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

Disney

Alphabet

Netflix

Roku

AT&T

CuriosityStream

Media stocks have become a central focus among investors, given the massive shift we're seeing in entertainment consumption. The post 7 Media Stocks Ready for the Next Decade appeared first on InvestorPlace.

7 Media Stocks Ready for the Next Decade

AMC Entertainment

Caesars Entertainment

Drive Shack

Liberty Media Corp-Liberty Formula One

Madison Square Garden Entertainment

NIKE

Vista Outdoor

With novel coronavirus cases declining, if you wish to wager on a recovery, you have a possible upside opportunity with sports and entertainment stocks. The post 9 Sports and Entertainment Stocks to Consider as Covid Numbers Drop appeared first on InvestorPlace.

9 Sports and Entertainment Stocks to Consider as Covid Numbers Drop

PHILADELPHIA, Feb. 18, 2021 /PRNewswire/ -- Comcast Business announced it is investing nearly $1 million to extend its internet infrastructure to Main Street Chester in Delaware County, making its affordable suite of connectivity services accessible to dozens of businesses for the first...

Comcast Business Announces Nearly $1 Million Investment to Extend High-Performance Network to the City of Chester

Disney reported its first-ever subscriber decline for Hulu + Live TV.

Not Even Hulu's Immune to Cord-Cutting

PHILADELPHIA--(BUSINESS WIRE)--Echoing Green announces $2.5 million commitment from Comcast NBCUniversal to advance racial equity.

Echoing Green Announces $2.5 Million Commitment from Comcast NBCUniversal to Advance Racial Equity

Video consumption will remain elevated even after the economy reopens, but some things will change.

Americans Will Stay Glued to Their TV Sets (and Phones) Post-COVID

Bristol-Myers

Altria

Valero Energy

Market veterans have seen this movie before: unfounded market optimism that lacks a real foundation of fundamental valuation but instead rests on psychological factors.

BofA Securities Warns of 5% to 10% Sell-Off: 5 Safe Dividend Stocks to Buy Now

NEW YORK--(BUSINESS WIRE)--Today, Comcast NBCUniversal announced the launch of Plan Your Vaccine, a nationwide awareness campaign, website and interactive tool that will provide the latest news and information about when and where people can receive the COVID-19 vaccine. PlanYourVaccine.com features a customizable national tool for vaccination news and data, powered by the trusted journalism of the NBCUniversal News Group. The resource will help users navigate the vaccine rollout process by sta

Comcast NBCUniversal Wants to Help You “Plan Your Vaccine,” Launches Nationwide Awareness Campaign and Tool to Navigate COVID-19 Vaccination Process

The two entertainment giants have similar problems, but their differences may make the difference.

Better Buy: Disney vs. Comcast

Baidu

Chipotle

Dollar General

Ford Motor Company

Electronic Arts

Hasbro

KB Home

Tapestry

Take-Two Interactive Software

With the trading day about halfway over, the broad markets were trading sideways. Only yesterday did the S&P 500, Dow Jones industrial average and Nasdaq each post a new high.

Baidu, Chipotle, Dollar General, Ford and More Tuesday Afternoon Analyst Calls

One analyst says Disney should buy out Comcast's Hulu stake this year.

Could Comcast Cash Out on Hulu Early?

Consumers don't mind paying a fixed monthly fee for quality streaming content, but they're not fans of one-time purchases of video entertainment.

What Disney Understands That Comcast Doesn't

NEW YORK--(BUSINESS WIRE)--Comcast today announced the Comcast RISE Investment Fund, providing $5 million dollars of grants to hundreds of BIPOC-owned, small businesses.

Comcast RISE to Award $5 Million in Grants to BIPOC-Owned, Small Businesses

Advertising slowdowns, theme park closures, and cord cutting are just some of the negatives affecting the company. Although Peacock is gaining momentum, management doesn't expect it to turn a profit until 2024.

Comcast: Why It Will Roar Back From Covid

Archer-Daniels-Midland Company

Arthur J. Gallagher & Co.

Anthem

Air Products and Chemicals

Church & Dwight

Canadian National Railway Company

Kimberly-Clark

MarketAxess Holdings

Norfolk Southern

This weekly article series covers dividend changes. A summary table provides relevant data and key statistics of dividend increases.

Dividend Changes: January 23-29, 2021

A new agreement applies to a dozen Northeast states that currently live without limitations.

Comcast to Delay Imposing Nationwide Data Caps

Comcast beat earnings and revenue estimates last week and it boosted its dividend payment. Earnings and revenue fell in 2020, but they are expected to grow in 2021.

Steady, Consistent Climb Has Comcast Near The Upper Rail Of Its Trend Channel

PHILADELPHIA--(BUSINESS WIRE)--Comcast Launches Black Experience On Xfinity Channel, Endorsed By African American Film Critics Association

Comcast Launches Black Experience on Xfinity Channel, Endorsed by African American Film Critics Association

The media and communications giant closed out the year on a high note.

How Comcast Was Able to Raise Its Dividend 9% After a Terrible 2020

A grassroots effort led by teenage activists in Baltimore has successfully pressured Comcast Corporation (NASDAQ: CMCSA) to alter its Internet Essentials broadband program designed for lower-income households. What Happened: When the COVID-19 pandemic forced the closure of schools and the abrupt pivot to remote learning, many Baltimore-area students complained they were at a learning disadvantage when using Comcast's Internet Essentials program, which the company introduced in 2011 as a $9.95-per-month offering for families that qualified for government subsidized programs.

Comcast Raises Speeds On Low-Income Broadband Program Following Baltimore Student Protests

After a pause during the early months of the pandemic, Comcast is one of several internet-service providers that will start capping data usage again.

Comcast will delay caps on home-internet use — but only if you live in this part of the country

Comcast Corporation (NASDAQ: CMCSA) seems to be moving in the right direction, and its stock should outperform over the next 12 months, according to Cowen. The Comcast Analyst: Gregory Williams upgraded Comcast from Market Perform to Outperform and raised the price target from $56 to $60.

Why This Comcast Analyst Is Turning Bullish: 'Best-In-Class Cable Business'

Cowen & Co. analyst Gregory Williams upgraded Comcast Corp.'s stock to outperform from market perform Tuesday and upped his price target to $60 from $56. He sees the strength of Comcast's cable business outweighing the pandemic-related pressures facing the company's media and Sky pay-TV businesses, and he's upbeat that management signaled that buybacks could resume later this year, which was earlier than he anticipated.

Comcast stock gets an upgrade at Cowen

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.

News for Comcast Stock (CMCSA)