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 Corporation (NASDAQ:CMCSA ) Bank of America's 2024 Media, Communications and Entertainment Conference Call September 5, 2024 1:10 PM ET Company Participants Donna Langley - Chairman & Chief Content Officer, NBCUniversal Studio Group Unidentified Analyst Donna Langley, Chairman and Chief Content Officer of NBCUniversal Studio Group. Donna, welcome to our conference.

Comcast Corporation (CMCSA) Bank of America's 2024 Media, Communications and Entertainment Conference (Transcript)

Comcast Corporation (NASDAQ:CMCSA ) Citi's 2024 Global TMT Conference September 5, 2024 8:20 AM ET Company Participants Jason Armstrong - CFO Conference Call Participants Michael Rollins - Citi Michael Rollins The clients only and disclosures are available at the back of the room next to the AV desk. Welcome back to Citi's 2024 Global TMT Conference.

Comcast Corporation (CMCSA) Citi's 2024 Global TMT Conference

PHILADELPHIA--(BUSINESS WIRE)--Comcast's MachineQ Unveils a Power Monitoring Solution Enabling Companies with Consumption Data to Manage Energy Use.

Comcast's MachineQ Unveils a Power Monitoring Solution Enabling Companies with Consumption Data to Manage Energy Use

Coca-Cola European Partners plc

Darden Restaurants

Evergy Inc

Interpublic Group of Companies

PNC Financial Services

Sirius XM Holdings Inc

SPDR S&P 500 ETF Trust

Vanguard High Dividend Yield ETF

WEC Energy Group

Essential Utilities

Xcel Energy

The bull run continues for SPY in August, with the ETF adding 2.34% to its year-to-date return. The watchlist posts two very strong back-to-back months of 5%+ returns. The top 10 stocks on the watchlist for September 2024 offer a 3.59% dividend yield, more than double the S&P 500.

My Top 10 High-Yield Dividend Stocks For September 2024

Disney

More than 11 million DirecTV subscribers lost access Sunday afternoon to channels owned by Disney DIS 0.63%increase; green up pointing triangle, including ESPN and ABC, as the satellite broadcaster and entertainment giant were unable to come to terms on a new distribution deal.

DirecTV Users Lose Access to Disney Networks Including ESPN and ABC

Walt Disney and satellite TV provider DirecTV did not reach a new distribution deal for ESPN, ABC and other Disney-owned networks, the companies said on Sunday.

Disney, DirecTV fail to reach distribution deal

Comcast's NBCUniversal put all of its resources across the company into the Summer Olympics. It appears to have paid off as more than 30 million viewers tuned in across NBC's TV and streaming platforms.

NBC ripped up its Olympics playbook for 2024 — so far, the new strategy paid off

Comcast (CMCSA) closed the most recent trading day at $39.57, moving +0.28% from the previous trading session.

Comcast (CMCSA) Rises But Trails Market: What Investors Should Know

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Comcast (CMCSA) Is Considered a Good Investment by Brokers: Is That True?

PHILADELPHIA--(BUSINESS WIRE)--Comcast NBCUniversal SportsTech today announced that the 10 companies in its fourth class have secured 15 pilots, partnerships, and commercial deals as a result of their participation in the program. Over the past six months, 28 entrepreneurs have engaged with SportsTech's prestigious partner consortium, which includes: NBC Sports, NBC Sports Next, Sky Sports, Comcast Spectacor, GOLF, NASCAR, PGA TOUR, Premier League, U.S. Ski & Snowboard, USA Swimming, USA Cy.

Fourth Class of Comcast NBCUniversal SportsTech Secures 15 Business Deals with Consortium Partners

American States Water

Cisco Systems

California Water Service Group

Honeywell

Jack Henry & Associates

Johnson & Johnson

NIKE

UnitedHealth Group

Visa

I rank a selection of undervalued dividend growth stocks in the Dividend Radar and present the ten top-ranked stocks for consideration. To rank stocks, I do a quality assessment and sort stocks by quality scores, breaking ties with additional metrics. This month, I'm presenting the ten top-ranked undervalued dividend growth stocks in Dividend Radar.

10 Undervalued Dividend Growth Stocks: August 2024

Comcast (CMCSA) reported earnings 30 days ago. What's next for the stock?

