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受米兰-科尔蒂纳冬奥会和第60届超级碗的提振,康卡斯特季度业绩超出预期。

-- 康卡斯特(Comcast,股票代码:CMCSA)公布的第一季度业绩超出预期,这家媒体和互联巨头受益于米兰-科尔蒂纳冬奥会和第60届超级碗。 营收增长5.3%至314.6亿美元,高于FactSet调查的304.1亿美元的预期。调整后每股收益从去年同期的1.09美元降至0.79美元,低于华尔街预期的0.72美元。 若按备考基准计算(以反映1月份完成的Versant分拆),营收增长近11%。 内容与体验部门营收飙升40%至119.4亿美元,主要得益于米兰-科尔蒂纳冬奥会和第60届超级碗(已计入媒体板块)带来的22亿美元增长。媒体业务营收增长61%,而工作室和主题公园的营收均增长超过20%。 “二月堪称传奇,充分展现了我们强大的媒体组合实力,借助米兰-科尔蒂纳冬奥会和超级碗无与伦比的影响力,推动了广告收入创下新高,并带动了Peacock流媒体服务的强劲增长,”联席首席执行官布莱恩·罗伯茨和迈克·卡瓦纳在一份声明中表示。 2月8日,西雅图海鹰队在第60届超级碗中击败了新英格兰爱国者队。Peacock是康卡斯特旗下NBC环球的流媒体服务。 康卡斯特股价在最近的周四交易中上涨了7.7%。今年以来,该股累计上涨近13%。 受住宅业务疲软的影响,连接和平台部门的收入下降了1%。 国内无线线路新增43.5万条,高于华尔街此前预测的36.16万条。这一增幅较康卡斯特去年同期公布的32.3万条有所扩大。第一季度美国国内宽带用户减少了6.5万,好于去年同期18.3万的降幅。 “宽带用户流失情况同比减少了10万多,同时无线线路新增数量也创下历史新高,”罗伯茨和卡瓦纳表示。 AT&T(T)周三公布了超出预期的第一季度业绩,这家电信巨头重申了其全年盈利预期。

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