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

Chubb

Cohen & Steers Infrastructure Fund Inc

Walgreens

I review my portfolio of dividend growth stocks, DivGro, providing a summary of transactions and the impact of those transactions on projected annual dividend income. In October, I opened one new position and added shares to three existing positions. DivGro now contains 95 different positions.

Monthly Review Of DivGro: October 2020

Disney

SeaWorld Entertainment

SeaWorld Entertainment suffers an 81% drop in attendance, but there are silver linings in its third-quarter report.

Things Are Bad at Theme Parks, but Things Could Be Worse

Comcast insists its results are bottoming out and that 2021 will be better. But the long-term problem with Comcast stock remains.

Comcast Is on the Wrong Side of the Long-Term Future

Walmart

Cable giant Comcast is trying to forge a partnership with Walmart to sell smart TVs as the cable giant tries to expand its footprint in video streaming, a new report says. The deal being discussed would see the nation's largest retailer promote TV sets outfitted with Comcast software allowing viewers to sort through their various.

Comcast reportedly eyes deal to sell smart TVs with Walmart

The companies are in talks to develop and sell TVs, according to the Wall Street Journal.

Comcast, Walmart may team up on smart TVs

If the two companies make a deal, it's likely that an outside manufacturer would produce the sets.

Report: Walmart and Comcast in Discussions to Make Smart TVs

Comcast and Walmart are in talks to develop new smart TVs, according to a report from The Wall Street Journal reported Tuesday (Nov. 3), citing sources. The decision comes as Comcast vies to enter more into the streaming world, rather than the TV channels for which it has long been known.

Comcast And Walmart May Roll Out New Smart TVs

Alibaba

PayPal

Roku

SolarEdge Technologies

PayPal, Comcast, Roku, SolarEdge and Alibaba were our top stock trades for Wednesday. Let's look at the charts as the election gets underway.

5 Top Stock Trades for Wednesday: PYPL, CMCSA, ROKU, BABA, SEDG

Comcast Corp. is in talks with Walmart Inc. to develop and distribute smart TVs, according to people familiar with the matter, as the cable giant looks to become a dominant hub for streaming apps, not just TV channels.

The Wall Street Journal: Comcast is in talks with Walmart to develop and distribute smart TVs

NBCU has been dragging on results, but it could reverse course fast in 2021.

Comcast's Struggling NBCUniversal Segment Could Quickly Return to Record Levels in 2021

Effects from COVID-19 are ongoing, but this media empire is on solid footing.

How High-Speed Internet Saved Comcast's Dividend During the Pandemic

On Thursday, Comcast Corp. (NASDAQ:CMCSA) reported financial results for the third quarter of fiscal 2020. As CEO Brian Roberts noted, it was a record quarter in the company's core cable business:

Comcast: A Record Quarter for Cable

Comcast's latest earnings report includes some official user numbers for Peacock, the new streaming service from Comcast-owned NBCUniversal. Specifically, Comcast says that Peacock has received nearly 22 million sign-ups since it launched in July, and that it's “exceeding our expectations on all engagement metrics in only a few months.

Comcast says Peacock has nearly 22M sign-ups

Shares of Comcast Corp. (NASDAQ:CMCSA) saw a price jump on Thursday after the third-quarter earnings report beat analysts' estimates across the board.

Comcast Earnings Beat Estimates Despite Theme Park Struggles

Comcast Corp. (NASDAQ: CMCSA) said on Thursday that its revenue from all three business segments came in higher than expected in the fiscal third quarter. The American telecommunications conglomerate had also topped Wall Street estimates in the prior quarter (Q2).

Comcast's revenue from all three business segments tops analysts' estimates in Q3

Comcast's (CMCSA) CEO Brian Roberts on Q3 2020 Results - Earnings Call Transcript

But the broader business took a big step toward returning to sales growth in Q3.

Comcast's Theme Park and Film Segments Are Still Reeling From COVID-19 Impacts

Comcast's broadband subscriptions jumped a record amount, and its Peacock streaming service has swelled to 22 million subscribers in its first months, the company said in beating analyst expectations for its third quarter. Films and theme parks continue to suffer in the pandemic.

Peacock Preens With 22 Million Subscribers As Pandemic Hits Comcast Q3 Film, Park Revenues

First Eagle Investment Management recently released its Q3 2020 Investor Letter, a copy of which you can download here. The First Eagle Global Fund A Shares posted a return of 5.64% for the third quarter (without sales charge), underperforming its benchmark, the MSCI World Index which returned 7.93% in the same quarter. You should check out First Eagle's top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.

First Eagle is Betting on Comcast Corp (CMCSA) Stock

Comcast More Than Doubles Peacock Streaming Service Sign-Ups in Q3

Comcast's Q3 2020 results showed the same resilient trends as in Q2, but with the return of sports programming costs pressuring profits. Cable Communications again had strong growth, gaining 633k Internet customers, generating an year-on-year EBITDA growth of 10.5%.

Comcast: Strong Q3 Results, 10%+ Growth In Cable EBITDA

Comcast has taken COVID-related severance and restructuring charges of $239 million to date and will see a hit of “about double that” in the current fourth quarter as it continues to align the cost structure across its businesses, CFO Mike Cavanaugh said Thursday. That's a total north of $700 million. As theme parks shed employees,...

NBCU Parent Comcast To Take $700M In Severance, Restructuring Charges This Year As More Layoffs Loom

Comcast's (CMCSA) Q3 earnings results reflect growth in high-speed Internet subscriber base and strong momentum in wireless amid coronavirus crisis.

Comcast's (CMCSA) Q3 Earnings Beat, Internet User Base Rises

Comcast saw a 19 percent drop in third-quarter revenue at its NBCUniversal unit as the coronavirus continued to wreak havoc on its theme parks and movie business. The Philadelphia-based cable giant — which owns the Xfinity cable and internet business, as well as NBCUniversal, Universal Pictures and various Universal theme parks — said third-quarter net.

Comcast feels sting of pandemic as theme parks, movie studio squeezed

Comcast's theme parks may have been the single biggest drag on the quarter, but executives are optimistic the division will break even in 2021.

News for Comcast Stock (CMCSA)