康卡斯特“传奇二月”豪赌体育直播：吸粉无数却代价高昂

投资观察04-23

康卡斯特旗下NBCUniversal在二月将全部筹码押注于体育内容。这场豪赌取得了巨大成功，同时也付出了惊人代价。

在这个被公司誉为“传奇二月”的周期内，NBCUniversal通过电视频道和流媒体平台Peacock同步直播了第六十届超级碗、米兰科尔蒂纳冬奥会以及美国职业篮球联赛赛事。这场盛宴背后是沉重的成本压力：康卡斯特媒体板块第一季度营收激增61%至近73亿美元，但该部门调整后的息税折旧摊销前利润却转为4.26亿美元亏损。公司指出节目制作成本攀升是主因，其中包括价值270亿美元为期十年的NBA转播权协议。

不过康卡斯特仍认为物有所值。Peacock流媒体服务在第一季度净增200万付费用户，较2025年第四季度显著增长。首席财务官贾森·阿姆斯特朗在财报电话会议中透露，该平台有望在下季度首次接近盈亏平衡点。“第一季度是媒体业务受NBA相关因素稀释的峰值期，”阿姆斯特朗表示，“我们对未来走势充满信心。”

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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