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

Disney

Comcast stock price has increased by 11% in the last three and a half years, when the stock increased from $35 at the end of 2016 to $39 as on 30th June,2020. That’s positive for Comcast’s investors.

Disney Or Comcast?

Twenty-First Century Fox

AT&T

The entertainment sector has been hit hard during the coronavirus pandemic, but as the coronavirus outbreak diminishes, these stocks can rebound back to full throttle.

3 Entertainment Stocks to Buy Amid the Coronavirus Pandemic

Comcast's Universal Orlando resort is introducing a high-tech stunt show while most of its peers are holding back on new rollouts.

Disney World's Top Rival Pulls a New Stunt

Outplayed by Disney in a bidding war for 21st Century Fox Hollywood assets in 2018, Comcast instead acquired British satellite broadcaster Sky — for $36 billion more than it’s worth today, according to one Wall Street analyst, suggesting the plunging valuation may be less worrisome than the media giant’s lack of strategic vision for the

Why Did Comcast Buy Sky Again? Analyst Revisits Deal for “Declining Asset”

The Federal Reserve has acquired bonds of 86 companies led by WarnerMedia parent AT&T and including Comcast, Fox Corp. and Activision Blizzard in a first round of corporate debt purchases to buck up financial markets during the coronavirus pandemic.  The move has helped lower interest rates for companies, including big media and entertainment groups, issuing

Fed Kicks In Corporate Bond Buying Spree With AT&T, Comcast, Fox

Fox has sold NBC Sports media rights to the United States Golf Association, including the U.S. Open with years of the deal left running through 2027.

Fox Sells Rights For United States Golf Assocation, Including U.S. Open, To NBC Sports

Amazon

Netflix

The growth in subscription streaming hours will slow considerably over the next couple years.

Is It Too Late for New Subscription Video Services?

When we evaluate Peacock’s trailers using the Netflix formula, it’s unclear whether Peacock is  seeking to provide premium (i.e., non-network-like) content that is binge-worthy.

Peacock Reveals New Shows: Must See Or Not?

A partnership expands use of DOH, an encrypted version of a critical network technology called DNS.

Firefox expands network privacy protection with Comcast deal

In the latest trading session, Comcast (CMCSA) closed at $38.56, marking a -1.63% move from the previous day.

Comcast (CMCSA) Stock Moves -1.63%: What You Should Know

Alphabet

Comcast (CMCSA)-owned NBCUniversal's distribution deal to launch Peacock streaming service on Google's platforms starting Jul 15 is likely to draw more audience on strong content portfolio.

Comcast's Peacock-Google Platform Launch Slated for July

AI-based network management gave Comcast an immediate boost in traffic capacity as work moved online. But even so, temporarily suspended data caps aren’t here to stay.

As remote work exploded, Comcast turned to AI to keep the internet running

Peacock, the NBCUniversal streaming service initially launched in April, has set a distribution deal with Google for its national expansion in July. Google platforms and devices spanning Android, Android TV and Chromecast will begin carrying Peacock on July 15.

Peacock Sets Google Platforms Deal For July Expansion, With 3-Month Free Trial

As theaters start reopening, Fandango is looking to make the help moviegoers return to theaters confidently with a newly launched comprehensive program. Starting today, Fandango.com and Fandango mobile apps will begin rolling out new resources and product functionality, including social distance seating maps, a one-stop guide to safety policies provided by more than 1000 theater

Fandango Launches New Comprehensive Program As Theaters Begin To Reopen

Spotify

Shares of Spotify Technology SA SPOT, +6.56% are up more than 5% in Tuesday trading after Comcast Corp.

Spotify stock gains after Comcast makes service available to Xfinity customers

Broadcom

Omnicom Group

Oracle

Texas Instruments

With the market rising back, and with volatility coming with some frequency during the past week, this is an excellent time to look at things we should have done.

I Wish I'd Bought (More Of) These Communications/IT Companies

Mickey's Not-So-Scary Halloween Party isn't going to happen at Disney World this year, but Universal Orlando's Halloween event isn't likely to follow suit.

Disney World Rival Isn't Likely to Cancel Halloween Horror Nights

500,000 Comcast Subscribers Will Cut the Cord This Quarter

The offer includes people who aren't customers.

Comcast extends free public Wi-Fi access to everyone for rest of 2020

It is offsetting those losses with significant gains in high-speed internet delivery.

Comcast Is Expecting to Lose More Cable Subscribers in the Second Quarter

Comcast will offer 60 days of free broadband service to low-income customers in Washington state through the rest of the year as the coronavirus pandemic forces many families to rely on home internet for school and work.

Comcast offers 60 days of free broadband for low-income families in Washington state through 2020

EXCLUSIVE: More than three months after Hollywood came to a halt due to the coronavirus pandemic, NBCUniversal has begun a cautious return to work. Drawing from a comprehensive plan initiated mere days after its 400-acre Los Angeles facility shut down March 13 as well as the latest government guidelines, the Comcast-owned company this week began

Reopening Hollywood: NBCUniversal Begins Return To Work On The Lot, Tests COVID-19 Production Protocols

The broadband provider is extending the free offer until the end of the year as Americans continue to deal with the coronavirus pandemic.

Comcast extends free Internet Essentials offer through 2020

Comcast: Long-Term Low-Teens Return, Small COVID-19 Hit

Comcast's stable growing internet business makes shares a bargain. That contribution makes CMCSA stock worth 48% more than current levels.

News for Comcast Stock (CMCSA)