BUZZ-收入预期未达预期,Seaport Research Partners 下调天狼星电信评级

Reuters
11 Dec 2024

((自动化翻译由路透提供,请见免责声明 ))

12月11日 - ** 经纪公司Seaport Research Partners将卫星广播公司SiriusXM 的股票评级从 "买入 "下调至 "中性"。 ** 该公司周二预测 (link) 2025年收入低于预期,并任命前ADT 高管Wayne Thorsen担任新设立的首席运营官,12月16日生效

** 经纪公司称,根据最新的收入预测,向新产品和流媒体营销的成本转移仍将对利润率产生负面影响。

** Thorsen 将有效取代首席产品与技术官 Joseph Inzerillo,他曾在 ADT、Google 任职,并曾是 SiriusXM 的客户(经纪公司)。

** 券商表示,他们对息税折旧摊销前利润(EBITDA)和财务自由(FCF)的延迟增长与预期相比感到失望

** 14家券商中有3家将该股评为 "买入 "或更高评级,5家为 "持有",6家为 "卖出 "或更低评级;PT中值为28美元--LSEG

** 截至周二收盘,该股今年累计下跌约 54

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