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

AMC Entertainment

It's an industry-defining change that could forever alter how theater owners and studios operate.

AMC Strikes Major Deal With Universal Over Movie Release Schedule

AMC Theatres and Comcast’s Universal Pictures agreed to a major shift in their operations that will allow the studio’s movies to be made available to US audiences at home after just three weekends in cinemas, the companies announced on Tuesday. AMC, the world’s largest movie theater chain, will receive a portion of the revenue that.

AMC Theatres, Universal strike deal to bring new movies to homes earlier

Universal and AMC are mending their frayed relationship in a deal that not only reverses the theater chain's ban on Universal's movies but also appears to upend the traditional exclusivity model that studios and theaters have followed for decades.

Universal and AMC Theatres strike a deal allowing new films to play at home sooner

Shares of AMC Entertainment Holdings Inc. AMC, +7.23% soared 17% in the extended session Tuesday after it and Universal Filmed Entertainment Group UFEG, a division of Comcast Corp.

AMC shares soar 17% after company shortens "theatrical window" in deal with Universal Pictures

AMC Theatres and Comcast Corp's Universal Pictures agreed to a major shift that will allow the studio's movies to be made available to U.S. audiences at home after just three weekends in cinemas, the companies announced on Tuesday.

AMC Theatres, Universal reach deal to bring new movies to homes earlier

AMC will allow Universal to offer some of its films on PVOD just 17 days after theatrical opening day.

Universal And AMC Agree To A Mere 17 Day Theatrical Window

The feud between AMC Theaters and Universal Pictures, which started over the video on-demand release of “Trolls: World Tour” in March, is over.

AMC strikes historic deal with Universal, shortening number of days films need to run in theaters before going digital

Agreement Based on Commitment to Long-Term Partnership and Shared Belief in the Importance of Preserving and Enhancing the Theatrical Experience

Universal Filmed Entertainment Group and AMC Entertainment Announce Agreement for Exhibition of Universal Films

BALTIMORE, July 28, 2020 /PRNewswire/ -- Comcast NBCUniversal today announced it has awarded approximately $95,000 in scholarships for the 2020-2021 school year to 38 Maryland students as part of its annual Leaders and Achievers® Scholarship Program. Students are selected for their.

Comcast NBCUniversal Awards $95,000 in Scholarships to 38 Maryland High School Seniors

Tough cuts at NBCUniversal don't necessarily bode well for CMCSA stock, but the Peacock app's maiden flight was swift and far.
The post Earnings Preview: Is Comcast All Bombast?

Earnings Preview: Is Comcast All Bombast? Expect a Street Beat and More

Comcast's (CMCSA) second-quarter earnings are expected to have gained from strengthened high-speed Internet subscriber base despite the negative impact of coronavirus pandemic.

Comcast (CMCSA) to Report Q2 Earnings: What's in the Cards?

Sinclair Inc

Just in time for the Chicago Cubs’ regular season opener, Comcast and Sinclair Broadcast Group renewed their carriage agreement, which includes the Cubs’ new TV home, Marquee Sports Network. The multi-year deal covers retransmission consent of 78 Sinclair TV stations in 51 markets across Comcast’s cable footprint. Also in the mix are continued distribution of

Comcast And Sinclair Play Ball, Renewing Carriage Deal That Includes Chicago Sports Network On Day Of Cubs Opener

PHILADELPHIA & HUNT VALLEY, Md.--(BUSINESS WIRE)--COMCAST AND SINCLAIR BROADCAST GROUP, INC.

Comcast and Sinclair Broadcast Group, Inc. Announce Multi-Year Content Carriage Agreement

Comcast's Broadband Provision Makes It A Profitable Firm

Comcast Corporation’s (NASDAQ: CMCSA) Peacock streaming video-on-demand service’s mobile app was downloaded 1.5 million times in the first six days of its launch in the United States, according to data from market intelligence firm Sensor Tower.

Comcast's Peacock Streaming Service Saw 1.5M App Downloads In 6 Days Of Launch: Report

CMCSA stock may suffer some volatility again due to the resurgent coronavirus. However, this would be an excellent time to pick up shares on the cheap.

Why Comcast Stock Is a Surprisingly Solid Long-Term Bet

Which division will see the axe fall hardest remains a mystery.

Comcast Prepares "Sweeping" Layoffs at NBCUniversal

Amazon

Netflix

With restriction on traveling and social-distancing measures in place, online streaming apps are witnessing a surge in users.

3 Stocks in Focus as Streaming Services Gain on Coronavirus Crisis

Comcast has generated headlines lately about its overall strategy as it relates to its acquisition and over-the-top strategies.

Comcast's Peacock: Current Opinion On The Service

The axe is about to fall at media giant NBCUniversal to offset losses brought on by the coronavirus pandemic, The Post has learned. The New York-based broadcaster, home to “This Is Us” and “The Tonight Show Starring Jimmy Fallon,” is preparing broad-based layoffs that will hit its network employees especially hard, sources said.

NBCUniversal staffers brace for widespread layoffs

The company and analysts counsel patience, but consumers would’ve fallen in love with the newest streaming service if it’d given them a blockbuster movie.

Peacock just blew its best chance at a splashy streaming-wars debut

DENVER--(BUSINESS WIRE)--Comcast Business and industry leaders address critical topics facing today’s businesses returning to a “new normal” post-COVID-19.

Comcast Business Hosts Virtual Conference on the Future of Business

There are a lot of chess pieces in this match between the leading online retailer and the cable TV giant, but the winner of this game might surprise you.

Better Buy: Amazon vs. Comcast

Comcast is fully launching its new streaming platform, Peacock. Let's dig deeper on Comcast stock to see why this is a name to own.

Comcast Stock Is a Buy as Peacock Streaming Service Launches

Following a 28% decline since the April 1 lows of this year,at the current price of around $41 per share,we believe Comcast stock has reached its near-term potential. CMCSA stock increased from $32 to $41 off the recent bottom,compared to the S&P which increased by around 42% from its recent bottom.

News for Comcast Stock (CMCSA)