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

MIAMI, Dec. 1, 2020 /PRNewswire/ -- NBCUniversal Telemundo Enterprises today announced the realignment of several of its divisions designed to fuel growth in a rapidly changing media market driven by Latinos' demand for culturally relevant storytelling across linear, digital and mobile...

NBCUniversal Telemundo Enterprises Announces Strategic Realignment Of Entertainment And Monetization Businesses To Super Serve Latinos In An Evolving Media Space

Standard monthly rates and additional fees will both see increases.

Comcast will raise prices for TV and internet in January

SEATTLE--(BUSINESS WIRE)--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 more than 30 different locations in Washington with WiFi-connected “Lift Zones” over the next few months. Working with its network of nonprofit partners, Comcast is providing robust WiFi coverage at safe spaces in King, Snohomish and Spokane Counties that are expe

Comcast Launching More Than 30 WiFi-Connected “Lift Zones” in Washington

Nintendo

Universal Studios Japan has set a February 4, 2021 grand opening for the first Super Nintendo World, after the launch at the Osaka theme park was delayed earlier this summer because of the coronavirus pandemic. The opening will now coincide with the park's 20th anniversary celebration. The park's first multi-level land includes themed rides based...

Super Nintendo World Gets New Opening Date At Universal Studios Japan

Universal Studios Japan will open its new Nintendo themed area on Feb. 4, the Osaka-based theme park said on Monday, after pushing back the opening from the summer due to the coronavirus outbreak.

Universal Studios Japan to open Super Nintendo World area on Feb. 4

Broadcom

Lumen Technologies

When shopping for end-of-year stocks, don't forget those that pay you back in cash.

3 Dividend Stocks to Buy Before 2021

Disney

SeaWorld Entertainment

Disney World, Universal Orlando, and SeaWorld deal with the negative impacts of the pandemic-related setback.

How Many Years Did COVID-19 Set the Theme Park Industry Back?

Netflix

The industry's pre-pandemic powerhouses have held their value by offering consumers much-needed distraction while waiting for COVID-19 to pass.

The 3 Largest Entertainment Stocks in 2020

Comcast's plan to increase fees for a range of services, including broadband internet and pay-TV, in January is eliciting a wave of online customer complaints. As more parts of business and society move fully online, the Philadelphia-based cable and broadband giant is also expanding a 1.2-terabyte home internet data cap to all 39 states where...

Comcast Plans 2021 Internet And TV Fee Hikes, Expansion Of Data Cap

Standard monthly rates and hidden fees will both reportedly see increases.

Comcast will raise prices for TV and internet in January, report says

Comcast is adding a data cap for some of its home-internet plans starting in January. The telecommunications giant recently confirmed it's introducing a limit of 1.2 TB on Xfinity Internet plans in 14 states and the District of Colombia. If customers that don't have unlimited plans go over that cap, they must pay $10 for each additional 50 GB of data. The extra charges max out at $100. Although the plan changes start in January, Comcast said that customers won't face extra charges for January and February. Instead, they'll get a "credit" for those two months, and one more free pass for another month over the course of the rest of the year. News of the cap was first reported by advocacy group Stop the Cap. 

Comcast faces backlash over plan to charge customers up to $100 for going over a home-internet data limit rolling out to 14 new states

Comcast, the largest TV and internet provider in the U.S., is marking the holidays with yet another round of rate increases.

Comcast Celebrates Holiday Ritual Of Rate Hikes

The cable television industry's cord-cutting problem has very little effect on this media giant's profit profile.

Is Comcast a Great Dividend Stock?

Cinemark Holdings

The movie house chain is making compromises, but it's not compromising on the most important time for a newly released film.

Cinemark's Deal With Universal Is Better for Cinemark Than Universal

Xperi

Finally an expected Comcast settlement, and it's a good one, putting Xperi on firmer ground. Xperi was already producing substantial amounts of free cash flow, but this has now been significantly increased.

Xperi Gets A Boost From Comcast, But The Shares Aren't Done Yet

Adaptive Biotechnologies

Amazon

JD.com

Uber

Andreas Halvorsen (Trades, Portfolio), a founding partner of Viking Global, disclosed this week that his firm's top sells during the third quarter were in Amazon.com Inc. (NASDAQ:AMZN), Comcast Corp. (NASDAQ:CMCSA), Uber Technologies Inc. (NYSE:UBER) and JD.com Inc. (NASDAQ:JD). The firm also disclosed a reduction of its Adaptive Biotechnologies Corp. (NASDAQ:ADPT) holding.

Andreas Halvorsen's Top Sells in the 3rd Quarter

Another major movie theater chain has struck a deal with Universal Pictures to allow for shorter exclusive theatrical windows. Canada's Cineplex has agreed on a multiyear “dynamic window” agreement, the film exhibitor and Universal Filmed Entertainment Group said Friday.

Universal strikes another ‘exclusivity' deal with major theater chain

Universal has just inked another multi-year shortened theatrical window/Premium VOD share deal, this time with Canada's biggest exhibitor Cineplex. The deal comes on the heels of Uni's recent pact with No. 3 U.S. chain Cinemark. To date, Cineplex becomes the third exhibitor to agree to Uni's truncated theatrical window terms since AMC first signed on...

Universal Notches Canada's Cineplex With Dynamic Theatrical Window PVOD Pact Following AMC, Cinemark

SPDR Gold Trust

General Motors

Johnson & Johnson

Alan Fournier (Trades, Portfolio), leader of Pennant Capital Management, disclosed this week that his firm's top five trades during the third quarter included increased bets in the SPDR Gold Trust (GLD) exchange-traded fund and Walt Disney Co. (NYSE:DIS), new positions in Comcast Corp. (CMSCA) and General Motors Co. (NYSE:GM) and the closure of its Johnson & Johnson (NYSE:JNJ) position.

Alan Fournier's Top 5 Trades of the 3rd Quarter

Alphabet

AT&T

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Americans were forced to adopt a more virtual life in 2020, and this shift in behavior has boosted already growing demand for services ranging from broadband connectivity, wireless telecommunications and video streaming to food delivery and social networks, among others. These practices are expected to stay (and grow), and that's is great news for the market's best communication stocks.

5 Best Communication Services Stocks to Buy for 2021

Roku

The cable giant sees a lot of opportunity in streaming.

Comcast Wants to Become Roku Before Roku Becomes Comcast

Shares in major exhibitor Cinemark, along with most movie theater stocks, are rising today as Wall Street salutes another milestone release window agreement. Universal and Cinemark announced a windows deal late Monday that shares a lot of traits with AMC's breakthrough pact with the same studio earlier this year. It came after Cinemark was already...

Cinemark Leads Movie Theater Stock Upswing As Wall Street Hails Windows Deal

Twitter

Many investors missed out on the massive recovery rally that managed to go back to all-time highs in 2020 despite a double-dip of the pandemic.

Why Comcast and Twitter Shared Big BofA Upgrades

Universal Pictures has inked a deal with the Cinemark cinema chain to allow its movies in US homes as soon as 17 days after they debut in theaters. The multi-year agreement is similar to one that the Comcast-owned Universal made in July with AMC Entertainment, the world's largest theater chain, marking a major shift from.

Universal and Cinemark agree on earlier home release for movies

Charter Communications

DISH Network

FuboTV

These gains only extend a trend that the industry and its investors have ignored for too long.

News for Comcast Stock (CMCSA)