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

Lots of uncertainty surrounds Comcast's spinoff of its NBCUniversal cable portfolio. Comcast may be proceeding with a transaction as a signal to the rest of the media industry that consolidation is necessary.

Comcast's cable network spinoff may be a signal to the media industry for necessary change

Comcast Corporation (NASDAQ:CMCSA, ETR:CTP2)'s decision to spin off its cable networks and some digital assets into a separate company is a positive strategic step as it may reduce regulatory hurdles for the company to attempt another merger with a large cable peer, analysts at Bank of America believe. The media giant announced on Wednesday it intends to create a new publicy traded company (SpinCo) which will be home to NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, E!

Comcast cable networks spin-off a ‘positive strategic step,' analysts believe

As expected, Comcast announced today they were spinning off a number of cable networks. At their most recent earnings report last month, Comcast said they were considering splitting their cable properties into a separate company.

As Cable Networks Lose Their Value, Comcast Launches A Separate Unit

Weeks after floating a huge trial balloon, Comcast followed through this morning, announcing plans to spin off most of its linear cable networks into a separate company, including such stalwarts as CNBC, MSNBC, USA Network and SyFy.

With Cable Spinoff, Comcast Fires Starting Gun On Media Restructuring

Comcast has announced plans to spin off select cable networks and digital assets into a separate publicly traded company. Here's what you need to know.

What the Comcast Cable Spinoff Means for Investors

CNBC anchors projected an air of mild panic about the news that Comcast would spin off the network. The media conglomerate announced it would create a new entity for most of its cable networks.

CNBC anchors and insiders worry about their futures as Comcast looks to unload the network

Comcast will spin off many of its cable television networks that were once at the heart of the entertainment giant, with people increasingly swapping out their cable TV subscriptions for streaming platforms.

Comcast to spin off cable networks, once star performers for the entertainment giant

Cable television has long been viewed as a stagnant business, showing little promise for growth over the years. However, Comcast believes it has found a new growth opportunity.

Comcast spins off its cable channels into separate company as it looks for growth

Comcast Corp (NASDAQ: CMCSA) is in focus today after announcing plans to separate its cable network channels amidst a mass exodus of customers from its TV business.   The media conglomerate lost 365,000 television subscribers in its latest reported quarter.

Why is Comcast spinning off its cable network channels?

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Here's Why Comcast (CMCSA) is a Strong Momentum Stock

Comcast's announcement that it will spinoff almost all of its cable networks has left a host of questions as to the path forward, particularly given the intertwined nature of NBC News with MSNBC and, to a lesser extent, CNBC. “I could be completely wrong. We could all be fired a year from now.

Comcast Spinoff Of Cable Networks Leaves Questions Of How A Split Between MSNBC And NBC News Will Work

Comcast (CMCSA) said Wednesday that it is planning to spin off its NBCUniversal cable TV networks, including channels like MSNBC, CNBC, and E!, carving out a business that has been hurt by cord cutting and the rise of streaming.

Comcast To Spin Off NBCUniversal Cable Channels

Investors are often hopeful spinoffs will lead to improved valuations. But one analyst questioned whether that will play out for Comcast given the decay of legacy media.

Will Comcast's spinoff of some cable networks give the stock the desired bump?

Cable networks used to be incredibly valuable. But in the streaming and cord-cutting era, they are in decline.

Comcast doesn't want its cable TV networks anymore

Comcast said on Wednesday it plans to spin off some NBCUniversal cable TV networks, as the rise of streaming prompts the media company to relinquish some of its most prized assets.

Comcast to spin off some cable TV networks

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) today announced its intent to create a new publicly traded company comprised of a strong portfolio of NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, E!, SYFY and Golf Channel along with complementary digital assets including Fandango and Rotten Tomatoes, GolfNow and Sports Engine, through a tax-free spin-off. The well-capitalized independent company (“SpinCo”) will have significant scale as.

Comcast Announces Intention to Create Leading Independent Media Business Through Spin-off of Select Cable Television Networks

The cable and entertainment company is set to spin off networks including MSNBC, CNBC, and Golf Channel, says a report.

Comcast Stock Rises. Why a Cable TV Spinoff Plan Is Good News for Investors.

Comcast Corporation (NASDAQ:CMCSA, ETR:CTP2) is moving forward with plans to spin off its cable network channels, including CNBC, MSNBC, and E!, according to the Wall Street Journal citing sources familiar with the matter.

Comcast reportedly planning TV spin-off

Comcast would retain NBCUniversal's NBC broadcast television network, its film and television studios and its theme parks, as well as its Peacock streaming service.

Comcast to spin off MSNBC, CNBC entertainment channels as streaming dents cable: sources

Comcast is moving forward with plans to spin off its NBCUniversal cable television networks including MSNBC and CNBC, sources say, shedding a once core part of the business that has been a casualty of the streaming video revolution.

Comcast to proceed with plans to spin off its cable channels, sources say

Comcast (CMCSA) shares gained in extended trading Tuesday following a report the entertainment and media conglomerate is expected to announce plans Wednesday to spin off its NBCUniversal cable TV networks.

Comcast Stock Climbs on Anticipation of $7B Spinoff of NBCUniversal Cable Networks

Comcast plans to spin off some NBCUniversal cable channels, The Wall Street Journal reported. The planned spinoff includes MSNBC, CNBC, E!

It looks like there's a big shake-up at Comcast coming

Putting Donna Langley firmly in the corporate driver's seat, Comcast boss Brian Roberts has decided its time for NBCUniversal to shed some cable channel weight. Tomorrow, Comcast is set to reveal its long term plan to split off cable channels MSNBC, CNBC, E!, Syfy, Golf Chanel and USA into a new and separate company.

NBCUniversal Split: Comcast To Spin Off Cable Channels Under Mark Lazarus; Donna Langley Consolidates Power, NBC, Peacock & Bravo Stay Put

Comcast Corp. stock rose in after-hours trading Tuesday after the Wall Street Journal reported the company is expected to announce a plan to spin off most of its cable TV networks.

Comcast stock gains on report that NBCUniversal cable networks will be spun off

The new venture will house channels like E!, USA and MSNBC, and Comcast is set to announce several leadership changes.

News for Comcast Stock (CMCSA)