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

Altice USA

Charter Communications

AT&T

T-Mobile US

Verizon

After a COVID-fueled hot streak, the cable industry's broadband party is losing steam, and that continues to drag down shares of Comcast Corp., Charter Communications Inc., and Altice USA Inc.

The Ratings Game: Cable stocks continue slide as threat of wireless encroachment causes jitters

The company's double-digit revenue growth might prove to be an isolated incident.

Why Comcast Stock Was Tumbling This Week

A key customer segment's pace of expansion is decelerating.

Why Comcast Stock Fell Today

Comcast's (CMCSA) Q1 earnings reflect strength in broadband subscriber base and strong momentum in the wireless business.

Comcast (CMCSA) Q1 Earnings Beat, Broadband User Base Rises

DENVER--(BUSINESS WIRE)--Comcast, the nation's largest gig-speed Internet provider, today demonstrated the fastest-yet speeds it has achieved over a complete 10G connection on a live network, reaching download speeds faster than 8 gigabits per second (Gbps) and upload speeds faster than 5 Gbps. At an industry 10G event at CableLabs headquarters, Comcast also showed the 10G node technology that will help power its deployments and demonstrated how its network virtualization technology will seamle

Comcast Demonstrates Fastest-Yet Speeds Over a Complete 10G Connection on a Live Network

Comcast Corp, Inc. (NASDAQ:CMCSA ) Q1 2022 Earnings Conference Call April 28, 2022 8:30 AM ET Company Participants Marci Ryvicker - SVP, IR Brian Roberts - Chairman, CEO & President Michael Cavanagh - Senior EVP & CFO Jeffrey Shell - CEO, NBCUniversal David Watson - President & CEO, Comcast Cable Conference Call Participants Benjamin Swinburne - Morgan Stanley Douglas Mitchelson - Crédit Suisse Philip Cusick - JPMorgan Chase & Co. Jessica Reif Ehrlich - Bank of America Merrill Lynch Craig Moffett - MoffettNathanson Brett Feldman - Goldman Sachs Group John Hodulik - UBS Operator Good morning, ladies and gentlemen, and welcome to Comcast's First Quarter 2022 Earnings Conference Call. [Operator Instructions].

Comcast Corp (CMCSA) CEO Brian Roberts on Q1 2022 Results - Earnings Call Transcript

Parent company Comcast reported NBCUniversal's Q1 2022 earnings on Thursday, noting its newer streaming service, Peacock, ended the first quarter of 2022 with 28 million monthly active accounts, up from the 24.5 million Comcast reported for the platform at the end of 2021. Of those, 13 million are paying customers, up from 9 million in […]

Peacock added 4 million paid subscribers in Q1, up ~40% from last quarter

Comcast Corporation (NASDAQ: CMCSA) reported first-quarter FY22 revenue growth of 14% year-on-year to $31 billion, beating the consensus of $30.5 billion. Segments: Revenue for Cable Communications rose 4.7% Y/Y to $16.5 billion, driven by increases in broadband, wireless, and.

Why Comcast Shares Are Taking a Beating Today

Comcast (CMCSA) delivered earnings and revenue surprises of 7.50% and 1.61%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Q1 Earnings and Revenues Beat Estimates

Comcast reported earnings for the first quarter before the bell on Thursday.

Comcast shares slump as broadband subscriber growth continues to slow

The huge jump in revenue came largely due to the broadcast of the 2022 Beijing Olympics and the NFL Super Bowl in the period.

Comcast's First Quarter Had No Real Surprises

Comcast began 2022 on a strong note, reporting first-quarter results ahead of Wall Street expectations with highlights including ad revenue from Super Bowl LVI and the Beijing Olympics. Total revenue climbed 14% from the year-earlier period to $31.01 billion, while earnings per share came in at 86 cents, up 13%. Wall Street analysts' consensus estimates...

