News Brief: Comcast Q4 2024 Financial Results
Summary
Comcast reported mixed fourth-quarter 2024 results, beating earnings estimates but slightly missing revenue expectations. The company faced intense competition in its core broadband business, losing domestic subscribers, while its mobile and theme parks segments showed strong growth.
Key Points
- Earnings vs. Revenue: Adjusted EPS of $0.84 beat estimates ($0.75 expected). Revenue of $32.31B slightly missed estimates ($32.35B expected).
- Broadband Pressure: Lost 181,000 domestic broadband customers. Revenue in this segment fell 1% to ~$6.32B.
- Mobile Growth: A bright spot, adding 364,000 customers, bringing the total to over 9.3 million.
- Pay-TV & Streaming: Lost 245,000 pay-TV customers. Peacock streaming added 3M paid subscribers (44M total) but reported a quarterly loss of $552M.
- Segment Performance:
- Media (NBCUniversal): Revenue up 5.5% to $7.62B, aided by NBA rights.
- Theme Parks: Revenue surged 22% to ~$2.9B, driven by Epic Universe.
- Film Studio: Revenue down 7.4% to $3.03B.
- Strategic Shift: Company is focusing more on growing its mobile business amid broadband competition.
新闻简报：康卡斯特2024年第四季度财务业绩
摘要
康卡斯特公布了2024年第四季度业绩，结果喜忧参半：调整后每股收益超出预期，但营收略低于预期。公司核心宽带业务面临激烈竞争，国内用户流失，而移动通信和主题公园部门则表现出强劲增长。
关键要点
- 盈利与营收：调整后每股收益0.84美元，超出预期（预期0.75美元）。营收323.1亿美元，略低于预期（预期323.5亿美元）。
- 宽带业务承压：流失18.1万国内宽带客户。该部门营收下降约1%，至63.2亿美元。
- 移动业务增长：表现亮眼，新增36.4万客户，客户总数超过930万。
- 付费电视与流媒体：流失24.5万付费电视客户。Peacock流媒体服务付费用户增加300万（总数达4400万），但季度亏损扩大至5.52亿美元。
- 各部门表现：
- 媒体（NBC环球）：营收增长5.5%，达76.2亿美元，NBA版权协议带来助力。
- 主题公园：营收飙升22%，至约29亿美元，主要受Epic Universe新园区推动。
- 电影工作室：营收下降7.4%，至30.3亿美元。
- 战略转变：在宽带业务竞争加剧的背景下，公司正更加注重发展移动业务。
Original Article Link: https://www.cnbc.com/2026/01/29/comcast-cmcsa-earnings-q4-2025.html