Comcast Corporation
CMCSAleaderComcast is the largest US cable and broadband provider and parent of NBCUniversal, operating broadcast and cable networks, Peacock streaming, Universal Studios, and theme parks.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($121.6B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Residential and business broadband internet, cable TV, and phone services
NBC broadcast, cable networks, Peacock streaming, and Universal film studios
Universal Studios theme parks in Orlando, Hollywood, and international locations
European pay-TV, broadband, and telecom operations
Supply Chain Relationships
Competitors
Macro & Market Context
광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Upcoming Catalysts
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Comcast Corporation.
Company Info
Headquarters
Philadelphia, Pennsylvania, USA
Founded
1963
Employees
186,000+
Website
comcastcorporation.comSector Overview — 커뮤니케이션 서비스
Sector News광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Key Themes
- •AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
- •Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
- •스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증
Upcoming Catalysts
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)