5/3 – Comcast 1st Qtr Earnings Rise, Cable Subscriber Defections Slow

Comcast released its first quarter earnings reporting stronger than expected results and reducing basic subscriber losses by more than half. Cable revenue rose 5.8% to $9.1 billion in the period and cable operating cash flow increased a strong 7.7% to $3.7 billion in the period. At its NBC Universal, revenue was driven by strong performance at the cable networks (up 13.3% to $2 billion in the period), offset somewhat by a 39% decline in broadcast television revenue and unfavorable comparisons. Total revenue at NBCU was down 11.5% in the quarter to $4.3 billion, compared to $4.9 billion in 2010. However, 2010 included $782 million in revenue from the Vancouver Olympic Games. Excluding the impact of the Olympics, revenue was up 5.2% at NBCU. Pro forma operating cash flow at the programming unit was up 4.9% to $473 million in the period.

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