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

Apple

American Express

Bank of America

Boston Properties

Home Depot

Mastercard

McDonald's

Altria

Realty Income Corp

Philip Morris

PNC Financial Services

Phillips 66

Rio Tinto plc Sponsored

Royal Bank of Canada

Schwab US Dividend Equity ETF

Charles Schwab

Visa

Verizon

The construction of a dividend-income portfolio brings several benefits for investors, one of which is generating extra income. In today's article, I will show you how you could allocate the amount of $50,000 among 20 dividend paying companies/ETFs that I consider to be attractive right now. Due to its allocation, the portfolio reaches a Weighted Average Dividend Yield [TTM] of 3.86%, indicating that its dividend payments could help you cover your monthly expenses.

How To Build A Dividend Portfolio With $50,000 Among 20 Dividend Paying Companies/ETFs

Ethos, Massachusetts Alliance of Boys & Girls Clubs and Tech Goes Home Among 16 Nonprofits to Receive Grants BOSTON , Oct. 27, 2023 /PRNewswire/ -- Comcast announced today that it will reach more than $1 million in investment this year in digital equity grants to 16 organizations in Greater Boston. Recipients include YMCA of Greater Boston, Urban League of Eastern Massachusetts, and Elder Services of Cape Cod to support digital access and adoption for residents across Greater Boston.

Comcast Invests More Than $1M In Grants to Advance Digital Equity Efforts Across Greater Boston

Comcast has faced challenges in its traditional pay-TV business but has demonstrated adaptability by focusing on their broadband and wireless services. The recent spectrum deal with T-Mobile showcases their strategic acumen and ability to optimize assets for maximum value creation. Comcast's wireless strategy offers substantial growth potential through cross-selling existing customers and funneling new customers into their cornerstone broadband service.

4 Reasons Why Comcast's Deal With T-Mobile Is A Great Move

PHILADELPHIA--(BUSINESS WIRE)--Comcast Business has released findings from its 2023 Comcast Business l Small Business Cybersecurity Report. The report found that small businesses were under frequent threat from cyber-attacks from July 2022 to June 2023, with daily malware activity roughly doubling year-over-year and peaks in both holiday seasons. “As small businesses embrace remote and hybrid work policies, relying on off-network and mobile devices for access to applications and data, they beco.

Comcast Business Releases 2023 Small Business Cybersecurity Report

Twenty-First Century Fox

If you're on the hunt for undervalued communications stocks, the task might be difficult. According to Yardeni Research, the communication services sector has the best performance year-to-date of the 11 S&P 500 sectors, with a 45.6% return through Oct. 24.

The 3 Most Undervalued Communications Stocks to Buy: October 2023

Wall Street gave decidedly mixed reviews to Comcast's third-quarter earnings report, even though the numbers beat analysts' expectations on both the top and bottom lines. Shares in the media giant fell more than 8% to close at $39.15, in part due to investor angst over a surprising decline in broadband subscribers.

Comcast Faces Skepticism On Wall Street As Ad Decline Accelerates, Strike Toll Mounts And Broadband Experiences Buffering

Comcast's (CMCSA) third-quarter earnings reflect a continued momentum in wireless subscribers, offset by a slowing broadband subscriber base.

Comcast (CMCSA) Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Comcast Corporation (NASDAQ:CMCSA ) Q3 2023 Results Earnings Conference Call October 26, 2023 8:30 AM ET Company Participants Marci Ryvicker - Executive Vice President, Investor Relations Michael Cavanagh - President Jason Armstrong - Chief Financial Officer Brian Roberts - Chairman and Chief Executive Officer David Watson - President and Chief Executive Officer, Comcast Cable Conference Call Participants Ben Swinburne - Morgan Stanley Craig Moffett - MoffettNathanson Phil Cusick - J.P. Morgan Jessica Reif Ehrlich - Bank of America Securities Brett Feldman - Goldman Sachs John Hodulik - UBS Jonathan Chaplin - New Street Steven Cahall - Wells Fargo Securities Operator Operator: Good morning, ladies and gentlemen, and welcome to Comcast's Third Quarter Earnings Conference Call.

Comcast Corporation (CMCSA) Q3 2023 Earnings Call Transcript

Disney

SeaWorld Entertainment

Comcast's theme parks segment saw its revenue and adjusted EBITDA rise 17% and 20%, respectively, in its latest quarter. Theme parks account for just 8% of Comcast's business, but they're a bigger part of the Disney and SeaWorld Entertainment business models.

