The future of the U.S. economy looks promising, having concluded 2023 with unexpectedly robust growth, defying recession concerns. Consumer spending, business investment, government outlays, exports, and improved housing conditions contributed to the economy’s resilience. As the nation enters a presidential election year, the strong economic performance is anticipated to continue. Experts are foreseeing continued positive economic momentum in the coming year and a potential soft landing that addresses infla ...

Peacock is seeing rapid growth, leveraging exclusive sports content to drive adoption in the face of stiff competition in the streaming space. The streaming platform’s parent company, Comcast, reported in its fourth-quarter 2023 financial results that Peacock experienced significant growth in paid subscribers and revenue. The streaming platform saw a nearly 50% increase in paid subscribers compared to the prior year period, reaching 31 million subscribers, and revenue shot up by 57% year over year, marking ...

Comcast (CMCSA) fourth-quarter 2023 adjusted earnings of 84 cents per share beat the Zacks Consensus Estimate by 5% and increased 2.4% year over year. Consolidated revenues increased 2.3% year over year to $31.2 billion and beat the Zacks Consensus Estimate by 2.77%. Domestic broadband average rate per customer increased 3.9% and drove domestic broadband revenue growth of 3.7% in the fourth quarter. Comcast lost 34K domestic broadband customers in the reported quarter. Moreover, it lost 389K video customers ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

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 Stre ...

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 Takeaways o » o Comcast'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 c ...

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 h ...

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 have ...