异动解读 | 客户大幅流失、OTT发展疲软 康卡斯特盘中股价大跌9.84%

异动解读
30 Jan

美国媒体和通信巨头康卡斯特公司(CMCSA)盘中遭遇重挫,股价大跌9.84%。投资者关注到康卡斯特近期面临的一些挑战,纷纷抛售持股,是股价暴跌的主因。

首先,康卡斯特第四季度业绩显示,国内宽带用户减少13.9万,远超市场预期的9.1万,反映公司在传统有线电视和宽带业务领域面临激烈竞争,客户流失情况加剧。

其次,尽管公司总营收和每股收益均超出预期,但公司旗下视频点播平台Peacock的订阅用户数达3600万,低于分析师预计的3760万,令投资者对公司OTT业务增长前景感到担忧。

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