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

NBCUniversal has debuted what it says is “the next step in the future of measurement:” Total Investment Impact, a way to measure the effectiveness of spending across campaigns, screens and platforms. Kavita Vazirani, EVP of Insights & Measurements, and Pankaj Kumar, SVP of Advertising Impact, outlined the new offering in a blog post Thursday. Honda

NBCUniversal Introduces Total Investment Impact Measurement For Ad Buyers

Disney

Twenty-First Century Fox

AT&T

ViacomCBS

With stay-at-home mandates and an economic recession, viewers are turning to the less expensive ad supported streaming video (AVOD) services for content.

TV Networks Look Toward Ad Supported Streaming To Grow Revenue

AMC Entertainment

Universal Studios is pushing up the date of its animated family film "The Croods: A New Age" to Thanksgiving. The studio will now debut the film on Nov.

Universal could tap into AMC deal as it moves 'Croods 2' to Thanksgiving from Christmas

SEATTLE--(BUSINESS WIRE)--The Ready for Business Fund – a relief program launched by GSBA, Washington State’s LGBTQ & Allied Chamber of Commerce, and Comcast Washington, will begin distributing $2,500 cash grants to more than 60 small businesses in the metro Seattle area that are owned by LGBTQ people, Black, Indigenous and People of Color (BIPOC), and women. The fund was established on Aug.

Ready for Business Fund Launched By GSBA and Comcast to Distribute $2,500 Cash Grants to More Than 60 Small Businesses in Metro Seattle Area

SAN FRANCISCO, Sept. 16, 2020 /PRNewswire/ -- BUILD and Comcast NBCUniversal are introducing a new virtual digital curriculum to help teachers and out of school providers as students struggle to adapt to remote learning across the country.

Comcast NBCUniversal Partners with BUILD.org to Create Free Digital Curriculum for Educators Serving Under-Resourced Students

Comcast Corporation (NASDAQ: CMCSA) CEO Brian Roberts Tuesday made several positive comments while presenting at an investor conference, according to BofA Securities.

BofA Leaves Comcast CEO's Investor Presentation Feeling Bullish

Comcast is trying to maintain its position as a dominant company in the Internet's last mile. Here's how it affects Comcast stock.

Comcast Bets a Cable Monopoly Can Be a Phone Company

Comcast Universal C. E.O. Brian Roberts announced today that its newly launched PEACOCK streaming services can boast 15 million subscribers.

Peacock Posts Surprising Number Of Subscribers

Goldman Sachs

Comcast Corporation (CMCSA) CEO Brian Roberts Presents at Goldman Sachs 29th Annual Communacopia Conference (Transcript)

NBCUniversal's subscription streaming service Peacock has 15 million signups after launching nationally in mid-July, Comcast CEO Brian Roberts says.

NBCUniversal's Peacock streaming service has 15 million signups, Comcast CEO Brian Roberts says

Comcast expects to add over 500,000 U.S. broadband customers in the September quarter, its most ever in a single quarter, CEO Brian Roberts said Tuesday.

Comcast Stock Climbs Into Buy Zone As CEO Touts Biggest Broadband Quarter Ever

Comcast CEO Brian said Peacock signups have surged 50% in six weeks and the app is the second most popular on its OTT product Xfinity Flex behind Netflix, and number three on Xfinity X1 behind Netflix and YouTube. Peacock launched in April for Comcast customers and nationally in mid-July. In a wide-ranging conversation at a

Peacock Signups At 15 Million Vs 10 Million Six Weeks Ago, Comcast CEO Brian Roberts Says News Soon On NBCU Programming Chief

Comcast Corp said on Tuesday that its recently launched streaming service Peacock had signed over 15 million viewers since its launch.

Comcast says Peacock streaming service has over 15 million sign-ups

Over the past 10 years, prices of Comcast Corporation (NASDAQ:CMCSA) shares have risen roughly 400%, or as Peter Lynch would say, it's been a four-bagger for investors.

Comcast: Saved by the Gurus

PHILADELPHIA--(BUSINESS WIRE)--Black Bear Sports Group Partners with Keith Primeau to Acquire Skate Zone Rinks in Northeast Philadelphia, Pennsauken, NJ, and Atlantic City.

Comcast Spectacor Reaches Agreement of Sale With Black Bear Sports Group for Three Skate Zone Properties

Halloween Horror Nights isn't coming to Universal Orlando in its full-blown form, but there are some signs that it could be returning in some fashion.

Disney World's Top Rival May Not Be Ready to Give Up on Halloween

Comcast Corp's NBCUniversal on Wednesday promoted Pearlena Igbokwe to run the media conglomerate's global television business as chairman of Universal Studio Group in a corporate restructuring.

NBCUniversal shakes up top ranks, promotes new TV chief

Charter Communications

DISH Network

Netflix

Nintendo

Vivendi SE

With Comcast leading the pack, these are the 10 biggest entertainment companies by 12-month trailing revenue.

10 Biggest Entertainment Companies

It's counterintuitive, but narrowing the window of exclusivity ensures everyone profits.

AMC Entertainment's Deal With Universal Pictures Is How the Movie Industry Recovers

Six Flags Entertainment Corporation

SeaWorld Entertainment

Six Flags

Gabelli Funds Commentary- Riding Out the Pandemic: Can Theme Parks Still Bring the Magic?

NEW YORK--(BUSINESS WIRE)--Viamedia issued the following company statement in response to Comcast’s September 4, 2020, filing with the United States Supreme Court.

Viamedia Comments on Comcast’s Filing of a Petition for a Writ of Certiorari to the U.S. Supreme Court in Viamedia’s $500 Million Antitrust Claim

PHILADELPHIA--(BUSINESS WIRE)--Comcast NBCUniversal today announced the 11 startups selected for the third annual Comcast NBCUniversal LIFT Labs Accelerator, powered by Techstars.

Comcast NBCUniversal Selects 11 Startups for Third Annual LIFT Labs Accelerator, powered by Techstars

Apple

Amazon

Almost all video streaming services companies have been witnessing a surge in new users and subscriptions following the pandemic.

Pandemic Boosting Streaming Service Users: 4 Stocks to Watch

Central Florida is having a busy holiday weekend.

Disney World, Rivals Shine on Labor Day Weekend

Comcast stock has increased almost 35% (vs. 60% for the S&P 500) to its current level of $45.

News for Comcast Stock (CMCSA)