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 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

Disney

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

NIKE

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.

3 Underperforming Dividend Stocks to Sell Now

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Tuesday, September 10, 2024, Mike Cavanagh, President of Comcast Corporation, will participate in the Goldman Sachs Communacopia + Technology Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Tuesday, September 10, 2024, at 10:30 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the presentation. To au.

Comcast to Participate in Goldman Sachs Investor Conference

The entrepreneurs will receive a $5,000 monetary grant, marketing and technology resources to support and strengthen their small businesses JACKSONVILLE, Fla. , Aug. 13, 2024 /PRNewswire/ -- Today, Comcast announced the 100 businesses in Greater Jacksonville and surrounding areas that will receive support from its nationally recognized Comcast RISE program.

COMCAST RISE AWARDS SMALL BUSINESSES WITH $500K OF MONETARY GRANTS IN GREATER JACKSONVILLE

Now in its fourth year, Comcast RISE celebrates having provided 14,000 businesses with more than $140 million in monetary, marketing, and technology grants to date ATLANTA , Aug. 13, 2024 /PRNewswire/ -- Today, Comcast announced the 100 businesses in Atlanta that will receive comprehensive grant packages, which include business consultation services, educational resources, a $5,000 monetary grant, advertising production, paid media spend, and a technology makeover. Those 100 Atlanta recipients announced today join the ranks of more than 14,000 entrepreneurs nationwide who have been selected and benefited from the Comcast RISE program to date.

COMCAST RISE, A NATIONAL INITIATIVE TO SUPPORT AND STRENGTHEN SMALL BUSINESSES, AWARDS ANOTHER 100 SMALL BUSINESSES WITH COMPREHENSIVE GRANT PACKAGES

NEW YORK--(BUSINESS WIRE)--Comcast RISE Reaches New Program Milestone Of Supporting 14,000 Small Businesses Nationwide.

Comcast RISE Reaches New Program Milestone of Supporting 14,000 Small Businesses Nationwide

Comcast's (CMCSA) strong business model and discounted valuation make the stock worth a watch amid ongoing challenges in the media landscape.

Comcast (CMCSA) Falls 10.9% YTD: Should Investors Hold or Fold?

Comcast stock (NASDAQ: CMCSA), one of the largest cable TV and internet players in the U.S, currently trades at $39 per share, about 32% below the peak of $61.75 seen in September 2022, and appears to have room for some gains. Comcast has been weighed down by a couple of factors, including slowing growth of the broadband market following a surge seen through Covid-19, and continued subscriber losses in cable TV operations.

Can Comcast Stock Recover To $60?

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Thursday, September 5, 2024, Jason Armstrong, Chief Financial Officer of Comcast Corporation, will participate in Citi's 2024 Global TMT Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Thursday, September 5, 2024, at 8:20 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the presentation. To automati.

Comcast to Participate in Citi Investor Conference

Walt Disney said on Wednesday it may have to pay up to $5 billion more to buy Comcast's minority stake in Hulu, if an appraiser were to agree with Comcast's assessment that the stake should be valued at more than $40 billion. Earlier this year, Disney and Comcast hired investment bank RBC Capital as the independent appraiser to resolve a dispute over how to value the 33% stake in the streaming platform, according to people familiar with the matter.

Disney could pay another $5 billion for Comcast's Hulu stake. Here's why

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Thursday, September 5, 2024, Donna Langley, Chairman, NBCUniversal Studio Group & Chief Content Officer, will participate in the BofA Securities 2024 Media, Communications & Entertainment Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Thursday, September 5, 2024, at 1:10 P.M. Eastern Time. An on-demand replay will be available sh.

Comcast to Participate in BofA Securities Investor Conference

Charter Communications

Charter's Spectrum and Comcast's Xfinity have been losing high-speed internet subscribers for a few quarters now. Consumers are finding more cost-effective and convenient broadband service with providers that haven't been in the business for very long.