Comcast Delivers Strong Q1 Results, With Super Bowl LVI And Beijing Olympics Helping It Over Wall Street's Bar

Shares of Comcast Corp. CMCSA, -0.27% were ahead 5% in premarket trading Thursday after the cable giant topped expectations for its latest quarter amid continued growth in its studio and theme-park businesses. The company reported first-quarter net income of $3.55 billion, or 78 cents a share, up from $3.33 billion, or 71 cents a share, in the year-prior quarter.

Comcast stock gains after earnings as theme parks, studios continue their rebound

Comcast Corp's first-quarter revenue beat Wall Street expectations on Thursday, as the media giant benefited from its broadcasts of the Super Bowl and Beijing Olympics, as well as a rebound in theme park attendance.

Comcast revenue tops estimates as Super Bowl, Olympics lift media business

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended March 31, 2022. "2022 is off to a great start. For the first quarter we reported healthy growth in adjusted EBITDA and adjusted EPS, generated significant free cash flow, and increased our return of capital to shareholders. We also continued to make important organic investments and strategic decisions, highlighted by yesterday's announcement of our new joint venture with Charter. Thi

Comcast Reports 1st Quarter 2022 Results

A new streaming platform is coming to consumers' televisions and comes from a well-known media and a well-known cable company. What Happened: A joint venture was announced Wednesday between Charter Communications Inc (NASDAQ: CHTR) and Comcast Corp (NASDAQ: CMCSA).

Comcast, Charter Joint Venture Streaming Platform: What Investors Need To Know

A look at Comcast's cable business and the threats posed by fiber and 5G. The cable business can justify the full EV of Comcast, leaving NBCU, Sky, and other investments as optionality.

CMCSA: Cable Justifies Full EV, Option On NBCU & Sky

Charter will distribute TV streaming devices based on Comcast's technology as both try to stay competitive with companies like Roku and Amazon

Cable Giants Comcast and Charter Team Up On Streaming Devices

U.S. cable TV giants have a new plan to stake their claim in the streaming wars. This morning, Comcast and Charter announced they will team up to develop a streaming platform, based on Comcast's Flex and including its free streaming service Xumo, which they'll offer to consumers nationwide through new devices and smart TVs.

Comcast and Charter team up to launch a new streaming platform for U.S. consumers

Charter Communications, Inc. and Comcast Corp. have formed a 50-50 joint venture to develop a new streaming platform, the companies announced. The platform, according to a news release issued by the companies, will work on 4K streaming devices and smart TVs.

Charter, Comcast Partner for Next-Gen Streaming Platform

Set to debut in 2023, the new platform will roll out nationwide.

Comcast and Charter to Launch Joint Streaming Platform

Cisco Systems

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced the expansion of its strategic partnership with Cisco through the addition of Cisco SD-WAN powered by Viptela to its managed SD-WAN solutions portfolio. The collaboration expands Comcast Business's ability to provide enterprise customers with comprehensive, global secure networking solutions with Ethernet, SD-WAN and security solutions – regardless of their existing infrastructure or vendor relationships. The global pandemic has sp

Comcast Business Expands Managed Solutions Portfolio with Cisco SD-WAN

Charter Communications Inc. CHTR, -3.95% said Wednesday it agreed to pay $900 million to Comcast Corp. CMCSA, -2.49% as part of a new 50/50 joint venture to develop and offer a streaming platform for branded 4K streaming devices and smart TVs. Comcast will license its streaming platform Flex to the joint venture and contribute the retail business for XClass TV.

Charter and Comcast ink 50-50 streaming media joint venture

STAMFORD, Conn. & PHILADELPHIA, Pa.--(BUSINESS WIRE)--Charter Communications, Inc. (NASDAQ: CHTR) and Comcast Corporation (NASDAQ: CMCSA) today announced that the two companies have formed a 50/50 joint venture to develop and offer a next-generation streaming platform on a variety of branded 4K streaming devices and smart TVs, providing consumers with a world-class user experience and navigation, all the top apps, and more choice in the streaming marketplace. The joint venture will offer app de

Charter and Comcast Announce Joint Venture to Develop and Nationally Offer a Next Generation Streaming Platform

McDonald's

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Before markets opened on Tuesday, United Parcel Service beat analysts' profit and revenue estimates for the March quarter.

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