Comcast Results Presentation Deck slide image

Comcast Results Presentation Deck

Sky 2nd Quarter 2021 Overview 7 Customer Relationships 23.0 (1%) 2Q20 Revenue $4,079 2Q20 23.0 (1%) 3Q20 +14.9% $5,220 2Q21 23.2 0% 4Q20 23.4 1Q21 $749 +1% 2Q20 23.2 All percentages represent year/year constant currency growth rates. See Notes on Slide 11 +1% ($M) Adjusted EBITDA ($M) 2Q21 (32.4%) $560 (M) 2Q21 Commentary Total customer relationship net losses of (248K) Customer relationships grew in the U.K.; customer losses in Italy and Germany due to the end of the football season Ended the quarter with 23.2M total customer relationships; +0.9% y/y Revenue: +14.9% to $5.2B Largely reflecting strong growth in our U.K. business Direct-to-Consumer +7.7% to $4.2B: primarily driven by higher ARPU Advertising +78.8% to $643M: reflects overall market recovery and an increase in the number of sporting events vs 2Q20 Content +36.1% to $355M: reflects higher wholesale revenue from sports programming vs 2Q20 when sports were postponed Adjusted EBITDA: -32.4% to $560M Primarily reflects higher programming costs due to an increase in the number of sporting events vs 2Q20
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