Comcast and Charter Lost Another 269,000 Broadband Customers Last Quarter. Where On Earth Are They Going?

PHILADELPHIA--(BUSINESS WIRE)--Today, Comcast announced a $35 million commitment to hundreds of community organizations this year to help train the “Team of Tomorrow” –– the next generation of innovators, entrepreneurs, and creators –– by supporting access to opportunities, technology, and digital skills. Between July 26 and September 28, Comcast NBCUniversal will bring the excitement and inspiration of the Olympic and Paralympic Games Paris 2024 to millions. As Team USA competes to achieve the.

Comcast Commits $35M to Support Hundreds of Community Organizations in Expanding Economic Opportunity for the “Team of Tomorrow”

BOSTON--(BUSINESS WIRE)--In continuing its long track record of investment and successful network expansions across Massachusetts, Comcast today announced it has submitted 91 applications in the second round of the Commonwealth of Massachusetts Broadband Infrastructure Gap Networks Grant Program as administered by the Massachusetts Broadband Institute (MBI). The Program will fund the deployment of high-speed broadband to unserved or underserved locations in Massachusetts. If awarded, Comcast's.

Comcast Looks to Expand High-Speed Broadband Availability Through Massachusetts Broadband Institute Grant Program

NEW YORK, NY / ACCESSWIRE / August 6, 2024 / Xfinity/Comcast (NASDAQ:CMCSA) recently suffered a massive data breach affecting more than 35.8 million Xfinity customers. Personal information such as usernames and hashed passwords, names, contact information, partial social security numbers, dates of birth and secret questions and answers for some of its customers have been compromised.

Xfinity-Comcast Customers Eligibility for Compensation Following Recent Data Breach (NASDAQ:CMCSA)

Enbridge

Realty Income Corp

Comcast's diverse business and high payout makes it a great option for dividend investors. Enbridge not only pays a high yield but it has been growing its payout for nearly three decades.

3 High-Yielding Dividend Stocks to Buy for Less Than $100

NEW YORK, NY / ACCESSWIRE / August 2, 2024 / Xfinity/Comcast (NASDAQ:CMCSA) recently suffered a massive data breach affecting more than 35.8 million Xfinity customers. Personal information such as usernames and hashed passwords, names, contact information, partial social security numbers, dates of birth and secret questions and answers for some of its customers have been compromised.

Compensation Possible for Xfinity-Comcast Customers Affected by Recent Data Breach (NASDAQ: CMCSA)

Coca-Cola European Partners plc

Darden Restaurants

Evergy Inc

NextEra Energy

Sirius XM Holdings Inc

SPDR S&P 500 ETF Trust

Vanguard High Dividend Yield ETF

WEC Energy Group

Xcel Energy

The bull run continues for SPY in July, with the ETF adding 1.21% to its year-to-date return. After breaking a 3-month winning streak in June the watchlist comes back strong in July posting a gain of 5.72%. The top 10 stocks on the watchlist for August 2024 offer a 3.66% dividend yield, more than double the S&P 500.

My Top 10 High-Yield Dividend Stocks For August 2024

Archer-Daniels-Midland Company

Bank of America

Bank of New York Mellon

Citizens Financial Group

Comerica

CVS Health

Fifth Third Bancorp

JPMorgan Chase & Co

Morgan Stanley

M&T Bank

Bank OZK

Pfizer

PNC Financial Services

Prudential Financial

Synchrony Financial

U.S. stocks typically do especially well during August in presidential election years like this one. On average since its inception in 1896, the Dow Jones Industrial Average DJIA has gained 2.8% in August of a presidential election year.

16 stocks to exploit August's explosive election-year gains

Michael Cavanagh, President of Comcast Corp (NASDAQ: CMCSA), highlighted the company's comprehensive strategy for sustained growth across various sectors in a recent interview with CNBC.  He praised his team for maintaining a robust business portfolio amidst significant challenges and potential consolidation within the media and telecommunications industry.

News for Comcast Stock (CMCSA)