Comcast Corporation (CMCSA)

Sector: Communication Services|Industry: Telecom Services|Market Cap: $153.98B|Employees: 186K


Comcast Corporation is a global media and technology company. They operate through two main segments: Connectivity & Platforms, which provides broadband, wireless, video, and voice services, and Content & Experiences, which produces and distributes entertainment, sports, and news content. Comcast is a large player in the US and international markets, with competitive advantages in its extensive network infrastructure and diverse content portfolio.

  1. Filings

Filing Highlights

Financial Performance

Total revenue increased slightly by 0.1% to $81.275 billion, with growth in domestic broadband, domestic wireless, and international connectivity offsetting declines in video revenue. This indicates a shift in revenue streams towards connectivity services.

Adjusted EBITDA margin increased from 37.5% to 38.2% in Residential Connectivity & Platforms, driven by a decrease in programming expenses. This suggests improved profitability due to cost management in content delivery.

Net income attributable to Comcast Corporation increased to $16.192 billion, indicating improved overall profitability. This growth suggests effective management of costs and revenue streams.

Growth & Strategy

Management Execution

Risk Factors

Competitive Position

Operational Efficiency

Innovation & Technology

Capital Allocation

ESG Initiatives

Market Environment