversal along with the Universal Orlando Foundation today announced it will donate $2 million to support relief and recovery efforts in Florida following the catastrophic flooding and devastating effects of Hurricane Ian. The commitment includes $1 million in cash and in-kind contributions to the Florida Disaster Fund with the remainder distributed among the Comcast NBCUniversal Employee Assistance Fund, United Way, Second Harvest Food Bank of Central

Comcast NBCUniversal Donates $2 Million in Cash and In-Kind to Support Hurricane Ian Relief Efforts

American Tower

Blackstone Group

FedEx

Paramount Global

Skyworks Solutions

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The annualized rate of return for this watchlist is 9.79% over the past 23 months.

My Top 10 High Yield Dividend Stocks For October 2022

Despite the decline in the number of broadband subscribers and the challenging macroeconomic environment, Comcast has delivered solid financial results in the second quarter. The increase in the share repurchase authorisation is also a positive development for shareholders, and further proves CMCSA's commitment to return value to its shareholders.

Comcast: The Decline In Broadband Subs Is Not As Scary As It Seems

AT&T

Verizon

Some of the biggest telecommunications stocks just posted their steepest quarterly declines in two decades amid pressures new and old on the cable and wireless industries.

AT&T, Verizon and Comcast stocks just had their worst quarter in two decades

News for Comcast Stock (CMCSA)