earnings
confidence high
sentiment positive
materiality 0.75
Comcast Q3 adj EPS $1.08 (+12.5%); Adj EBITDA $10.0B +5.1%; theme parks record $983M
COMCAST CORP
2023-Q3 EPS reported
$2.90
revenue$90,319,000,000
- Revenue $30.1B (+0.9%), Adj Net Income $4.5B (+6.2%), FCF $4.0B (+19.1%).
- Connectivity & Platforms EBITDA $8.2B (+3%), margin 40.6% (+80bps); domestic broadband rev +3.8% but net loss 18k subs.
- Peacock: 28M paid subs (+80%), revenue $830M (+64%), EBITDA loss improved to $565M ($614M year ago).
- Theme Parks record EBITDA $983M (+20%); Oppenheimer >$900M global box office.
- Returned $4.7B to shareholders: $1.2B dividends, $3.5B in share repurchases (77.5M shares).