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Earnings transcript
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CMCSA
Comcast Corporation
$27.93
-0.12
(-0.43%)
| Exchange: | NASDAQ |
| Market Cap: | 101.774B |
| Shares Outstanding: | 397.983M |
About The Company
| Sector: | Communication Services | |||||
| Industry: | Telecommunications Services | |||||
| CEO: | Brian L. Roberts | |||||
| Full Time Employees: | 182000 | |||||
| Address: |
| |||||
| Website: | https://corporate.comcast.com |
Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services. The Media segment operates NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks. The Studios segment operates 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 Sky segment offers direct-to-consumer services, such as video, broadband, voice and wireless phone services, and content business operates entertainment networks, the Sky News broadcast network, and Sky Sports networks. The company also owns the Philadelphia Flyers, as well as the Wells Fargo Center arena in Philadelphia, Pennsylvania; and provides streaming service, such as Peacock. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 121,572,000 | 123,731,000 | 123,707,000 |
| Gross Profit | 70,474,000 | 71,904,000 | 74,306,000 |
| EBITDA | 38,901,000 | 37,608,000 | 46,385,000 |
| Operating Income | 23,313,000 | 23,298,000 | 20,674,000 |
| Net Income | 15,388,000 | 16,192,000 | 19,803,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 264,811,000 | 266,211,000 | 187,175,000 |
| Total Liabilities | 181,344,000 | 179,937,000 | 175,480,000 |
| Total Stockholders Equity | 82,703,000 | 85,560,000 | 96,903,000 |
| Total Debt | 97,090,000 | 99,093,000 | 5,958,000 |
| Cash and Cash Equivalents | 6,215,000 | 7,322,000 | 9,481,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 28,501,000 | 27,673,000 | 33,643,000 |
| Capital Expenditure | -15,540,000 | -12,181,000 | -11,750,000 |
| Free Cash Flow | 12,961,000 | 15,492,000 | 21,893,000 |
| Net Income | 15,107,000 | 15,877,000 | 19,660,000 |
| Net Change in Cash | 1,500,000 | 1,095,000 | 3,182,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 123,845,732.193 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 131,485,374.939 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 126,642,446.878 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 56,757,021.136 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 60,258,178.238 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 58,038,722.101 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 19,278,072.005 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 20,834,570.885 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 19,847,869.565 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 47,997,552.658 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 50,958,366.475 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 49,081,445.159 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 5.460 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 5.730 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 5.300 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Stable Revenue Growth: Comcast reported a 1% increase in total company revenue for 2025, as highlighted in the earnings call transcript. This growth, though modest, reflects resilience in a competitive sector, supported by consistent performance in key segments like broadband and media.
- Strong Free Cash Flow: Based on cash flow statement data, Comcast demonstrates robust free cash flow generation, with positive net cash provided by operating activities. This financial health supports reinvestment in growth initiatives and dividend payments, with a noted dividend yield (TTM) in key metrics.
- Diversified Portfolio: The revenue product segments data indicates a balanced contribution from multiple categories, including broadband, cable, and media/entertainment. This diversification mitigates risks associated with reliance on a single revenue stream.
- Operational Efficiency: Key metrics such as gross profit margin (TTM) and net profit margin (TTM) suggest effective cost management and profitability, positioning Comcast favorably against industry peers in the Media & Entertainment sector.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CMCSA intrinsic value between $58.33 – $97.59 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about CMCSA valuation
Is Comcast Corporation (CMCSA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Comcast Corporation (CMCSA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CMCSA a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CMCSA trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CMCSA’s P/E ratio?
You can see CMCSA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CMCSA?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CMCSA a good long-term investment?
Whether CMCSA fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CMCSA
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-0.43
Trading Metrics:
| Open: | 28.04 | Previous Close: | 28.05 | |
| Day Low: | 27.58 | Day High: | 28.16 | |
| Year Low: | 24.13 | Year High: | 34.36 | |
| Price Avg 50: | Price Avg 200: | |||
| Volume: | Average Volume: | 34.397M |
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