Comcast (CMCSA)
Comcast Corporation is a global media and technology company with three primary businesses: Comcast Cable, NBCUniversal, and Sky. Comcast Cable is one of the United States' largest high-speed internet, video, and phone providers to residential customers under the Xfinity brand, and also provides these services to businesses. It also provides wireless and security and automation services to residential customers under the Xfinity brand. NBCUniversal is global and operates news, entertainment and sports cable networks, the NBC and Telemundo broadcast networks, television production operations, television station groups, Universal Pictures, and Universal Parks and Resorts. Sky is one of Europe's leading media and entertainment companies, connecting customers to a broad range of video content through its pay television services. It also provides communications services, including residential high-speed internet, phone, and wireless services. Sky operates the Sky News broadcast network and sports and entertainment networks, produces original content, and has exclusive content rights.

Company profile
Ticker
CMCSA, CCZ
Exchange
Website
CEO
Brian Roberts
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
AT&T COMCAST CORP
SEC CIK
Corporate docs
Subsidiaries
Beijing International Resort Co., Ltd. • Bravo Media LLC • Cable Programming Ventures, LLC • CC Wireless Investment II, LLC • Classic Services, Inc. • CNBC LLC • Comcast ABB Note Consolidation, Inc. • Comcast ABB of Georgia II, LLC • Comcast AG Holdings, LLC • Comcast Bidco Holdings Limited ...
IRS number
270000798
CMCSA stock data
Investment data
Securities sold
Number of investors
Calendar
28 Apr 22
17 May 22
31 Dec 22
Financial summary
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Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 8.91B | 8.91B | 8.91B | 8.91B | 8.91B | 8.91B |
Cash burn (monthly) | (no burn) | 505.17M | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 784.5M | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 8.13B | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 16.1 | n/a | n/a | n/a | n/a |
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Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 Apr 22 | Dana Strong | Class A Common Stock | Payment of exercise | Dispose F | No | No | 44.45 | 2,718 | 120.82K | 87,373.304 |
27 Apr 22 | Dana Strong | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 7,074 | 0 | 90,091.304 |
27 Apr 22 | Dana Strong | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 7,074 | 0 | 88,547 |
14 Apr 22 | David N Watson | Class A Common Stock | Payment of exercise | Dispose F | No | No | 47.58 | 14,649 | 697K | 537,026.916 |
14 Apr 22 | David N Watson | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 33,660 | 0 | 551,675.916 |
14 Apr 22 | David N Watson | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 33,660 | 0 | 175,335 |
1 Apr 22 | Daniel C. Murdock | Class A Common Stock | Payment of exercise | Dispose F | No | No | 47.7 | 681 | 32.48K | 10,253.192 |
1 Apr 22 | Daniel C. Murdock | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 1,380 | 0 | 10,934.192 |
1 Apr 22 | Daniel C. Murdock | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 1,380 | 0 | 37,703 |
31 Mar 22 | Bergman Naomi M. | Class A Common Stock | Grant | Acquire A | No | No | 0 | 667.449 | 0 | 19,502.677 |
Institutional ownership, Q4 2021
84.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 2292 |
Opened positions | 295 |
Closed positions | 191 |
Increased positions | 943 |
Reduced positions | 832 |
13F shares | Current |
---|---|
Total value | 188.81B |
Total shares | 3.76B |
Total puts | 40.73M |
Total calls | 49.78M |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 396.61M | $19.96B |
BLK Blackrock | 312.39M | $15.72B |
Capital International Investors | 216.32M | $10.89B |
STT State Street | 178M | $8.96B |
Capital Research Global Investors | 156.13M | $7.86B |
Capital World Investors | 111.53M | $5.61B |
Massachusetts Financial Services | 110.55M | $5.56B |
Dodge & Cox | 84.67M | $4.26B |
FMR | 80M | $4.03B |
Wellington Management | 79.85M | $4.02B |
Financial report summary
?Competition
Lumen • TEGNA • SPRINT • Shenandoah Telecommunications • United States Cellular • Tucows • Burlington Northern Santa Fe • Dish Network • magicJack VocalTec • Seachange InternationalRisks
- The COVID-19 pandemic has had, and may continue to have, a material adverse effect on our businesses and results of operations.
- Our businesses operate in highly competitive and dynamic industries, and our businesses and results of operations could be adversely affected if we do not compete effectively.
- Changes in consumer behavior continue to adversely affect our businesses and challenge existing business models.
