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's Peacock launches for Comcast subscribers on April 15th. With more people staying at home streaming content, one analyst says the environment is primed for Peacock's rollout.

Analyst sees the 'best of times and the worst of times' for video streaming services

The WGA East today accused NBCUniversal of “union busting” in a dispute over the shuttering of its now-defunct Peacock Productions, formerly the in-house nonfiction production wing of NBC News. The guild, which had a contract with Peacock, says that many of the unit’s former writer-producers have been reassigned to the newly created NBC News Studios,

WGA East Accuses NBCUniversal Of “Union Busting” In Dispute Over Its Now-Defunct Peacock Productions

Comcast (CMCSA) makes Peacock's premium tier available to Xfinity X1 and Flex customers for free.

Comcast (CMCSA) Makes Peacock Free to Xfinity X1, Flex Users

The cable giant is joining the streaming fray, but it faces some coronavirus-related headwinds.

Comcast Launches a Slimmed-Down Peacock This Week

The company knows there are millions of people currently stuck at home, looking for another entertainment option.

Comcast "Evaluating" an Early Launch of Peacock Streaming Service

Charter Communications

Disney

Twenty-First Century Fox

Roku

AT&T

Twitter

Not only is cable and streaming activity up but the consumption of media, especially news, is surging. All of this is good news for media stocks.

7 Media Stocks That Will Power Higher After the Pandemic Subsides

Peacock’s launch during this unusual period did not involve a sudden scramble for advertisers since it had ten long-term deals in place with major sponsors that have not dropped out or pulled back as others have across the television landscape.

Peacock’s Long-Term Launch Partners Keep Advertising Steady Despite Tough Times For Brands

NBCUniversal CEO Jeff Shell and Peacock chief Matt Strauss signaled the “milestone” launch of the new streaming service , while also acknowledging obstacles, in a memo to employees Tuesday.

NBCU Boss Jeff Shell And Peacock Chief Matt Strauss On Streaming Launch: “This Is A Marathon, Not A Sprint”

Two of the top executives in charge of Peacock, the streaming service launching Wednesday for Comcast subscribers, said it remains on track to hit financial and usage targets despite the massive disruption of COVID-19.

Peacock Execs Say Pandemic Has Helped More Than Hurt Streaming Service: “No Material Changes” To Financial Guidance

NBCUniversal is considering moving up the nationwide launch date for its Peacock subscription video service. Peacock has planned to launch for everyone on July 15.

NBCUniversal 'evaluating' moving up nationwide Peacock launch from July 15, says Peacock chief

NBCUniversal’s new streaming service Peacock is launching for Comcast’s Xfinity X1 and Flex customers tomorrow, April 15, at no additional cost. The launch is still happening according to the schedule that the company announced in January, which pointed to a broader launch on July 15.

NBCUniversal’s Peacock launches on Comcast tomorrow

But you won't get the real Peacock until July -- and even that will be pared back because of coronavirus.

NBC's Peacock launches (sorta) tomorrow, as 'sneak peek' on Comcast

Verizon

Pay-TV providers and ISPs are benefiting in some ways, but they face a number of challenges as well.

How the COVID-19 Pandemic Is Impacting Cable Companies

Television programming is hardly parent company Comcast's breadwinner, and NBCUniversal has a technological ace up its sleeve.

Don't Sweat NBC's Decision to Cut Back on Television Ad Inventory

Live Nation

Getting people back to rock concerts, football games, and industry conferences in a COVID-19 world will be a long process.

Coronavirus: Health Experts Say That Crowded Events Need to Stay Closed Until the Fall of 2021

NBCUniversal said Monday that Capital One, L’Oreal, Molson Coors, Subaru and Verizon have signed up as launch sponsors for the new streaming service Peacock when it debuts this week. Peacock hits nationwide on Wednesday, April 15, free for customers of parent company Comcast, and three months later for everyone else with a price range from

NBCUniversal Unveils Peacock Advertising Launch Partners Ahead of Wednesday Debut

Comcast: Please Recognize This Opportunity

With most of the U.S. population self-isolating, remote controls are getting a serious workout. Streaming, linear viewing and on-demand consumption have all risen sharply. For major video providers like Comcast, the surge has been a mixed blessing. It brings huge opportunity at a moment when movie theaters, sporting venues and theme parks are shuttered. But

Comcast’s Xfinity Exec Rebecca Heap On Film Releases Without Theaters, Peacock’s Outlook And Meeting Viewer Demand Surge

Universal Studios Hollywood and Universal Orlando Resort on Thursday extended their closures to “at least through May 31,” the latest pushing of the dates at the parks shuttered by the coronavirus pandemic. NBCUniversal also said that pay cuts for most full-time employees and furloughs for all of its part-time workers are coming.

Universal Extends Park Closures “At Least” Through May; Pay Cuts, Furloughs For Part-Time Workers On Way

The selloff in Comcast made little sense to begin with. The fact that it has ended doesn't mean the rally in CMCSA stock is finished.

Broadband Usage Will Drive Upside in Comcast Stock

ViacomCBS

Networks, hamstrung by the inability to shoot new TV shows, may turn to reruns to fill programming slots.

Broadcast networks may resort to reruns amid coronavirus quarantines

Walgreens

Waste Management

These stocks are all trading near their 52-week lows.

3 Bargain Stocks You Can Buy Right Now: CMCSA, WBA & WM

Wolf's Coronavirus Discounts: Comcast Corporation

NBC, ABC, and CBS are coming together for a global broadcast on April 18 called One World: Together at Home.

NBC, ABC And CBS Team Up For Coronavirus Relief TV Special

NBCUniversal says it's offering resources like more access to talent and remote production to its advertising partners as it also reduces commercial time.

News for Comcast Stock (CMCSA)