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

Disney

Walmart

Paramount Global

Walmart may start offering a streaming service as part of its Walmart+ membership program. The company has held talks with Disney, Paramount and Comcast, according to NYT.

Walmart may break into streaming market in potential deal with Disney, Paramount, and Comcast

Walmart Inc has held talks with media companies about including streaming entertainment in its membership service, the New York Times reported on Tuesday, citing people with knowledge of the conversations.

Walmart held talks on streaming deal with Disney, Comcast and Paramount- NYT

Investors didn't like what they saw from the cable and media giant in the second quarter, but its report did include some bright spots.

Comcast: The Good, The Bad, and The Ugly

Charter Communications

The cable industry has had steady high-speed broadband growth for decades, but the end of an era may be approaching.

Comcast and Charter may need new focus as broadband growth stalls amid competition

This is no growth stock, but it is a decent dividend play.

Is It Time to Sell Comcast Stock?

Comcast stock has declined by about 12% over the last week (five trading days) and remains down by about 5% over the last month.

With Broadband Growth Elusive, What's Next For Comcast Stock?

Merck

Prologis

Simon Property Group

Taiwan Semiconductor Manufacturing

The five stocks I picked at the beginning of the year collectively outperformed the S&P 500 by roughly 10%, excluding dividends. On average, my five picks for the latter half of the year have bigger yields and higher 5-year dividend growth rates.

My Top 5 Dividend Stocks For The 2nd Half Of 2022 (My First 5 Picks Beat The S&P By 10%)

In the wake of negative broadband subscriber growth at Comcast Corp. and Charter Communications Inc. last week, Barclays analyst Kannan Venkateshwar is taking a more cautious view on the cable sector.

Comcast, Charter stocks downgraded as Barclays says companies are ‘likely past peak growth'

The shares of Comcast Corporation (NASDAQ: CMCSA) are down 1.6% at $36.91, after Barclays downgraded the media company to "equal weight," and slashed its price target to $42.

Analyst: Comcast Stock "Likely Past Peak Growth"

Several analysts are responding to Thursday's lackluster Q2 report.

Why Comcast Stock Is Down More Than 6% on Friday

Shares of Comcast Corp. were extending their decline Friday, falling 5% in morning trading after dropping 9% in Thursday's session.

Comcast stock slide continues as subscriber pressures send some analysts packing

Roku

It appears that Netflix is not the only streaming service in a spot of bother right now, as NBCUniversal's streaming service Peacock failed to add any paid subscribers in the last quarter, according to parent company Comcast (NASDAQ:CMCSA)'s latest trading statement. It's a particularly poor result for a streaming service only two years old, with Comcast chief executive officer Brian Robert blaming a return to pre-pandemic consumer behaviour trends.

Peacock and ROKU post underwhelming results in what some are calling a streaming recession

Comcast's (CMCSA) Q2 earnings reflect strong momentum in the wireless and business services businesses.

Comcast (CMCSA) Q2 Earnings Beat, Wireless User Base Rises

Comcast Corporation (NASDAQ:CMCSA ) Q2 2022 Earnings Conference Call July 28, 2022 8:30 AM ET Company Participants Marci Ryvicker - SVP, Investor Relations Brian Roberts - Chairman and Chief Executive Officer Michael Cavanagh - Chief Financial Officer Jeffrey Shell - Chief Executive Officer, NBCUniversal David Watson - President and Chief Executive Officer, Comcast Cable Dana Strong - Group Chief Executive Officer of Sky Conference Call Participants Benjamin Swinburne - Morgan Stanley Philip Cusick - JPMorgan Chase Craig Moffett - MoffettNathanson Douglas Mitchelson - Credit Suisse Jessica Reif Ehrlich - BofA Securities Brett Feldman - Goldman Sachs Jonathan Chaplin - New Street John Hodulik - UBS Operator Good morning, ladies and gentlemen, and welcome to Comcast's Second Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Comcast Corporation's (CMCSA) CEO Brian Roberts on Q2 2022 Results - Earnings Call Transcript

The pandemic-fueled broadband party is officially over, as Comcast Corp. netted no new internet additions in its latest quarter.

Comcast stock heads for worst slide since 2008 as earnings show broadband growth screeching to halt

Peacock, the streaming service of Comcast's NBCUniversal, ended the second quarter with 13 million paid subscribers, parent company Comcast reported this morning. In the first quarter, there were 13 million paying customers out of 28 million monthly active accounts.

Peacock's paid subscribers stayed flat at 13 million, losses widen to $467 million

NBCUniversal CEO Jeff Shell sees considerable “choppiness” in the advertising business, but believes the increase in competition in ad-supported streaming is a “validation” of the model chosen for Peacock, the company's 2-year old streaming service.

NBCUniversal CEO Jeff Shell Sees Advertising “Choppiness”, But Calls Rising Streaming Competition A “Validation” Of Peacock's Model

The company's Xfinity business grew sales and earnings, but customer growth was zero. Wireless competition and reversing pandemic trends were to blame.

Comcast Didn't Add Any Internet Subscribers Last Quarter. The Stock Is Tumbling.

Comcast (CMCSA) delivered earnings and revenue surprises of 10.99% and 0.88%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) Q2 Earnings and Revenues Beat Estimates

Comcast Corp. CMCSA, +1.52% topped revenue and earnings expectations Thursday but its shares were declining 3% in premarket trading after the cable giant delivered its second-quarter results. The company notched net income of $3.40 billion, or 76 cents a share, down from $3.74 billion, or 80 cents a share, in the year-earlier quarter.

Comcast sees big jump in theme-park revenue but stock falls after earnings

Comcast beat Wall Street analysts' estimates for the second quarter, delivering total revenue of $30 billion and earnings per share of $1.01. The targets were $29.75 billion and 92 cents, respectively. NBCUniversal revenue rose 19% to $9.4 billion, while adjusted EBIDTA increased almost 20% to $1.86 billion.

Comcast Beats Wall Street Estimates With Strong Q2 But Peacock Premium Subscriber Levels Flat At 13M

Comcast Corp's second quarter revenue beat Wall Street estimates on Thursday, lifted by the NBCUniversal media business and a continued recovery in theme park attendance and box office ticket sales.

Comcast revenue tops estimates as streaming and broadband subscriber growth remain flat

Comcast beat revenue and profit estimates but failed to deliver broadband subscriber growth. Peacock subscriber numbers were also flat.

Comcast fails to add broadband subscribers for first time ever as economy slows

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended June 30, 2022. “Our financial results in the second quarter were very strong across the board, with Cable, NBCUniversal, and Sky each delivering solid growth in adjusted EBITDA, resulting in a double-digit increase in adjusted earnings per share and healthy free cash flow generation. Significantly we accomplished this while also continuing to invest in our businesses' future growth, i

Comcast Reports 2nd Quarter 2022 Results

Southwest Airlines

Tilray Brands

Valero Energy

The three major U.S. equity indexes closed mixed on Monday. The Dow Jones Industrial Average added 0.28%, the S&P 500 closed up 0.13%, and the Nasdaq Composite fell 0.43%.

News for Comcast Stock (CMCSA)