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July 22, 2021
Uncategorized

迪士尼最新財報 流媒體服務增長不及預期

迪士尼週四公布了截止至2021年4月3日的2021財年第二季度財報。財報顯示,迪士尼Q2營收為156.13億美元,同比降低13%。

按業務劃分,迪士尼媒體和娛樂業務營收為124.4億美元,同比增長1%;迪士尼樂園、體驗和產品業務營收為31.73億美元,同比降低44%。

截止至4月3日,迪士尼流媒體業務Disney+的訂閱用戶數達1.036億,遠低於市場預期的1.09億。同時每用戶平均收入(ARPU)為3.99美元/月,同比降低29%。

此前由於新冠病毒疫情造成的限制,流媒體服務一直都在支撐迪士尼的成功,但這項業務的快速增長似乎正在開始放緩。

在隨後進行的財報會議中,當被問及Disney+漲價時,迪士尼CEO表示,在美國價格上漲後,客戶流失率並沒有明顯增加,而在歐洲價格上漲後,客戶流失率實際上有所改善,這表明該公司的產品價格仍具有彈性。

財報發布後,迪士尼盤後股價大幅下跌3.4%,至172.24美元。

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