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

PHILADELPHIA--(BUSINESS WIRE)--On Tuesday, November 15, 2022, Elad Nafshi, Executive Vice President and Chief Network Officer of Comcast Cable, will participate in the RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference.

Comcast to Participate in RBC Capital Markets Conference

The last of the company's most reliable cash cows is starting to show signs of age.

Down Nearly 40%, Is Comcast Stock a Buy?

U.S. Congressman James E. Clyburn, State Representative Shedron Williams, State Senator Margie Bright Matthews, and Comcast Announce Completion of $8.3 Million Broadband Network Expansion in Hampton County, South Carolina

Disney

SeaWorld Entertainment

A strong report by Comcast's theme parks business bodes well for two of its rivals reporting fresh financials next week.

What's Good for Universal Orlando Is Good for Disney World and SeaWorld

Grantees Include Boston-Based Tech Goes Home, Central Boston Elder Services, One Bead and 14 Other Boston-Area Nonprofits Investment will Launch and Support Digital Navigator Programs, Digital Literacy Training and Provide Laptops for Students and Community Members BOSTON , Nov. 3, 2022 /PRNewswire/ -- Today, Comcast announced that it will invest more than $500,000 in grants to 17 organizations to support digital access and adoption for residents across the Greater Boston region. Among the local recipients selected are Tech Goes Home, Central Boston Elder Services, and One Bead.

COMCAST AWARDS MORE THAN $500,000 IN GRANTS TO ADVANCE DIGITAL EQUITY EFFORTS ACROSS THE BOSTON REGION

Comcast is a great dividend stock, even with all its issues.

Comcast Stock Rallies As the Company Might Enter 'House Cleaning' Mode

CNOOC

PHILADELPHIA--(BUSINESS WIRE)--Today, for the first time ever, all 11 startups who participated in this year's Comcast NBCUniversal LIFT Labs Accelerator, powered by Techstars, will announce at Demo Day that they have secured 24 pilots and proofs of concepts with Comcast, NBCUniversal, or Sky, with more in the works.

All Eleven Startups in the 2022 Comcast NBCUniversal LIFT Labs Accelerator Announce Partnerships with Comcast, NBCUniversal, or Sky

Charter Communications

It's a streaming service that may already sound familiar to you.

Comcast, Charter Announce Xumo as Name of Joint Streaming Brand

Comcast's Universal Studios Florida has a new kid-friendly land in the works.

Disney World's Top Rival Isn't Going to Phone It In Until 2025

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

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.

News for Comcast Stock (CMCSA)