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

NBCUniversal is looking to capitalize on the Paris Summer Olympics for its four-year-old streaming service, Peacock. This will be the first entire Summer Games offered on Peacock, and NBCUniversal has also planned for other exclusive content surrounding the Olympics for the streaming service.

Paris Olympics is the latest test of whether sports can win subscribers for NBC's Peacock

Amazon

Disney

ABC, ESPN and TNT are still the league's broadcast partners for next season. Starting with the 2025-26 season, however, TNT will be out and NBC, Peacock and Amazon's Prime Video will be in.

TNT Out, NBC and Amazon In: Here's What Is Happening With The NBA's New Media Deals

Caterpillar

Seagate Technology Holdings PLC

The S&P 500 is considered the benchmark index for the U.S. stock market. It is comprised of the top 500 companies based on total market capitalization.

3 S&P 500 Stocks to Buy on the Dip: July 2024

The NBA says it will end its 34-year partnership with TNT after next season, rejecting the cable network's offer to match a bid from Amazon, a move that could shake up the sports world for the next decade and create serious challenges for TNT parent Warner Bros. Discovery—but TNT is pushing back and vowing “appropriate action.

NBA Ending Deal With TNT And Shifting Games To NBC And Amazon—TNT Vows ‘Appropriate Action'

The National Basketball Association said it has signed landmark media-rights deals worth $77 billion with Disney's DIS -1.25%decrease; red down pointing triangle ESPN, Amazon.com AMZN -2.99%decrease; red down pointing triangle and Comcast's CMCSA -1.09%decrease; red down pointing triangle NBCUniversal, turning away a last-minute bid from current rights holder Warner Bros. Discovery WBD -1.74%decrease; red down pointing triangle.

NBA Unveils $77 Billion TV and Streaming Deals With NBC, ESPN and Amazon

Walt Disney's ESPN, Comcast-owned NBCUniversal and Amazon.com have clinched the rights to carry National Basketball Association games in a reported $76 billion deal.

NBA signs broadcasting deal with Disney, Amazon, Comcast

Comcast Corporation CMCSA shares are trading lower after the company reported worse-than-expected second-quarter sales results yesterday.

Comcast Faces Headwinds: Analysts Adjust Expectations Amid Broadband Struggles and Theme Park Downturns

PHILADELPHIA--(BUSINESS WIRE)--Comcast Unveils “Watch to Unlock” Capabilities for The 2024 Paris Olympics.

Comcast Unveils “Watch to Unlock” Capabilities for The 2024 Paris Olympics

Adjusted EPS exceeded estimates, reaching $1.21. Total revenue decreased by 2.7% year over year.

Comcast Q2 Earnings: Revenue Fell, But EPS Still Topped Expectations

Comcast's sales declined as studio and theme park revenue dropped. Its steaming service, Peacock, was a bright spot in the quarter.

Comcast's Stock Is Falling on Mixed Q2 Results

Comcast's (CMCSA) second-quarter earnings reflect a continued strength in domestic wireless subscribers and Peacock, offset by a declining broadband subscriber base and theme park business.

Comcast (CMCSA) Q2 Earnings Beat Estimates, Revenues Miss

CMS Energy

Crane Company

General Motors

Norfolk Southern

Norfolk Southern announced Tuesday a quarterly dividend of $1.35 per share on its common stock. The dividend is payable August 20, 2024, to shareholders of record on August 2, 2024.

Daily Dividend Report: Norfolk Southern, GM, Comcast, Crane, CMS

Comcast (CMCSA) shares fell Tuesday following the release of a mixed second-quarter earnings report, as revenue narrowly missed and adjusted profit beat analysts' estimates.

Comcast Posts Mixed Earnings Report as Peacock Losses Narrow

Comcast Corporation (NASDAQ:CMCSA ) Q2 2024 Earnings Conference Call July 23, 2024 8:30 AM ET Company Participants Marci Ryvicker - Executive Vice President, Investor Relations Mike Cavanagh - President Jason Armstrong - Chief Financial Officer Brian Roberts - Chairman & Chief Executive Officer Dave Watson - President & Chief Executive Officer, Comcast Cable Conference Call Participants Ben Swinburne - Morgan Stanley Craig Moffett - MoffettNathanson Jessica Reif Ehrlich - Bank of America John Hodulik - UBS Jonathan Chaplin - New Street Michael Ng - Goldman Sachs Steven Cahall - Wells Fargo Operator Good morning, ladies and gentlemen, and welcome to Comcast's Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.

Comcast Corporation (CMCSA) Q2 2024 Earnings Call Transcript

Comcast said on Tuesday it expects to announce an 11-year broadcasting rights deal with the National Basketball Association to carry 100 games every regular season across its NBC network and Peacock streaming services.

Comcast expects to carry 100 NBA games each season in new broadcast rights deal

The headline numbers for Comcast (CMCSA) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Comcast (CMCSA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Comcast (CMCSA) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $1.13 per share a year ago.

Comcast (CMCSA) Q2 Earnings Surpass Estimates

Comcast Corporation (NASDAQ:CMCSA, ETR:CTP2) share price fell 1.4% in premarket trading after reporting weak performance in its studio and theme park operations. Its Peacock streaming service and a smaller-than-expected loss in broadband customers surprised on the upside.

Comcast's studios and theme parks take shine off Peacock beat

Comcast also posted fewer broadband subscriber losses than analysts were modeling

Comcast sees Peacock losses narrow as stock moves higher

The cable and entertainment company reports adjusted earnings of $1.21 a share, beating Wall Street estimates of $1.12.

Comcast Stock Pops After Earnings. Peacock Helps Drive Growth.

Comcast missed estimates for quarterly revenue on Tuesday as the U.S. telecom and media firm had fewer movie releases during the period, while attendance at its theme parks stayed low.

Comcast misses quarterly revenue estimates on weak studio, theme park business

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today reported results for the quarter ended June 30, 2024. “We grew Adjusted EPS high single digits and continued to invest aggressively in our businesses while returning $3.4 billion to shareholders," said Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation. "Broadband ARPU increased by 3.6% and we delivered 6% revenue growth in our connectivity businesses, while expanding our Adjusted EBITDA margin a.

Comcast Reports 2nd Quarter 2024 Results

Cable giant Comcast reports earnings before the bell on Tuesday. Wall Street remains focused on Comcast's results for its broadband business, which has seen subscriber growth slow in recent years.

Comcast reports earnings before the bell

Tech leader's sizable investment brings new high-speed connectivity options to South Miami, Coral Terrace and West Miami MIAMI , July 22, 2024 /PRNewswire/ -- A new and powerful Internet network is now online in Miami-Dade's 33155 and 33143 zip codes, connecting communities to high-speed, reliable Internet. Thousands of homes and businesses in parts of South Miami, Coral Terrace and West Miami can now access Xfinity and Comcast Business services for the first time.

Comcast Activates $7.5 Million Fiber Internet Network in Miami-Dade's 33155 & 33143 Zip Codes

Comcast, a media and entertainment conglomerate with interests in cable, broadcasting, film, streaming, live entertainment, and theme parks, is now a $150 billion (by market cap) media. Comcast has heavily invested in Peacock, its streaming television offering, to counter the secular decline in cable video connections. To date, Comcast increased its dividend for 17 consecutive years, with a 10-year dividend growth rate of 11.8%.

News for Comcast Stock (CMCSA)