福克斯第二季度財報:營收和每股收益超預期,秋季體育賽事和選舉週期推動表現,新流媒體服務計劃上線

財報速遞
02-05
週二,福克斯公司(NASDAQ:FOXA)(NASDAQ:FOX)公佈2025財年第二季度收入爲50.8億美元,高於去年同期的42.3億美元,超出分析師普遍預期的48.5億美元。 調整後的淨利潤爲4.42億美元,即每股收益0.96美元,超出分析師預期的0.67美元。而去年同期淨利潤爲1.65億美元,每股收益爲0.34美元。財報發佈後,公司股價上漲。 有線電視網絡節目部門報告季度分部收入爲21.7億美元,同比增長31%。電視部門報告季度分部收入爲29.6億美元,同比增長16%。 訂閱費用收入增長6%至19億美元,這主要得益於電視部門9%的增長和有線電視網絡節目部門4%的增長。 廣告收入增長21%至24.2億美元,這主要是由於政治廣告收入增加、更高的MLB季後賽收視率和NFL定價的影響、以Tubi廣告驅動平臺爲主導的數字增長,以及更高的新聞收視率和定價。 本季度,公司回購了約2.5億美元的A類普通股;在現有回購計劃下,約9億美元資金仍可用。 董事長兼CEO拉克蘭·默多克指出,公司在秋季體育賽事安排和創紀錄的總統選舉新聞週期的助力下,第二季度的業績反映了福克斯的實力和廣度。 據CNBC報道,福克斯計劃在年底之前推出一項直接面向消費者的流媒體服務。 自2019年將娛樂資產出售給華特迪士尼公司(NYSE:DIS)以來,福克斯集中戰略於體育和新聞內容。據CNBC報道,即便在最近的廣告市場低迷期,公司仍報告出色的收視率和廣告收入。實時體育和新聞仍然是傳統電視套餐中收視率最高的內容。 據《好萊塢報道》報道,福克斯董事長拉克蘭·默多克週一在白宮與總統唐納德·特朗普共度時光。 福克斯股票在過去12個月內上漲了超過72%。 股價表現:截至週二收盤,FOXA股價上漲5.16%,報54.63美元。

以上內容來自Benzinga Earnings專欄,原文如下:

On Tuesday, Fox Corp (NASDAQ:FOXA) (NASDAQ:FOX) reported fiscal second-quarter 2025 revenues of $5.08 billion, up from $4.23 billion a year ago, beating the analyst consensus estimate of $4.85 billion. 

Adjusted net income was $442 million, or $0.96 per share, beating the analyst consensus estimate of $0.67. A year ago, it was up from $165 million or $0.34 per share. The stock gained after the print.

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Cable Network Programming reported quarterly segment revenues of $2.17 billion, an increase of 31% Y/Y. Television reported quarterly segment revenues of $2.96 billion, an increase of 16% Y/Y.

Affiliate fee revenues increased by 6% to $1.90 billion, driven by 9% growth in the Television and 4% increase in Cable Network Programming segments. 

Advertising revenues increased 21% to $2.42 billion, primarily due to higher political advertising revenues, the impact of higher MLB postseason ratings and NFL pricing, continued digital growth led by the Tubi AVOD service, and more substantial news ratings and pricing.

During the quarter, the company bought back about $250 million of its Class A common stock; under the current buyback program, about $900 million remains.

Chair and CEO Lachlan Murdoch flagged a compelling fall sports schedule combined with a record-breaking presidential election news cycle, resulting in second-quarter results that reflect the strength and breadth of FOX.

Fox is planning to launch a direct-to-consumer streaming service by the end of the year, CNBC cited Murdoch.

After selling its entertainment assets to Walt Disney Co (NYSE:DIS) in 2019, Fox has focused its strategy on sports and news content. CNBC reports that the company has reported stable viewership and advertising revenue, even during the recent ad market slump. Live sports and news remain the highest-rated content in the traditional TV bundle.

Murdoch went to the Oval Office on Monday in solidarity with President Donald Trump, the Hollywood Reporter reports.

Fox Corp stock surged over 72% in the last 12 months.

Price Action: FOXA stock is up 5.16% at $54.63 at the last check on Tuesday.

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