财务表现 - 2024年第二季度，康卡斯特公司营收为296.88亿美元，同比下降2.7%[2] - 康卡斯特公司净利润为39.29亿美元，同比下降7.5%[2] - 调整后每股收益为1.21美元，同比增长7.0%[2] - 连接与平台业务调整后EBITDA为81.71亿美元，较去年同期下降0.7%[2] - 业务服务连接调整后EBITDA为14亿美元，调整后EBITDA利润率为57.0%[2] - Peacock付费订阅用户同比增长38.0%，达到3300万，收入增长28%至10亿美元[2] - 康卡斯特向股东返还34亿美元资本，其中包括12亿美元的股息支付和22亿美元的股票回购[2] - 康卡斯特在国内网络扩展和升级策略方面取得成功，第二季度新增30.2万个家庭和企业[2] - 康卡斯特国内宽带平均客户收入增长3.6%，推动国内宽带收入增长3.0%至66亿美元[2] - 康卡斯特国内无线客户线路同比增长20%，达到720万，其中第二季度净增加32.2万[2] - 2024年上半年，Comcast Corporation的净收入为7,616百万美元，较2023年同期的7,957百万美元略有下降[72] - 2024年上半年，Comcast Corporation的经营活动现金流为12,572百万美元，较2013年同期的14,426百万美元有所减少[73] - 2024年上半年，Comcast Corporation的投资活动现金流为-6,879百万美元，较2013年同期的-7,528百万美元有所减少[75] - 2024年上半年，Comcast Corporation的融资活动现金流为-5,817百万美元，较2013年同期的-4,492百万美元有所增加[76] - 2024年6月30日，Comcast Corporation的总资产为262,555百万美元，较2023年底的264,811百万美元略有下降[79] - 2024年6月30日，Comcast Corporation的总负债为132,363百万美元，较2023年底的133,246百万美元略有下降[83] - 2024年上半年，Comcast Corporation的调整后EBITDA为19,526百万美元，较2013年同期的19,659百万美元略有下降[88] - 2024年上半年，Comcast Corporation的调整后净收入为8,906百万美元，调整后每股收益为2.25美元，较2013年同期的8,600百万美元和2.05美元有所增加[92] - 2024年上半年，Comcast Corporation的收购相关无形资产摊销前税额为1,133百万美元，摊销后税额为870百万美元[95] - 2024年上半年，Comcast Corporation的投资相关调整包括股权证券的已实现和未实现收益损失，税后净额为250百万美元[97] - 连接和平台业务在2023年第二季度实现了总收入36092百万美元，同比增长154%[100] - 连接和平台业务调整后的EBITDA为16462百万美元，调整后的EBITDA利润率为40.5%[101] - 2023年第二季度，公司总营收为35937百万美元，同比增长154%[109] 媒体部门表现 - 媒体部门调整后的EBITDA为1,949亿美元，同比下降10.9%[30] - 媒体部门的营收增长主要来自国内分销和国际网络，部分抵消了其他和国内广告营收的下降[34] 影视部门表现 - 影视部门调整后的EBITDA为255亿美元，同比下降51.4%[37] - 影视部门的营收下降主要是由于院线和内容许可收入的减少[38] 主题公园部门表现 - 主题公园部门调整后的EBITDA为632亿美元，同比下降24.1%[42] - 主题公园部门的营收下降主要是由于国内主题公园的营收减少[43] 总部及其他部门表现 - 总部及其他部门调整后的EBITDA亏损为198亿美元，略有改善[45] - 公司及其他部门调整后的EBITDA亏损为260亿美元，同比减少14.1%[48] 其他财务指标 - 公司的非GAAP财务指标包括调整后的净收入和调整后的每股收益[53]

Tech leader's sizable investment brings new high-speed connectivity options to South Miami, Coral Terrace and West MiamiMIAMI, July 22, 2024 /PRNewswire/ -- A new and powerful Internet network is now online in Miami-Dade's 33155 and 33143 zip codes, connecting communities to high-speed, reliable Internet. Thousands of homes and businesses in parts of South Miami, Coral Terrace and West Miami can now access Xfinity and Comcast Business services for the first time. Comcast invested $7.5 million to make this t ...

