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

Warner Bros Discovery Inc

Moviegoers ran toward the tornadoes this weekend, propelling “Twisters” to a blockbuster opening. The standalone sequel to the 1996 hit made $80.5 million in ticket sales from 4,151 theaters in North America, according to studio estimates Sunday.

‘Twisters' whips up a blockbuster $80.5 million in its opening weekend

Comcast (CMCSA) is set to provide free access to the Olympic Games Paris 2024 to service members and honorably discharged Veterans.

Comcast (CMCSA) to Provide Free Access to Olympic Games

Third Xfinity S tore  to support growing customer base , Xfinity network in  West Michigan GRAND RAPIDS, Mich. , July 18, 2024 /PRNewswire/ -- Comcast today announced the opening of a new Xfinity Store in Kentwood – its third in the Grand Rapids metropolitan area.

Comcast Doubles Down on its Commitment to Grand Rapids Area; Opens Kentwood Xfinity Store

adidas AG

Atlanta Braves Holdings Inc

DraftKings

Dick's Sporting Goods

Foot Locker

Topgolf Callaway Brands Corp

Madison Square Garden Sports

NIKE

Tactical investors may want to keep an eye on these sports-related stocks as the countdown to the Paris Olympics begins.

Paris Olympics: 5 Sports-Related Stocks Going for Gold

PHILADELPHIA--(BUSINESS WIRE)--Comcast Debuts First-Ever Enhanced 4K Viewing Experience for the Olympic Games on Xfinity X1.

Comcast Debuts First-Ever Enhanced 4K Viewing Experience for the Olympic Games on Xfinity X1

Comcast's (CMCSA) Despicable Me becomes the first animated franchise ever to hit $5 billion globally.

Comcast's (CMCSA) Despicable Me Animated Franchise Crosses $5B

Realty Income Corp

Realty Income and Comcast are trading 2% and 10% lower this year, respectively, through Tuesday's close. Realty Income and its conservative approach along with monthly dividend checks will shine if rates start to fall this year.

2 Stocks That Can Still Bounce Back in 2024

AMC Entertainment

AMC Networks

Disney

Twenty-First Century Fox

Paramount Global

Media and entertainment shares are having a great day as are markets with the Dow, S&P and Russell 2000 all decisively on the upswing. Investors are baking in an interest rate cut this fall with some pushing for relief as early as the Federal Reserve's July 31 meeting.

Media Stocks Jump With Broader Market As Interest Rate Relief Seems Certain

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 Q2 Release

Comcast (CMCSA) reachead $38.94 at the closing of the latest trading day, reflecting a +1.7% change compared to its last close.

Comcast (CMCSA) Exceeds Market Returns: Some Facts to Consider

Comcast stock has underperformed the market this year, down 11% compared to S&P 500's 14% gain. Despite challenges in the cable industry, Comcast's strategic partnerships and diversified portfolio position it for sustained business strength. Even considering potential earnings pressure over the next few quarters, Comcast should still be able to generate about $15 billion of earnings before taxes.

Comcast: Falling Share Price Meets Rising Shareholder Payouts

Gru and the minions celebrated a second week in first place at the North American box office this weekend, while a small horror movie called “Longlegs” upset the starry $100 million “Fly Me to the Moon.”

‘Despicable Me 4' still rules at box office, while ‘Longlegs' gets impressive start

Comcast began sharing Epic Universe's initial ticketing information to third-party sellers of advance vacation packages. It's the first step in gauging demand for the opening of the new park.

Disney World's New Rival Theme Park Could Be a Blessing in Disguise

Comcast is expected to report its Q2 2024 results in the coming weeks. We expect Comcast's earnings to come in at $1.15 per share, marginally ahead of consensus estimates of $1.12 per share.

How Will A Slowing Broadband Business Impact Comcast's Q2 Results?

Amazon

The NBA has agreed to terms on its new media deal, an 11-year agreement worth $76 billion that assures player salaries will continue rising for the foreseeable future and one that will surely change how some viewers access the game for years to come.

NBA agrees to terms on new 11-year, $76 billion rights deal with Disney, NBC, Amazon

The National Basketball Association has finalized a deal that will make Comcast's NBC and Amazon.com's Amazon Prime Video new partners, while maintaining Disney's ESPN as the home of the NBA finals, the Athletic reported on Wednesday, citing sources.

NBA finalizes TV deals with ESPN, NBC, Amazon, Athletic reports

Despite gains in the wireless phone market, cable TV stocks have been punished for broadband subscriber losses — a trend that doesn't appear to be reversing anytime soon.

Cable TV Stocks Face Broadband Train Wreck Heading Into Earnings Reports

Comcast (CMCSA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Comcast (CMCSA) Beat Estimates Again in Its Next Earnings Report?

Charter Communications

Liberty Global Ltd

Rogers Communications

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

4 Stocks to Watch From a Prospering Cable Television Industry

Apple

Accenture Plc

Automatic Data Processing

Arthur J. Gallagher & Co.

A. O. Smith

Air Products and Chemicals

Amphenol

Atmos Energy

American States Water

Becton, Dickinson and Co.

Brown & Brown

Chubb

Colgate-Palmolive

Canadian National Railway Company

Cencora Inc

Costco

Cisco Systems

Cintas Corp

California Water Service Group

Fastenal

Franklin Electric

General Dynamics

Graco

This article updates one I wrote in August 2022, which was based on a template article by David Van Knapp published in June 2020. I use an adapted quality scoring system to assess the quality of dividend growth stocks. The system employs six quality indicators from independent sources and assigns 0-5 points to each quality indicator, for a maximum of 30 points.

The Highest Quality Dividend Growth Stocks In 2024

Bristol-Myers

Dividend stocks for your July 2024 watchlist.

Top Dividend Stocks To Buy In July 2024? 2 In Focus

News for Comcast Stock (CMCSA)