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

AT&T

T-Mobile US

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

US wireless and broadband giants extend their FCC pledge to keep customers affected by coronavirus connected through June.

AT&T, Verizon, T-Mobile, Comcast extend promise to not cut-off service during COVID-19 crisis

When companies start to buy and sell the most mature names in a particular industry, they usually have a strong opinion about what lies ahead.

Now That Vudu Is in Comcast's Hands, the TVOD Experiment Is Just About Over

Comcast and AT&T are extending through June 30 a set of initiatives they launched in response to COVID-19, offering wifi hotspots free to everyone (not just their customers) and more flexible payment options for internet, pay-TV and wireless services. The extension, Comcast said, will “help ensure students can finish out the school year from home”

Comcast, AT&T Extend Free WiFi Hotspots, Payment Flexibility Through June 30

Adjusting along with the rest of the industry to COVID-19, NBCUniversal has scheduled a virtual event for advertisers on May 11, the same date it had reserved for its annual upfront at Radio City Music Hall. Dubbed a “One Industry Update,” the event will be conducted via videoconference and feature executive comments as well as

NBCUniversal Adapts To COVID-19 With ‘One Industry’ Virtual Event In Upfront Slot

Comcast chairman-CEO Brian Roberts took home a total compensation package worth $36.37 million last year, up slightly from $35.23 million in 2018, according the company’s proxy filing with the SEC Friday. The package included a base salary of $3.29 million, stock and option awards worth about $10.7 million, non-equity incentive plan compensation of $9.97 million,

Comcast CEO Brian Roberts’ Compensation Totaled $36.37 Million In 2019

The media giant is pulling out all the stops in its quest for a commanding piece of the streaming market, including the addition of lackluster platforms.

For Comcast, the Acquisition of Vudu Is About One Thing

Comcast's 'Trolls' And Peacock Service Offer Strategic Value

Comcast faces short-term headwinds, but CMCSA stock is a buy for long-term investors. Here are a few considerations for the bulls.

3 Reasons to Buy Comcast Stock Right Now

Disney

Nexstar Media Group

With coronavirus boosting video streaming and wreaking havoc with live events, these three TV stocks are worth watching moving forward.

3 Traditional TV Stocks to Watch Now

Comcast (CMCSA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Comcast (CMCSA) Q1 Earnings Expected to Decline

Tractor Supply

Tyson Foods

The Oracle of Omaha would tell you that, above all else, reliable, consistent progress eventually pays off.

3 Stocks Warren Buffett  Would Love

Netflix

Which entertainment company is a better investment?

Better Buy: Netflix vs. Comcast

Comcast’s NBCUniversal Thursday unveiled a new digital commerce storefront that streamlines consumers’ ability to purchase items advertised on linear TV and online, and that can help businesses forced by COVID-19 closures to move from shuttered brick-and-mortar to e-commerce and delivery. Called NBCUniversal Checkout, it will let people instantly click and buy items they see through

NBCUniversal Launches NBCUniversal Checkout Commerce Platform, Waves Fees For Retailers

Comcast Corp's NBCUniversal said on Thursday it aims to help retailers that have been forced to shut down amid the pandemic through new ecommerce tools that will let people buy products directly from NBC's content.

NBCUniversal launches shoppable ads to help retailers hurt by coronavirus

Now it will be easier for advertisers to get products in front of consumers across multiple NBCUniversal assets, so they can make purchases faster.

NBCUniversal launches a unified shopping cart for ads across television and digital properties

NBCUniversal is introducing a new way to incorporate commerce into the viewing and reading experience, which it calls NBCUniversal Checkout. The new product is part of the company’s One Platform ad offering.

NBCUniversal makes its content and ads more shoppable with a new Checkout experience

Apple

Amazon

Subscription churn was looming even before things got rough on Main Street.

Will Economic Strain Make Households Cut Streaming Subscriptions?

Peacock is soft-launching as streaming hours are up, but advertisers are pulling and decreasing spend.

NBCUniversal's Peacock has a buffer against ad slowdown with launch partners — here's why they signed up

Peloton

NBCUniversal has sold a $178 million stake in stationary-bike company Peloton, whose shares have lately been surging because of the coronavirus crisis. The Comcast-owned broadcaster — an early investor in Peloton, which went public last September — has been looking at its portfolio of investments as it seeks to shore up its cash reserves amid.

NBCUniversal bags $178M as it cashes in surging Peloton shares

Comcast’s NBCUniversal has unloaded a chunk of Peleton Interactive shares worth $178 million as companies big and small scrutinize their portfolios to raise cash during a time of intense economic uncertainty. The company said in an SEC filing it sold 5.2 million Peleton shares for $34.21 each. It still owns 5.14 million shares. The fitness

Comcast’s NBCUniversal Sells Half Of Its Stake In Peleton For $178 Million

After almost a 19% rise in Comcast’s stock from $32 on 1st April 2020 to $38 at the end of 17th April 2020, at the current price of $38 per share, we believe that Comcast’s stock could see a further upside considering the expected launch of its streaming platform, Peacock, and the positive impact.

19% Stock Price Rise In 16 Days! What Makes Comcast Still Attractive?

Comcast Corporation (NASDAQ: CMCSA) subsidiary Fandango has entered into an agreement to acquire video-on-demand service Vudu, the latter said in a statement on Monday.

Comcast's Fandango To Buy Walmart's Video-On-Demand Subsidiary Vudu

Fandango may be looking to challenge Amazon and iTunes in the streaming market.

Walmart Sells Its Vudu Video Streaming Service to Fandango for an Unspecified Amount

NBCUniversal’s Fandango movie-ticketing and video-rental business has agreed to buy streaming service Vudu from Walmart Inc.

The Wall Street Journal: NBCUniversal’s Fandango to buy Vudu streaming service from Walmart

A price isn't disclosed. The companies expect the deal to close in the next few months.

News for Comcast Stock (CMCSA)