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

Comcast will offload its majority stake in NBC Sports Washington to Monumental Sports & Entertainment, making it the sole owner of the regional sports network.

Comcast agrees to sell its majority stake in regional network NBC Sports Washington

MSE To Purchase NBCUniversal's 67% Stake in the Regional Sports Network That Holds Exclusive Local Television Rights for MSE's Teams: the NHL's Washington Capitals and NBA's Washington Wizards  WASHINGTON , Aug. 23, 2022 /PRNewswire/ -- Monumental Sports & Entertainment ("MSE") and Comcast Corporation today announced that they have entered into an agreement under which MSE will acquire 100% of the equity interests in NBC Sports Washington by acquiring NBCUniversal's 67% stake in the network. MSE currently owns 33% of NBC Sports Washington, which it acquired in 2016.

MONUMENTAL SPORTS & ENTERTAINMENT TO ACQUIRE FULL OWNERSHIP OF NBC SPORTS WASHINGTON

Charter Communications

DISH Network

FuboTV

Alternatives to expensive cable packages are doing more -- and faster -- damage than once thought possible.

Cord Cutting Continues in Q2. Can Cable Stocks Survive?

Alphabet

AMC Networks

AMC Networks and Comcast could significantly profit from the new service.

Alphabet's New YouTube Service Could Mean Monster Growth for These Two Stocks

CNBC's long-time executive and Chairman Mark Hoffman is stepping down in September, the business news channel said on Tuesday.

CNBC Chairman Mark Hoffman to step down

CuriosityStream

Disney

Twenty-First Century Fox

Netflix

Nielsen Hlds

Paramount Global

AT&T

Warner Bros Discovery Inc

The foreseeable future isn't likely to look as robust as the recent past.

Streaming Stocks Are Slowing Down. Should You Really Buy Now?

CNBC chairman Mark Hoffman will step down as chairman next month after running the network since 2005.

CNBC Chairman Mark Hoffman to step down in September

Comcast Corporation (NASDAQ:CMCSA) and Charter Communications Inc (NASDAQ:CHTR) are both lower today following a bear note from Atlantic Equities.

Analyst Cuts the Cord on Two Telecom Stocks

PHILADELPHIA--(BUSINESS WIRE)--Comcast today announced the startups selected for the fifth Comcast NBCUniversal LIFT Labs Accelerator, powered by Techstars. These 12 companies, chosen from hundreds of applicants from over 30 countries, were identified for their potential to revolutionize industries across the core focus areas of the accelerator, including Connected Living, Immersive and Inclusive Experiences, and Smart, Sustainable Enterprise. The 2022 class is creating breakthrough technologie

Comcast NBCUniversal Selects 12 Startups for Fifth LIFT Labs Accelerator, Powered by Techstars

Comcast is in a 40% bear market and crashed 10% after earnings. The actual results were very good, and flat subscriber growth is something analysts had been expecting for years. Comcast is trading at the best P/E in 18 years, and the company is buying back $1 billion per month of its stock, driving 21% CAGR FCF/share growth.

5 Reasons The Market Is Dead Wrong About Comcast

Walmart

Borrowing a popular tactic from another sector — telecom — Walmart is reportedly in talks to bundle streaming subscriptions into Walmart+ memberships to level the field with archrival Amazon, whose Prime Video service is a key draw for the eCommerce leader.

Walmart's Talks with Comcast, Paramount, Disney Clear Shot at Amazon's Prime Video

Walmart Inc. is looking to add a large video streaming service to its Walmart+ membership program as the retailer amps up its competition with Amazon.com Inc., according to people familiar with the situation.

Walmart considers Disney, Comcast, Paramount for streaming deal

Executives from Paramount, Walt Disney and Comcast, which operate several major streaming services, have in recent weeks spoken with the US retail giant, according to the report.

Walmart talking streaming deal with Disney, Paramount, Comcast: report

Walmart may start offering a streaming service as part of its Walmart+ membership program. The company has held talks with Disney, Paramount and Comcast, according to NYT.

Walmart may break into streaming market in potential deal with Disney, Paramount, and Comcast

Walmart Inc has held talks with media companies about including streaming entertainment in its membership service, the New York Times reported on Tuesday, citing people with knowledge of the conversations.

Walmart held talks on streaming deal with Disney, Comcast and Paramount- NYT

Investors didn't like what they saw from the cable and media giant in the second quarter, but its report did include some bright spots.

Comcast: The Good, The Bad, and The Ugly

The cable industry has had steady high-speed broadband growth for decades, but the end of an era may be approaching.

Comcast and Charter may need new focus as broadband growth stalls amid competition

This is no growth stock, but it is a decent dividend play.

Is It Time to Sell Comcast Stock?

Comcast stock has declined by about 12% over the last week (five trading days) and remains down by about 5% over the last month.

With Broadband Growth Elusive, What's Next For Comcast Stock?

Merck

Prologis

Simon Property Group

Taiwan Semiconductor Manufacturing

The five stocks I picked at the beginning of the year collectively outperformed the S&P 500 by roughly 10%, excluding dividends. On average, my five picks for the latter half of the year have bigger yields and higher 5-year dividend growth rates.

My Top 5 Dividend Stocks For The 2nd Half Of 2022 (My First 5 Picks Beat The S&P By 10%)

In the wake of negative broadband subscriber growth at Comcast Corp. and Charter Communications Inc. last week, Barclays analyst Kannan Venkateshwar is taking a more cautious view on the cable sector.

Comcast, Charter stocks downgraded as Barclays says companies are ‘likely past peak growth'

The shares of Comcast Corporation (NASDAQ: CMCSA) are down 1.6% at $36.91, after Barclays downgraded the media company to "equal weight," and slashed its price target to $42.

Analyst: Comcast Stock "Likely Past Peak Growth"

Several analysts are responding to Thursday's lackluster Q2 report.

Why Comcast Stock Is Down More Than 6% on Friday

Shares of Comcast Corp. were extending their decline Friday, falling 5% in morning trading after dropping 9% in Thursday's session.

Comcast stock slide continues as subscriber pressures send some analysts packing

Roku

It appears that Netflix is not the only streaming service in a spot of bother right now, as NBCUniversal's streaming service Peacock failed to add any paid subscribers in the last quarter, according to parent company Comcast (NASDAQ:CMCSA)'s latest trading statement. It's a particularly poor result for a streaming service only two years old, with Comcast chief executive officer Brian Robert blaming a return to pre-pandemic consumer behaviour trends.

News for Comcast Stock (CMCSA)