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

Chevron

Kimberly-Clark

Comcast has a modest payout ratio and, last year, made a sizeable 7% increase to its dividend. Kimberly-Clark is a Dividend King with an impressive track record for dividend growth.

3 Dividend Stocks That Could Raise Their Payouts in January

Paramount Global

Top U.S. cable operator Comcast has reached a carriage renewal with Paramount Global, averting a potential blackout of service around the New Year's holiday. The deal, confirmed to Deadline by a Paramount spokesperson, comes before the expiration of the current pact at the end of the year.

Comcast And Paramount Reach Carriage Renewal, Averting Blackout

Blackrock Inc

Dividend growth stocks have historically outperformed the overall market. These three companies have all consistently announced dividend hikes in January.

3 Stocks That Could Increase Their Dividend Payments in January

Alphabet

AT&T

Communications companies help customers interact with one another online and by phone through a wide range of wired and wireless methods. They are a vital tool to help keep us all connected.

Top 3 Communication Stocks Picks for the New Year

Bank of America

McDonald's

PepsiCo

Target

Exxon Mobil

The company's restaurants offer: Hamburgers and cheeseburgers Chicken sandwiches and nuggets Wraps Fries Salads Oatmeal Shakes Desserts Sundaes Soft serve cones Bakery items Soft drinks, coffee, and beverages Biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches The company operates a stunning 40,275 McDonald's locations worldwide as of early 2023.

6 Dividend Stocks With Businesses Anyone Can Understand

Disney's animation studios have struggled to generate box-office returns recently while Universal's Illumination and DreamWorks studios continue to deliver.

Universal banks on 'Migration' to expand its animation lead over Disney

Disney

SeaWorld Entertainment

Disney and SeaWorld Entertainment failed to keep up with the market in 2023. Comcast fared better, but theme parks account for just 8% of the media conglomerate's business.

Will Theme Park Stocks Bounce Back in 2024?

FuboTV

Hooker Furniture

Lululemon Athletica

Skechers U.S.A.

Comcast Corporation (CMCSA), fuboTV Inc. (FUBO), Hooker Furnishings Corporation (HOFT), Lululemon Athletica Inc. (LULU) and Skechers U.S.A., Inc. (SKX) are expected to benefit from soaring consumer confidence.

Consumer Confidence to Remain High in 2024: 5 Solid Picks

Live Nation

NIKE

Royal Caribbean Cruises

Warner Music Group

We have narrowed our search to five consumer-centric large-cap stocks that have strong potential for 2024. These are: LYV, RCL, CMCSA, NKE, WMG.

Top 5 Consumer-Centric Stocks Amid Rising Consumer Confidence

Applied Materials

Constellation Energy Corp

Charter Communications

KLA-Tencor

QUALCOMM

Regeneron Pharmaceuticals

Understandably, with the innovation sector printing a remarkable performance, all eyes have centered on Nasdaq-100 stocks. Indeed, on a year-to-date basis, the index shot up about 52%.

7 Undervalued Nasdaq-100 Stocks for Bargain Hunters

Comcast (CMCSA) closed the most recent trading day at $44.02, moving -0.41% from the previous trading session.

Comcast (CMCSA) Stock Slides as Market Rises: Facts to Know Before You Trade

Comcast's CMCSA NBCUniversal and 300 Studios debut In Our DNA: Hip House, a three-part docuseries exploring the origins, development and intersection of Hip Hop and House music. The series is exclusively accessible on Comcast's Black Experience on Xfinity channel, X1, Xumo and Flex.

Comcast's (CMCSA) Xfinity and 300 Studios Produce Hip House

Twenty-First Century Fox

Microsoft

Netflix

Verizon

Dan Rayburn shares why streaming sports isn't replacing broadcast or pay TV, but rather complementing them. Upcoming NBA and Formula 1 deals.

Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't Dead

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing Comcast (CMCSA) Right Now?

Comcast Corp.'s CMCSA, NBCUniversal is mulling a theme-park resort in the United Kingdom that would compete squarely with Walt Disney Co. DIS, +1.15%. According to a Wall Street Journal report Tuesday, NBCUniversal bought a 480-acre plot of land in Bedford, England, about 60 miles north of London, and is in the early stages of exploring the feasibility of a theme park and resort at the site.

Universal considers European theme-park rival to Disney: report

NBCUniversal has recently purchased land in Bedford in the U.K. where it may build new a theme park. It's early in the planning process and may be some time before a final decision is made to proceed. There's been no determination yet on creative content.

Universal May Build New Theme Park In U.K.

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation will host a conference call with the financial community to discuss financial results for the fourth quarter and full year 2023 on Thursday, January 25, 2024, at 8:30 a.m. Eastern Time (ET). Comcast will issue a press release reporting its results earlier that morning. The conference call will be broadcast live on Comcast's Investor Relations website at www.cmcsa.com. A replay of the call will be available starting at 11:30 a.m. ET on Thursday,.

Comcast to Host Fourth Quarter and Full Year 2023 Earnings Conference Call

Comcast says hackers stole personal data from millions of customers during a recent breach. The data breach involved customers of the company's cable and internet business Xfinity, Comcast announced Monday (Dec. 18).

Comcast Reports Hack Exposed Data of Nearly 36 Million Xfinity Customers

Comcast has revealed that a major data breach at Xfinity may have compromised the accounts of close to 36 million subscribers.

Comcast Reveals Major Xfinity Data Breach, Says It's Not Aware Of “Any Attacks On Our Customers”

Warner Bros Discovery Inc

It's human nature to be optimistic entering a new year, but it's hard not to view 2024 as a year of uncertainty for media and telecommunications companies.

Will 2024 bring good tidings to media and telecom companies? That's unlikely

Comcast has confirmed that hackers exploiting a critical-rated security vulnerability accessed the sensitive information of almost 36 million Xfinity customers. This vulnerability, known as “CitrixBleed,” is found in Citrix networking devices often used by big corporations and has been under mass-exploitation by hackers since late August.

Comcast says hackers stole data of close to 36 million Xfinity customers

The unauthorized access led to customer information that was "likely acquired," including usernames, hashed passwords, contact details and last four digits of social security numbers, the company said.

Comcast's Xfinity warns customer information ‘likely acquired' in hacking incident

Comcast's Xfinity said on Monday there was unauthorized access to its internal systems between Oct. 16 and Oct. 19.

Comcast's Xfinity flags data security incident

Comcast's (CMCSA) Xfinity can take holiday gaming to the next level, providing an unparalleled experience.

Comcast's (CMCSA) Xfinity to Elevate Holiday Gaming Experience

Discretionary stocks like Royal Caribbean Cruises (RCL), Lululemon Athletica (LULU), Comcast Corporation (CMCSA), Live Nation Entertainment (LYV) and Skechers U.S.A. (SKX) are set to benefit from the Fed's plans of rate cuts next year.

News for Comcast Stock (CMCSA)