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

AbbVie

Ally Financial

Camden Property

Cisco Systems

Discover

DHL Group

Dow Inc

Elevance Health Inc

First American Financial

MetLife

Merck

Nucor

Teleperformance

The April/May 2024 edition of Fortune Magazine revealed its 100 Best Companies To Work For, or Besties. My latest Dogcatcher-quest to sniff-out the best dividend-buys found 56 dividend-paying Besties using YCharts 5/13/24 data.

2 Fortune 100 Best Co's To Work For Are Also Good To Own

Amazon

Warner Bros Discovery Inc

Here we present three streaming stocks positioned to capitalize on the trend of competing media companies forming partnerships to bundle their services, aimed at driving subscriber acquisition and retention.

3 Streaming Stocks Capitalizing on Rising Demand for Bundling

Disney

Sony

It's hard to be a value investor in the media scene these days, with many of the top content creators now facing significant headwinds as they look to keep investing in their streaming futures. Undoubtedly, not every media company can become a Netflix (NASDAQ: NFLX ).

Media Meltdown Miracles: 3 Beaten-Down Stocks Ready to Rebound

Celestica

General Motors

Investors should pay more attention to stocks that are trading for a discount. They offer outstanding buying opportunities, especially if the stock starts to gain momentum.

Wall Street Favorites: 3 Bargain Stocks With Strong Buy Ratings for May 2024

Apple

Netflix

The latest contender is from Comcast Corp. CMCSA, , which said Tuesday that it will introduce a streaming bundle that comes with Apple TV+ AAPL, +0.62%, Netflix NFLX, -0.48% and its own Peacock within the month. The bundle, called “StreamSaver,” will provide the three services “at a vastly reduced price to anything in the market today,” Comcast Chairman and CEO Brian Roberts said at an investor conference.

Here's everything we know about Comcast's new Peacock-Apple-Netflix bundle

Owner of NBC and Peacock says StreamSaver will be available at ‘vastly reduced price'

US firm Comcast to offer Peacock, Netflix and Apple TV+ streaming bundle

Comcast (CMCSA) became the latest media company to jump on the bundling bandwagon, announcing Tuesday that it will offer its customers a combination of its Peacock, Netflix (NFLX), and Apple TV+ (AAPL) streaming services in one package.

Comcast Joins Streaming Bundle Movement With Peacock, Netflix, Apple TV+ Combo

Comcast Corporation (NASDAQ:CMCSA ) MoffettNathanson's Media, Internet & Communications Conference May 14, 2024 8:00 AM ET Company Participants Brian Roberts - Chairman and CEO Conference Call Participants Craig Moffett - MoffettNathanson LLC Craig Moffett Good morning, everybody, and thank you for joining us for the 11th Annual MoffettNathanson Media & Communications Conference. And I am really delighted to kick off this year's conference with an opening keynote with Brian.

Comcast Corporation (CMCSA) MoffettNathanson's Media, Internet & Communications Conference (Transcript)

The tie-up follows a similar one announced last week between Warner Bros. Discovery and Walt Disney - to offer a bundle of the Disney+, Hulu and Max streaming services.

Comcast launching Netflix, Apple TV+, Peacock bundle called StreamSaver

Comcast is set to launch a streaming bundle combining its Peacock service with Netflix and Apple TV+ , as the media and broadband company looks to retain subscribers in the face of stiff competition.

Comcast to unveil Netflix, Apple TV+, Peacock streaming bundle

The new bundle, called StreamSaver, will be exclusively available to customers of Comcast's internet service.

Comcast to Launch Streaming Bundle of Peacock, Netflix and Apple TV+

Comcast announced Tuesday it will launch a streaming bundle with Peacock, Netflix and AppleTV+ later this month, multiple outlets reported, the latest move as more companies partner up and bundle services to compete in the ever-growing streaming game.

Comcast Launching Streaming Bundle For Peacock, Netflix And AppleTV+

The announcement comes as major media players increasingly join forces to drive value for users and subscriptions for streaming services.

