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受米蘭-科爾蒂納冬奧會和第60屆超級盃的提振,康卡斯特季度業績超乎預期。

-- 康卡斯特(Comcast,股票代碼:CMCSA)公佈的第一季業績超出預期,這家媒體和互聯巨頭受益於米蘭-科爾蒂納冬奧會和第60屆超級盃。 營收成長5.3%至314.6億美元,高於FactSet調查的304.1億美元的預期。調整後每股盈餘從去年同期的1.09美元降至0.79美元,低於華爾街預期的0.72美元。 若依備考基準計算(以反映1月完成的Versant分拆),營收成長近11%。 內容與體驗部門營收飆升40%至119.4億美元,主要得益於米蘭-科爾蒂納冬奧會和第60屆超級盃(已計入媒體板塊)帶來的22億美元成長。媒體業務營收成長61%,而工作室和主題樂園的營收均成長超過20%。 「二月堪稱傳奇,充分展現了我們強大的媒體組合實力,借助米蘭-科爾蒂納冬奧會和超級碗無與倫比的影響力,推動了廣告收入創下新高,並帶動了Peacock流媒體服務的強勁增長,」聯合首席執行官布萊恩·羅伯茨和邁克·卡瓦納在一份聲明中表示。 2月8日,西雅圖海鷹隊在第60屆超級盃擊敗了新英格蘭愛國者隊。 Peacock是康卡斯特旗下NBC環球的串流服務。 康卡斯特股價在最近的周四交易中上漲了7.7%。今年以來,該股累計上漲近13%。 受住宅業務疲軟的影響,連接和平台部門的收入下降了1%。 國內無線線路新增43.5萬條,高於華爾街先前預測的36.16萬條。這項增幅較康卡斯特去年同期公佈的32.3萬條有所擴大。第一季美國國內寬頻用戶減少了6.5萬,優於去年同期18.3萬的降幅。 「寬頻用戶流失情況比去年同期減少了10萬多,同時無線線路新增數量也創下歷史新高,」羅伯茲和卡瓦納表示。 AT&T(T)週三公佈了超出預期的第一季業績,這家電信巨頭重申了其全年盈利預期。

Price: $31.73, Change: $+2.36, Percent Change: +8.02%

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