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

EXCLUSIVE: Following on from its agreement with Warner Bros, Cineworld has reached a deal with Universal on theatrical windows going forward. We have confirmed that the No. 2 global exhibition circuit and Uni have set terms for both the U.S. and UK which mirror some other recent industry deals. At Regal in the U.S., Universal's...

Regal Parent Cineworld And Universal Reach Agreement On Theatrical Windows For U.S./UK

Ahead of its virtual upfront presentation on Monday, NBCUniversal has unveiled a set of advertising innovations ranging from new formats to augmented-reality shopping. Interactivity is the central objective of the various rollouts, which are housed on the company's One Platform. The new offerings include e-commerce initiative @homeShopping, personalization tool Choose Your Destiny, rapid production setup...

NBCUniversal Rolls Out New Ad Formats, Augmented-Reality Shopping Gateway

Charter Communications

The United States continues to be the major force in global media with a stranglehold on nine of the top 10 spots.

The World's Largest Media Companies 2020: Comcast And Charter Lead As Streaming Disruption Looms

NBCUniversal, the parent company of CNBC, could explore selling its sports networks. And if it does, team owners could look to purchase the assets.

If Comcast decides to sell regional sports networks, these buyers make the most sense

Disney

Benzinga's Stock Wars series matches up two leaders in a major industry sector, allowing readers to decide which company is the better investment. In this week's installment, we take a look at two titans that dominate the entertainment industry: Walt Disney Co. (NYSE:DIS) and Comcast Corporation (NASDAQ:CMCSA).

Stock Wars: Disney Vs. Comcast

American Campus Communities

Roku

There are some investing-worthy companies cashing in on Disney+, the reopening of Disney World, and the success of Marvel franchises.

3 Surprising Stocks Riding Disney's Coattails

Comcast delivered strong Q1 2021 results that support our belief in a multi-year compounding story. Cable Communications EBITDA grew 12.4%; 2021 is expected to be the second-best year for more than a decade for Broadband net adds.

Comcast: Q1 2021 Was Another Step In Long-Term Compounding

Microsoft

Universal Display

A steadily growing payout can add up to serious returns over the years.

These 3 Tech Stocks Will Grow Their Dividends for Years to Come

SPRINGFIELD, Mass., May 6, 2021 /PRNewswire/ -- As part of its ongoing commitment to help connect low-income families to the Internet so they can fully participate in educational opportunities and the digital economy, Comcast today announced it has equipped seven nonprofit organizations in western Massachusetts with WiFi-connected "Lift Zones".

Comcast Launches Seven WiFi-Connected "Lift Zones" Across Western Massachusetts

SOUTH BURLINGTON, Vt., May 6, 2021 /PRNewswire/ -- As part of its ongoing commitment to help connect low-income families to the Internet so they can fully participate in educational opportunities and the digital economy, Comcast today announced it has equipped four nonprofit organizations in Vermont with WiFi-connected "Lift Zones".

Comcast Launches WiFi-Connected "Lift Zones" Across Vermont

State lawmakers in Florida are set to remove local COVID-19 mandates, but theme parks are still imposing their own restrictions.

Walt Disney World and Universal Studios Orlando are relaxing these COVID safety protocols — will others follow suit?

NBCUniversal has examined the idea of putting its regional sports channels on its streaming service Peacock.

The Wall Street Journal: NBCUniversal has explored moving sports programming to streaming or selling them off

DISH Network

AT&T

Cord-cutting reaccelerated at the start of 2021 even though the pandemic's effect is fading. The industry needs to replace this revenue, pronto.

Cable TV Lost Another 1.5 Million Customers in Q1

Walt Disney World sees the light at the end of the pandemic's tunnel, announcing Wednesday that the theme park will start dropping temperature checks this weekend.

Disney World, Universal ending temperature checks for guests

NBCUniversal Telemundo Enterprises is launching a production unit catering to surging demand for programming beyond the confines of linear TV. Telemundo Streaming Studios is billed as the first production unit in Hispanic media exclusively dedicated to serving the growing Latino streaming audiences in the U.S. and globally. Telemundo's roster of streaming titles includes El Señor de los Cielos, La...

NBCUniversal Telemundo Launching Streaming-Focused Studio, With 35 Projects In Pipeline

Management is sharing more details, but investors might be disappointed.

A Closer Look at Comcast's Update on Peacock

EXCLUSIVE: As the coronavirus pandemic gradually releases its grip, Comcast seems to have managed through the worst of it, thanks in large part to its broadband operations. Last week, the company reported better-than-expected earnings. Despite shedding nearly half a million pay-TV customers and reporting some softness at NBCUniversal, the company handily beat Wall Street forecasts...

Comcast Sizes Up 2020 Video Explosion: 70% Growth In Downstream Internet Traffic, OTT Viewing Up 73% On Xfinity X1 And Flex

Netflix

Spotify

With the second quarter of 2021 well underway, and almost 70% of the S&P 500 earnings for the first quarter having been posted, many of the top companies we follow on Wall Street are making some changes to the lists of their high-conviction stock picks for clients.

BofA Securities Makes Huge Q2 Changes to US 1 List of Top Stocks to Buy

NEW YORK--(BUSINESS WIRE)--Comcast NBCUniversal celebrates Asian American Pacific Islander Heritage Month with a cross-portfolio campaign with the central theme: “We Belong.”

Comcast NBCUniversal Introduces “We Belong,” a Multimillion Dollar Initiative in Support of Asian American Pacific Islander Heritage Month

The shares of Comcast Corporation (NASDAQ: CMCSA) have received a price target of $75 by Oppenheimer. These are the details.

CMCSA Stock: $75 Target By Oppenheimer

The gradual lifting of lockdowns and successful vaccine rollout led to expectation of recovery in the company's theme parks and studio businesses.

Is Comcast Stock A Buy At $54?

The company is growing the most where it needs to the most, offsetting its high-profile headwinds.

3 Numbers from Comcast's Q1 That Investors Need to Know

Apple

Amazon

From Netflix (NFLX) to Apple's (AAPL) Apple TV to Amazon's (AMZN) Amazon Prime, streaming services have seen a surge in subscribers during the pandemic, which is boosting their revenues.

Streaming Services Get a Boost From Pandemic: 4 Stocks to Watch

These media companies are competing for your viewership.

Better Buy: Comcast vs. Netflix

The stock price of Comcast Corporation (NASDAQ: CMCSA) increased 4.25% as it went from a previous close of $54.10 to $56.40. This is why it happened.

News for Comcast Stock (CMCSA)