Comcast (CMCSA) reported $31.25 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 2.3%. EPS of $0.84 for the same period compares to $0.82 a year ago.The reported revenue represents a surprise of +2.77% over the Zacks Consensus Estimate of $30.41 billion. With the consensus EPS estimate being $0.80, the EPS surprise was +5.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

公司业绩 - 公司在2023年取得了最高的营收、调整后的EBITDA和调整后的每股收益，连续三年创下历史纪录[14] - 公司的全年总收入为1216亿美元，同比增长2%[29] - 调整后的EBITDA同比增长3%，达到376亿美元，全年增长3%[29] - 调整后的每股收益同比增长9%，达到3.98美元[29] - 公司全年自由现金流达到130亿美元，同比增长10%[30] - 公司回报股东的资本达到158亿美元[30] 连接业务表现 - 公司的连接业务表现强劲，Xfinity Mobile的订户线路增长了24%，总体国内无线业务收入增长了近20%[15] - 公司核心连接业务（国内宽带、国内无线、国际连接和商业服务连接）的收入同比增长7%，达到110亿美元[36] - 公司国际连接业务的收入同比增长19%[41] - 公司商业服务连接业务的收入同比增长6%[41] 媒体业务 - 公司在媒体领域表现出色，每个季度覆盖超过1亿户家庭，拥有美国最受欢迎的新闻机构和连续13年最受欢迎的周日晚间足球节目[21] - 公司在媒体领域取得了3%的收入增长，其中Peacock的收入增长了57%，达到了10亿美元[46] - 影视业务收入增长了4%，主要是由于票房收入的增长[49] 主题公园业务 - 公司的主题公园业务在2023年实现了创纪录的高收入和EBITDA，并有令人兴奋的新景点和体验计划[24] - 公司在2023年和2024年将继续保持对主题公园和体验业务的高水平投资，随后将逐步减少[138] Peacock流媒体服务 - 公司的Peacock流媒体服务在短短两年内迅速增长，截至2023年底已经拥有3100万付费订户，每用户平均收入为10美元[22] - 公司计划通过整合线性电视业务和流媒体业务，提高Peacock的盈利能力[79] - 公司计划通过增加规模和提高用户参与度来改善Peacock的盈利能力[79] 资本回报和未来展望 - 公司在2023年向股东返还了158亿美元，其中包括110亿美元的股票回购和48亿美元的股息支付[57] - 公司将继续执行长期增长战略，并保持资本分配的平衡和纪律性[58] - 公司计划在2024年继续加速扩大用户覆盖范围[119] - 公司计划在2024年继续进行股票回购，预计2024年继续保持强劲的资本回报[117]

Key TakeawaysComcast's fourth quarter earnings of $3.26 billion or 81 cents per diluted share beat analyst expectations.Revenue grew 2.3% from a year earlier to $31.25 billion, with Peacock quarterly revenue crossing $1 billion for the first time.Peacock added 3 million subscribers in the quarter, while theme park revenue rose 12.2%.Comcast's (CMCSA) fourth quarter earnings and revenue surpassed analyst expectations, driven by gains in Peacock streaming services and its theme parks business. The company's s ...

Comcast (CMCSA) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5%. A quarter ago, it was expected that this cable provider would post earnings of $0.94 per share when it actually produced earnings of $1.08, delivering a surprise of 14.89%.Over the last four quarters, the company has ...

业绩总结 - 2023年总收入为1216亿美元，较2022年增长0.1%[5] - 调整后的EBITDA为376亿美元，较2022年增长3.2%[6] - 调整后的每股收益为3.98美元，较2022年增长9.3%[6] - 自由现金流为130亿美元，每股自由现金流较去年同期增长10%[6] - 2023年第四季度总收入为306亿美元，较去年同期增长2.3%[7] - 第四季度调整后的EBITDA为80亿美元，与去年同期持平[7] - 第四季度调整后的每股收益为0.84美元，较去年同期增长2.4%[7] 用户数据 - 住宅连接收入增长7%，国内宽带收入增长4%，无线收入增长15%[8] - 商业服务连接收入增长5.8%[8] - 中国市场iPhone销售创下收入纪录[110] - 2023年第四季度，Peacock媒体收入强劲增长，超过10亿美元，同比增长57%[11] - 2023年第四季度，影视业务的营收同比增长59%，达到3.43亿美元[11] 未来展望 - 公司2023财年自由现金流达到130亿美元[15] - 公司2023年12月开始在DOCSIS 4.0中推出多千兆对称速度，计划在未来几年内在全国范围内推出[25] 新产品和新技术研发 - 公司2023年12月，公司的主题公园创下了有史以来最高的调整后息税折旧及摊销前利润（EBITDA），第四季度增长11.6%，全年增长24.7%[28]

Comcast Corp. continued to shed broadband subscribers in the fourth quarter, though not as many as Wall Street had expected. The company on Thursday reported 34,000 total domestic broadband net losses for the latest quarter, consisting of 31,000 net losses in the residential market and 3,000 in the business market. Analysts were expecting the company to lose a net of 61,000 domestic broadband subscribers in total, after losses of 18,000 and 19,000 in the prior two quarters. Broadband-subscriber losses ...

公司公告 - 公司宣布将其2024年的年度股息从每股$1.16增加到$1.24，增幅为$0.08或6.9%[1] - 董事会宣布2024年4月24日支付每股$0.31的季度现金股息，股东登记日为2024年4月3日[1] - 董事会批准了一项新的股票回购计划，授权金额为$15 billion，自2024年1月26日起生效，且无到期日[1] 公司概况 - 公司是一家全球媒体和技术公司，业务涵盖宽带、无线和视频服务，以及娱乐、体育和新闻内容的制作、分发和流媒体服务[2] - 公司通过Xfinity、Comcast Business和Sky提供世界级的宽带、无线和视频服务[2] - 公司拥有并运营NBC、Telemundo、Universal、Peacock和Sky等品牌，提供领先的娱乐、体育和新闻内容[2] - 公司还通过Universal Destinations & Experiences运营主题公园和旅游景点[2]

Comcast is expected to reported fourth-quarter earnings before the bell on Thursday. Here's what Wall Street expects for the media company's results, according to LSEG, formerly known as Refinitiv:Earnings: 79 cents per share Revenue $30.51 billion Analysts will be watching how quickly Comcast is losing broadband subscribers. In the third quarter, the segment's revenue rose even as subscribers fell, due to higher rates. Wall Street will also have an eye on subscriber growth for NBCUniversal's money-losing s ...

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time.Access your favorite topics in a personalized feed while you're on the go. download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewEarlier this month, NBC Universal said the NFL playoff game it streamed (mostly) exclusively on Peacock, its streaming service, was a huge success.NBC and its parent company, Comcast, backed up th ...

Wall Street analysts forecast that Comcast (CMCSA) will report quarterly earnings of $0.80 per share in its upcoming release, pointing to a year-over-year decline of 2.4%. It is anticipated that revenues will amount to $30.41 billion, exhibiting a decline of 0.5% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projection ...