- A decline in advertisers’ expenditures or changes in advertising markets could negatively impact our businesses.
- Programming expenses for our video services are increasing, which could adversely affect Cable Communications’ video businesses.
- NBCUniversal’s and Sky’s success depends on consumer acceptance of their content, and their businesses may be adversely affected if their content fails to achieve sufficient consumer acceptance or the costs to create or acquire content increase.
- The loss of programming distribution and licensing agreements, or the renewal of these agreements on less favorable terms, could adversely affect our businesses.
- Less favorable European telecommunications access regulations, the loss of Sky’s transmission access agreements with satellite or telecommunications providers or the renewal of these agreements on less favorable terms could adversely affect Sky’s businesses.
- Our businesses depend on using and protecting certain intellectual property rights and on not infringing the intellectual property rights of others.
- We may be unable to obtain necessary hardware, software and operational support.
- Our businesses depend on keeping pace with technological developments.
- A cyber attack, information or security breach, or technology disruption or failure may negatively impact our ability to conduct our business or result in the misuse of confidential information, all of which could adversely affect our business, reputation and results of operations.
- Weak economic conditions may have a negative impact on our businesses.
- Acquisitions and other strategic initiatives present many risks, and we may not realize the financial and strategic goals that we had contemplated.
- We face risks relating to doing business internationally that could adversely affect our businesses.
- Natural disasters, severe weather and other uncontrollable events could adversely affect our business, reputation and results of operations.
- The loss of key management personnel or popular on-air and creative talent could have an adverse effect on our businesses.
- We are subject to regulation by federal, state, local and foreign authorities, which impose additional costs and restrictions on our businesses.
- Unfavorable litigation or governmental investigation results could require us to pay significant amounts or lead to onerous operating procedures.
- Labor disputes, whether involving employees or sports organizations, may disrupt our operations and adversely affect our businesses.
- Our Class B common stock has substantial voting rights and separate approval rights over several potentially material transactions, and our Chairman and CEO has considerable influence over our company through his beneficial ownership of our Class B common stock.
Content analysis
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H.S. freshman Avg
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New words:
accelerated, Bowl, breach, CCZ, chapter, check, CMCSA, complying, comprised, confidential, device, electronically, emerging, Exact, filer, final, goal, Identification, incremental, insurance, joint, lifted, List, mark, misuse, multiyear, Nasdaq, negotiated, par, Paramount, past, paused, practicable, preceding, preliminary, registered, reinstated, remeasurement, repaying, Rule, shorter, Sing, SkyShowtime, smaller, smart, source, submit, submitted, Telephone, tender, Title, transition, travel, TV, twelve, uncontrollable, variable, venture, VIE, Washington, weather, working, Xumo, York
Removed:
active, adjustment, altered, apply, attendance, began, broadcasting, build, bundled, charge, closure, compliance, conform, conforming, consisted, counting, covenant, customary, delay, delayed, demand, destruction, determined, developing, disconnected, disease, domestically, drove, entered, episodic, equivalent, exclusive, exhibition, extend, extending, Filmed, football, generated, geographic, governing, guest, guidance, implemented, incurred, individually, infrastructure, Interbank, internet, Lega, leverage, licensed, location, London, longer, marketed, met, methodology, movie, multichannel, Nazionale, NBA, NFL, NHL, nonpayment, offer, Offered, online, operation, paying, pertaining, postponed, predict, premium, produced, professional, Professionisti, qualifying, rating, ratio, realignment, reallocated, reassessed, recast, reduction, rely, reopened, reopening, reorganized, replaced, resumed, scalable, set, shift, subscription, subsequent, syndicate, terminated, tested, Tokyo, traditional, undrawn, unit, updated, viewing, virtual, weighted, worldwide
