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

Based on Q2 results and post-Q2 management comments, COVID-19's impact on Comcast is more limited and temporary than we thought.

Comcast: Higher Estimates Lead To Mid-Teens Annualized Return

Apple

Amazon

The pandemic-induced restrictions turned out to be a boon for the streaming services, and with no signs of the pandemic abating or the availability of a vaccine any time soon, the trend is likely to continue.

Streaming Gains on Stay-at-Home Trend: 3 Stocks to Watch

Roku

A long period of holding out and several other factors favored Roku in negotiations.

How Roku Finally Got a Deal Done for Peacock

NBCUniversal has elevated Janine Jones-Clark to EVP, , Inclusion – Talent & Content, NBCUniversal Film, Television and Streaming. Jones-Clark was most recently Head of Inclusion – Talent and Content for Universal Filmed Entertainment Group (UFEG). Jones-Clark’s role will expand to include diversity efforts for NBCUniversal’s TV divisions, Universal Studio Group, which is comprised of Universal

NBCUniversal Promotes Janine Jones-Clark To EVP, Inclusion – Talent & Content For Film, TV & Streaming

NBCUniversal, which owns cable networks like Bravo, E!, USA and Syfy, is reportedly overhauling its entertainment division to focus on video streaming.

NBCUniversal chief plans revamp, set to focus on streaming

AT&T

LM Ericsson Telefon

Nokia

QUALCOMM

Skyworks Solutions

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

5G isn't about video or phones. It's about the Machine Internet.

7 5G Stocks for the Next Communication Revolution

Shares of Comcast Corporation (NASDAQ: CMCSA) gained more than 3% on Tuesday after notable activist investor Trian Fund Management bought a relatively small stake in the media giant, The Wall Street Journal reported Monday evening. Undervalued thesis Trian bought $900 million worth of Comcast’s stock recently, giving it a stake of around 0.4% in the parent company of NBC, Telemundo, CNBC, USA Network, Universal Pictures, among many other media assets.

Media giant Comcast gains 3% after Trian confirms activist stake

The cable giant finds itself the target of an attempted shake-up.

Activist Hedge Fund Takes a Stake in Comcast

Shares of Comcast jumped Tuesday after activist investor Nelson Peltz’ firm Trian Partners said it’s acquired a stake in the media giant and considers it undervalued. The stock was up nearly 3% in a flat-to-down market late morning. Trian has acquired 20 million shares — or an 0.4% stake — in the NBCUniversal parent. A

Comcast Stock Jumps After Activist Investor Nelson Peltz’ Trian Partner Takes Stake

Comcast stock rose on Tuesday as investors eyed the maneuvers of Trian Fund Management, which has acquired a small stake in the media and cable TV company with some 20 million shares.
The post Comcast Stock Climbs As Activist Investor Trian Fund Maneuvers For Changes appeared first on Investor's Business Daily.

Comcast Stock Climbs As Activist Investor Trian Fund Maneuvers For Changes

Will This Activist Investor Try to Break Up Comcast?

Asset management firm Trian Fund Management LP has taken up a $900 million position in Comcast Corporation (NASDAQ: CMCSA) stock, it revealed in a filing with the United States Securities and Exchange Commission.

Trian Fund, Best Known For Investor Activism In GE, P&G, Takes $900M Stake In Comcast

Over two and a half years after Gary Oldman took home the Oscar for his portrayal of Winston Churchill in the Anthony McCarten-penned Darkest Hour, a History Channel writer is suing the actor, NBCUniversal and others connect to the movie for allegedly ripping off parts of script of his. Mr. Kaplan spent years developing, writing

Gary Oldman & NBCUniversal Sued For Breach Of Implied Contract Over Oscar Winner ‘Darkest Hour’

Roku Inc. (NASDAQ: ROKU) shares made a solid move higher on Monday after the company announced that it would be adding a new app to its platform.

Roku Adds Peacock to Its Ever Expanding Platform

Roku Inc (NASDAQ: ROKU) shares are rallying after announcing a new partnership with NBC Universal, which includes the Peacock streaming service.

Roku Gets Peacock Ahead Of Rivals And Gains Streaming Leverage

Streaming video platform Roku is likely to cut a deal soon to carry HBO Max now that it has reached an agreement to add Comcast's Peacock to its lineup, a Wall Street analyst said Monday.
The post Roku Deal To Carry Peacock Opens The Door For HBO Max appeared first on Investor's Business Daily.

Roku Deal To Carry Peacock Opens The Door For HBO Max

Comcast, NBCUniversal's parent company, and Roku had been in talks for months to get the service on Roku.

Roku stock jumps after NBCUniversal's Peacock app launches on it

Roku (ROKU) strikes carriage distribution deal with Comcast owned NBC Universal's Peacock streaming app after months of negotiations over ad inventory.

ROKU Inks Deal With Comcast for Streaming Service Peacock

NBCUniversal and Roku announced late last week that they’d resolved the dispute that was keeping NBCU’s streaming Peacock app off Roku’s smart TV platform. And as of this morning, Peacock has launched on Roku.

NBCUniversal’s Peacock is now live on Roku

Shares of Roku Inc. ROKU, +14.35% are up more than 13% in Monday trading after the company announced that NBC's Peacock streaming service would now be available on its platform.

Roku stock surges after company adds NBC's Peacock service to streaming platform

After a day of public distribution drama last Friday, NBCUniversal’s Peacock has officially launched on Roku in the U.S.. The streaming service now has access to Roku’s 43 million active accounts. Comcast CEO Brian Roberts has estimated Peacock has been downloaded 15 million times but it should now get quite a few more viewers to

Peacock Officially Launches On Roku

The impasse threatened to see dozens of NBC apps pulled from the streaming platform.

Roku and NBCUniversal Reach 11th-Hour Distribution Agreement

Comcast Stays The Streaming Course

Its Flex streaming device is picking up the slack with broadband-only subscribers.

Comcast Doesn't Care if You Want to Cut the Cord

NBCUniversal had threatened to pull all its apps from Roku if a deal couldn’t be reached.

News for Comcast Stock (CMCSA)