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

Agilent Technologies

Biogen

Bristol-Myers

C.H. Robinson Worldwide

Core Laboratories Inc

Compass Minerals

Campbell Soup

Corteva Inc

Estee Lauder

Etsy

Gilead Sciences

Huntington Ingalls Industries

Hilton Worldwide Holdings

Harley-Davidson

Honeywell

International Flavors & Fragrances

InterContinental Hotels Group

Kenvue

Lockheed Martin

Marriott

McDonald's

MarketAxess Holdings

Altria

NIKE

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating).

U.S. Wide-Moat Stocks On Sale - The February 2024 Heat Map

PITTSBURGH--(BUSINESS WIRE)--Ricky Frazier Jr. has been appointed Senior Vice President of Comcast's Keystone Region overseeing the organization's operational, strategic and financial performance across western, central and northeastern Pennsylvania, eastern Ohio, northern West Virginia and the Maryland panhandle. “Ricky is a people-first leader who has consistently focused on delivering a great customer experience,” said Amy Lynch, President of Comcast's Northeast Division, which includes 14 n.

Comcast Names Ricky Frazier Jr. Top Executive for Keystone Region

NXP Semiconductors

TROY, Mich. , Feb. 1, 2024 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced NXP Semconductors N.V.

BetterInvesting™ Magazine Update on NXP Semiconductors N.V. and Comcast Corp.

Disney

Warner Bros Discovery Inc

Competition is indeed heating up for streaming players as many households are starting to use Free-ad supported streaming services and the “average viewing time” of paid streaming services is dropping. In October, research firm Kantar reported that, as of the third quarter “Free-ad supported streaming ( FAST ) (was) the fastest growing streaming tier in the U.S., with 47% of U.S. households using a FAST service each week.

3 Streaming Stocks to Sell as Competition Gets Too Hot

Comcast unveiled more details on the new theme park it will open in Orlando next year. Theme parks make up less than 10% of Comcast's revenue, but that should change as it fleshes out its presence in Central Florida with a new park and three new hotels.

Will Disney World Be Ready for Its Top Rival Next Year?

Paramount Global

Hollywood studios may release more mid-budget films in theaters as Wall Street pushes for profitability not subscriber growth.

To stream or not to stream: Hollywood studios could send more films to the big screen as Wall Street pushes for profits

Sky announced its decision to eliminate around 1,000 jobs across its UK operation on Tuesday evening. Job cuts are expected to primarily impact the engineering teams responsible for installing satellite dishes, reports revealed.

Sky to axe satellite dish workers in shift to digital

Comcast (NASDAQ: CMCSA ) is the latest telecommunications company to be affected by layoffs, according to the Financial Times. The publication has reported that Comcast's Sky will enact layoffs equivalent to about 4% of its workforce, or roughly 1,000 jobs.

Comcast Layoffs 2024: What to Know About the Latest CMCSA Job Cuts

Coppersteel Holdco Inc

Six Flags

Can a merger of Six Flags and Cedar Fair give the amusement park operators a boost against much bigger, deeper-pocketed rivals at Disney and Universal?

The future of the American amusement park in a Disney, Universal dominated world of thrills

The unique thing about kids content is that streamers don't need a lot of it to keep kids occupied.

Saturday morning cartoons, streaming anytime: Why kids content is vital to subscriber growth

T-Mobile US

The future of the U.S. economy looks promising, having concluded 2023 with unexpectedly robust growth, defying recession concerns. Consumer spending, business investment, government outlays, exports, and improved housing conditions contributed to the economy's resilience.

3 Communication Stocks to Buy as Market Momentum Builds in 2024

The recent NFL playoff game that was only shown on Peacock for most of the country had many football fans up in arms over the league's perceived greed. But the move may work out well for Peacock.

Peacock's NFL game led almost 3 million people to subscribe. Here's how long it needs them to stick around.

Peacock is seeing rapid growth, leveraging exclusive sports content to drive adoption in the face of stiff competition in the streaming space. The streaming platform's parent company, Comcast, reported in its fourth-quarter 2023 financial results that Peacock experienced significant growth in paid subscribers and revenue.

Peacock Exceeded $1B Revenue in Q4 as Sports Drive Streaming Engagement

Comcast's (CMCSA) fourth-quarter earnings reflect a continued strength in wireless subscribers, offset by a declining broadband subscriber base.

Comcast (CMCSA) Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Comcast Corporation (NASDAQ:CMCSA, ETR:CTP2) on Thursday reported estimate-topping fourth quarter and full year financial results sending its shares more than 4% higher.   The telecommunications and media conglomerate reported 4Q revenue of $31.25 billion, ahead of estimates of $30.41 billion.

Comcast 4Q earnings beat driven by strength in streaming and theme parks

While the top- and bottom-line numbers for Comcast (CMCSA) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Comcast (CMCSA) Q4 Earnings: A Look at Key Metrics

Comcast (CMCSA) Q4 2023 Earnings Call Transcript

Comcast execs did some more crowing about Peacock's landmark AFC Wild Card game this month and said it drove paid signups to the streaming service.

Comcast Takes Peacock Victory Lap As Execs Talk Epic Universe, Ad Market And Deal Speculation

Comcast's (CMCSA) fourth quarter earnings and revenue surpassed analyst expectations, driven by gains in Peacock streaming services and its theme parks business. The company's shares jumped over 4% in early trading Thursday.

Comcast's Q4 Earnings and Revenue Beat Powered By Peacock, Theme Parks

Comcast (CMCSA) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.82 per share a year ago.

Comcast (CMCSA) Q4 Earnings and Revenues Top Estimates

The cable and entertainment company beat quarterly earnings and sales estimates.

Comcast Stock Rises on Earnings Beat and $15 Billion Repurchase Program

Comcast climbed after beating Q4 estimates, hiking its dividend and setting a big buyback.

Comcast Earnings Beat As Broadband, Wireless Subscriber Trends Offset

Comcast Corp. continued to shed broadband subscribers in the fourth quarter, though not as many as Wall Street had expected.

Comcast sheds fewer internet subscriber than expected while beating on earnings

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) announced today that it increased its dividend by $0.08, or 6.9% year-over-year, to $1.24 per share on an annualized basis for 2024. In accordance with the increase, the Board of Directors declared a quarterly cash dividend of $0.31 a share on the company's common stock, payable on April 24, 2024, to shareholders of record as of the close of business on April 3, 2024. In addition, Comcast announced that its Board of Directors al.

Comcast Increases Dividend and Share Repurchase Authorization

Comcast's quarterly revenue topped Wall Street estimates on Thursday, as growth in its streaming and theme parks businesses, including a widely watched NFL playoff game, more than offset further losses of broadband subscribers.

News for Comcast Stock (CMCSA)