| Stage | CMCSA | % of rev | VZ | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $29.3B | 100.00% | $34.3B | 100.00% | VZ ×1.17 |
| Gross profit | $21.8B | 74.35% | $21.2B | 61.86% | CMCSA +12.5pp |
| Operating income | $5.3B | 18.16% | $8.7B | 25.21% | VZ +7.1pp |
| Pre-tax income | $4.4B | 15.18% | $6.8B | 19.87% | VZ +4.7pp |
| Net income | $3.4B | 11.48% | $5.3B | 15.50% | VZ +4.0pp |
| Stage | CMCSA | VZ | Gap · A − B |
|---|---|---|---|
| Revenue | $29.3B100.00% | $34.3B100.00% | VZ ×1.17 |
| Gross profit | 74.35%$21.8B | 61.86%$21.2B | CMCSA +12.5pp |
| Operating income | 18.16%$5.3B | 25.21%$8.7B | VZ +7.1pp |
| Pre-tax income | 15.18%$4.4B | 19.87%$6.8B | VZ +4.7pp |
| Net income | 11.48%$3.4B | 15.50%$5.3B | VZ +4.0pp |
CMCSA · DY 10-KFeb 28 '25
“Comcast Corporation 8.5% 10.7% 11.3%”
VZ · DY 10-KMar 9 '26
“Verizon Communications Inc. (2) 778.1 14.0 %”
CMCSA · ADEA 10-KFeb 26 '26
“Customers typically pay us a monthly per-subscriber fee and include many of the leading MVPDs and virtual MVPDs such as Charter, Comcast (including Sky), Cox, DISH Network (including Sling TV), Google (including YouTube TV), Hulu + Live TV, Optimum (formerly Altice USA), Verizon and Vodafone.”
VZ · ADEA 10-KFeb 26 '26
“Customers typically pay us a monthly per-subscriber fee and include many of the leading MVPDs and virtual MVPDs such as Charter, Comcast (including Sky), Cox, DISH Network (including Sling TV), Google (including YouTube TV), Hulu + Live TV, Optimum (formerly Altice USA), Verizon and Vodafone.”