財報的積極講話後,迪士尼股價上漲 6%

華特迪士尼第四季財報發佈後,其股價盤後上漲 6%。

DIS – Daily Chart

DIS – 日線圖

週四,DIS 股價突破 100 美元,至 105 美元。管理層的積極獲利言論可能會進一步推動股價上漲至 110 美元甚至更高的目標水準。

華特迪士尼執行長鮑勃艾格在接受 CNBC 採訪時宣布,該公司將收購《要塞英雄 (Fortnite)》的發行商 Epic Games,其價值 15 億美元的少數股權。

兩家公司計劃創建一個遊戲和娛樂宇宙,可能與迪士尼先前的虛擬宇宙計劃有關。

艾格在分析師電話會議中表示:「我們為消費者創造不僅能在樂園內與他們喜愛的角色和特許經營權互動的機會。」在與 Epic Games 的合作中,我們正在創造一個變革性的遊戲和娛樂世界,將迪士尼的角色融入 Epic 的《要塞英雄 (Fortnite)》。消費者可以玩、觀看、創作和購買數碼和實體商品。

此舉將是迪士尼進軍電玩領域最重要的舉措。艾格補充說:「尤其是年輕觀眾,他們是電玩遊戲的巨大消費者。事實上,在千禧世代中,Z 世代和 Z 世代有相當多的時間在基於螢幕的平台上玩視訊遊戲。迪士尼和Epic 的這個新領域為我們提供了巨大的機會,不僅可以滿足更多消費者的需求,還可以讓更多觀眾與迪士尼的標誌性品牌和特許經營權(包括漫威、星際大戰等)建立聯繫。 」

除了宣布將股息提高 50% 和新的股票回購計畫,迪士尼也受到其主題樂園創紀錄業績的激勵,以及在去年裁員 7,000 名員工後繼續削減成本,也提振了迪士尼的股價。

該公司一直面臨來自激進投資者納爾遜·佩爾茨(Nelson Peltz)的壓力,後者希望看到其串流媒體業務Disney+ 獲得類似Netflix 的利潤、更好的電影票房表現,以及有關其將ESPN 打造成主導數位平台的計劃的更多細節。

迪士尼重申串流媒體業務將在 9 月實現盈利的指引。此季度串流營運虧損也減少至 1.38 億美元,比一年前虧損近 10 億美元有了顯著改善。每個 Disney+ 用戶的平均月收入增加了 14 美仙。

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