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

Mastercard

Philip Morris

PayPal

Raytheon Technologies

Visa

Payment stocks have continued to fall, despite positive news. We believe PayPal, Visa and Mastercard all offer 20%+ annualized returns. In Tobacco, Swedish Match stock is pressured by fears of a new tax while Philip Morris has been hit by currency headwinds - making both bargains.

Librarian Capital's Monthly Top Buys And Price Moves - December 2021

Charter Communications

AT&T

T-Mobile US

Verizon

An AT&T executive thinks industry growth will slow down next year.

2022 Could Be a Tough Year for Wireless Carriers

Disney

Walt Disney Co (NYSE: DIS) and Comcast Corporation (NASDAQ: CMCSA) have renewed the carriage pact which will enable Disney's broadcast and cable networks to continue on Comcast's Xfinity service. What Happened: Variety reports the companies signed a “multi-year agreement” including carriage of the ESPN networks, Disney's family-friendly cable networks, Freeform, the FX and National Geographic networks and ABC-owned stations on Xfinity.

Comcast Renews Carriage Deal For Disney Programming On Xfinity Service

Comcast stock has lost 20% in 3 months, first due to investor concerns on Q3 Broadband net adds then as part of the Omicron correction. We believe the core Cable business will continue to grow structurally, and the recent deceleration was due to temporary external factors.

Comcast: Q3 Results And Omicron Correction Mark The Bottom; Buy

Comcast's (CMCSA) content carriage agreement renewal with Disney along with a line-up for strong content is expected to boost paid subscribers.

Comcast (CMCSA) Disney Renews Content Carriage Agreement

Two major "frenemies" in the streaming wars strike a deal that kicks open conflict a little further down the road.

Comcast, Disney Resolve Impasse, Strike Content Deal

PHILADELPHIA & BURBANK, Calif.--(BUSINESS WIRE)--Comcast and The Walt Disney Company announced today the companies have renewed their content carriage agreement and will continue to make Disney's robust lineup of sports, news, kids, family and general entertainment programming available to Xfinity TV customers. Additionally, Comcast will distribute the ACC Network to its Xfinity customers, allowing fans and followers of the Atlantic Coast Conference to access the multiplatform network in the co

Comcast and The Walt Disney Company Announce Content Carriage Agreement

PHILADELPHIA--(BUSINESS WIRE)--COMCAST EXPANDS DIGITAL EQUITY EFFORTS TO RECOGNIZE NATIONAL VETERANS AND MILITARY FAMILIES MONTH

Comcast Expands Digital Equity Efforts to Recognize National Veterans and Military Families Month

Six Flags Entertainment Corporation

SeaWorld Entertainment

Six Flags

Regional amusement park operators and national theme park chains sold off on Friday as fears of a new COVID-19 variant began to spread.

Are Theme Park Stocks Tall Enough to Ride the Omicron Wave?

Should it take on more content for Peacock or license it?

Comcast's Facing a Tough Streaming Decision

AbbVie

Abbott Labs

D.R. Horton

Gaming and Leisure Properties

Intel

Johnson & Johnson

Lowe's

UnitedHealth Group

Walmart

Xilinx

Kiplinger Investing publishes opportune source-lists for investors online. Two recent billionaires stock-lists by Dan Burrows were published 6/1/21 and 9/9/21. 20 of the 37 billionaire-held stocks pay dividends. As of 11/21/21, the top-ten ranged 1.28%-5.77% by annual yield and ranged 18.52%-56.53% per broker-estimated price-target upsides.

1 To Buy Out Of 37 Billionaire Holdings In November

Netflix

Apple

FuboTV

Roku

Invest in pure-play streaming stocks or those exposed to the channel, as users spend more time online to consume content. The post 7 Streaming Stocks to Tune Into After Netflix Struck Gold With Squid Game appeared first on InvestorPlace.

7 Streaming Stocks to Tune Into After Netflix Struck Gold With Squid Game

PHILADELPHIA--(BUSINESS WIRE)--Comcast RISE Announces Major Expansion to All Women-Owned Small Businesses Nationwide Starting In 2022

Comcast RISE Announces Major Expansion to All Women-Owned Small Businesses Nationwide Starting In 2022

IMAX

Norwegian Cruise Line

ViacomCBS

Should you be watching these leisure stocks on strong reopening demand?

Best Stocks To Buy Now? 4 Top Leisure Stocks To Watch

Investors with long-term outlooks might want to consider buying blue-chip stocks trading well below their records.

2 Blue Chip Stocks to Buy Now at Deep Discounts and Hold for Years

Comcast Corp (NASDAQ: CMCSA) renewed its U.S. rights to broadcast English Premier League matches starting in 2022, Bloomberg reports. The six-year contract is worth $2.76 billion, New York Post reports.

Comcast Renews English Premier League US Rights For $2.8B By Outbidding Giants Like Amazon

Those willing to spend big to find and create hit series will win the streaming wars.

Streaming Video Is All About Making Hits

BALTIMORE, Nov. 17, 2021 /PRNewswire/ -- Comcast's Internet Essentials program announced today a major workforce development initiative in Baltimore City that includes $200,000 in grants. In addition, the company began distributing 3,000 new laptops to multiple organizations across the city focused on education, workforce development and digital equity, including: Mayor's Office of Employment Development Community College of Baltimore County Baltimore City Community College Baltimore's Promise Catholic Charities of Baltimore Center for Urban Families Grassrootz (Gro-Charity) Liberty Village Project Digital Harbor High School On November 11, 2021, the Community College of Baltimore County (CCBC) was the first partner to announce its $30,000 workforce development grant and a donation of laptops from Comcast.

Comcast's Internet Essentials Program Announces $200,000 in Grants and Starts Distributing 3,000 Laptops to Baltimore City Organizations Committed to Workforce Development and Digital Equity

Comcast stock has increased 3.5% in the last one month. If you look at the change in the stock over the last five days and ten days, CMCSA stock and increased on both occasions (2.3% and 3.3%, respectively) and outperformed the S&P 500.

What Is Driving Comcast Stock Higher?

If your Tuesday morning started out with internet connectivity problems, it's not just you.

Comcast Xfinity internet outage hits customers across the US

Households in several states are reported to be affected by a widespread outage of Comcast Corp. CMCSA, +0.34% Xfinity services Tuesday. There have been at least 54,000 reported outages Tuesday morning, according to Downdetector, which broadly tracks user reports of service outages.

Comcast Xfinity outage reportedly ensnares multiple cities

Xfinity has not yet responded to Insider's request for comment about the cause of the widespread internet outage.

Comcast's Xfinity customers across the US are complaining of a massive internet outage

It's all about internet and wireless connections these days.

Seriously, Comcast's Evaporating Cable TV Subscriptions Don't Matter Anymore

PHILADELPHIA--(BUSINESS WIRE)--Today, eight startups announced that they have secured pilots or agreements with Comcast, NBCUniversal, and Sky following their participation in the 2021 Comcast NBCUniversal LIFT Labs Accelerator, powered by Techstars. Hailing from countries around the world, including France, Switzerland, Israel, and Sweden, and from cities in the U.S., including Philadelphia, Los Angeles, and New York, these founders came together online and in-person to participate in this yea

Eight Startups Announce Pilots or Agreements with Comcast, NBCUniversal and Sky Following 2021 Comcast NBCUniversal LIFT Labs Accelerator, Powered by Techstars

Activision Blizzard

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News for Comcast Stock (CMCSA)