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

Darden Restaurants

Evergy Inc

Genuine Parts

Interpublic Group of Companies

Mondelez

PNC Financial Services

Restaurant Brands

Royal Bank of Canada

SPDR S&P 500 ETF Trust

Vanguard High Dividend Yield ETF

Essential Utilities

SPY continues its strong run in 2024 with a gain of +5.96% in November. The top 10 stocks on the watchlist for December 2024 offer a 3.34% dividend yield, more than double the S&P 500. My top 10 list of high dividend yield stocks has generated an annualized rate of return of 18.61% since its inception in November 2020.

My Top 10 High-Yield Dividend Stocks For December 2024

Comcast (CMCSA) closed the most recent trading day at $43.19, moving +1.48% from the previous trading session.

Comcast (CMCSA) Outperforms Broader Market: What You Need to Know

In this podcast, Motley Fool analyst Bill Barker and host Ricky Mulvey discuss:

Comcast Spins Out Cable Networks

Comcast chairman and CEO Brian Roberts just sold $20.4 million worth of stock in the media giant. The circa 469.5 million Class A common shares were divested on Tuesday, according to an SEC filing.

Comcast CEO Brian Roberts Sells $20 Million Worth Of Stock

Comcast Corp (NASDAQ: CMCSA, $43.20; Market Capitalization: $165.3 billion), a massive conglomerate that provides broadband services, operates theme parks and a media company that includes NBC and affiliated properties, is planning to spin off a large part of its NBCUniversal's cable TV channels into a separate publicly traded company (SpinCo). The transaction will be structured as a tax-free spin to existing shareholders.

Comcast Plans To Spin Off Its Cable Networks And Digital Assets

Comcast (CMCSA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Comcast Corporation (CMCSA) is Attracting Investor Attention: Here is What You Should Know

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Monday, December 9, 2024, Dave Watson, President and Chief Executive Officer of Comcast Cable, will participate in the UBS Global Media and Communications Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Monday, December 9, 2024, at 9:45 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the presentati.

Comcast to Participate in UBS Investor Conference

Fans clad in pink and green flocked to the musical's film adaptation. “Gladiator II” pulled in audiences eager to see Colosseum brawls.

'Wicked' Flies High on Big Screen, With $114 Million Opening Weekend

Universal's "Wicked" is expected to snare $114 million during its domestic opening, the highest debut of a Broadway adaptation in cinematic history, according to Sunday estimates. Paramount's "Gladiator II" is expected to open with $55.5 million in ticket sales domestically, according to Sunday estimates.

'Wicked' soars with $114 million domestic opening, 'Gladiator' snares $55.5 million

"Wicked," the first of two movies based on a beloved Broadway musical, soared into theaters with an estimated $114 million in U.S. and Canadian ticket sales, distributor Universal Pictures said on Sunday.

'Wicked' soars to $114 million weekend box office

AbbVie

Earlier this month, the S&P 500 hit a record high of more than 6,000 for the first time ever. Based on that, you might assume that stocks may be too expensive to buy right now as the average stock in the index is trading at more than 25 times earnings.

The Stock Market Is Soaring but These 2 Stocks Are Still Dirt Cheap Buys

Wall Street is awaiting much-needed dealmaking.

Why Trump's FCC pick and Comcast's spinoff plans are no coincidence

Paramount Global

Universal's "Wicked" and Paramount's "Gladiator II" arrive ahead of the Thanksgiving holiday and are expected to tally more than $200 million in combined ticket sales this weekend. "Wicked" has already tallied $19.2 million at the domestic box office from advance screenings held during the week.

'Wicked' tallies $19 million in previews, as 'Gladiator II' team-up heads for $200 million opening weekend

"Wicked," the first of two parts of the movie adaptation of a beloved Broadway musical, generated $19.2 million in U.S. and Canadian ticket sales from early screenings this week, distributor Universal Pictures said on Friday.

'Wicked' pulls in $19.2 million from early screenings

AMC Entertainment

Cinemark Holdings

Disney

Mattel

Eagerly anticipated movies ‘Wicked,' based on the popular musical and ‘Gladiator II,' the sequel to the hugely successful historical epic, open Friday

These stocks could bask in the ‘Glicked' glow as ‘Gladiator II' and ‘Wicked' open

Highly anticipated movies "Wicked" and "Gladiator II" are being released on the same day and come shortly ahead of "Moana 2," setting up what could be a record-breaking Thanksgiving weekend for the movie theater industry.

'Wicked,' 'Gladiator II,' 'Moana 2' Could Break Thanksgiving Weekend Box Office: Stocks To Watch

Goldman Sachs analyst Michael Ng maintained a Buy rating on Comcast Corp CMCSA with a price target of $50.

Comcast's Spin-Off to Boost Broadband and Streaming Growth: Goldman Sachs

Comcast was supposed to have a solid broadband business to fall back on, but even that's in trouble.

Comcast's Dire Situation Is Getting Worse

After a few bumpy outings due to Covid and less-than-optimal host cities, the Olympics flourished last summer in Paris, with viewership gains and advertising records.

After Comcast Cable Spinoff, NBCUniversal Will Have To Develop Some New Sports Muscles

Comcast Corporation (NASDAQ: CMCSA) announced Wednesday plans to spin off several major cable television networks and digital properties into an independent media company called SpinCo, marking a significant shift for the media giant.

Comcast unveils SpinCo as a stand-alone media powerhouse

PHILADELPHIA--(BUSINESS WIRE)--The signature costumes of Glinda and Elphaba, as worn by Ariana Grande and Cynthia Erivo in Universal Pictures' cinematic event Wicked, are on display in the Comcast Technology Center in Philadelphia. Universal Pictures' Wicked arrives in theaters November 22, 2024.

Glinda and Elphaba Wicked Costumes on Display at the Comcast Technology Center

Lots of uncertainty surrounds Comcast's spinoff of its NBCUniversal cable portfolio. Comcast may be proceeding with a transaction as a signal to the rest of the media industry that consolidation is necessary.

Comcast's cable network spinoff may be a signal to the media industry for necessary change

Comcast Corporation (NASDAQ:CMCSA, ETR:CTP2)'s decision to spin off its cable networks and some digital assets into a separate company is a positive strategic step as it may reduce regulatory hurdles for the company to attempt another merger with a large cable peer, analysts at Bank of America believe. The media giant announced on Wednesday it intends to create a new publicy traded company (SpinCo) which will be home to NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, E!

Comcast cable networks spin-off a ‘positive strategic step,' analysts believe

As expected, Comcast announced today they were spinning off a number of cable networks. At their most recent earnings report last month, Comcast said they were considering splitting their cable properties into a separate company.

As Cable Networks Lose Their Value, Comcast Launches A Separate Unit

Weeks after floating a huge trial balloon, Comcast followed through this morning, announcing plans to spin off most of its linear cable networks into a separate company, including such stalwarts as CNBC, MSNBC, USA Network and SyFy.

News for Comcast Stock (CMCSA)