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

While NBCUniversal is launching its Peacock streaming service tomorrow with support for a variety of platforms (including iOS and Android devices, Apple TV, Chromecast and Xbox One), two big names are missing from the list — the two largest connected TV platforms, Roku and Amazon Fire TV.

Peacock is the latest streaming service to skip Roku and Amazon Fire TV

Peacock, NBCUniversal's new streaming service, is ready to flaunt its colorful library of content and its attention-grabbing price point of $0.

Peacock: What you need to know about NBCUniversal's new streaming service

The next big media streaming service arrives tomorrow, as NBCUniversal launches Peacock. The service has already been available to parent company Comcast’s Xfinity X1 and Flex cable customers since April, but tomorrow marks the launch to a general audience, with anyone in the United States able to sign up and access Peacock on a range […]

NBCUniversal’s streaming service Peacock officially launches tomorrow

Comcast-owned NBCUniversal will enter a crowded streaming market on Wednesday when it launches its Peacock streaming service nationally, offering 20,000 hours of content, including NBC shows such as “30 Rock,” “Cheers” and “Saturday Night Live.”

Comcast bets on ads with launch of Peacock streaming service

Comcast: Elbowing Its Way Into The Streaming Wars

Matt Strauss, a veteran Comcast exec who took the helm of NBCUniversal streaming service Peacock last fall, knew one thing for certain when he started: He wasn’t creating a copycat offering. “TV tends to be very dynamic,” he told Deadline in an interview ahead of Peacock’s July 15 nationwide expansion. “It’s current. It’s social. Many

Peacock Chief Matt Strauss On Building A Streaming “Start-Up” In Turbulent Times, Avoiding “Casino” Feel Of On-Demand Rivals

DISH Network

AT&T

ViacomCBS

Content, distribution, technology -- it's all blurring together. The path that companies like Comcast, Netflix, Roku, Amazon, Apple and Disney choose will dictate how much they spend on content, their M&A strategies, and ultimately, their stock prices.

The biggest media and technology companies are having an identity crisis

The communications and media conglomerate fell hard as a result of the COVID-19 crisis and headwinds in cable TV.

Why Shares of Comcast Stumbled 13.3% in the First Half of 2020

Charter Communications

T-Mobile US

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Telecom stocks have languished amid the market's broad rally, except for T-Mobile stock. Will second-quarter earnings from industry behemoths change investor sentiment for the better?

Telecom Stocks Head Into Earnings In Doldrums Amid Market Rally

AMC Entertainment

Cinemark Holdings

A recent survey says the movie industry's most important consumers are okay with watching new films at home.

More Good News for Comcast's NBCUniversal Is More Bad News for AMC Theatres

The issues under negotiation present a window into what's important to media and technology companies as they build an infrastructure for the next generation of television.

NBCUniversal's Peacock is unlikely to reach deals with Amazon and Roku by July 15 launch

NBCUniversal has set plans for its first “creativity summit,” an online event July 16 primarily for media buyers and press that will culminate in a sneak preview of the 30 Rock upfront show NBC will broadcast later that night. Talent including Fred Armisen, D-Nice, Tina Fey, Dan Fogelman and Ego Nwodim will appear during the

NBCUniversal Reveals Slate For Creativity Summit And Sets Preview Of ’30 Rock’ Upfront Special

As the coronavirus pandemic continues to worsen in the U.S., Universal Pictures is pushing a number of its upcoming horror films to new dates.

Universal shuffles horror movie slate as coronavirus pandemic worsens

Etsy

Limelight Networks

Shopify

Block

A truly digital-first era is upon us. Invest accordingly.

5 Stocks That Will Emerge Stronger From the "Great Redundancy Crisis"

Cesar Conde, the new chairman of NBCUniversal News Group, outlined a workforce goal of 50% diversity on Tuesday, telling employees that as “a news organization we have a unique responsibility to reflect the country and all of the communities we serve.” “The NBCUniversal News Group is not going to wait for change to happen and

NBCUniversal News Group Chairman Cesar Conde Sets Goal Of 50% Diverse Workforce

Cisco Systems

FactSet Research Systems

Tesla

Xcel Energy

Sentiment has been mixed due to economic forecasts and rising COVID-19 cases. And while today hasn't been a repeat of Monday’s performance, markets aren’t in terrible shape either.

Best Stocks To Buy As Nasdaq Continues Record-Breaking Streak

Atlanta Braves Holdings Inc

Churchill Downs

Disney

Dover Motorsports

Manchester United

MSG Networks

Madison Square Garden Sports

NIKE

World Wrestling Entertainment

Sports stocks have been among 2020's biggest losers as TV and gate revenues have collapsed. But these 10 could be winners as sports return.

10 Sports Stocks to Buy When Games Return

EXCLUSIVE: NBCUniversal-owned Telemundo has surpassed 10 million subscribers to its main YouTube channel, a higher tally than any other channel tied to a U.S. broadcast network. The shared model of the Google-owned platform has delivered the Hispanic media brand meaningful revenue from YouTube.

Telemundo YouTube Channel Tops 10M Subscribers, Tops Among U.S. Broadcasters, Giving Marketing Boost To Network And Peacock

Comcast (CMCSA) owned NBCUniversal signs licensing deal with ViacomCBS to add select Paramount movies and Showtime content on Peacock streaming platform after its launch on Jul 15.

Comcast (CMCSA) Peacock Adds Content From ViacomCBS Library

eBay

Lockheed Martin

It is no secret that 2020 has been an economic roller-coaster ride. Going from the strongest economy of our lives to the COVID-19-induced recession has been unprecedented for everyone except those who can remember the Great Depression of the 1930s.

3 Strong Cash Flow Stock Picks for Solid Dividends and Upside Ahead

ViacomCBS licensed "The Godfather" and other notable films and shows to Comcast's new Peacock streaming service. Apple, meanwhile, continues to ramp up content acquisitions for TV+ with a record deal for a Will Smith movie.

ViacomCBS Signs Programming Deal With Comcast’s Peacock Service

Competing studios and media owners are starting to cooperate on a limited basis in order to maximize revenue.

NBCUniversal's Streaming Service Peacock Will Launch With Some ViacomCBS Content

NBCUniversal’s Peacock, nearing its nationwide launch on July 15, has reached a licensing deal with ViacomCBS covering movies from Paramount and TV shows from across the company. Under the deal, films from Paramount will stream on Peacock in limited exclusivity windows throughout 2021, 2022, and 2023. The roster includes The Godfather trilogy, Catch Me If You Can, The

Peacock Licenses ViacomCBS Titles Like Paramount’s ‘Godfather’ Trilogy, TV Shows ‘Ray Donovan’, ‘Charmed’

NBCUniversal adds heft to Peacock before July 15 launch with licensing deal for ViacomCBS movies and TV shows.

NBCUniversal's Peacock strikes licensing deal for ViacomCBS movies and TV shows including 'The Godfather,' 'Undercover Boss'

NBCUniversal struck a licensing deal for Peacock to stream some programming from ViacomCBS, which operates its own rival streaming service CBS All Access.

News for Comcast Stock (CMCSA)