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Comcast Corp Revenue Holds Steady in 2025

Comcast Corporation (NASDAQ: CMCSA) has reported its fourth-quarter and full-year 2025 results, showcasing its performance over the period. The company's revenue for the fourth quarter of 2025 increased by 1.2% compared to the same period in 2024, reaching $32,310 million. For the full year, Comcast reported a revenue of $123,707 million, remaining relatively unchanged from the previous year.

Net income attributable to Comcast saw a significant decrease of 54.6% for the fourth quarter, amounting to $2,168 million. However, for the full year, net income showed a robust growth of 23.5%, reaching $19,998 million.

Adjusted net income for the fourth quarter decreased by 17.1% to $3,062 million, while for the full year, it also showed a decline of 5.7% to $15,972 million. Adjusted EBITDA for the fourth quarter amounted to $7,900 million, reflecting a 10.3% decrease from the previous year, while for the full year, adjusted EBITDA was reported at $37,384 million, representing a 1.8% decrease.

Earnings per share (EPS) for the fourth quarter saw a decline of 52.0% to $0.60, while for the full year, EPS grew by 30.1% to $5.39. Additionally, adjusted earnings per share (EPS) for the fourth quarter decreased by 12.4% to $0.84, and for the full year, adjusted EPS remained relatively stable at $4.31.

The company's net cash provided by operating activities increased by 9.4% for the fourth quarter, amounting to $8,841 million. Free cash flow for the same period showed a significant growth of 34.0%, reaching $4,369 million. For the full year, net cash provided by operating activities amounted to $33,643 million, reflecting a growth of 21.6%, while free cash flow saw a substantial increase of 53.4%, reaching $19,235 million.

Comcast's connectivity & platforms segment reported revenue of $20,237 million for the fourth quarter, representing a decrease of 1.1% compared to the previous year. The adjusted EBITDA for the segment amounted to $7,503 million, reflecting a 4.3% decrease. The segment's total customer relationships decreased by 181,000 to 50.8 million, driven by a decrease in domestic customer relationships.

In the residential connectivity & platforms segment, revenue decreased by 2.1% to $17,646 million, while adjusted EBITDA showed a decrease of 5.9%, amounting to $6,099 million. On the other hand, business services connectivity reported a revenue increase of 5.8% to $2,590 million, with adjusted EBITDA growing by 3.1% to $1,405 million.

The content & experiences segment posted total revenue of $12,736 million for the fourth quarter, reflecting a 5.4% increase compared to the previous year. However, adjusted EBITDA for the segment decreased by 32.6% to $1,005 million. The media revenue within the segment saw a 5.5% increase, reaching $7,620 million, while studios revenue decreased by 7.4% to $3,027 million. Theme parks revenue experienced a notable increase of 21.9%, amounting to $2,893 million.

Following these announcements, the company's shares moved -1.87%, and are now trading at a price of $27.82. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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