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

NBCU Academy will invest $6.5 million toward the initiative, which includes $3.5 million in scholarships over the next two years.

NBCUniversal launches NBCU Academy, a journalism training program across the U.S.

Apple

Amazon

Disney

Netflix

AT&T

Rise in cord cutting with more people shifting to OTT platform is expected to boost the top line of new streaming challengers including DIS, CMCSA and T in the NFLX-dominated streaming space in 2021.

Anticipated Cord Cutting to Aid Streaming Providers in 2021

American Tower

Equinix

T-Mobile US

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

As is the case every year, the major Wall Street firms we cover here at 24/7 Wall St.

Goldman Sachs Has 6 Top Telecom Services Stocks to Buy for 2021

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? Here's How Broadband, NBCU Stack Up Amid Coronavirus

NEW YORK, Jan. 11, 2021 /PRNewswire/ -- Peacock continues to expand its offering of timely, topical news content with The Overview, a new special series hosted by NBC News and MSNBC correspondent and co-host of NBC News' Stay Tuned, Gadi Schwartz. Premiering on Peacock January 16, The...

Peacock To Launch Exclusive Special News Series "The Overview" Featuring NBC News' Gadi Schwartz

PHILADELPHIA--(BUSINESS WIRE)--Comcast Spectacor is advancing its commitment to renewable energy with a 100 percent renewable electricity supply at Virtua Center Flyers Skate Zone.

Comcast Spectacor Advances Commitment to Renewable Energy and Sustainability

Charter Communications

NBCUniversal and Charter Communications have inked a multi-year distribution deal for NBCU's full portfolio that includes an extended free trial for Peacock Premium for Spectrum's broadband and video subscribers. The companies didn't specify the length of the free trial. Charter will also distribute the Peacock app via its Spectrum Guide platform — a higher tier service...

NBCUniversal, Charter Ink Distribution Deal, Free Trial For Peacock Premium

Comcast Corp on Wednesday named Dana Strong as chief executive officer of Sky Group, replacing Jeremy Darroch who will step down from his role after 13 years.

Comcast names Dana Strong as Sky CEO

PHILADELPHIA--(BUSINESS WIRE)--Comcast announces leadership transition at Sky.

Comcast Announces Leadership Transition at Sky

Air Products and Chemicals

Chevron

Con Ed

Intel

Kimberly-Clark

Abbott Laboratories announced a massive 25% dividend increase in December. This was the company's 49th consecutive dividend increase. The banking sector received a nice jolt in December when the Fed announced the results of stress tests.

7 Dividend Increases Expected In January 2021

The biggest streaming services like Netflix (NFLX), Disney's (DIS) Disney+ and Apple's (AAPL) Apple TV+ have been the biggest gainers during the pandemic and their user growth is likely to soar this year also.

Will Streaming Services' Impressive Show Continue in 2021?

Hasbro

Marvell Technology

Visa

Skechers U.S.A.

Investing in a long-term story before the rest of the crowd sees the narrative can be highly rewarding -- if you have the patience for it.

The Top 5 Contrarian Stocks to Buy for 2021

Exxon Mobil

The number of activist campaigns was lacking, but boldness wasn't, especially as Comcast, Disney, Intel, and Exxon became targets as 2020 ticked down.

Activists Hunted Big Game in Late 2020

Broadcom

Bristol-Myers

Eaton

Northrop Grumman

With 2020 mercifully ending today, many investors are evaluating portfolios for 2021.

5 BofA Securities Top Stock Picks for 2021 Also Pay Solid Dividends

Comcast is an excellent dividend-paying media and communications company. I've written about the stock a few times in the past, then with a "BUY" stance. Since that time, fundamentals haven't worsened, but the valuation has appreciated. We're currently in a position where the company is no longer as buyable given the current upside.

Comcast: Questionable FY20 Valuation Makes This An Almost 'Hold'

Dividend payouts supported by stable businesses look poised to have a good year.

3 Dividend-Paying Tech Stocks to Buy for 2021

Roku

ViacomCBS

Media and entertainment stocks sank Monday as the market shrugged off both a long awaited stimulus package that included $15 billion for arts and culture and the global march of vaccinations, focusing instead, and again, on virus fears after health officials in Britain revealed a new strain of the coronavirus said to be 70% more...

Showiz Shares Dip On Market Jitters Over U.K. Covid Strain; Netflix, Disney Shares Wobble, Roku A Standout

BOSTON, Dec. 21, 2020 /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 plans to equip 10 different locations in the Boston area...

Comcast Launching 10 WiFi-Connected "Lift Zones" In Greater Boston Area

EXCLUSIVE: NBCUniversal CEO Jeff Shell didn't mince words about the “bad dream” that was 2020, but touted the success of Peacock and laid out a string of streaming stats in a holiday-season memo to employees. In his December business update (read it below), Shell predicted that in a few years employees would look back and...

NBCUniversal CEO Jeff Shell Laments “Bad Dream” Of 2020 But Praises Peacock, Drops Streaming Stats In Holiday Staff Memo

SAN FRANCISCO--(BUSINESS WIRE)--As part of its ongoing commitment to help connect low-income individuals to the Internet so they can fully participate in educational opportunities and the digital economy, Comcast today announced it is providing WiFi at more than 30 San Francisco Community Hubs in partnership with the Office of the Mayor of San Francisco and the City of San Francisco Department of Child Youth and Their Families (DCYF). DCYF and the SF Recreation and Parks Department, in partners

Comcast Provides Free WiFi to 32 San Francisco Community Hubs

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation will host a conference call with the financial community to discuss financial results for the fourth quarter and full year 2020 on Thursday, January 28, 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 (800) 263-

Comcast to Host Fourth Quarter and Full Year 2020 Earnings Conference Call

Altice USA

online, and using the internet to work remotely—trends that should persist after the pandemic winds down.

Buy Cable Stocks, Analysts Say. 2021 Will Be Another Strong Growth Year.

FRESNO, Calif.--(BUSINESS WIRE)--As part of its ongoing commitment to help connect low-income individuals to the Internet so they can fully participate in educational opportunities and the digital economy, Comcast today announced initial plans to equip 10 Fresno Housing and Boys & Girls Clubs of Fresno County locations throughout the Central Valley with WiFi-connected “Lift Zones” over the coming months. Additional sites will be added over time. By providing robust WiFi coverage at safe spa

Comcast to Provide Free WiFi at 10 Fresno Housing and Boys & Girls Clubs Locations in California's Central Valley

NBCUniversal today announced that current Universal Filmed Entertainment Group (UFEG) Vice Chairman and President Jimmy Horowitz has been promoted to Vice Chairman, NBCUniversal Business Affairs & Operations, effective immediately. In this newly-created role, Horowitz, a nearly 30-year veteran of the studio, will expand his responsibilities to oversee global deal making across the portfolio of the...

Universal's Jimmy Horowitz Named Vice Chairman, NBCUniversal Business Affairs & Operations

Comcast Corporation (NASDAQ: CMCSA) is "ready to breakout" in 2021 after COVID-19 headwinds impacted its performance in 2020, according to BofA Securities. The Analyst: Jessica Reif Ehrlich maintains a Buy rating on Comcast's stock with a price target lifted from $53 to $62.

News for Comcast Stock (CMCSA)