Comcast Corporation
- Open
- 26.83
- Day high
- 26.97
- Day low
- 26.59
- Prev close
- 27.06
- Volume
- 22.9M
- Mkt cap
- $94.5B
- P/E (TTM)
- 8.6
- EPS (TTM)
- $3.08
- P/B
- 1.1
- P/S
- 0.8
- Yield
- 4.96%
- Per share
- $1.32
Comcast Corporation (CMCSA) is a Communication Services company listed on NASDAQ. The stock is down 22% over the past year. Drillr has 1 published research article covering CMCSA.
Comcast Corporation (CMCSA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CMCSA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 23, 2026 | $0.97 | $1.04 | +6.9% | $29.9B | +2.1% |
| Apr 23, 2026 | $0.73 | $0.79 | +7.9% | $31.5B | +3.5% |
| Jan 29, 2026 | $0.73 | $0.84 | +14.3% | $32.3B | -0.0% |
| Oct 30, 2025 | $1.03 | $1.12 | +8.4% | $31.2B | +1.3% |
| Jul 31, 2025 | $1.16 | $1.25 | +7.5% | $30.3B | +1.7% |
| Apr 24, 2025 | $0.99 | $1.09 | +10.1% | $29.9B | +0.3% |
| Jan 30, 2025 | $0.86 | $0.96 | +11.2% | $31.9B | +0.9% |
| Oct 31, 2024 | $1.06 | $1.12 | +5.5% | $32.1B | +1.1% |
| Jul 23, 2024 | $1.12 | $1.21 | +7.7% | $29.7B | -1.3% |
| Apr 25, 2024 | $0.99 | $1.04 | +5.1% | $30.1B | +0.8% |
| Jan 25, 2024 | $0.79 | $0.84 | +6.1% | $31.3B | +2.5% |
| Oct 26, 2023 | $0.95 | $1.08 | +13.4% | $30.1B | +1.4% |
CMCSA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Brady Louise F.director | Grant | 1,375 | — |
| Jul 2, 2026 | Smith Gordondirector | Grant | 1,375 | — |
| Jul 2, 2026 | BREEN EDWARD Ddirector | Grant | 815 | — |
| Jul 2, 2026 | Baltimore Thomas J Jrdirector | Grant | 1,375 | — |
| Jul 2, 2026 | Honickman Jeffrey Adirector | Grant | 1,783 | — |
| Apr 3, 2026 | Murdock Daniel C.officer: EVP & Chief Accounting Officer | Tax | 2,073 | $27.93 |
| Apr 3, 2026 | Murdock Daniel C.officer: EVP & Chief Accounting Officer | Option | 5,268 | — |
| Apr 2, 2026 | Smith Gordondirector | Grant | 1,176 | — |
| Apr 2, 2026 | Baltimore Thomas J Jrdirector | Grant | 1,176 | — |
| Apr 2, 2026 | Honickman Jeffrey Adirector | Grant | 1,524 | — |
| Apr 2, 2026 | Brady Louise F.director | Grant | 1,176 | — |
| Apr 2, 2026 | BREEN EDWARD Ddirector | Grant | 697 | — |
| Mar 6, 2026 | Armstrong Jasonofficer: CFO | Option | 73,497 | $28.38 |
| Mar 6, 2026 | Armstrong Jasonofficer: CFO | Sell | 4,494 | $31.73 |
| Mar 6, 2026 | Armstrong Jasonofficer: CFO | Tax | 69,003 | $31.75 |
Source: CMCSA SEC Form 4 filings, latest Jul 2, 2026. For informational purposes only — not investment advice.
See the full CMCSA insider & 13F page →CMCSA research & analysis
Comcast Corporation company profile
Overview
Comcast Corporation (NASDAQ:CMCSA) is a Philadelphia-based media and technology company founded in 1963 that has evolved into one of America's largest telecommunications and entertainment conglomerates. Originally started as a small cable television operator, Comcast has grown through strategic acquisitions and organic expansion to become a dominant force in broadband internet, cable television, wireless services, entertainment content production, and theme park operations. The company operates globally with significant presence in the United States and Europe, serving over 32 million broadband customers and operating major entertainment properties including NBCUniversal, Universal Studios theme parks, and the Peacock streaming service.
Business
Comcast operates as a diversified media and technology company across five primary business segments. Cable Communications represents the company's largest revenue generator, providing residential and business customers with broadband internet, cable television, voice services, and wireless phone services under the Xfinity brand. This segment also includes advertising services sold to businesses wanting to reach Comcast's customer base. The Media segment operates NBCUniversal's television and streaming platforms, including the NBC broadcast network, Telemundo Spanish-language network, various cable channels like MSNBC and CNBC, and the Peacock streaming service. Peacock competes directly with Netflix, Disney+, and other streaming platforms by offering both free ad-supported content and premium subscription tiers. Studios encompasses NBCUniversal's film and television production operations, creating content for theatrical release, television broadcast, and streaming platforms. This includes major film franchises and television series that generate revenue through box office sales, licensing deals, and syndication. The Theme Parks segment operates Universal Studios theme parks in Orlando, Hollywood, Osaka, and Beijing, generating revenue through ticket sales, merchandise, food service, and hotel accommodations. The company is preparing to open Epic Universe, a major new theme park in Orlando in 2025. Sky provides direct-to-consumer services primarily in the United Kingdom and Europe, offering video, broadband, voice, and wireless services similar to Xfinity in the US, along with Sky Sports and Sky News networks. Based on recent financial data, Cable Communications generates approximately 65% of total revenue, while Media, Studios, Theme Parks, and Sky collectively contribute the remaining 35%, with Media being the second-largest segment.
