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

SeaWorld Entertainment

Remy's Ratatouille Adventure won't open at Disney World until October. SeaWorld and Comcast's Universal can now cash in on summer visitors with their shiny new scream machines.

Disney World's New Ride Opening in the Fall Is Great for Theme Park Rivals

Deutsche Bank

Comcast Corporation (CMCSA) Management Presents at Deutsche Bank 29th Annual Media, Internet & Telecom Conference (Transcript)

Charter Communications

DISH Network

AT&T

Liberty Broadband

Shaw Communications

WideOpenWest

As pay-TV subscription declines level off due to the clutter of too many streaming services, revenue growth will accelerate for these media stocks. The post 7 Media Stocks That Are Contrarian Plays on the Future of Cable appeared first on InvestorPlace.

7 Media Stocks That Are Contrarian Plays on the Future of Cable

NEW YORK--(BUSINESS WIRE)--Comcast Advertising, a division of Comcast, today announced that it has appointed Pooja Midha as its chief growth officer, a new role within the organization. In this new position, Midha will oversee global marketing across Comcast Advertising, Effectv and FreeWheel, as well as Effectv's newly launched sales development function. Midha and her team will build awareness for each company's differentiated value and accelerate growth for local, regional and national marke

Comcast Advertising Appoints Industry Innovator Pooja Midha as Chief Growth Officer

Peacock collected $118 million in advertising revenue in 2020, but it also booked start-up-style losses of $914 million, which was in line with the company's pre-launch forecasts. The figures were in an updated SEC filing Monday submitted by Comcast, which provided adjusted figures for 2019 and 2020. The media giant first reported the financial results...

Peacock Took In $118M In Ad Revenue In 2020, But $914M Loss Met Expectations, Per New Comcast Filing

The streaming market has seen explosive growth over the last few years. Hulu is one of the largest streaming companies and had a split ownership between media giants.

Why Comcast Could Be Ready To Cash In On Hulu Stake With Disney

PHILADELPHIA--(BUSINESS WIRE)--COMCAST ROLLS OUT NATION'S LARGEST LANDLINE VOICE VERIFIED CALLER ID SOLUTION TO COMBAT ROBOCALLS

Comcast Rolls out Nation's Largest Landline Voice Verified Caller ID Solution to Combat Robocalls

Despite almost a 70% rise since its April 2020 lows, at the current price of $54 per share, Comcast stock (NASDAQ: CMCSA) still looks undervalued. CMCSA stock has increased from $32 to $54 off its recent bottom, almost in line with the S&P 500 which went up 75% from its recent lows.

Comcast Stock Looks Undervalued Even At An All-Time High

Morgan Stanley

Comcast Corporation (CMCSA) CEO Brian Roberts Presents at Morgan Stanley 2021 Technology, Media & Telecom Conference (Transcript)

Universal had halted construction on Epic Universe in July 2020 due to the coronavirus pandemic.

Universal set to resume construction of Epic Universe park in Florida

Comcast said that peak internet traffic rose 32% in 2020 over pre-pandemic levels, with some markets rising 50% in some markets in March 2020.

Comcast: Pandemic drove peak internet traffic up 32% in 2020

PHILADELPHIA--(BUSINESS WIRE)--Comcast released 2020 network data showing investment, innovation and our people were factors that allowed our network to perform at such high levels.

Comcast Releases 2020 Network Data, Highlighting COVID-19 Impact as World Approaches First Anniversary of Pandemic

Not everyone spent big at the FCC's record-breaking auction.

3 Companies That Were Noticeably Quiet at the FCC's 5G Spectrum Auction

Disney

Sony

Netflix

ViacomCBS

Due to the lockdowns associated with the pandemic, media stocks took a hit in 2020. But they're on the comeback trail this year.

