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

Apple

Amazon

Netflix

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.

4 Stocks to Watch Amid Growing Demand for Streaming Services

Cardinal Health

McDonald's

They have all been consistently raising their payouts for more than a decade.

3 Dividend Stocks That Can Help You Retire Early

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation will host a conference call with the financial community to discuss financial results for the second quarter on Thursday, July 29, 2021 at 8:30 a.m. Eastern Time (ET). Comcast will issue a press release reporting its results earlier that morning. The conference call will be broadcast live on Comcast's Investor Relations website at www.cmcsa.com. Those parties interested in participating via telephone should dial (833) 618-9487 with the conferen

Comcast to Host Second Quarter 2021 Earnings Conference Call

Comcast (CMCSA) expands its foray in the SASE market with advanced security option for mid-size and large enterprises in partnership with Versa Networks.

Comcast's (CMCSA) Business Selects Versa Networks for SD-WAN

Q1 numbers were strong, and the company is well-positioned for a reopening economy. Nevertheless, the stock trades at a sizable discount to the market.

Comcast: Competition Heating Up

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced the expansion of its secure network solutions portfolio as a result of its strategic partnership with Versa Networks. The collaboration brings Advanced Security solutions to the Comcast Business ActiveCore℠ software defined networking (SDN) platform – helping midsize and large enterprise customers secure their networks, devices and employees from a variety of cyberthreats. Comcast Business brings together network speed, scale, and

Comcast Business Partners with Versa Networks to Extend ActiveCore℠ to Deliver SASE Services

Disney

Subscribers are hopping from one streaming service to another.

The Next Battle in the Streaming Wars: Churn

Comcast Corporation (CMCSA) Presents at Credit Suisse 23rd Annual Communications Conference (Transcript)

Comcast-owned NBCUniversal Chief Executive Officer Jeff Shell on Monday said he was “pretty optimistic about both ratings and economics” for the NBC-broadcast Tokyo Olympic Games.

NBCUniversal CEO says company had ‘strongest upfront in history of NBCUniversal'

ViacomCBS

ViacomCBS Inc and Comcast Corp can succeed without acquiring other businesses, IAC Chairman Barry Diller said during a Reuters Newsmaker event Thursday.

Mogul Diller says ViacomCBS, Comcast don't need deals to succeed

Accenture Plc

Applied Materials

Bank of New York Mellon

Blackrock Inc

Cintas Corp

Expeditors International of Washington

General Dynamics

Home Depot

Hershey

Lockheed Martin

Lowe's

Mastercard

Northrop Grumman

Roper Technologies

Charles Schwab

T. Rowe Price Group

U.S. Bancorp

Visa

West Pharmaceutical Services

There are 21 stocks on my dividend growth watchlist for June 2021. The average 10-year dividend growth rate for these stocks is 15.67%.

Dividend Growth Stock Watchlist - June 2021

Despite a 70% rise from its March 2020 lows, at the current price of $56 per share, Comcast stock (NASDAQ: CMCSA) still looks undervalued. CMCSA stock has increased from $33 to $56 off its recent bottom.

Is Comcast Stock Undervalued At $56?

Discovery

Discovery Communications

AT&T

One by one titans of media are delicately weighing on deals last month that will reshape the landscape with Comcast CEO Brian Roberts saying AT&T's move to unload WarnerMedia “speaks for itself.” “I look at our company and I don't think there's a similarity. I think for us, we are very pleased with our talent,...

Comcast CEO Brian Roberts On Warner Bros. Discovery – “What AT&T Does Sort Of Speaks For Itself”

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation today announced the preliminary results of its 2021 Annual Meeting of Shareholders held this morning. Final voting results will be filed with the U.S. Securities and Exchange Commission on a Form 8-K within four business days. Company Proposals Election of Directors: Shareholders elected all nominees to Comcast's Board of Directors for one-year terms. Comcast's Board has 10 directors, nine of whom are independent, and is 50 percent diverse by g

Comcast Corporation Announces Preliminary Results of 2021 Annual Meeting of Shareholders

The Nascar Xfinity Series' annual Dash 4 Cash program has become one of the most popular in all of Nascar, creating fan interaction while giving drivers an additional incentive on the racetrack.

Dash 4 Cash Program In The Nascar Xfinity Series Highlights Comcast's Dedication

Universal Orlando bumps its pay to $15 an hour. Disney World is on its way there, but SeaWorld Orlando is still fishing.

Disney World's Top Rival Just Rattled the Theme Park Industry

Invesco QQQ

Tesla

U.S. indices had a mixed day of trading as traders and investors weigh Wednesday's earnings reports. Concerns over inflation and yields, as well as a rotation out of tech and software names, have continued to pressure tech stocks this year.

Tesla And Comcast Lead The QQQ Higher Wednesday

Comcast Corporation (CMCSA) Presents at J.P. Morgan Global Technology, Media and Communications Conference (Transcript)

PHILADELPHIA--(BUSINESS WIRE)--The first annual Comcast NBCUniversal SportsTech Accelerator, powered by Boomtown Accelerators, today announced the 10 startups participating in the program earned 16 pilots or partnerships after showcasing their innovative solutions during this year's virtual Demo Day. Several of the world's leading venture capitalists, startup founders, business executives, media and other top decision-makers in the broader sports and technology community participated in the eve

Sixteen Business Deals Reached by the Inaugural Class of Comcast NBCUniversal SportsTech Accelerator, Powered by Boomtown

AT&T decided regulatory and ownership challenges were too fraught to merge WarnerMedia with NBCUniversal, according to Discovery shareholder John Malone.

John Malone says 'there's no question' Comcast CEO Brian Roberts wanted to acquire WarnerMedia

Adobe

PayPal

U.S. stocks ended mostly lower on Friday, pressured by technology and consumer discretionary shares. Investors are selling tech-related companies amid concerns about the rising interest rate, and according to the latest news, U.S. policymakers are ready to talk about reducing stimulus by tapering bond purchases.

Comcast, PayPal, Adobe price analysis roundup

There's more choice than ever, and that might be a problem.

Have We Reached Streaming Video's Peak?

Here's what comes next for the communications giant.

Comcast's Wireless Business Hit a Major Milestone Last Quarter

Charter Communications

It's becoming increasingly clear that studios are able to cost-effectively deliver their product directly to consumers.

This 1 Comment From Discovery's CEO Should Terrify Cable Companies

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced it has been recognized as a winner across eight categories in the 19th Annual American Business Awards®, including a Gold Stevie® Award in the “Most Innovative Company of the Year – 2,500 or More Employees” category. Additional recognitions span Comcast Business' innovative products, including its ActiveCore℠, Comcast Business At Home, Teleworker VPN and Business VoiceEdge solutions. The American Business Awards are the U.S.A.'s pre

News for Comcast Stock (CMCSA)