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

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

Cinemark Holdings

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.

Cable Streamers Like Fubo and Sling (Somehow) Added Customers in Q3

The new agreement has much shorter windows of exclusive movie theater access to new titles.

Universal Studios Strikes a New Distribution Deal With Cinemark

Comcast Corp's Universal Pictures and Cinemark Holdings Inc have reached an agreement that allows the studio's films to be made available in U.S. homes as soon as three weeks after they debut in theaters, the companies said in a statement on Monday.

Universal, Cinemark agree on earlier home release for movies

It should come as no surprise to hear that Cinemark and Universal have hammered out their own truncated theatrical window and Premium VOD share deal in the wake of the one AMC inked with the Hollywood major studio at the end of July. Cinemark CEO Mark Zoradi, a former president at the Walt Disney Motion...

Universal & Cinemark Ink Shortened Theatrical Window-PVOD Share Pact In Wake Of AMC Deal

UNIVERSAL CITY, Calif. & PLANO, Texas--(BUSINESS WIRE)--Building on the two companies' shared commitment to the theatrical experience, while capitalizing on the opportunity to further adapt to changing consumer behavior, particularly in light of the current COVID-19 environment, Universal Filmed Entertainment Group (UFEG), a division of Comcast Corporation (NASDAQ: CMCSA), and Cinemark Holdings, Inc. (NYSE: CNK) today announced a multi-year agreement under which UFEG films will be exhibited in

Universal Filmed Entertainment Group and Cinemark Theaters Announce Dynamic Release Window Agreement for Exhibition of Universal Films

ST. PAUL, Minn.--(BUSINESS WIRE)-- #ComcastTwinCities--Comcast has announced plans to equip more than 20 different locations in the Twin Cities with WiFi-connected “Lift Zones” before the end of 2020.

Comcast Launching More Than 20 WiFi-Connected “Lift Zones” in Twin Cities

Streaming app Peacock has free movies and TV shows, and it unlocks more, like originals and top-tier catalog items, if you pay. But you still can't stream it on Amazon Fire TV.

Peacock: Everything about NBCUniversal's (partially) free app

Comcast Corp said on Friday its corporate venture capital firm, Comcast Ventures, will become a part of its strategic business development team at its cable segment.

Comcast to make its venture capital firm part of corporate business division

AMC Networks

Discovery

Discovery Communications

Twenty-First Century Fox

ViacomCBS

The TV ad market is on the mend after getting hit by a broader pandemic ad slowdown. Some networks are cautious about the coming quarters as Covid cases rise.

TV advertising is making a comeback after pandemic slowdown

Comcast is narrowing the focus of Comcast Ventures to only strategic investments in a move that's likely to lead to partner defections.

Comcast to fold Comcast Ventures into corporate business division, focus on strategic investment

Walmart

The company is less interested in monetizing its intellectual property and more interested in monetizing its huge library of video entertainment content.

This Is What a Comcast-Walmart TV Partnership Would Really Be About

AbbVie

CVS Health

Fiserv

Johnson & Johnson

Mondelez

Merck

Investors have been waiting for value stocks to catch up to growth stocks for a decade now, and some think they're seeing signs of the long-awaited rotation from pricey stocks to cheap ones. Value stocks had a heady few days in the second week of November when they trounced some of the biggest growth names in the market.

7 Best Value Stocks for the 'Great Rotation'

American Express

FedEx

Investors in search of bargains may be interested in the following three companies, as their stocks have a low price-to-median-price-sales value when compared to that of the S&P 500 index, which is a benchmark for the U.S. market). The price-to-median-price-sales value of the S&P 500 is 1.43 as of the writing of this article.

A Trio of Potential Bargain Stocks to Consider

Xperi

The cable giant paid up several years of skipped license royalties right after the close of the third quarter, inflating the fourth-quarter guidance targets.

No, The Big Comcast Deal Isn't a Game-Changer For Xperi Holdings

Netflix

Apple

Broadcasters and cable giants must bow before the streaming powerhouses in today's world -- making these streaming stocks very valuable. The post 6 Streaming Stocks to Keep Your Eye On appeared first on InvestorPlace.

6 Streaming Stocks to Keep Your Eye On

What a network or channel does for one cable player, it will eventually have to do for all of them, encouraging growth outside of the business altogether.

Comcast's Carriage-Fee Impasse (With Itself) Has Implications for the Entire Cable TV Industry

PHILADELPHIA--(BUSINESS WIRE)--Comcast today announced it has promoted Rich Jennings to President of Comcast Cable's West Division, reporting to Comcast Cable President and CEO Dave Watson. Effective today, Mr. Jennings is responsible for all Comcast cable operations in Arizona, California, Colorado, Kansas, Missouri, Minnesota, New Mexico, Oregon, Washington, Utah, Texas, Idaho, and Wisconsin. He succeeds Steve White, who after 18 years in operations at Comcast Cable, has stepped down to becom

Comcast Promotes Rich Jennings to President of Comcast Cable's West Division

SAN JOSE, Calif. & PHILADELPHIA--(BUSINESS WIRE)--TiVo®, a wholly owned subsidiary of Xperi Holding Corporation (NASDAQ: XPER) (“Xperi”), and Comcast Corporation (NASDAQ: CMCSA) today announced that they have entered into a 15-year patent license agreement. The agreement is effective as of the expiration of Comcast's prior agreement in 2016, providing broad coverage under TiVo's patent portfolios into 2031. The agreement also resolves all of the outstanding litigation between the companies. The

Xperi and Comcast Enter Into Long-Term Patent License Agreement

PHILADELPHIA--(BUSINESS WIRE)--Xfinity's new Self Protection service gives customers a way to protect themselves with 24/7 video recording cameras for $10/month.

Comcast Launches Simple and Affordable Home Security Offering to Prevent Package Theft

AMC Entertainment

Live Nation

Media and entertainment share were swept higher in a massive rally Monday morning hours after early data from drug giant Pfizer showed its vaccine is 90% effective in preventing COVID-19 infection. The Dow was up nearly more than 1,325, or 5% — it had been up more than 1,600 points in early trade. The S&P was...

News for Comcast Stock (CMCSA)