-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：PSKY公布了2026年第一季度业绩，营收为83.5亿美元（同比增长2%），高于市场预期的71.9亿美元；调整后EBITDA同比增长59%至11.61亿美元，利润率从10.2%提升至15.8%。GAAP摊薄后每股收益为0.15美元，与市场预期一致，表明在新管理层的领导下，公司运营势头良好。我们看好DTC业务的持续强劲表现，Paramount+营收同比增长17%至20亿美元，全球用户达7960万，同时实现了盈利，利润率和ARPU均增长10%。管理层正在推进面向客户的技术现代化，并于1月份对各层级服务进行了提价。电视媒体业务面临结构性挑战，营收同比下降6%至37亿美元，但通过成本控制，调整后EBITDA利润率从24%提升至29%，保持了强劲的盈利能力。由于收购了Skydance，电影公司营收同比增长11%。管理层承诺派拉蒙和华纳兄弟至少发行30部影片，所有影片均将在影院全面上映，并给予45天的窗口期以支持影院运营。
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Research Alert: CFRA Raises Opinion On Shares Of Gildan Activewear To Buy From Hold
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Medibank Private Reports Policyholder Growth in Nine Months to March 31, Maintains Outlook
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