NASDAQ$CMCSA

Comcast Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Comcast's Q2 2023 performance was marked by revenue growth, increased profitability, and strategic investments in key areas.

Comcast Corporation reported strong Q2 2023 results, with a 1.7% increase in revenue to $30.513 billion and a 25.1% increase in net income to $4.248 billion. Adjusted EPS grew by 11.9% to $1.13, and free cash flow reached $3.421 billion. The company saw growth in connectivity businesses, Theme Parks, and Studios, with Peacock paid subscribers nearly doubling year-over-year.

  • Consolidated Adjusted EBITDA increased 4.2% to $10.2 billion, and Adjusted EPS increased 11.9% to $1.13, with free cash flow generation of $3.4 billion.
  • The company returned $3.2 billion to shareholders through dividends and share repurchases.
  • Connectivity & Platforms saw Adjusted EBITDA increase by 4.4% to $8.3 billion, with margin expansion of 170 basis points to 41.0%.
  • Peacock's paid subscribers nearly doubled year-over-year to 24 million, driving an 85% increase in Peacock revenue to $820 million.

Headline financials

Total Revenue

$30.5B

Previous: $30B+1.7%
EPS (adj)

$1.13

Previous: $1.01+11.9%
Domestic Broadband Customers

29.8M

No prior period
Video Customer Net Adds

-543.0K

No prior period
Wireless Line Net Adds

316.0K

Previous: 317.0K-0.3%
Capital Expenditures

-$5.63B

Previous: -$2.41B-133.1%
Free Cash Flow

$8.8B

Previous: $11.2B-21.2%
Net Income

$4.25B

Previous: $3.4B+25.1%
Operating Income

$6.71B

Previous: $6.37B+5.4%
Gross Profit

$30.5B

Previous: $30B+1.7%
Cash & Equivalents

$7.15B

Previous: $6.82B+4.7%
Total Assets

$262B

Previous: $267B-1.8%
Stock-Based Comp

$309M

Previous: $299M+3.3%

Revenue & EPS history

Comcast · Revenue · Quarterly

$30.5B

Q2 2023+1.7%vs Q2 2022
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Comcast · $31.9B total across 5 segments · Q2 2023

  • Residential Connectivity
    $18.1B+8.8%
  • Media
    $6.2B+16.2%
  • Studios
    $3.09B+4.1%
  • Business Services Connectivity
    $2.29B
  • Theme Parks
    $2.21B+22.5%

Forward guidance

The press release does not contain specific forward guidance. Therefore, no forward guidance can be extracted.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.4%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.1%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+13.3%

Q1 2023

Best reaction

-13.5%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-5.9%-14.2%
Q4 2025+2.8%+4.8%+9.0%
Q3 2025-5.2%-3.8%-6.4%
Q2 2025+2.2%+0.0%+4.5%
Q1 2025-3.7%-1.5%+0.1%
Q4 2024-11.0%-10.2%-4.0%
Q3 2024+3.1%+0.8%+2.2%
Q2 2024-3.6%+0.4%-0.3%
Q1 2024-4.1%-5.2%-4.2%
Q4 2023+5.6%+6.5%-4.3%
Q3 2023-7.3%-3.4%-0.4%
Q2 2023+5.4%+5.6%+6.0%
Q1 2023+13.3%+12.8%+8.1%
Q4 2022-1.2%-1.9%-7.7%
Q3 2022+1.4%+0.2%+13.2%
Q2 2022-13.5%-13.1%-15.1%
Q1 2022-10.6%-9.2%-0.7%
Q4 2021+2.6%+3.1%-2.9%
Q3 2021-1.9%+0.4%-2.6%
Q2 2021+1.5%+0.4%+2.4%
Q1 2021+3.8%+4.7%+6.0%
Q4 2020+2.4%+5.7%+8.9%
Q3 2020+0.6%+1.5%+23.3%
Q2 2020-2.5%-1.6%+1.5%
Q1 2020-5.2%-7.6%+1.5%
Q4 2019-6.0%-7.2%-3.4%
Q3 2019-0.2%-0.8%-2.0%
Q2 2019-0.5%-1.8%-5.4%
Q1 2019+2.9%+4.0%+2.0%
Q4 2018+3.6%+1.1%+10.4%
Q3 2018+3.3%+10.5%+9.6%
Q2 2018+5.0%+7.1%+9.2%
Q1 2018-0.1%-5.9%-4.8%
Q4 2017-0.7%-1.1%-6.9%
Q3 2017-0.1%-2.2%-2.6%
Q2 2017+0.4%+2.5%+2.2%
Q1 2017+1.0%+1.4%+5.5%
Q4 2016+3.4%+2.7%+3.2%
Q3 2016-4.7%-4.2%+7.2%
Q2 2016+1.0%+0.5%-2.5%
Q1 2016+0.2%
Q4 2015+6.6%
Q3 2015-0.4%
Q2 2015-3.6%
Q1 2015-0.8%
Q4 2014+2.4%
Q3 2014+0.8%
Q2 2014+1.7%
Q1 2014+2.7%
Q4 2013+1.1%
Q3 2013-0.3%
Q2 2013+7.3%
Q1 2013+2.0%
Q4 2012+3.9%
Q3 2012+3.2%
Q2 2012+4.9%
Q1 2012-0.8%
Q4 2011-0.3%
Q3 2011+1.5%
Q2 2011-4.1%
Q1 2011-2.0%
Q4 2010+3.3%
Q3 2010+6.2%
Q2 2010-0.9%
Q1 2009+8.3%
Q1 2010+8.3%
Q4 2007+1.4%
Q2 2009+1.4%
Q4 2009+1.4%
Q3 2009-2.2%
Q3 2008-2.2%
Q4 2008-0.7%
Q2 2008-0.7%

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