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Disney (DIS) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-08-01 22:16
Wall Street analysts forecast that Walt Disney (DIS) will report quarterly earnings of $1.47 per share in its upcoming release, pointing to a year-over-year increase of 5.8%. It is anticipated that revenues will amount to $23.67 billion, exhibiting an increase of 2.2% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial e ...
Shari Redstone Says Content Is Still King As She Closes Out Her Family's Long Paramount Run
Deadline· 2025-08-01 04:59
Paramount Global chair and controlling shareholder Shari Redstone has just thanked investors and her company’s co-CEOs. She recalled her father, the late Sumner Redstone, who grew Par into a media powerhouse, as the company prepared to merge with Skydance next week. And, as the Aug. 7 closing date for the merger approaches, said she believes the David Ellison company will be a good steward of the assets. “I believe I can take it on faith that many on this call understand the enormous importance of this bus ...
Paramount (PARA) - 2025 Q2 - Earnings Call Presentation
2025-08-01 04:30
业绩总结 - 2024年12月31日的总收入为296.52亿美元,2025年6月30日的总收入为71.92亿美元[8] - 2024年12月31日的广告收入为99.89亿美元,2025年6月30日的广告收入为25.13亿美元[8] - 2024年12月31日的净亏损为12.84亿美元,2025年6月30日的净收益为1.52亿美元[8] - 2024年12月31日的调整后净收益为4亿美元,2025年6月30日的调整后净收益为1.95亿美元[11] - 2024年12月31日的调整后每股收益为0.52美元,2025年6月30日的调整后每股收益为0.29美元[11] - 2024年12月31日的调整后OIBDA为-16.63亿美元,2025年6月30日的调整后OIBDA为-1.09亿美元[17] - 2024年第二季度的商誉减值费用为59.96亿美元,导致该季度的运营亏损达到53.18亿美元[33] 用户数据 - Paramount+的全球订阅用户在2025年6月30日为77.7百万[18] - 2024年12月31日的直接面向消费者收入为67.36亿美元,2025年6月30日的直接面向消费者收入为20.44亿美元[17] 成本与支出 - 2024年12月31日的内容成本为44.59亿美元,2025年6月30日的内容成本为12.15亿美元[17] - 2023年12月31日止的12个月内容成本为15.45亿美元,广告和营销费用为7.51亿美元,其他费用为7.8亿美元[21] - 2023年12月31日止12个月的总支出为30.76亿美元,其中包括608百万美元的季度支出[21] - 2023年12月31日止12个月的重组、交易相关费用及转型项目支出为233百万美元[38] - 2024年第一季度的重组、交易相关费用为49百万美元[38] - 2024年第二季度的重组、交易相关费用为56百万美元[38] - 2024年第三季度的重组、交易相关费用为102百万美元[38] 现金流与债务 - 2023年12月31日止12个月的经营活动净现金流为384百万美元[37] - 2023年12月31日止12个月的资本支出为328百万美元[37] - 2023年12月31日止12个月的自由现金流为56百万美元[37] - 截至2023年12月31日,公司的债务总额为14,602百万美元[37] - 截至2023年12月31日,现金及现金等价物为2,460百万美元[37] - 截至2023年12月31日,净债务为12,142百万美元[37] 未来展望 - 2024年第一季度的直接面向消费者业务亏损为286百万美元,预计未来季度将继续面临挑战[24]
Comcast's Q2 Earnings Surpass Estimates, Revenues Increase Y/Y
ZACKS· 2025-08-01 02:11
财务表现 - 公司第二季度调整后每股收益为1.25美元,同比增长3.3%,超出市场预期6.84% [1] - 合并收入同比增长2.1%至303.1亿美元,超出市场预期1.6% [1] - 调整后EBITDA同比增长1.1%至102.8亿美元 [6] 业务板块表现 Connectivity & Platforms - 该板块收入占总收入67.3%,同比增长0.7%至203.9亿美元 [2] - 住宅连接业务收入同比下降0.1%至178.1亿美元 [2] - 商业服务连接业务收入同比增长6.4%至25.8亿美元 [2] - 总客户关系数减少34.9万至5120万 [3] - 国内宽带客户净减少22.6万 [3] - 国内无线用户净增加37.8万 [3] - 国内视频客户净减少32.5万 [3] Content & Experiences - 该板块收入占总收入35%,同比增长5.6%至106.2亿美元 [3] - 媒体收入同比增长1.8%至64.4亿美元,主要受国际网络和国内分销收入增长推动 [4] - Peacock付费订阅用户同比增长24.2%至4100万,收入同比增长18%至12亿美元 [4] - 影视工作室收入同比增长7.9%至24.3亿美元,主要受益于内容授权和院线收入增长 [5] - 主题公园收入同比增长18.9%至23.5亿美元,主要受国内新开园区和国际园区表现推动 [5] 成本与现金流 - 总成本与费用同比增长5.5%至243.2亿美元 [6] - 节目制作成本同比下降4.8%至75.8亿美元 [6] - 营销推广费用同比增长12.8%至21.7亿美元 [6] - 经营活动现金流为78.2亿美元,环比下降 [11] - 自由现金流为45亿美元,环比下降 [11] - 现金及等价物增至96.9亿美元,总债务增至1015.3亿美元 [10] 股东回报 - 季度内支付股息12亿美元,回购股票17亿美元,合计股东回报29亿美元 [11]
Live Ventures to Issue Fiscal Third Quarter 2025 Financial Results and Hold Earnings Conference Call on August 7, 2025
Globenewswire· 2025-07-31 20:30
LAS VEGAS, July 31, 2025 (GLOBE NEWSWIRE) -- Live Ventures Incorporated (NASDAQ: LIVE) (“Live Ventures” or the “Company”), a diversified holding company, will issue its financial results for its fiscal third quarter ended June 30, 2025, before the market opens on Thursday, August 7, 2025. The Company will hold a conference call to discuss the results on Thursday, August 7, 2025, at 2:00 p.m. Pacific Daylight Time (5:00 p.m. Eastern Daylight Time). The dial-in numbers are as follows: 800.231.0316 (U.S.)+1.31 ...
