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

Universal Studios Japan said on Monday its theme park in Osaka would open later this month for the first time since closing in March due to the coronavirus.

Jaws returns, as Universal Studios Japan to reopen this month

Comcast (CMCSA) reported earnings 30 days ago. What's next for the stock?

Why Is Comcast (CMCSA) Up 5.2% Since Last Earnings Report?

ViacomCBS

Some companies are in a better position to rebound quickly.

Who Stands to Gain From the PGA's Return?

AutoNation

CVS Health

FedEx

Micron Technology

PulteGroup

Philip Morris

Target

The gap between expensive stocks and cheap value stocks to buy is wider than it has ever been. That's an opportunity for investors.

10 Value Stocks to Buy From the Vanguard U.S. Value Factor ETF

Netflix

Gov. Gavin Newsom was eager to get film studios back in action, but his office respected a more safety-focused attitude from industry insiders.

California Held Back the Promised Reopening Guidelines for Movie Production This Week

Universal Orlando is looking to start a phased reopenign on June 5, according to plans presented Thursday to the Orange County Economic Recovery Task Force.

Universal Orlando Theme Park Proposes Phased Reopening Starting June 5

AMC Entertainment

A survey shows 70% of people prefer new movie releases as digital in-home rentals, and it's not the only problem for theater operators like AMC.

7 Out of 10 People Would Rather Be Home Than at a Multiplex

Media giant Comcast is selling $4 billion worth of notes and will use the proceed to pay down existing debt. The company revealed the plans in a pair of SEC filings Wednesday. The parent of NBCUniversal is offering three tranches of notes for, respectively, $1.5 billion, $1.7 billion and $800 million. It said  it “intends

Comcast Raising $4 Billion In Bond Sale To Refinance Outstanding Debt

Comcast will lose hundreds of thousands of subscribers this year.

Can Comcast's Flex Offset Its Video Subscriber Losses?

Charter Communications

Consumers have tapped into their cable TV provider's on-demand libraries since March in a bigger way than one would have expected.

Here's How Charter and Comcast Can Curb the Cord-Cutting Movement

Comcast Corporation (NASDAQ: CMCSA) faces a "tough road" ahead as the COVID-19 pandemic is likely to impact each business unit, according to Guggenheim.

Guggenheim Predicts 'Tough Road' Ahead For Comcast, Downgrades Stock

Disney

SeaWorld Entertainment

Central Florida theme park operators can start submitting their reopening plans, but it's not as easy as it seems.

When Will Disney World, Universal, and SeaWorld Reopen?

Shares of Comcast Corp. CMCSA, +6.04% are off 1% in premarket trading Tuesday after Guggenheim analyst Mike McCormack downgraded the stock to neutral from buy.

Comcast stock falls after Guggenheim downgrade

SmileDirectClub

SmileDirectClub Inc (NASDAQ: SDC) said Monday afternoon it's seeking approximately $2.8 billion in damages from Comcast Corporation's (NASDAQ: CMCSA) NBCUniversal.

Why SmileDirectClub Is Suing NBCUniversal For $2.8B

Thanks to a multi-billion-dollar lawsuit filed today from a direct-to-consumer teeth straightening company, Cesar Conde won’t be getting much of a honeymoon as the newly installed chief of the newly formed NBCUniversal News Group. “SmileDirectClub gave NBC every opportunity to retract this defamatory report and correct the record voluntarily,” said the action against NBCUniversal Media

NBC Universal Smacked In The Mouth With $2.8B Lawsuit By Teeth Straightening Company Over Critical News Report

Will this Peacock survive among the fittest or will it be like Apple TV Plus, bitten then tossed aside in a paradise, lost?

Will Peacock Be Proud Or Embarrassed After July 15th Launch?

New ideas and a handful of reboots, including an animated Cleopatra series for kids and a cybercrime-fighting comedy, are on the menu.

NBCUniversal Unveils Originals Available at Launch of Peacock

Comcast CFO Mike Cavanaugh sees PVOD opportunities arising on a “title by title” basis going foward at Universal although “there is obviously a lot of industry stuff to work through to bring that to fruition.” His comments at a media conference Wednesday – the latest in a war of words over windows – were in

Comcast CFO Sees “Title By Title” Potential For PVOD Releases After Working Through “Industry Stuff”

The actual theme parks are staying closed until further notice.

Universal Studios Orlando Will Open Some CityWalk Stores This Week

Comcast's Universal Orlando announced that it will open its CityWalk entertainment complex days before Disney does. It could be a similar strategic footrace to the starting line when theme parks can reopen later this year.

Will Disney World's Top Rival Reopen First?

The entertainment behemoths have taken massive losses from theme park and movie theater closures.

The World’s Largest Media Companies 2020: Comcast And Disney Hold A Precarious Lead

Universal Orlando announced Monday that select CityWalk venues are opening on May 14 from 4–10 pm daily and that its team and all of guests should follow ecommended CDC guidelines.

Universal Orlando Resort Opening CityWalk May 14 On Limited Basis, Park Still Closed

Select venues at Universal Orlando Resort's CityWalk will reopen starting on May 14.

Some venues at Universal's CityWalk in Orlando will reopen on May 14

Comcast Corp  units NBCUniversal and Sky said Monday that advertising across both of the media companies can now be purchased through the same tool, as the firms look to attract more global advertisers and weather the coronavirus pandemic.

NBCUniversal, Sky expand ad-buying tool globally

AT&T

Comcast, Disney, and others have given some clues about their plans and relationship with theaters.

News for Comcast Stock (CMCSA)