Third Xfinity Store to support growing customer base, Xfinity network in West MichiganGRAND RAPIDS, Mich., July 18, 2024 /PRNewswire/ -- Comcast today announced the opening of a new Xfinity Store in Kentwood – its third in the Grand Rapids metropolitan area. Located at 3468 28th St SE, the retail location includes 3,500 square feet of Xfinity and Comcast Business products and services. From left to right: Jeff Snyder, Government Affairs Manager, Comcast; Tamara Weaver, Xfinity Store Manager; Craig D'Agos ...

文章核心观点 - Comcast的Epic Universe主题公园将于2025年在奥兰多开业,这将是美国20多年来最大的新主题公园 [3] - Epic Universe预计将成为Comcast主题公园业务的重要支撑,但同时也可能对迪士尼造成一定冲击 [5] - Epic Universe开业初期门票供不应求,但这并不意味着其他主题公园就会受到影响,整个奥兰多地区的主题公园都将从中受益 [12][13] 根据目录分别总结 1. Epic Universe概况 - Comcast已经耕耕耘耘8年多,终于要在2025年开业这个新主题公园 [4] - Epic Universe在主题设计、大型游乐设施等方面都很出色,有望成为Comcast主题公园业务的重要支撑 [5] 2. Epic Universe开业初期的门票策略 - Epic Universe开业初期门票供不应求,Comcast采取了捆绑销售3日门票的策略 [6][7][8][10] - 这一策略可能是为了最大化Epic Universe的首发效应,也可能是为了分散其他公园的客流 [8][11] - 不过Comcast最终还是会推出单日门票和年票,让更多游客有机会体验Epic Universe [10][11] 3. Epic Universe对行业的影响 - Epic Universe的开业不会对迪士尼造成太大冲击,反而可能带动整个奥兰多地区的主题公园业务 [12][13] - 其他小型主题公园如SeaWorld、乐高乐园也将从中受益,整个行业都将迎来一轮增长 [12][13]

Key Takeaways"Despicable Me 4" has earned $122.6 million domestic and $229.5 million globally.The Universal and Illumination film cost $100 million to produce."Inside Out 2" continued its strong showing, earning $30 million in its fourth weekend. “Despicable Me 4” earned $122.6 million domestically in the five days since its debut, sending a signal that summer blockbusters are alive and well. Globally, the film has earned $229.5 million, including $106.9 million from 73 international markets. The latest ins ...

The launch of the new Kansas City campus represents a pivotal moment in the efforts to bridge the digital skills gap and foster economic growth in the region; Now Accepting ApplicationsKANSAS CITY, Mo., June 26, 2024 /PRNewswire/ -- National tech training nonprofit Per Scholas launches its new campus in Kansas City, joining Great Jobs KC, the leading workforce development program in Kansas City, to provide holistic information technology training and career development opportunities. This strategic alliance ...

When considering a stock, the lion’s share of investor attention typically goes to price appreciation. Still, there is one other – less popular – side to stock investing. Dividends can act as an investor’s best friend if they acquire a stock cheap enough to lock in a higher dividend yield. To clarify, the relationship between price and dividend yields is inverse.Because of this, looking for stocks that have recently sold off or traded close to their 52-week low prices can be a profitable hunt for investors ...

The Challenge awards a total of $1.5 million to support local workforce programs and close the digital skills gap KANSAS CITY, Mo., June 21, 2024 /PRNewswire/ -- Today, Comcast Corporation and the U.S. Conference of Mayors (USCM) announced the winners of the Talent for Tomorrow: Digital Equity Challenge grant awards program at USCM's 92nd Annual Meeting in Kansas City. Each city has demonstrated leadership and a commitment to expand digital training programs to help close the skills gap. In the small cities ...

New partnership makes Xfinity high-speed internet available through RentCafe, offering residents convenience from day one SANTA BARBARA, Calif., June 13, 2024 /PRNewswire/ -- Yardi®, a leading real estate software provider, announced a new partnership with Xfinity Communities to offer residents powerful internet connectivity at move-in, directly through Yardi's RentCafe® resident portal. This partnership makes Xfinity Internet, known for its high-speed connectivity and network reliability, along with other ...

Content is still king, even if the market thinks it's the jester these days.Media stocks aren't getting a lot of love these days. A transition away from the legacy media cash cow to the financially challenging realm of digital delivery has cooled investor interest in the industry. However, don't dismiss the chances for the kings of content to script a happy ending for their shareholders.Walt Disney (DIS -0.35%) and Comcast (CMCSA 1.26%) are a pair of leading entertainment stocks that could be strong plays w ...