Is What's Good for Comcast's Theme Parks Good for Disney and SeaWorld, Too?

Company sheds 18,000 broadband customers, surprising analysts. Peacock subscribers rise by 4 million, reducing losses to a still-hefty $565 million for the quarter.

Comcast Unexpectedly Drops Broadband Subscribers As Peacock Losses Narrow

Comcast has tried to push investors to consider other metrics, but shareholder focus continues to be on lack of broadband growth.

Comcast investors focus on lack of broadband growth as shares slump

Comcast Corp. (CMCSA) reported third-quarter earnings that beat analyst predictions due to stronger theme park revenue and subscriptions for its Peacock streaming service even as the company posted another quarter of declining broadband subscriptions.

Comcast Earnings Powered By Nintendo World, Peacock Despite Losing Broadband Subscribers

Comcast (CMCSA) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.96 per share a year ago.

Comcast (CMCSA) Surpasses Q3 Earnings and Revenue Estimates

While its theme-park division did fine, the company lost broadband customers.

Comcast Earnings Beat Estimates. Why the Stock Is Dropping.

Comcast Corp. notched a sizable profit beat in the third quarter as it continued to rack up new wireless customers but shed subscribers in its video business.

Comcast easily clears profit hurdle, but stock dips after earnings

Comcast (NASDAQ:CMCSA) Corp reported a modest rise in third quarter profit boosted by record earnings at its Theme Parks. The telecoms and media giant said revenue in the third quarter rose 0.9% to $30.11 billion from $29.85 billion the year before while adjusted net income climbed 6.2% to $4.49 billion from $4.22 billion.

Comcast revenue boosted by record Theme Park earnings

Comcast beat Wall Street estimates for third-quarter revenue and earnings despite a drop in domestic advertising. The NBCUniversal parent reported revenue of $30.1 billion in the period ending September 30, up 1% from the same quarter of 2022. Earnings per share reached $1.08 on an adjusted basis, up from 96 cents a year ago.

Comcast Shrugs Off Domestic Ad Dip To Top Wall Street Q3 Estimates; Peacock Hits 28M Paid Subscribers

Comcast on Thursday posted quarterly revenue that topped Wall Street estimates, bolstered by strong performance in streaming and theme parks, but also reported a surprise loss in broadband customers.

Comcast beats revenue estimates amid streaming growth, broadband decline

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended September 30, 2023. “We delivered strong financial results in the third quarter, while also investing in long-term growth, accelerating share repurchase activity and maintaining our healthy balance sheet," said Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation. "Our strategic focus on innovation and financial discipline facilitated by consistent execution p.

Comcast Reports 3rd Quarter 2023 Results

Merck

Valero Energy

Two of the seven stocks that have contributed 17% of the S&P 500's gains this year will report earnings after markets close on Tuesday.

Earnings Previews: Reports Coming Thursday Morning From Comcast, Merck, UPS, Valero Energy

Comcast's (CMCSA) Xumo collaborates with Mediacom Communications to introduce the Xumo Stream Box to the latter's broadband customers.

Comcast's (CMCSA) Xumo and Mediacom Team Up for Stream Box

CMCSA has started to play coy, with the Hulu option deal brought forward to September 2023 against the original timeline of January 2024. The management drummed up Mr. Market's interest in the deal, by guiding a $30B synergy/ churn benefit on top of Hulu's intrinsic value. Based on our conservative projection, we believe that Hulu may be valued at $45B with an FWD EV/ Revenue valuation of 4x, thanks to its profitable growth trend.

Comcast: Hulu's $45B Gold Mine Awaits

ATLANTA--(BUSINESS WIRE)--Comcast Expands Broadband Network to Twin City, Georgia.

Comcast Expands Broadband Network to Twin City, Georgia

Market downturns create opportunities for value investors with longer time horizons, as may be the case for Comcast after the recent dip. Comcast's profitability and cash-rich broadband business set it apart from its peers. Anticipated sale of stake in Hulu and potential growth in theme parks business are potential catalysts for Comcast's stock.

Comcast: Big Discount To Peers With an Upside Potential

Nine is the magic number, though Hulu may be worth more. Disney and Comcast have both hired investment banks to determine the equity fair value of Hulu.

News for Comcast Stock (CMCSA)