| Stage | CMCSA | % of rev | T | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $29.3B | 100.00% | $32.3B | 100.00% | T ×1.10 |
| Gross profit | $21.8B | 74.35% | $19.9B | 61.51% | CMCSA +12.8pp |
| Operating income | $5.3B | 18.16% | $4.1B | 12.67% | CMCSA +5.5pp |
| Pre-tax income | $4.4B | 15.18% | $2.7B | 8.34% | CMCSA +6.8pp |
| Net income | $3.4B | 11.48% | $1.3B | 3.93% | CMCSA +7.5pp |
| Stage | CMCSA | T | Gap · A − B |
|---|---|---|---|
| Revenue | $29.3B100.00% | $32.3B100.00% | T ×1.10 |
| Gross profit | 74.35%$21.8B | 61.51%$19.9B | CMCSA +12.8pp |
| Operating income | 18.16%$5.3B | 12.67%$4.1B | CMCSA +5.5pp |
| Pre-tax income | 15.18%$4.4B | 8.34%$2.7B | CMCSA +6.8pp |
| Net income |
| 11.48%$3.4B |
| 3.93%$1.3B |
| CMCSA +7.5pp |
CMCSA · DY 10-KFeb 28 '25
“Comcast Corporation 8.5% 10.7% 11.3%”
T · DY 10-KFeb 28 '25
“During fiscal 2025, we derived approximately 20.1% of our total contract revenues from AT&T Inc., 12.1% from Lumen Technologies Inc., 8.5% from Comcast Corporation, 7.3% from Charter Communications, Inc., and 7.4% from another customer.”