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

PHILADELPHIA & NEW YORK--(BUSINESS WIRE)--WarnerMedia and Comcast announced the rollout of the HBO Max app on Xfinity X1 and Xfinity Flex.

Comcast & WarnerMedia Bring the HBO Max App to Xfinity X1 and Flex

DENVER--(BUSINESS WIRE)-- #5280mayor--Comcast, CO Attorney General, Aurora Mayor Mike Coffman & Denver Mayor Michael Hancock Launch 20 + WiFi-connected “Lift Zones”.

Comcast, Colorado Attorney General, Aurora Mayor Mike Coffman & Denver Mayor Michael B. Hancock Launching More Than 20 WiFi-connected “Lift Zones” in Denver Metro Area

PORTLAND, Ore.--(BUSINESS WIRE)--Comcast Launches WiFi-Connected “Lift Zones” in Salem Boys and Girls Clubs to Help Low-Income Students

Comcast Launching WiFi-Connected “Lift Zones” in Oregon/SW Washington

NEW YORK--(BUSINESS WIRE)--Today, FreeWheel, A Comcast Company (Nasdaq: CMCSA) named Mark McKee as U.S. chief revenue officer, effective immediately.

FreeWheel Names Mark McKee as Chief Revenue Officer, United States

Apple

Amazon

Netflix

Streaming service providers such as Amazon.com (AMZN) and Apple's (AAPL) have not only been gaining subscribers but also their revenues have been multiplying during the pandemic.

Pandemic Pushing Users to Streaming Services: 4 Stocks to Watch

Disney

Disney has reached a distribution deal with Comcast for the integration of Disney+ into the No. 1 U.S. cable operator's Xfinity X1 and Flex broadband services. The company also announced an update to the successful bundle it rolled out with Disney+, ESPN+ and ad-supported Hulu. In 2021, a new bundle option for $6 more per...

Disney Sets Comcast Distribution Deal For Disney+, New Bundle With Ad-Free Hulu

PHILADELPHIA & BURBANK, Calif.--(BUSINESS WIRE)--Comcast and The Walt Disney Company announced today an agreement for Comcast to distribute Disney+ and ESPN+ on its Xfinity X1 and Flex platforms.

Comcast to Launch Disney+ and ESPN+ on Xfinity Platforms

ViacomCBS

WarnerMedia's biggest legacy media streaming rivals will probably let HBO Max be the industry's guinea pig with its 2021 movie release strategy.

Disney, NBCUniversal, ViacomCBS unlikely to follow WarnerMedia's 2021 movie plan

NBCUniversal is adding digital and streaming inventory for local advertisers through an expansion of NBC Spot On, a program it launched in February. The move will give local ad buyers access to premium slots on Peacock, the streaming service NBCU  launched this year, as well as the company's YouTube channels and Apple News presence. Additional...

NBCUniversal Expands Digital And Streaming Opportunities For Local Advertisers

Comcast Corp's NBCUniversal on Thursday said it will give local U.S. advertisers access to buy more digital and streaming TV advertising inventory and introduce the ability to target those ads to consumers by their region, as the media company looks to gain more revenue from small to mid-sized businesses.

NBCUniversal adds more digital, streaming ad options for local businesses

The cable operator may be using the opportunity to get ahead of net neutrality's return.

Cord-Cutters Cause Comcast to Launch Nationwide Data Cap

TYSONS CORNER, Va., Dec. 9, 2020 /PRNewswire/ -- Comcast Business today announced it has completed construction in Virginia – expanding the company's advanced fiber-optic network to more than 2,800 additional businesses in Bell Creek, Harrisonburg, Henrico, Richmond and parts of Northern...

Comcast Business Expands Service in Virginia

Comcast Corporation (CMCSA) Management Presents at UBS Global TMT Virtual Conference Transcript

Jeff Shell, chief executive of NBCUniversal, said the film business had “stayed stuck in the mud” and was “leaving a lot of money on the table” even as the rest of the entertainment industry, T notably, has evolved rapidly. Speaking at a UBS conference on the topic that's currently roiling Hollywood, he described “a whole...

NBCUniversal CEO Jeff Shell Says Peacock Hit 26M Signups; Defends Theatrical Window Busting For “Stuck In The Mud” Film Business

American Airlines

Hawaiian Hlds

Lyft

Park Hotels & Resorts

Ruth's Hospitality Group

Spirit Airlines

Consumer sentiment appears to be getting better, which may lull you into buying travel stocks. However, investors should be careful.

7 Travel Stocks That May Have More Downside Ahead

PHILADELPHIA--(BUSINESS WIRE)--Comcast extends COVID-19 commitments to connect people to the Internet.

Comcast Extends COVID Support With 60 Days of Free Internet for Low-Income Customers and Free Access to the Nation's Largest Public WiFi Network Through June 30, 2021

Charter Communications

AT&T

The nation's cable television providers need to respond to the advent of streaming sports programming -- and do it soon.

Amazon's Exclusive Sports Broadcast Deepens Cable TV's Woes

DISH Network

Roku

2020 has been like the plot of a binge worthy show. Here are five streaming stocks that can help you profit no matter where the plot moves.

5 Streaming Stocks to Buy for a Socially Distanced Holiday Season

After having increased almost 60% from its March lows of this year, at the current price of $51 per share, Comcast stock looks slightly overvalued. CMCSA stock increased from $32 to $51 off the recent bottom, similar to the S&P which increased by around 60% from its recent lows.

Here's Why Comcast Stock Looks Overvalued After Rising 60%

Altice USA

Consumers are embracing the alternative to traditional cable that Comcast and Charter should have seen coming.

Cable TV Lost Another Million Customers in Q3 -- Sort Of

PHILADELPHIA--(BUSINESS WIRE)--Comcast Announces $1 Million Commitment to Per Scholas to Combat the Tech Opportunity Gap Across the U.S.

Comcast Announces $1 Million Commitment to Per Scholas to Combat the Tech Opportunity Gap Across the U.S.

WASHINGTON, Dec. 2, 2020 /PRNewswire/ -- Comcast Corporation (NASDAQ: CMCSA) today announced the first round of Comcast RISE award recipients, which include over 700 businesses that will receive consulting, media and creative production services from Effectv, the advertising sales...

Comcast RISE Awards 35 Black-Owned, Small Businesses in the Washington, D.C., Metropolitan Area with Marketing and Technology Resources and Makeovers

NEW YORK--(BUSINESS WIRE)--FreeWheel will be leading ad decisioning across all NBCUniversal (NBCU) properties using their new AutoScheduler technology.

FreeWheel and NBCUniversal Announce Landmark Partnership to Automate and Optimize Linear Ad Decisioning Across All NBCU Properties

Big Lots

Microsoft

PayPal

Walmart

Look for the companies that can not only shrug off the impact of COVID-19, but thrive because of it.

In This Pandemic, These 5 Stocks Are My Highest-Conviction Holdings

TUCSON, Ariz.--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) launched the second round of Comcast RISE, an initiative created to help strengthen and empower small businesses hard hit by COVID-19. The Comcast RISE program will help thousands of small businesses over the next three years. This phase of Comcast RISE opens eligibility to include Black, Indigenous, and People of Color (BIPOC)-owned, small businesses. They can apply at www.ComcastRISE.com. “We created Comcast RISE to partner w

News for Comcast Stock (CMCSA)