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

Comcast revenue rose 2.3% to $31.25 billion in the fourth quarter. Net income rose 7.8% to $3.26 billion, or 81 cents a share. Peacock added 3 million subscribers in the quarter, bringing the streaming service to 31 million overall.

Comcast shares rise on earnings beat, better than expected broadband performance

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended December 31, 2023. “We capped off 2023 and the fourth quarter with excellent operational and financial performance," said Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation. "For the third consecutive year, we generated the highest Revenue, Adjusted EBITDA and Adjusted EPS in our company's history. At the same time, we invested in future growth, returned $16.

Comcast Reports 4th Quarter 2023 Results

The NFL playoff game Peacock streamed in January drew a lot of eyeballs. It also drew a lot of new subscribers to Peacock: 2.8 million, per Antenna, an analytics service.

Peacock reportedly signed up 2.8 million subscribers for its NFL playoff game

Get a deeper insight into the potential performance of Comcast (CMCSA) for the quarter ended December 2023 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Exploring Analyst Estimates for Comcast (CMCSA) Q4 Earnings, Beyond Revenue and EPS

Cable One

Liberty Global Ltd

Rogers Communications

Zacks Cable Television industry participants like CMCSA, RCI, LBTYA & CABO are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.

4 Stocks to Watch From a Challenging Cable Television Industry

T-Mobile US

Yalla Group

Communications companies are a great addition to any investor's portfolio due to the sector's continued strength, especially recently. For example, industry leaders such as Meta Platforms (NASDAQ: META ) and Alphabet (NASDAQ: GOOGL ) have seen their share prices rise by 181% and 57% within this last year, respectively.

3 Communication Stocks to Dial Up Your Profits in 2024

Comcast Corp. (CMCSA) reports fourth-quarter and full-year 2023 results before the market opens on Thursday. Analysts expect flat earnings per share (EPS) on marginally declining revenue compared with the prior year, the result of fewer broadband memberships and other factors.

Comcast Earnings May Remain Flat as Broadband Falls, Peacock Subscriptions Grow

Comcast's upcoming earnings report is expected to show a slight decline in revenues year-over-year, but expect margins to remain or slightly improve. The company's outstanding debt is still not an issue, in my opinion. The performance of Peacock TV will be closely watched, with hopes for lower losses and continued subscriber growth.

Comcast Earnings: Numbers Are Improving And The Company Is Still Undervalued

Comcast (CMCSA) closed the most recent trading day at $43.35, moving +1.9% from the previous trading session.

Comcast (CMCSA) Surpasses Market Returns: Some Facts Worth Knowing

Comcast (CMCSA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Comcast (CMCSA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

PHILADELPHIA--(BUSINESS WIRE)--Comcast Technology Solutions (CTS) today announced that its DataBee business unit, which developed and provides the DataBee security data fabric platform, has signed a strategic technology partnership agreement with Databricks, the Data and AI company. DataBee is now integrated with Databricks' Data Intelligence Platform, expanding its data lake integrations in keeping with its goal of supporting a customer's data lake of choice. CTS also announced the general ava.

DataBee™, from Comcast Technology Solutions, Announces Strategic Technology Partnership with Databricks

Booking Hlds

Constellation Energy Corp

Costco

PayPal

Starbucks

The Nasdaq 100 has been an emotional ride for investors. From a heart-stopping 34% plunge in 2022 to giddy elation at last year's 54% surge, the tech-heavy index has been a non-stop, white-knuckle experience.

7 Unappreciated Nasdaq Stocks Set for Explosive Growth in 2024

“You've decided to rip off fans by exclusively broadcasting tomorrow's Chiefs vs. Dolphins wild-card game on Peacock.

NFL has ‘decided to rip off fans' with playoff game streaming only on Peacock, Congressman says

Comcast CMCSA is expected to report its Q4 2023 results around January 25. We expect Comcast's earnings to come in at $0.80 per share, marginally ahead of consensus estimates of $0.79 per share.

Rising 15% Over The Last Year, Will Comcast Stock See Gains Following Q4 Results?

Agilent Technologies

Bristol-Myers

Core Laboratories Inc

Compass Minerals

Campbell Soup

Corteva Inc

Disney

Estee Lauder

Emerson Electric

Etsy

Gilead Sciences

Huntington Ingalls Industries

Harley-Davidson

Honeywell

International Flavors & Fragrances

Kenvue

McDonald's

Altria

NIKE

Otis Worldwide

PepsiCo

Pfizer

Polaris

Ross Stores

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

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

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why Comcast (CMCSA) is a Top Growth Stock for the Long-Term

It is apparent that there is no escaping the ongoing cord cutting observed in multiple cable companies, with Comcast reporting impacted Media and advertising top/bottom lines. CMCSA also records a somewhat bloated Debt to EBITDA ratio of 2.44x, compared to its FY2017 ratio of 2.14x, though comfortably between the Entertainment/Telecom sector mean ratios. While the macroeconomic outlook has lifted, it appears that market sentiments may remain mixed for so long that its debts are elevated and cable performance impacted.

Comcast's Undervaluation Is A Massive Boon To Its Reversal

Netflix

Paramount Global

Warner Bros Discovery Inc

Wall Street wants legacy media companies to prove that streaming can be a profitable model, but it has yet to be convinced.

Here's what Wall Street wants to see from Hollywood this year

Abercrombie & Fitch

VirTra

Picking stocks to buy before a market surge in price can be tricky. So many different variables make investors flock to a particular company and invest.

Early Bird Wins: 3 Stocks to Snag Before the Next Market Rally

ATLANTA--(BUSINESS WIRE)--Comcast announced today that Mike McArdle has been named Senior Vice President of the Company's South Region, which includes Georgia, Alabama, Arkansas, Louisiana, Mississippi, South Carolina and Tennessee. In this newly appointed role, McArdle will lead a multi-functional team across the business of more than 3,500 members, including operations, customer experience, business strategy and development, sales, marketing, finance, human resources, government relations and.

News for Comcast Stock (CMCSA)