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

Comcast (NASDAQ: CMCSA) shares are trading lower on Friday after getting a downgrade.

Why Comcast's Stock Is Trading Lower Today

Disney

New guidelines provided by a local government task force in Florida offer theme park fans an idea of what to expect when Disney and Universal are finally able to open to the public once the coronavirus pandemic eases.

What to expect when Disney and Universal theme parks reopen in Florida

The cable giant warned of a bigger slump in the fiscal second quarter.

Comcast's Profits Take a Hit From Park and Theater Closures

AMC Entertainment

After a major public disagreement between Universal and exhibitors are we now seeing a change in the status quo between the two powerhouse parts of the film industry?

The State Of Play: Is The Universal/AMC Disagreement A Sign Of Things To Come?

Broadcom

Cisco Systems

Micron Technology

QUALCOMM

Tesla

An unprecedented stimulus package by the government and the central bank will significantly increase pent-up demand.

Reviewing Best April in 82 Years: 4 Reasons for the Rally to Last

Comcast Corporation (CMCSA) CEO Brian Roberts on Q1 2020 Results - Earnings Call Transcript

AMC Networks

Discovery

ViacomCBS

Shares of Discovery, AMC Networks, and ViacomCBS sold off after Comcast said cable subscribers had tumbled.

Why Cable Stocks Were Diving Today

The quarrel between AMC and Universal has brought into question the vitality and longevity of the traditional theatrical experience and if movie theaters will truly be able to go back to normal after this coronavirus outbreak ebbs.

Universal and AMC are quarreling: What it says about Hollywood and its future

Not to deflate a rousing round robin of mudslinging between AMC, Cineworld and Universal, but this whole OMG melee between exhibition and studios over PVOD, theatrical-window crunching and hurt feelings is poised to calm down soon. Some industry insiders believe the situation has already eased, and the statements made this morning on Comcast’s Q1 earnings

AMC, Cineworld & Universal ‘Trolls’ Windows War: Why This Storm Is Already Passing

Comcast's (CMCSA) Q1 earnings results reflect growth in high-speed Internet subscriber base and a strong momentum in wireless amid coronavirus crisis.

Comcast (CMCSA) Q1 Earnings Beat Estimates, Revenues Miss

Cable giant Comcast reported nearly a 40 percent dip in first-quarter profit Thursday as the economic fallout from the coronavirus hit NBCUniversal’s theme parks and film divisions. Comcast shares fell  over 5 percent in early-market trading after the company said during its earnings call that it would lose about $500 million if theme parks remained.

Comcast’s profit drops as coronavirus hits NBCUniversal division

By supplying the shopping cart and offering a free, ad-supported streaming service, the company is positioning itself to collect lots of digital consumer data.

Comcast Tiptoes Into E-Commerce. Here's Why It Matters

The situation is not expected to improve any time soon.

It’s Not Just Disney — NBCUniversal Hit Hard By Theme Park And Theater Closures

NBCUniversal CEO Jeff Shell sees “very, very encouraging” early signs from Peacock, but also sees “significant adjustments” being made to the expense side of the Comcast division in light of COVID-19. Shell delivered those comments during his first appearance on a Comcast earnings call, having taken over as CEO of NBCU earlier this year. He

Comcast And NBCU Execs Talk Peacock Start, Sports Outlook, Likely Cost Cuts

Netflix

AT&T

A lot of Americans are planning to cancel their cable because of the impact of COVID-19.

How Bad Will Coronavirus-Fueled Cord-Cutting Get?

Comcast earnings fell from a year earlier but topped first-quarter estimates while revenue dropped less than expected as the coronavirus lockdown impacted cable TV and NBCUniversal.
The post Comcast Earnings Fall But Top Estimates As Coronavirus Hits NBCUniversal, Sky appeared first on Investor's Business Daily.

Comcast Earnings Fall But Top Estimates As Coronavirus Hits NBCUniversal, Sky

Tech's competition for digital video sales and rentals does a bit of consolidating thanks to Walmart.

Fandango's Vudu Deal and the Digital Media Marketplace

Comcast (CMCSA) delivered earnings and revenue surprises of 2.90% and -0.86%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Q1 Earnings Beat Estimates

Comcast Corp. (NASDAQ: CMCSA) released its quarterly financial results on Thursday that posted a dramatic 40% decline in the company’s profit in the first quarter.

Comcast’s profit slumps 40% in Q1 due to Coronavirus restrictions

DISH Network

Twenty-First Century Fox

TiVo

Absence makes the fees grow higher and that could have consequences for pay-TV and streaming industries.

Sports Broadcasts Are Somehow Still Getting Pricier

Comcast Corp  on Thursday reported its best quarter of broadband net additions in 12 years, but revenue fell shy of Wall Street's estimate as the coronavirus pandemic hurt advertising.

Comcast first-quarter broadband growth tops views, coronavirus hurts advertising

Comcast delivered a mixed bag of first-quarter results, missing Wall Street expectations for revenue, but beating profit forecasts. The media giant also warned investors of a “significant” hit to second-quarter results due to COVID-19. Adjusted earnings per share came in at 71 cents, down nearly 7% from the same quarter a year ago but ahead

Comcast Posts Mixed Q1 Results, Warns Of “Significant” COVID-19 Hit In Q2

Comcast has seen broadband usage spikes amid the pandemic that's kept Americans at home.

Comcast is set to report earnings before the bell

Will the world's biggest movie chain really stop showcasing films from one of the largest entertainment companies?

AMC Plans to Stop Screening Movies From Comcast's Universal Division

It’s clear there will be major changes at Central Florida’s major theme parks, including Disney World and Universal Orlando, when they begin to reopen as coronavirus restrictions ease. The Orange County Economic Task Force issued some preliminary guidelines Tuesday as the state considers a phased approach to reopening the parks. All are initial suggestions only,

News for Comcast Stock (CMCSA)