康卡斯特(CMCSA.US)Q1业绩超预期：宽带流失大幅收窄体育盛宴拉抬媒体收入

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智通财经APP获悉，康卡斯特(CMCSA.US)在周四美股盘前公布了第一季度财报，受益于宽带客户流失显著改善和“传奇二月”超级体育赛事带来的广告收入猛增，营收和盈利均超出市场预期。受此提振，公司股价盘前一度大涨逾9%。数据显示，康卡斯特第一季度实现营收314.6亿美元，同比增长约5%，高于华尔街预期的304.3亿美元;调整后每股收益为79美分，同样优于分析师预计的73美分。不过，受特殊项目及...

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移动业务成新支点在有线通信这一核心阵地上，康卡斯特的宽带用户保卫战初见成效。第一季度美国宽带用户净流失6.5万，不仅优于市场预估的流失近17万，也远好于去年同期的流失18.3万。有线电视用户流失32.2万，较去年同期的42.7万也有所收窄。为应对Verizon(VZ.US)、T-Mobile(TMUS.US)等无线运营商的激烈竞争，康卡斯特在过去一年调整营销策略，推出月费45美元且五年不涨价的宽带套餐，并为互联网用户提供一年的免费移动线路。近期，公司又新增了包括随时升级设备、国际旅行流量在内的手机促销优惠。这推动了当季移动业务新增43.5万条线路，总移动客户数达到970万。从部门业绩看，旗下包含Xfinity宽带、电视和移动业务的住宅连接与平台业务营收下降2%至173.2亿美元。涵盖企业服务的整个连接与平台板块收入约为199.6亿美元，与上年同期持平，该板块调整后EBITDA下滑4%至79.1亿美元。超级碗和冬奥会拉升广告 体育版权成本拖累盈利康卡斯特旗下的NBC环球在本季度迎来了“传奇二月”，先后直播了超级碗、冬奥会和NBA全明星赛三大顶级赛事，令媒体业务营收同比猛增61%至72.8亿美元。在美国本土广告营收暴增135%，达到34.5亿美元;即便剔除超级碗和冬奥会的影响，广告营收仍增长4.7%至15.4亿美元。体育盛宴也强力拉动了流媒体平台Peacock。当季Peacock付费用户同比增长12%至4600万，略低于市场预期的4760万;营收则近乎翻倍至21亿美元。不过，受奥运会、超级碗和NBA等高昂体育版权成本拖累，Peacock的季度亏损仍达4.32亿美元，高于市场预期的亏损;整个媒体板块的调整后EBITDA亏损为4.26亿美元。主题公园强劲 制片厂增收公司的内容与体验板块中，主题公园因奥兰多“史诗宇宙(Epic  Universe)”新园区的开业而表现抢眼，营收大涨24%至23.3亿美元;电影制片厂营收增长21%至34.3亿美元。此外，康卡斯特在一月完成了将部分有线电视网络分拆为独立公司Versant Media  Group的工作。年初至今，康卡斯特股价上涨约5%，盘前交易的大涨使其进一步缩小了与竞争对手特许通讯(CHTR.US)高达16%涨幅的差距。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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康卡斯特(CMCSA.US)Q1业绩超预期：宽带流失大幅收窄 体育盛宴拉抬媒体收入

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康卡斯特(CMCSA.US)Q1业绩超预期：宽带流失大幅收窄体育盛宴拉抬媒体收入