Comcast offers subscribers Peacock, Netflix and Apple TV+ bundle

As streamer bundling accelerates, Comcast CEO Brian Roberts said today the  company will introduce a combo of Peacock , Netflix and Apple TV+ this month “at a vastly reduced price to anything that is in the market now.

Comcast To Offer A Peacock, Netflix & Apple TV+ Streaming Bundle

Paramount Global

Media giants are gearing up to woo advertisers at the annual Upfronts this week. Here's what the media landscape looks like in a moment of disruption.

Media companies look to woo advertisers as spending shifts to digital

PHILADELPHIA--(BUSINESS WIRE)--NOW Available: New Pay-As-You-Go Options for Reliable Internet and Mobile with All-In Pricing, No Contracts or Credit Checks.

NOW Available: Comcast Launches NOW Brand Prepaid Internet and Mobile Services Nationwide

Apollo Global Management

Alphabet

The streaming market is saturated and needs consolidation for a recovery to occur. Comcast and Disney have great assets, but will take time to realize value. Paramount and Warner need to be consolidated into competitors for the industry to recover sooner than later. The opportunity is on potential M&A.

Quick Takes On Streaming Stocks

Charter Communications

Shenandoah Telecommunications

The ACP program provides subsidies to a small portion of most cable companies' broadband customers. Current funding is about to expire.

Why Cable and Telecom Stocks Were Soaring Today

SOUTHPORT, Conn.--(BUSINESS WIRE)--Diamond Sports Group (“Diamond” or the “Company”) today issued an open letter to sports fans and Comcast Xfinity subscribers who lost access Diamond's Bally Sports regional networks as of May 1, 2024 and are unable to watch their favorite teams. Comcast Xfinity has refused to engage with Diamond around market-based renewal terms equivalent to what Diamond agreed to with its two largest distribution partners. Comcast Xfinity has even refused to implement a shor.

Diamond Sports Group Issues Open Letter to Sports Fans and Comcast Xfinity Subscribers Impacted by Xfinity's Blackout

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today increased Internet speeds for customers, nationwide, at no additional cost. Comcast Business announced the introduction of its fastest Internet plans yet – Ultimate Speed for Business – with up to triple the speeds. Additionally, Comcast Business announced the roll-out of next-generation multi-gigabit symmetrical business Internet speeds, powered by Full Duplex technology, in select markets. Ultimate Speed for Ultimate Business Effective imm.

Comcast Business Boosts Internet Speeds for Customers Nationwide

Accenture Plc

Visa

Dividend investors can produce outsized total returns by investing in stocks with a mix of yield and growth. Dividend growth stocks have the ability to grow their dividends each year, even during recessions.

3 Dividend Achiever Stocks to Buy for Income and Growth

BERLIN, Conn.--(BUSINESS WIRE)--Comcast today announced the completion of a project to expand its smart, fast, reliable, fiber-based network to deliver its full suite of Xfinity and Comcast Business services to more than 250 additional residents and businesses in the town of Sharon. Comcast and the town partnered on this project to connect previously unserved residents and businesses to high-speed broadband. “I applaud Comcast for their commitment to Sharon and for providing more residents and.

Comcast's Partnership with Town of Sharon Expands Fast, Reliable Internet to Previously Unserved Areas

Walt Disney and Comcast are seeking to hire a financial adviser to resolve a dispute over how to value the 33% stake in streaming platform Hulu that the former will acquire from the latter, according to people familiar with the matter.

Exclusive: Disney and Comcast seek advisor to resolve Hulu valuation, sources say

Agree Realty

American Tower

Alexandria Real Estate Equities

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Corp

EastGroup Properties

Hannon Armstrong Sustainable Infrastructure Capital

InvenTrust Properties Corp

Mid-America Apartment Communities

The stock market reacted to the Federal Reserve's decisions with initial optimism, then reverted to pessimism, and now seems back to optimism. Fed Chair Jay Powell does not expect inflation to return to the target of 2% in the next few months but believes it will come down later this year. There are weakening trends in small business, the labor market, and consumer finances that lead me to believe the economy is in the "late-cycle" phase.

News for Comcast Stock (CMCSA)