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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產品與營收

產品營收佔比

營收結構 ($121.6B)

靜態數據（加載即時財務…）

Connectivity & Platforms (48%)

Content & Experiences (35%)

Sky (14%)

Corporate & Other (3%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

The Walt Disney Company

Streaming, theme parks, media

影響: High — competitor across media segments

AT&T Inc.

Broadband and pay-TV services

影響: Medium — telecom competitor

合作夥伴

Netflix, Inc.

Bundled streaming on Xfinity

影響: Medium — distribution partner

宏觀與市場背景

커뮤니케이션 서비스行業新聞

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%

近期催化劑

◆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

點擊「取得 AI 分析」以獲得 Comcast Corporation 的 AI 供應鏈分析。

企業資訊

總部

Philadelphia, Pennsylvania, USA

成立時間

1963

員工人數

186,000+

官網

comcastcorporation.com

行業概況 — 커뮤니케이션 서비스

行業新聞