Revenue model
Comcast generates revenue through multiple business models across its diverse operations. The Cable Communications segment operates primarily on monthly subscription fees from residential and business customers for broadband internet, cable television, voice, and wireless services. Customers pay recurring monthly bills, with the company also generating revenue from equipment rentals, installation fees, and advertising sold to businesses. The Media segment combines traditional advertising revenue from NBC, Telemundo, and cable networks with subscription revenue from Peacock streaming service. Peacock offers both free ad-supported tiers and premium subscription options, creating dual revenue streams from the same content. Studios generates revenue through theatrical box office receipts, television content licensing to other networks and streaming services, home entertainment sales, and international distribution deals. The content created also feeds into Comcast's own Media properties. Theme Parks operate on admission fees, food and beverage sales, merchandise, hotel accommodations, and special event bookings. The parks benefit from intellectual property synergies with the Studios segment. Sky mirrors the Cable Communications model with monthly subscription fees for television, broadband, and wireless services in European markets. Several factors influence Comcast's profitability margins. Positive factors include the high-margin nature of broadband services once infrastructure is deployed, bundling multiple services to reduce customer acquisition costs and increase average revenue per user, and content ownership allowing monetization across multiple platforms. Negative factors include intense competition from fiber internet providers and wireless carriers offering fixed wireless access, cord-cutting trends reducing traditional cable television subscribers, rising content costs for sports and entertainment programming, and significant capital expenditure requirements for network upgrades and theme park expansions.
Competitive moat
Comcast possesses a moderate but eroding moat built primarily on infrastructure advantages and content assets. The company's strongest competitive advantage lies in its extensive cable infrastructure serving 32 million broadband customers, which creates high barriers to entry due to the massive capital requirements needed to build competing networks. This physical infrastructure moat is particularly strong in areas where Comcast has exclusive or limited competition. The company's content assets through NBCUniversal provide additional competitive advantages. Owning both content creation capabilities and distribution platforms allows Comcast to control costs, create exclusive programming for Peacock, and generate multiple revenue streams from the same content across theatrical releases, broadcast television, streaming, and theme parks. However, this moat faces significant challenges. Fiber internet providers are aggressively expanding into Comcast's territories, offering superior upload speeds and often competitive pricing. Fixed wireless access from Verizon and T-Mobile provides an alternative that doesn't require physical infrastructure deployment to homes. In content, Comcast competes against well-funded streaming giants like Netflix, Disney, and Amazon, which have deeper pockets for content acquisition and global distribution advantages. The theme parks business maintains stronger competitive positioning due to unique intellectual property and the significant capital requirements for theme park development. However, this represents a smaller portion of overall revenue. Overall, while Comcast maintains competitive advantages in certain markets and segments, the company operates in industries experiencing rapid technological change and increased competition, suggesting its moat is under pressure and may continue to weaken without significant strategic adaptation.
Risks & safety
Comcast demonstrates solid financial stability with manageable debt levels and strong cash generation, though working capital presents some concerns. • Cash and Liquidity: $7.3 billion in cash and short-term investments with $15.5 billion annual free cash flow provides substantial financial flexibility • Debt Position: Debt-to-equity ratio of 1.16x is elevated but manageable for a capital-intensive business; strong cash flow covers interest obligations comfortably • Working Capital: Current ratio of 0.68 indicates negative working capital, typical for subscription-based businesses but requires monitoring • Valuation Metrics: Trading at 9.1x P/E ratio and 8.1x EV/EBITDA suggests reasonable valuation relative to earnings and cash flow generation • Operational Concerns: Broadband subscriber losses and competitive pressures in core markets pose medium-term revenue risks that could impact cash generation
Recent development
Over the past few years, Comcast has undertaken significant strategic pivots to address changing market dynamics. The company has restructured its media operations by spinning off traditional cable networks into a separate company called SpinCo, allowing the remaining NBCUniversal to focus on streaming, broadcast television, and sports content. This move reflects management's recognition that traditional cable networks face secular decline. Peacock streaming service has emerged as a key growth initiative, with management reporting substantial EBITDA improvements of $1 billion year-over-year and securing major sports rights including NBA broadcasting starting in the 2025-2026 season. The service has grown to over 30 million subscribers and represents Comcast's primary response to the streaming revolution. In broadband and connectivity, Comcast launched Project Genesis, a major network upgrade initiative implementing DOCSIS 4.0 technology to deliver multi-gigabit symmetrical speeds. The company has also introduced simplified pricing strategies, including a nationwide five-year price guarantee for broadband and bundling mobile services with internet to reduce churn and increase customer value. The wireless business has become increasingly important, growing to 8.1 million lines with management targeting deeper penetration of its broadband customer base through converged service offerings. Theme parks represent another major investment area, with the highly anticipated Epic Universe opening in Orlando in May 2025 and announced plans for the first Universal theme park in the UK by 2031. These strategic moves reflect Comcast's broader transformation from a traditional cable company to a technology and entertainment conglomerate focused on six key growth areas: residential broadband, wireless, business services, theme parks, streaming, and premium content production.
CMCSA company profile · for informational purposes only — not investment advice.
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