Comcast Corporation

CMCSAleader

Comcast is the largest US cable and broadband provider and parent of NBCUniversal, operating broadcast and cable networks, Peacock streaming, Universal Studios, and theme parks.

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产品与营收

产品营收占比

营收构成 ($121.6B)

静态数据（加载实时财务…）

Connectivity & Platforms (48%)

Content & Experiences (35%)

Sky (14%)

Corporate & Other (3%)

业务板块构成与主要客户

产品详情

Xfinity Broadband & Cable40%

Residential and business broadband internet, cable TV, and phone services

NBCUniversal Media30%

NBC broadcast, cable networks, Peacock streaming, and Universal film studios

Universal Theme Parks15%

Universal Studios theme parks in Orlando, Hollywood, and international locations

Sky15%

European pay-TV, broadband, and telecom operations

供应链关系

竞争对手

The Walt Disney Company

Streaming, theme parks, media

影响: High — competitor across media segments

AT&T Inc.

Broadband and pay-TV services

影响: Medium — telecom competitor

合作伙伴

Netflix, Inc.

Bundled streaming on Xfinity

影响: Medium — distribution partner

宏观与市场背景

커뮤니케이션 서비스行业新闻

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

近期催化剂

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

AI 分析

点击「获取 AI 分析」以获得 Comcast Corporation 的 AI 供应链分析。

企业信息

总部

Philadelphia, Pennsylvania, USA

成立时间

1963

员工人数

186,000+

官网

comcastcorporation.com

行业概况 — 커뮤니케이션 서비스

行业新闻