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

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.

Why Are Disney World, SeaWorld, and Universal Passholders Not Happy?

Telecommunications and media conglomerate Comcast Corp. (NASDAQ:CMCSA) reported strong second-quarter earnings before the opening bell on Thursday.

Comcast Posts Earnings Beat on the Back of Strong Subscriber Growth

Comcast Corp (NASDAQ: CMCSA) published its quarterly financial results on Thursday that topped analysts’ estimates for earnings and revenue. The second quarter marked the first for the company after the launch of Peacock (ad-supported streaming service) and the one that reflected the full impact of COVID-19 on Comcast’s business.

Comcast tops analysts’ estimates for earnings and revenue in Q2

The hope for NBCUniversal CEO Jeff Shell in the studio’s new unprecedented 17-day, PVOD deal with AMC Theatres is to make more money in the post theatrical windows which have waned in recent years. “Movies are our lifeblood,” said the NBCUniversal pro-PVOD exec, “Over the last couple of years, it’s become more increasingly difficult to

NBCUniversal CEO Jeff Shell Says Studio’s Deal With AMC “Can Tap Into Very Large Audience” Who Don’t Frequent Movie Theaters

The service racked up 10 million accounts, following its limited rollout in April and its full launch in July. That's the same number Disney Plus got in about 24 hours.

NBC's Peacock streaming service hits 10 million sign-ups

Comcast (CMCSA) delivered earnings and revenue surprises of 25.45% and 0.24%, respectively, for the quarter ended June 2020. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Tops Q2 Earnings and Revenue Estimates

Comcast earnings for the June quarter fell from a year earlier but topped estimates as the company signed up 10 million subscribers for its new Peacock-branded video streaming service.
The post Comcast Earnings Top Views As NBCU Theme Parks, Film Unit Take Hit appeared first on Investor's Business Daily.

Comcast Earnings Top Views As NBCU Theme Parks, Film Unit Take Hit

Comcast topped Wall Street analysts’ forecasts for the COVID-19-hit second quarter, with total revenue slipping 12% from a year ago to $23.7 billion and adjusted earnings per share reaching 69 cents. While the earnings figure declined from 78 cents in the year-ago quarter, it was far higher than the consensus expectation of 55 cents. Revenue

Comcast Tops Wall Street’s Q2 Estimates, But NBCUniversal Ad Revenue Falls 27%

Comcast Corp. CMCSA, +1.59% saw revenue and earnings decline in the second quarter as the company felt the sting of the COVID-19 crisis, but shares were up 4.8% in premarket trading Thursday after the media giant topped expectations on both metrics.

Comcast stock gains after earnings easily top expectations

Comcast Corp on Thursday reported second-quarter revenue that beat expectations, as strong sign-ups for broadband offset weaker advertising sales at cable networks and broadcast TV.

Comcast beats revenue expectations as broadband growth overshadows pandemic hit

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended June 30, 2020. “Our response to COVID-19 has been extraordinarily fast and effective, and our products and brands continue to resonate strongly with our customers across all segments and all geographies.

Comcast Reports 2nd Quarter 2020 Results

This is the first earnings report since Comcast's NBCUniversal has launched its new ad-supported streaming service, Peacock.

Comcast is set to report earnings before the bell — here's what Wall Street expects

Universal may have struck a deal with the largest theater chain in the U.S., but it may find itself at odds with the second-largest theater chain if it looks to deviate from the traditional movie theater release model.

Cineworld CEO says AMC-Universal deal is 'wrong move at the wrong time'

RICHMOND, Va., July 29, 2020 /PRNewswire/ -- Comcast NBCUniversal today announced it has awarded approximately $70,000 in scholarships for the 2020-2021 school year to 28 Virginia students as part of its annual Leaders and Achievers® Scholarship Program.

Comcast NBCUniversal Awards $70,000 in Scholarships to 28 Virginia High School Seniors

Charter Communications

AT&T

If you thought customer losses from AT&T during the second quarter were rough, just wait.

Why 2020 Will Be Brutal for the Cable Industry

EXCLUSIVE: Those in town assuming that one of the other big exhibition circuits will fall in line with AMC and seek their own 17-day theatrical window-PVOD deal with Universal will soon realize that it will be a cold day in hell. Cineworld CEO Mooky Greidinger, who oversees the world’s second largest chain, exclusively tells Deadline

Cineworld Reacts To Universal-AMC Theatrical Window Crunching PVOD Deal: “We Do Not See Any Business Sense In This Model”

Cord-cutting could go from bad to worse for the big pay-TV companies.

3 Reasons Cord-Cutting Could Accelerate in the Second Half of 2020

Tuesday’s milestone windows agreement between No. 1 exhibitor AMC and Universal Pictures is a near-term positive for the theatrical film business but a potential headache for exhibitors down the road. That’s the general takeaway from several Wall Street analysts who sized up the deal, which allows Universal releases to head to premium video on demand

News for Comcast Stock (CMCSA)