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

Raymond James analyst Frank Louthan downgraded Comcast Corp (NASDAQ: CMCSA) to Market Perform from Outperform without a price target. Despite more remarkable media and entertainment exposure as a hedge, Louthan believes increasing competitive pressure from telcos expanding their fiber builds, along with elevated regulatory influence under the imminent reinstatement of Title II, will ultimately limit future subscriber growth from here.

Comcast Shares Fall After Raymond James Downgrades Stock To Market Perform

Charter Communications

The Ratings Game: Comcast and Charter stocks could be in for ‘a difficult time,' analyst warns

Comcast's (CMCSA) Sky network announces the upcoming launch of a smart TV called Sky Glass in the UK that will stream Sky TV content over Wi-Fi directly and bypass the need for a satellite dish.

Comcast's (CMCSA) Sky to Launch Sky Glass Streaming TV in UK

NBCUniversal parent Comcast and publicly traded cable stocks dropped Friday on Wall Street fears of slowing broadband growth post-Covid after the industry rode a wave of new signups. Broadband, as in high-speed internet service, has been the counterbalance to a narrative of cord cutting and the declining video bundle. And 2020 was a record year...

Comcast, Charter Shares Dip Friday On Fears Of Slower Broadband Growth Post-Covid

The cable industry benefited from the growing importance of broadband during the pandemic, but it could be harder for the companies to keep up that momentum going forward.

The Ratings Game: Cable's broadband party could be ending, in a negative signal for Charter and Comcast

Disney

Eventbrite

Live Nation

Madison Square Garden Entertainment

Six Flags

Vista Outdoor

With Americans having been cooped up and complying with mandates for over a year, cabin fever could lift these entertainment stocks. The post 7 Entertainment Stocks to Buy as Cabin Fever Reaches Critical Mass appeared first on InvestorPlace.

7 Entertainment Stocks to Buy as Cabin Fever Reaches Critical Mass

Comcast Corporation (NASDAQ: CMCSA) shares are trading lower after Wells Fargo maintained an Underweight rating on the stock and lowered its price target from $49 to $46. Wells Fargo analyst Steven Cahall stated 'We've taken a more cautious stance on the broader Cable sector as we think net adds will slow and capital intensity will be more elevated, resulting in lower future earnings.

Why Comcast Shares Are Falling

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced it has completed its acquisition of Masergy.

Comcast Business Closes Masergy Acquisition

Comcast Corp. on Thursday said it has built a smart TV that will run on its own operating system, the company's latest answer to the streaming wars.

Comcast enters smart-TV market with launch of Sky Glass in Europe

Comcast Corp's (NASDAQ: CMCSA) European pay-TV offering Sky launched a smart television called Sky Glass. Sky Glass allows customers to stream Sky TV and other content over the internet without the Sky Q set-top box or a satellite dish.

Comcast Launches Streaming TV In Europe

Comcast Corporation's (NASDAQ: CMCSA) European pay television counterpart Sky has launched Sky Glass. For a layman, this is a Smart television that gives users the option to stream content from its Sky television and the internet.

With Sky Glass streaming TV launched by Comcast Sky, the sky is the limit for content streaming

Comcast's European pay-TV offering Sky has launched a smart television called Sky Glass.

Comcast's Sky launches Sky Glass streaming TV

The shares of Comcast (NASDAQ: CMCSA) currently trade at $57 per share, which is 33% above its pre-Covid level. On the other hand, shares of ViacomCBS (NASDAQ: VIAC) are trading at $40 per share, which is 18% above its pre-Covid level.

How Is Comcast Positioned Compared To Its Rivals?

Comcast's (CMCSA) Xfinity cable TV service sheds Madison Square Garden Entertainment's (MSGE) MSG Network from its bouquet of channels over a fees discrepancy.

Comcast's (CMCSA) Xfinity Drops MSG Network Over Fees Dispute

BALTIMORE, Oct. 6, 2021 /PRNewswire/ -- Comcast Business today announced a two-year, $28 million investment in a major expansion of its advanced, fiber-rich network throughout its Beltway Region of Delaware, Maryland, Virginia, Washington, D.C., and West Virginia.

Comcast Business Announces $28 Million Investment to Expand Fiber-Rich Broadband Network in Maryland, Virginia, Washington, D.C., Delaware, and West Virginia

Comcast Business Announces $28 Million Investment to Expand Fiber-Rich Broadband Network in Delaware, Maryland, Virginia, Washington, D.C., and West Virginia

Kelly Campbell, president of the Walt Disney Co. (NYSE: DIS) streaming service Hulu, has abruptly resigned from her position. What Happened: Campbell announced her departure on her LinkedIn page.

Kelly Campbell Abruptly Exits As President Of Disney's Hulu, May Join Comcast's NBCUniversal

AbbVie

Abbott Labs

Accenture Plc

General Dynamics

JPMorgan Chase & Co

Mastercard

Oracle

Verizon

We provide a summary of upcoming ex-dividend dates in a quick reference table. The table includes relevant data and key statistics as well as the next payout and pay date.

Upcoming Ex-Dividend Dates: October 5-18, 2021

Alphabet

NBCUniversal and YouTube TV have reached a carriage agreement a day after the previous one expired, enabling 14 NBCU networks to avoid going dark. The companies had been at odds in recent days over a number of networks, including regional sports outlets, the broadcast mother ship and local stations. Late Thursday, they agreed to a...

NBCUniversal And YouTube TV Reach Carriage Deal, Avoid Blackout

YouTube TV is going to lose a ton of NBCUniversal channels this week, and it feels fine. The same can't be said for Comcast.

YouTube TV Goes Peacock Hunting

BROWNSVILLE, Texas--(BUSINESS WIRE)-- #VOD--Space Channel today announced its Space Channel VOD application is available on Comcast's Xfinity X1 and Flex streaming services.

Space Channel Now Available on Comcast's Xfinity

I give some thoughts on Comcast's current story. The content/platform mix seems to be working well, according to management. I would agree, but there is always room for that next asset acquisition.

Comcast: Platforms, Content, And Strategy For The Long Term

PHILADELPHIA, Sept. 27, 2021 /PRNewswire/ -- Comcast Business today announced a two-year, $26 million investment in a major expansion of its advanced network throughout Greater Philadelphia and New Jersey, reaching nearly 4,000 businesses directly and benefiting thousands more by making the network more accessible and affordable.

Comcast Business Announces Two-Year, $26 Million Investment to Expand High-Performance Broadband Network in Greater Philadelphia, New Jersey

ARLINGTON, Va.--(BUSINESS WIRE)-- #Comcast--TIA welcomes Comcast as a new member, joining the association to help advance ICT innovation and advocate for a more secure, connected future.

News for Comcast Stock (CMCSA)