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

Paul Telegdy is exiting his post as NBC Entertainment chairman as NBCUniversal today unveiled the new centralized structure under Mark Lazarus, Chairman of NBCUniversal Television and Streaming. It includes a larger role for Lifestyle Networks president Frances Berwick. As expected, the reorganization is consolidating all NBCU English-language linear networks into one group, overseen by Berwick

Frances Berwick Elevated, Paul Telegdy Out In NBCUniversal TV & Streaming Group Restructuring

Netflix

Amazon

While most industries have been battered by the coronavirus pandemic, streaming companies have been gaining with more people subscribing to their services.

Steaming Services Grow on Coronavirus Crisis: 3 Stocks to Watch

The economic damage caused by the coronavirus pandemic continues to affect the entertainment company.

Report: Comcast's NBCUniversal Begins New Round of Job Cuts

You’re fired — but you’re going out like a big shot! A cluster of black Chevy Tahoe SUVs lined up outside NBCUniversal’s Manhattan headquarters at 30 Rockefeller Center early Tuesday — but instead of celebrities or media moguls, they were gathered to haul away employees who had just gotten pink slips, sources told The Post.

Black SUVs line up for laid-off employees outside NBCUniversal offices

Like other media companies, NBCUniversal was hit hard by the coronavirus pandemic.

NBCUniversal Begins Layoffs Reported To Impact Up To 10% Of All Employees

NBCUniversal is the latest media company to make staff cuts in the wake of the pandemic's economic fallout.

NBCUniversal plans company-wide layoffs of thousands

NBCUniversal has begun a round of layoffs that will impact around 10% of its full-time employees.

NBCUniversal begins layoffs as it shifts focus toward streaming

Comcast Corp.'s CMCSA, +0.46% NBCUniversal has started laying off employees across its entertainment portfolio, including its sports and cable channels, movie studio and theme parks, according to a report in The Wall Street Journal.

Comcast's NBCUniversal has started laying off employees--WSJ report

NBCUniversal is beginning layoffs as it carries out a planned restructuring designed to emphasize its streaming operations. CEO Jeff Shell confirmed the overhaul was coming last week during Comcast’s second-quarter earnings call, but he didn’t mention any specifics or timeline. A person close to the company confirmed to Deadline that the cuts were under way.

NBCUniversal Begins Layoffs As Streaming-Driven Reshaping Takes Effect

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced it is working with Amazon Web Services, Inc. (AWS) to simplify sign-up and billing for Comcast Business customers who wish to add Amazon Chime video conferencing and collaboration capabilities to their communications services package.

Comcast Business and AWS Offer Businesses Extended Free Trial of Amazon Chime

SEATTLE--(BUSINESS WIRE)--GSBA, Washington State’s LGBTQ & Allied Chamber of Commerce, and Comcast Washington today launched the Ready for Business Fund – a relief effort that provides $2,500 grants to businesses with diverse owners that seek financial assistance. Small businesses in Washington, especially those owned by LGBTQ people, BIPOC community members and women, are at greater risk in today’s uncertain economy.

GSBA And Comcast Washington Launch Ready for Business Fund to Support Small Businesses

Comcast (NASDAQ:CMCSA) recently reported financial results for the second quarter of fiscal 2020.

Comcast: Leaning on Broadband Strength

But there are still a lot of questions left unanswered for investors.

Comcast's Peacock Is Off to a Strong Start

The entertainment giant is restructuring its TV business to focus more on streaming video.

Comcast Goes All In on Cord-Cutting

AT&T

ViacomCBS

Here are some tips on how to spot a direct-to-consumer revolution.

What Will TV Look Like When Streaming Kills the Cable Bundle?

You cannot tell the strength of a company’s future by looking at its current financials. Comcast’s Q2 is a case in point, given its fall in revenue and income.

Comcast’s Q2 – Sound Strategy Gives NBCUniversal And Peacock A Bright Future

CMCSA stock actually declined modestly after earnings. But strong free cash flow and Peacock growth suggest long-term upside for Comcast.

How Earnings Amplify the Bull Case for Comcast Stock

Theme park revenue dove by over 90% thanks to COVID-19 shutdowns.

Comcast’s NBC Universal Books Huge Sales Declines Across Its Parks, Film, and Cable Divisions

AMC Entertainment

The landmark deal between AMC and Universal not only changes the theatrical-exhibition business, but provides a path for Hollywood studios to create more integrated fan experiences across multiple platforms, deepening engagement and reducing churn on the new streaming services.

How Universal-AMC Deal Could Reshape New Streaming Services

The theater chain may be losing many weeks of movie ticket sales, but they're much less important weeks.

Here's Why AMC Got the Better End of Its New Deal With Universal

Comcast Corporation (CMCSA) CEO Brian Roberts on Q2 2020 Results - Earnings Call Transcript

Comcast earnings are out, and its share price is rallying. That said, here's how to trade CMCSA stock moving forward.

Comcast Stock Will Rally To Reclaim Previous Highs

Comcast's (CMCSA) Q2 earnings results reflect growth in high-speed Internet subscriber base and a strong momentum in wireless amid coronavirus crisis.

Comcast's (CMCSA) Q2 Earnings Beat, Internet User Base Rises

Comcast said its second-quarter revenue slumped 12 percent as the impact of the coronavirus squeezed its NBCUniversal entertainment division. The Philadelphia-based cable-TV giant had some bright spots in the quarter — namely an uptick in internet customers and the launch of streaming service Peacock, which has garnered 10 million sign-ups since April, even as cord-cutting.

Comcast hit by coronavirus-related declines at NBCUniversal

Disney

SeaWorld Entertainment

Annual passholders may be happy to see Florida parks open again, but the value of their admissions isn't the same.

News for Comcast Stock (CMCSA)