Financial reports
Current reports
8-K
COMCAST REPORTS 1st QUARTER 2022 RESULTS
28 Apr 22
8-K
COMCAST REPORTS 4th QUARTER AND FULL YEAR 2021 RESULTS
27 Jan 22
8-K
Regulation FD Disclosure
3 Nov 21
8-K
COMCAST REPORTS 3rd QUARTER 2021 RESULTS
28 Oct 21
8-K
Other Events
14 Sep 21
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
19 Aug 21
8-K
Comcast and Nbcuniversal Media Announce Results of Early Tenders In Exchange Offers and Upsize of Exchange Offers
16 Aug 21
8-K
Comcast and Nbcuniversal Media Announce Debt Exchange Offers
2 Aug 21
8-K
COMCAST REPORTS 2nd QUARTER 2021 RESULTS
29 Jul 21
8-K
Submission of Matters to a Vote of Security Holders
4 Jun 21
Registration and prospectus
424B3
Prospectus supplement
25 Apr 22
S-4/A
Registration of securities issued in business combination transactions (amended)
22 Apr 22
S-4
Registration of securities issued in business combination transactions
18 Mar 22
S-8
Registration of securities for employees
3 Feb 22
8-A12B
Registration of securities on exchange
14 Sep 21
424B2
Prospectus for primary offering
8 Sep 21
FWP
Free writing prospectus
7 Sep 21
424B2
Prospectus for primary offering
7 Sep 21
S-8
Registration of securities for employees
25 Feb 21
424B2
Prospectus for primary offering
12 Aug 20
Proxies
PX14A6G
Letter to shareholders
28 Apr 22
PX14A6G
Letter to shareholders
26 Apr 22
PX14A6G
Letter to shareholders
25 Apr 22
DEFA14A
Additional proxy soliciting materials
22 Apr 22
DEFA14A
Additional proxy soliciting materials
23 Apr 21
PX14A6G
Letter to shareholders
1 Jun 20
DEFA14A
Additional proxy soliciting materials
24 Apr 20
DEF 14A
Definitive proxy
24 Apr 20
Other
EFFECT
Notice of effectiveness
26 Apr 22
UPLOAD
Letter from SEC
6 Feb 22
CORRESP
Correspondence with SEC
30 Jan 22
UPLOAD
Letter from SEC
13 Jan 22
CORRESP
Correspondence with SEC
16 Nov 21
CORRESP
Correspondence with SEC
25 Oct 21
UPLOAD
Letter from SEC
18 Oct 21
CORRESP
Correspondence with SEC
27 Sep 21
CERT
Certification of approval for exchange listing
14 Sep 21
UPLOAD
Letter from SEC
13 Sep 21
Ownership
4
COMCAST / Dana Strong ownership change
28 Apr 22
4
COMCAST / DAVID N WATSON ownership change
18 Apr 22
4
COMCAST / Daniel C. Murdock ownership change
4 Apr 22
4
COMCAST / DAVID C NOVAK ownership change
4 Apr 22
4
COMCAST / ASUKA NAKAHARA ownership change
4 Apr 22
4
COMCAST / Maritza Gomez Montiel ownership change
4 Apr 22
4
COMCAST / Jeffrey A Honickman ownership change
4 Apr 22
4
COMCAST / GERALD L HASSELL ownership change
4 Apr 22
4
COMCAST / Naomi M. Bergman ownership change
4 Apr 22
4
COMCAST / BRIAN L ROBERTS ownership change
18 Mar 22
Patents
Utility
Application programming interface combining asset listings
17 May 22
A system, method and API for processing and providing a unified list of the content offerings of multiple content sources.
Utility
Reaction Controlled Systems and Methods
12 May 22
A reaction controlled system of includes a track, a trolley that travels along the track, an animated figure coupled to the trolley, at least one reaction control element coupled to a portion of the animated figure (e.g., on the features, limbs, and/or body of the animated figure), and a controller.
Utility
Systems and Methods for Incorporating Pneumatic Robotic Systems into Amusement Park Attractions
12 May 22
A system may include an inflatable assembly having a plurality of members.
Utility
Resistance Control Systems and Methods for Amusement Attractions
12 May 22
A resistance control system for a passenger support of an amusement attraction includes a first foundation, a second foundation, and a support extending between the first foundation and the second foundation.
Utility
System and Method for Interactive Drone Experience
12 May 22
An entertainment system includes a drone configured to be maneuvered across a plurality of zones, an interactive toy device configured to be actuated to cause a plurality of toy reactions, one or more processors, and one or more non-transitory, computer readable media having instructions stored thereon.
Transcripts
2020 Q4
Earnings call transcript
28 Jan 21
2020 Q3
Earnings call transcript
29 Oct 20
2020 Q2
Earnings call transcript
30 Jul 20
2020 Q1
Earnings call transcript
30 Apr 20
2019 Q4
Earnings call transcript
23 Jan 20
2019 Q3
Earnings call transcript
24 Oct 19
2019 Q2
Earnings call transcript
25 Jul 19
2019 Q1
Earnings call transcript
25 Apr 19
2018 Q4
Earnings call transcript
23 Jan 19
2018 Q3
Earnings call transcript
25 Oct 18