IEOBSERVE Telegram 2145
Disney Q3財報營收年增6.3%至225億,營業利潤年增23%至36.5億,EPS 1.14皆略優於預期。公司預計2025財年的獲利會實現高個位數成長,並預計2026和2027的EPS會雙位數成長。並在2025進行30億的股票回購。

迪士尼因為《腦筋急轉彎2》和《死侍與金鋼狼》票房大好,內容事業為娛樂部門增加3.16億的利潤。

$DIS 串流事業的獲利能力也有所改善,營業利潤轉虧為盈3.21億。Disney+用戶成長了440萬到1.227億。因為更便宜的廣告支援方案,美國國內用戶的ARPU從7.74美元略為下降至7.7。同時因為剪線潮持續重桶有線電視的業務營收繼續下滑6%,獲利則大降38%。

主力的金牛Disney樂園和產品業務營收年增僅1%,由於奧運和上海颱風,遊客數量和消費下降與成本增加,國際樂園的營業利潤下降了32%。颶風海倫和米爾頓為本季帶來約 1.3 億美元的損失



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Disney Q3財報營收年增6.3%至225億,營業利潤年增23%至36.5億,EPS 1.14皆略優於預期。公司預計2025財年的獲利會實現高個位數成長,並預計2026和2027的EPS會雙位數成長。並在2025進行30億的股票回購。

迪士尼因為《腦筋急轉彎2》和《死侍與金鋼狼》票房大好,內容事業為娛樂部門增加3.16億的利潤。

$DIS 串流事業的獲利能力也有所改善,營業利潤轉虧為盈3.21億。Disney+用戶成長了440萬到1.227億。因為更便宜的廣告支援方案,美國國內用戶的ARPU從7.74美元略為下降至7.7。同時因為剪線潮持續重桶有線電視的業務營收繼續下滑6%,獲利則大降38%。

主力的金牛Disney樂園和產品業務營收年增僅1%,由於奧運和上海颱風,遊客數量和消費下降與成本增加,國際樂園的營業利潤下降了32%。颶風海倫和米爾頓為本季帶來約 1.3 億美元的損失

BY IEObserve 國際經濟觀察




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