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

NBCUniversal and Sky have set the leadership team for their One Platform Global Advertising & Partnerships initiative, which was first announced last month.

NBCUniversal And Sky Set Leadership For One Platform Global Advertising & Partnerships

Comcast (CMCSA) closed at $39.22 in the latest trading session, marking a -1.33% move from the prior day.

Comcast (CMCSA) Dips More Than Broader Markets: What You Should Know

Alphabet

The injection of live broadcast content into streaming video packages has given linear cable subscribers a viable choice.

Bad News for Comcast, Good News for YouTube: Skinny Bundles Increasingly an Alternative to Cable

Investors are too focused on Comcast's smaller businesses and ignoring broadband tailwinds that should move Comcast stock higher.
The post Another Dip Creates Another Opportunity in Comcast Stock appeared first on InvestorPlace.

Another Dip Creates Another Opportunity in Comcast Stock

Comcast chief financial officer Mike Cavanagh said the conglom was “pleased” with the weekend PVOD debut of Pete Davidson-starrer The King Of Staten Island – its latest film to go directly on-demand — and reiterated that while the company’s very eager for theaters to reopen it is likely the distribution model may have permanently changed

Comcast CFO Mike Cavanagh Talks PVOD, Parks & Peacock At Media Conference

AMC Networks

AT&T

Partnering with distributors may be key to taking on Netflix.

How Smaller Competitors Might Survive the Streaming Wars

Some sporting events are coming back later this summer. Will cable subscribers?

Will the Return of Sports Save Cable TV?

In an open letter to advertisers Monday, NBCUniversal ad chief Linda Yaccarino offered a response to recent demands that media companies shift to a calendar-year upfront. She said transformation in the advertising business is a “shared responsibility” for the buy side and the sell side and made what she admits is an “ambitious call to

NBCUniversal Ad Chief Linda Yaccarino Responds To Advertisers’ Upfront Demands: “Transformation Is A Shared Responsibility”

President Trump on Saturday told his Twitter and Facebook followers to drop Comcast -- an egregious use of his presidential platform to hurt an American business.

Trump's latest target on Twitter: Comcast

Byron Allen and Comcast settled their long-running racial discrimination lawsuit that went all the way to the Supreme Court  over the cable giant's decision to not air Allen's cable channels.

Byron Allen settles racial discrimination lawsuit with Comcast

After months of being closed, certain parts of the theme park have quietly opened their doors.

Universal Studios Hollywood Has Opened for Business

Comcast Corp  said on Thursday it reached a content carriage deal with comedian-turned media mogul Byron Allen, who withdrew a lawsuit about racial bias against channels owned by African Americans.

Comcast, media mogul Byron Allen reach carriage deal

One of the most often chewed-over concepts in the media business is whether — or when — major live telecasts will move entirely online and leave linear television behind. That paradigm shift won’t happen anytime soon, a senior Comcast executive predicted Tuesday, even though the technical solutions exists to make it so. The biggest obstacle

Routinely Streaming Large-Scale, Live Events Is Too Costly To Happen Anytime Soon, Comcast Exec Says

Comcast CEO Brian Roberts said now is the time to put words into action.

Comcast to Spend $100 Million Fighting for Social Justice, Equality

The commitment is part of a slew of corporate funding in social justice efforts following protests over the death of George Floyd.

Comcast commits $100 million to fight injustice and inequality

Comcast CEO Brian Roberts Monday said the company is committing $100 million dollars to fight social injustice and inequality. In a memo to emoployees, he said the funds — made up of $75 million in cash and $25 million in media — will be part of a multiyear program. The announcement comes as media and

Comcast Commits $100 Million To Multiyear Plan To Fight Inequality

Automatic Data Processing

Bank of America

Enterprise Products Partners

General Dynamics

Prudential Financial

Taiwan Semiconductor Manufacturing

Tyson Foods

Ventas

This article is part of our monthly series, where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms.

5 Safe And Cheap Dividend Stocks To Invest In (June 2020)

Universal Orlando welcomed the general public back into the park Friday.

Universal Orlando Reopens To The Public—Here’s What It Looks Like

Comcast's Universal Orlando officially reopens on Friday after pausing operations for 82 days. It's not business as usual, but business as unusual still works.

Disney World's Top Rival Is Back in Business

Comcast (CMCSA) closed the most recent trading day at $41.29, moving -0.02% from the previous trading session.

Comcast (CMCSA) Stock Moves -0.02%: What You Should Know

Comparing the trend in Comcast stock (NASDAQ: CMCSA) over recent months with its trajectory during and after the great recession of 2008, we believe there is very little the stock can potentially gain from its current level of $40 amidst the coronavirus crisis.

Has Comcast’s Stock Peaked?

Comcast chairman-CEO Brian Roberts said he’s hopeful the dialogue around race and diversity spurred by the death of George Floyd “can lead to some real change that has been lacking over the years in this country” and that “Comcast can play a constructive role.” Speaking at the annual meeting of shareholders, held virtually Wednesday morning,

Comcast CEO Brian Roberts Sees Company Playing “Constructive Role” Amid National Dialogue On Race, Diversity

Disney

SeaWorld Entertainment

Legoland Florida became the first Florida theme park to open in 78 days, but crowds were still light.

Theme Parks Are Back, but What About Customers?

Charter Communications

ViacomCBS

The industry's powerhouses just teamed up in a way that leaves privacy hawks with little to complain about.

Cable Companies Are Taking a Page Out of Google's Playbook to Launch Targeted Ads

Major Markets Include Atlanta, Seattle and Detroit Major Markets Include Atlanta, Seattle and Detroit

News for Comcast Stock (CMCSA)