7 Media Stocks Behind Big Upcoming 2021 Releases

PHILADELPHIA--(BUSINESS WIRE)--Comcast NBCUniversal LIFT Labs Accelerator, powered by Techstars, announced today it is now accepting applications for its next program and is seeking startups from around the world that are developing innovations surrounding Connected Living, Next Gen Entertainment, Future of Work, and Personalized Experiences. Founders are encouraged to apply now through May 12, 2021 for this year's program, which begins in August 2021. The accelerator is part of Comcast NBCUniv

Applications Open for the Fourth Comcast NBCUniversal LIFT Labs Accelerator, powered by Techstars

PHILADELPHIA, March 1, 2021 /PRNewswire/ -- Comcast Corporation (NASDAQ: CMCSA) today announced the Comcast RISE Investment Fund, providing $5 million dollars of grants to hundreds of Black, Indigenous, and People of Color (BIPOC)-owned, small businesses in five cities nationwide,...

Comcast RISE to Award $1 Million in Grants to BIPOC-Owned, Small Businesses in Philadelphia and Chester

Comcast (CMCSA) reported earnings 30 days ago. What's next for the stock?

Why Is Comcast (CMCSA) Up 2.2% Since Last Earnings Report?

In this article, I check in on Comcast and its streaming service Peacock, which now has well over 33 million users, mostly as an ad-supported phenomenon. I also consider some speculative concerns, such as hypothetical mergers and premium video on demand.

Another Look At Comcast: Peacock Update, And Some Speculation

OAKLAND, Calif.--(BUSINESS WIRE)--Simone Manuel, 2x U.S. Olympic Gold Medalist, partners with Comcast to help ensure thousands of students have access to the Internet in Oakland, CA.

Comcast Partners with Olympian Simone Manuel to Announce Free WiFi for Students and Their Families at 20 Oakland Community Centers

NBCUniversal is expanding the number of households reachable with addressable advertising — a newer form of brand messages based on metrics beyond traditional demos — by 40% through a new deal with Charter Communications. The media company will now be able to serve addressable ads to 45 million households, which it says makes it one...

NBCUniversal Teams With Charter In Major Expansion Of Addressable Ad Footprint

Good morning and welcome to Insider Advertising for February 25. I'm senior advertising reporter Lauren Johnson, and here's what's going on: But first, we're looking to highlight the top PR pros helping companies go public. Submit nominations here by March 5.

How Comcast's investing arm Comcast Ventures unraveled

Mondelez

Procter & Gamble

Sysco

According to current portfolio statistics, the top four holdings of Nelson Peltz (Trades, Portfolio)'s Trian Fund Management as of the fourth quarter of 2020 are in Sysco Corp. (NYSE:SYY), Proctor & Gamble Co. (NYSE:PG), Comcast Corp. (NASDAQ:CMCSA) and Mondelez International Inc. (NASDAQ:MDLZ).

Top 4 Holdings of Nelson Peltz's Trian Fund Management

The COVID-19 pandemic severely impacted the theme park and hotel industries, but the continued rollout of multiple vaccines against the disease represents a "shot in the arm for theme parks," according to BofA Securities.  The Disney, Comcast Analyst: Jessica Reif Ehrlich maintains a Buy rating on Walt Disney Co (NYSE: DIS) stock with an unchanged $223 price target.

What This Disney, Comcast Analyst Says Coronavirus Vaccines Mean For Theme Parks

Comcast stock bulls focus on broadband and expectations for improved results at NBCU in 2021. Here's what fundamental and technical analysis says about buying CMCSA stock.

Is Comcast Stock A Buy? NBCU, Sky Rebound Key As Broadband Boosts Cable Business

PHILADELPHIA--(BUSINESS WIRE)--Comcast NBCUniversal today announced the 10 startups selected for the first annual Comcast NBCUniversal SportsTech Accelerator, powered by Boomtown Accelerators. Chosen from over one thousand applicants in 70 countries, these 10 companies will bring their innovative solutions to Comcast NBCUniversal and the SportsTech partner consortium, which includes NBC Sports, Sky Sports, Golf, NASCAR, U.S. Ski and Snowboard, USA Cycling, USA Swimming, and Comcast Ventures. St

News for Comcast Stock (CMCSA)