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

So far the market has fallen just 12.4% and is now roaring higher, led by hyper-growth tech. Some value investors are disappointed.

Buy Comcast Now Before Everyone Else Does

Disney

Netflix

AT&T

Streaming-video services get a surge of subscribers when they launch a hotly anticipated show or movie. But many of these new customers unsubscribe within a few months, according to new data.

Disney+, HBO Max and other streamers get waves of subscribers from must-see content, but keeping them is hard

AMC Networks

In the latest in a string of distribution deals, Comcast Cable has reached a comprehensive, multi-year agreement with AMC Networks. The deal encompasses linear carriage of AMC's portfolio on Comcast, the No. 1 U.S. cable provider, and expands availability of the company's streaming portfolio. Through Xfinity, its pay-TV and broadband platform, Comcast makes a range...

Comcast And AMC Networks Set Distribution Deal Expanding Streaming Presence On Xfinity And XClass

Universal Orlando points to early 2025 as the grand opening of its highly anticipated Epic Universe theme park.

Disney World's Top Rival Gets Ready to Fight in 2025

Chevron

Comcast, Chevron, and number of other companies raised their dividends this past week.

Comcast, Chevron, and 7 More Companies That Just Boosted Their Dividends

Apparently, the fourth-quarter top- and bottom-line beats weren't good enough for some investors.

Why Comcast Stock Slipped Today

Comcast Corp. plans to inject more money into its Peacock streaming service in the hopes of competing with Netflix, Hulu and some of the other companies fighting for viewers' attention and eyeballs, executives said Thursday (Jan. 27), according to a Reuters report. Peacock's streaming service comes in three varieties: a free, ad-supported version, a $5-per-month […]

Comcast Cranks Cash Into Peacock Streaming Service

Comcast is ramping up spending on its Peacock streaming service, executives said on Thursday, aiming to catch up to big media rivals in the global battle for viewers.

Comcast doubles Peacock spending as broadband business takes hit

Comcast Corporation (NASDAQ: CMCSA) announced its fourth quarter results for the 2021 fiscal year. The company's robust financial and operating performance in the 2021 fiscal year was underscored by its highest full year revenue, free cash flow and adjusted EBITDA.

Comcast Reports Fourth Quarter 2021 Results

Comcast Corporation (CMCSA) CEO Brian Roberts on Q4 2021 Results - Earnings Call Transcript

NBCUniversal theme parks posted their most profitable fourth quarter ever today, led by Universal Studio Orlando, where Epic Universe is rising. Universal Studio Hollywood and Japan are close behind and Universal Beijing Resort, which opened last September, will post a modest profit in 2022. “It's impossible not be excited about our theme park business,” said...

Universal Orlando Posts Best Ever Quarter In Theme Park Revival; “We're Going As Fast As We Can” On Epic Universe” Says Comcast CEO Brian Roberts

Comcast is facing slowing cable growth and big investment needs at Peacock. An increased dividend and share-buyback authorization for this year weren't enough to impress the market.

Comcast Earnings Were Decent. Why Investors Wanted to See More.

Comcast (CMCSA) delivered earnings and revenue surprises of 5.48% and 2.58%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Q4 Earnings and Revenues Beat Estimates

Comcast reported earnings for the fourth quarter of 2021 before the bell on Thursday.

Comcast beats earnings expectations, but falls short on new internet customers

Shares of Comcast Corp. were heading higher in premarket trading Thursday after the media giant exceeded earnings expectations for the fourth quarter amid a surge in revenue for its NBCUniversal unit, which includes theme parks and studios.

Earnings Results: Comcast tops earnings expectations as theme parks, studios bounce back

Comcast said Peacock hit 24.5 monthly active accounts in the U.S. at year end, up from 20 million as of June, the last time the media giant provided a number. In an unusual peek at the numbers, it said the streaming service lost an adjusted $559 million for the quarter and $1.7 billion for full-year...

Peacock Hits 24.5M Active Accounts, Lost $1.7B In 2021; Comcast Q4 Tops Forecasts As ‘Halloween Kills,' ‘Sing 2' Buoy Universal

Comcast Corp's fourth-quarter revenue beat Wall Street expectations on Thursday, driven by growth in its NBCUniversal division, which saw visitors return to its theme parks. Total revenue rose 9.5% to $30.34 billion in the quarter, beating analysts' average estimate of $29.61 billion, according to IBES data from Refinitiv.

Comcast cable business, theme park recovery drives quarterly revenue

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter and year ended December 31, 2021. "Comcast's strong operating and financial performance in 2021 was underscored by our highest full-year revenue, adjusted EBITDA, adjusted EPS, and free cash flow on record. We continue to execute extraordinarily well, strengthening our leadership position in connectivity, aggregation, and streaming, while working to have a lasting impact on our communities

Comcast Reports 4th Quarter and Full Year 2021 Results

Charter Communications

News Corp

T-Mobile US

Vodafone Group

Could these top communication stocks be poised for further gains in 2022?

5 Communication Stocks To Watch Today

Southwest Airlines

McDonald's

Altria

Tuesday morning trading, it appears to be the latter. IBM got a nice bump after reporting a beat on both the top and bottom lines, and the stock traded up by around 2.7% shortly before noon on Tuesday.

Earnings Previews: Altria, Comcast, McDonald's, Southwest Airlines

Nokia

Comcast has partnered with Nokia to sell businesses private 5G networks, the new high-speed wireless internet that could power ports, factories, and other large enterprises.

Comcast is teaming up with Nokia to sell private 5G networks to big business, government

Comcast's (CMCSA) fourth-quarter 2021 earnings are expected to have gained from growth in broadband subscriber base.

Comcast (CMCSA) to Report Q4 Earnings: What's in the Card?

Cigna

Kimberly-Clark

Marathon Oil

Teradyne

After years of a low interest rate environment, many investors have turned to equities not only for the growth potential but also for solid and dependable dividends, which help to provide an income stream.

5 ‘Strong Buy' Stocks With Expected Dividend Hikes This Week

RBC Capital analyst Steven Cahall upgraded the rating on Comcast Corp (NASDAQ:CMCSA) to Outperform, from Sector Perform, with a $60 price target, suggesting an upside of 18%. Cahall stated that the recent 19% sell-off since early August is overdone.

Comcast Shares Gain On RBC Capital Rating Upgrade

Viatris

The recent market sell-off has created even better bargains across value stocks. I highlight 2 stocks that provide good diversification and value.

News for Comcast Stock (CMCSA)