Must-Watch Streaming Stocks Powering Digital Content Wave
ZACKS· 2025-07-30 23:45
An updated edition of the June 23, 2025 article.The entertainment industry has experienced a dramatic transformation over the past 20 years, shifting from traditional cable television to digital, on-demand streaming. While early versions of streaming emerged in the 1990s, momentum truly accelerated with YouTube’s launch in 2005 and Netflix’s entry into video-on-demand in 2007. As smartphones became ubiquitous and broadband access expanded, streaming has become the dominant way audiences consume media. Indus ...
Warner Bros. Discovery announces post-split companies will be 'Warner Bros.
CNBC· 2025-07-29 01:48
公司分拆计划 - 华纳兄弟探索公司将于2026年中期分拆为两个业务部门,分别命名为"华纳兄弟"和"Discovery Global" [1] - 华纳兄弟部门将包含电影资产(如DC工作室)及流媒体服务HBO Max [1] - Discovery Global部门将包含娱乐、体育和新闻网络(如CNN、TNT Sports、Discovery+流媒体服务) [1] 分拆背景与战略 - 分拆决策源于行业从传统有线电视向流媒体的整体转型趋势 [3] - 分拆后将形成两家独立上市公司,模式类似康卡斯特近期剥离有线电视资产的举措 [3] - 新命名回归2022年合并前的两大实体名称(华纳媒体与Discovery公司) [3] 管理层架构 - 华纳兄弟部门配备13名高管,Discovery Global部门配备16名高管 [4] - 现任CEO David Zaslav将领导华纳兄弟部门 [4] - 现任CFO Gunnar Wiedenfels将转任Discovery Global的CEO [4] 业务发展现状 - 公司已实现流媒体服务全球盈利并重振工作室业务至行业领先地位 [2] - 公司拥有独特的故事IP组合与创意合作伙伴网络 [5] - 新管理团队被描述为"经验丰富、大胆坚定"的创意与商业领导者组合 [5]
Warner Bros. Discovery Reveals Post-Split Leadership, Company Names
Deadline· 2025-07-29 00:42
Warner Bros. Discovery has unveiled key details of its upcoming separation with leadership and the names of the two new companies. Streaming & Studios, which will be home to Warner Bros. Television, Warner Bros. Motion Picture Group, DC Studios, HBO, HBO Max and Warner Bros. Gaming Studios, as well as the film and television libraries, will be called Warner Bros., “honoring the legacy of more than a century of industry-defining storytelling,” WBD said. Global Networks including CNN, TNT Sports in the U.S., ...
Unlocking Imax (IMAX) International Revenues: Trends, Surprises, and Prospects
ZACKS· 2025-07-28 23:50
Have you looked into how Imax (IMAX) performed internationally during the quarter ending June 2025? Considering the widespread global presence of this entertainment technology company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place gre ...
SEGG Media Highlights Lando Norris’ Belgian GP Appearance and Upcoming Quadrant Apparel Drop
Globenewswire· 2025-07-28 22:30
A Media Snippet accompanying this announcement is available by clicking on this link. LONDON, July 28, 2025 (GLOBE NEWSWIRE) -- SEGG Media Corporation (NASDAQ: SEGG, LTRYW) (“SEGG Media” or the “Company”), a leading technology company transforming the global intersection of sports, entertainment and gaming, is proud to spotlight Lando Norris’ presence at the Belgian Grand Prix this past weekend, where the McLaren driver, Quadrant founder, and Veloce Media Group (“Veloce”) shareholder turned heads both on a ...