IMAX Corporation (IMAX) announced that it achieved a global box office collection of $1.06 billion in 2023, making it the second-highest grossing year in the company's history. This success was attributed to a diverse portfolio of experiences, including Hollywood and local language films, concerts and live events.Including booking fees in China, the figure rises to $1.09 billion, near its highest grossing year ever, with $1.1 billion in pre-pandemic movie ticket sales worldwide in 2019.The company experienc ...

ATLANTA--(BUSINESS WIRE)--Comcast has announced the appointment of Chris Winton as Senior Vice President, Human Resources in their Central Division to drive the brand’s people strategy and continue to strengthen its powerful and award-winning culture. “Chris’ unique and impressive background of seamlessly integrating operations, strategy and Human Resources expertise to build high-performing teams perfectly aligns with our people-first approach to connectivity,” said Comcast Central Division President Ch ...

公司业务 - 康卡斯特公司是一家媒体和娱乐集团，拥有有线电视、广播、电影、流媒体、现场娱乐和主题公园等业务[2] - 公司报告的运营分为五个部分：有线通信占2022财年收入的55％；媒体占20％；Sky占16％；主题公园占7％；制片厂占2％[2] - 康卡斯特公司拥有广泛的媒体业务，包括有线电视分发、流媒体平台Peacock、体育、新闻、主题公园以及电视和电影制作[9] 市场占有率 - 公司是美国高速互联网连接的主要提供商，在美国拥有约65％的宽带市场份额[10] 财务表现 - 连续16年增加股息，当前股息率为2.7％，具有潜力进行高个位数的股息增长[13][16] - 过去十年的营收和每股收益增长率分别为7.2％和12.3％，展现出令人印象深刻的增长[22][23] - 未来三年，CFRA预计康卡斯特的每股收益将以8％的复合年增长率增长[26] 估值分析 - 公司的股价估值相对便宜，根据股息折现模型分析，公平价值为49.88美元，而专业分析机构Morningstar和CFRA的估值分别为60美元和50美元[46][52][53] - 康卡斯特的股息安全性评分为89，非常安全，几乎不会被削减[57][58]

文章核心观点 - 康卡斯特公司(CMCSA)自2021年以来股价表现疲弱,但其业务基本面并未恶化[3][4] - 公司目前股价处于历史低位,估值吸引人,但需要证明其业务有持续稳定的增长能力,以及获得投资者的信任[5] - 公司拥有多个增长引擎,包括宽带业务、无线业务、企业服务、主题公园和流媒体业务(Peacock),有望带来持续增长[6][7][8][12][13][14] - 公司现金流充沛,有能力进行股东回报,包括稳定增长的股息和大规模股票回购[16][17] 关键要点总结 1. 公司业务概况 - 康卡斯特是美国最大的宽带服务提供商,业务涵盖宽带、无线、企业服务、主题公园和流媒体等多个领域[6][7][8][12][13] - 公司收入超过1200亿美元,其中超过50%来自6大增长引擎业务[8] - 这些业务预计未来将持续保持较高增长[7][8] 2. 公司估值及股东回报 - 公司当前股价处于历史低位,市盈率仅11倍,存在较大的估值提升空间[5] - 公司现金流充沛,有能力维持稳定增长的股息,并进行大规模股票回购[16][17] - 公司财务状况良好,资产负债表健康,有利于应对利率上升的挑战[15] 3. 公司面临的挑战 - 公司需要证明其业务有持续稳定的增长能力,以及获得投资者的信任,才能推动股价上涨[5] - 公司需要成功管理各项增长项目,并应对利率上升带来的影响[18]

NASHVILLE, TENNESSEE - NOVEMBER 29: NASCAR driver Ryan Vargas poses with for a photo after receiving ... [+] the Comcast Community Champion of the Year award for his work with FACES: The National Craniofacial Association on November 29, 2023 in Nashville, Tennessee. (Photo by Jared C. Tilton/Getty Images)Getty ImagesComcast stock (NASDAQ: CMCSA), one of the largest cable TV and internet players in the U.S, currently trades at $44 per share, about 29% below the peak of $61.75 seen in September 2022, and appe ...

Top U.S. cable operator Comcast has reached a carriage renewal with Paramount Global, averting a potential blackout of service around the New Year’s holiday. The deal, confirmed to Deadline by a Paramount spokesperson, comes before the expiration of the current pact at the end of the year. In January 2022, Paramount (then known as ViacomCBS) and Comcast announced a “multi-year” carriage renewal. Talks proceeded quietly in recent days, without any of the consumer-facing warnings about looming deadlines that ...

数据泄露事件 - Xfinity/Comcast最近遭受了一起影响超过3580万Xfinity客户的大规模数据泄露事件[1] - 数据泄露导致个人信息如用户名、哈希密码、姓名、联系信息、部分社会安全号码、出生日期以及部分客户的秘密问题和答案被泄露[1] - 受影响的客户可能有资格获得赔偿，如果他们收到了有关数据泄露的电子邮件或信函[1] 赔偿调查 - Levi Korsinsky, LLP正在调查受影响客户是否有资格获得赔偿，受影响客户可以点击链接了解更多信息[3]

In this articleWBDCMCSADISMovie posters for "Barbie" and "Oppenheimer" are pictured outside the Cinemark Somerdale 16 and XD in Somerdale, New Jersey, 2023.Hannah Beier | The Washington Post | Getty ImagesCall 2023 an explosive comeback at the box office.There were blonde bombshells, in "Barbie," actual bombs, in "Oppenheimer," and small-budget blockbusters — each of them aiding the theatrical industry in bolstering ticket sales and drawing relapsed customers back to the big screen.With one week left in the ...

There was a lot of love for theme parks this year from thrill-seeking fans of these massive outdoor havens of escapism. Wall Street hasn't been as kind. Walt Disney (DIS -0.68%) -- operator of the world's most popular gated attractions -- has seen its shares lose to the market with a meager 6% advance in 2023.SeaWorld Entertainment (SEAS 0.63%) has fared even worse. The largest publicly traded pure play in the theme parks space has tumbled 5% this year through Thursday's close. Universal Studios parent Comc ...

业绩总结 - Comcast在过去12个月内的六个业务中，驱动了高个位数的营收增长[6] - Comcast在保持ARPU增长的同时，努力保持订户数量稳定[25] - 无线业务是一个增长驱动因素，目前已经实现盈利[39] - 无线业务与宽带业务结合，提供捆绑服务，增加利润[40] - 公司推出多种促销活动，如买一送一，以吸引新客户[43] 用户数据 - Comcast的高速数据业务每月平均使用量达到700GB，有超过10亿设备连接到Xfinity WiFi[18] - 无线业务目前市场渗透率为10%，每季度增加约30万用户[41] - Peacock目前拥有约3000万付费订户，每月大约10美元的ARPU[80] 未来展望 - Comcast的目标是在未来成为订户增长的净增加者，同时保持ARPU增长[35] - 公司计划在未来逐步扩大无线网络覆盖范围[56] - 公司对于媒体业务未来5年的发展方向持谨慎态度，不急于进行大规模并购[87] 新产品和新技术研发 - 公司在费城使用CBRS频谱进行测试，初步效果良好[53] 市场扩张和并购 - 商业服务业务从零发展到近100亿美元营收，市场潜力巨大[62] 负面信息 - Peacock今年的亏损预计将达到28亿美元[81]