Comcast Corporation CMCSA
Revenue Intelligence Report • 10 quarters of SEC filing data • Updated 2026-03-15
Comcast Corporation has a forecasted full-year revenue of $42B, a +9.6% year-over-year change, based on 10 quarters of SEC filing data. The ARDL model achieves strong accuracy at 0.7% MAPE.
Investment Thesis
Our ARDL model tracks Comcast Corporation's revenue with exceptional precision (0.7% MAPE), indicating highly predictable cash flows.
Next FY Revenue
$41.6B
+9.6% YoY
SG&A Elasticity
-1.18x
Model Accuracy
0.7% MAPE
Holdout validation: The model predicted $9.8B vs the actual $9.7B — an error of 0.8%.
⚠ Model limitation:
This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.
Note:
Comcast Corporation does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2010 | $9.8B | $9.7B | $9.6B – $10B | +8.0% | ✓ In range |
| Q2 2011 | $10B | $9.7B – $10B | +8.8% | ||
| Q3 2011 | $10B | $9.9B – $11B | +7.6% | ||
| Q4 2011 | $11B | $10B – $11B | +10.8% | ||
| Q1 2012 | $11B | $10B – $11B | +11.2% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.
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