Comcast (CMCSA) Up 4.9% Since Last Earnings Report: Can It Continue?

BERLIN, Conn.--(BUSINESS WIRE)--Comcast announces the expansion of its smart, fast and reliable Xfinity network to nearly 73K additional homes and businesses in Fairfield County CT.

Comcast Expands Gigabit-Speed Fiber Network to Nearly 73,000 Homes and Businesses in Stratford, Norwalk and Wilton

Peacock gained 2.8 million new subscribers during the first week of the Paris Olympics. This matches the number of sign-ups for a single NFL playoff game streamed on Peacock in January.

Peacock gained 3 million subscribers during the first week of the Olympics. Will they stay?

SPRINGFIELD, Mass.--(BUSINESS WIRE)--Comcast today announced it turbo-charged its next-generation network, with 2 gigabits-per-second (Gbps) download speeds and up to 10x faster upload speeds now available to all customers in Holyoke, Longmeadow, West Springfield and Westfield, MA over the existing connections in their homes and businesses. This speed increase, which is made possible by Comcast's ongoing investment in its network, paves the way for Comcast to deliver symmetrical multigigabit sp.

Comcast Turbo-Charges Network in Holyoke, Longmeadow, West Springfield and Westfield with 2 Gigabit Speeds Now Available to All Customers

Bristol-Myers

Dominion Energy

Altria

Wells Fargo

Exxon Mobil

Quality dividend stocks can deliver dependable passive income for years. Dividend stocks could get a big boost as interest rates come down over the next two years.

6 Magnificent Dividend Stocks to Buy Now and Hold Forever

Universal Destinations & Experiences, Comcast's theme parks business, is in talks with UK officials about tax and other infrastructure incentives to secure a multi-billion pound resort in Bedford, the Financial Times reported on Sunday.

Universal seeks UK incentives for Bedford theme park, FT reports

Medtronic

Pfizer

Pfizer has a promising pipeline of drugs in development -- tackling cancers and more. Medtronic's 200-plus clinical trials may yield some big revenue generators.

3 Dividend Stocks to Double Up On Right Now

Comcast is undervalued, with a strong commitment to returning value to shareholders through dividends and buybacks. A dividend discount model was used to estimate a fair value of $41.5 per share, slightly above the current price, without taking into account the $2.2 billion spent on buybacks. Despite challenges in the theme park segment, Comcast remains attractive from a valuation perspective with stable profitability and potential for growth.

Here Are The Reasons That We Believe Make Comcast An Attractive Holding

Netflix

Paramount Global

Warner Bros Discovery Inc

Legacy media companies including Disney, Warner Bros. Discovery, Paramount Global and Comcast entered the streaming market with a focus on gaining subscribers but are now looking for a return on their investments.

Streaming is getting more expensive for consumers. Here's why

Comcast is a consistent dividend payer with underperforming stock due to cable TV uncertainty. Strong free cash flow and financial strength support dividend growth, especially as Peacock scales and losses decrease. CMCSA's wireless business is growing, with the potential for increased margins as infrastructure expands and the customer base grows.

Comcast: The Dividend Is Safe As Peacock Losses Narrow

Comcast is a robust dividend option with consistent cash flow distribution and diverse operations beyond TV. The company's competitive edges include distribution power, economy of scale, and brand power, making long-term projections reliable, despite risks in networks and video. Comcast offers a defensive position with a high dividend and shareholder yield in the media industry, with a solid financial performance and future prospects.

Comcast: A High-Yield Stock With A Solid Foundation

NBCUniversal signed a $2.45 billion per year deal with the NBA to broadcast games for 11 years, beginning with the 2025-26 season. Research showed that people who signed up for NBC's Peacock streaming service for January's NFL Wild Card game not only stayed but also watched non-sports content, helping to convince NBC Sports to bid aggressively for the NBA.

NBCUniversal is pinning Peacock's streaming success on its $2.45 billion per year NBA deal

Comcast's (CMCSA) FreeWheel launches new solutions for advertisers to leverage CTV as a performance marketing vehicle.

Comcast's (CMCSA) FreeWheel Launches Solutions for Advertisers

Starbucks

Dividend stocks offer steady cash flow and the potential to generate long-term gains. However, “potential” is the key word, and some stocks don't live up to expectations.

News for Comcast Stock (CMCSA)