费城的康卡斯特公司周四在一份声明中表示，第三季度该公司在宽带和有线电视业务上录得大幅亏损，掩盖了媒体业务较为积极的表现。
Corp. logged steep losses in its broadband and cable-TV units in the third quarter, overshadowing a more positive performance from the media business.
康卡斯特在该季度流失了14.4万名住宅宽带客户。这超过了华尔街预测的13.3万户流失，并较去年同期下降了58%。国内视频订户减少了27.4万户，较去年同期多减少6.8%，降幅也比分析师预测的更陡峭。
Philadelphia-based Comcast lost 144,000 residential broadband customers in the period, the company said in a statement Thursday. That was more than the 133,000 losses that Wall Street predicted and a 58% dip from a year earlier. Domestic video subscribers fell by 274,000, 6.8% more than a year ago and a steeper decline than analysts projected.
彭博社周三报道称，作为其有线、宽带和无线业务重组的一部分，康卡斯特计划大幅裁员。
Bloomberg reported on Wednesday that Comcast is planning a significant number of job cuts as part of a reorganization of its cable, broadband and wireless businesses.
调整后每股收益为1.07美元，高于预期的98美分。息税折旧摊销前利润为91亿美元，高于预期的89亿美元。
Adjusted earnings per share were $1.07, ahead of estimates for 98 cents. Earnings before interest, tax, depreciation and amortization was $9.1 billion, compared with forecasts for $8.9 billion.
互联网业务的下滑并非意料之外。首席财务官杰森·阿姆斯特朗在9月表示，他看到竞争对手以难以竞争的低价提供高速宽带接入服务，而这曾是康卡斯特传统的增长引擎。康卡斯特正试图通过将服务与其Xfinity移动业务捆绑，来支撑下滑的有线和互联网业务，以抵御同样提供组合套餐的无线运营商日益激烈的竞争。
The internet downturn was not unexpected. Chief Financial Officer Jason Armstrong said in September that he sees rivals offering low rates for high-speed broadband access at prices that make it hard to compete in an area that was Comcast’s traditional growth engine. Comcast is trying to buttress the declining cable and internet business by bundling the service with its Xfinity mobile offering to fend off increasing competition from wireless carriers that are also offering combined packages.
康卡斯特在增加新的无线电话用户方面取得了进展，净增36.8万条线路，尽管这低于分析师预测的39.2万条。公司通过提供一年免费移动线路吸引用户，并成功将其中至少一部分用户转化为付费无线客户。公司表示，其中40%选择了高端无限套餐。
Comcast made strides in adding new wireless phone subscribers, with 368,000 net line additions, although that was below analysts’ projections of 392,000. The company has lured people in with free mobile lines for a year, and it’s succeeded in converting at least some of those users into paying wireless customers. Of those, 40% take the premium unlimited plans, the company said.
与此同时，康卡斯特旗下NBC环球的媒体业务正处于上升期。鉴于业务出现巨大分化，康卡斯特今年早些时候宣布，将把NBC环球分拆为一家独立公司，旗下拥有主题公园、环球影业和电视工作室、NBC和Telemundo广播网络以及Peacock流媒体服务。CNBC和MSNBC等有线电视网络已于1月分拆为Versant Media Group。
Meanwhile, Comcast’s media operations at NBCUniversal are on the upswing. Recognizing the drastically diverging businesses, Comcast announced earlier this year that it will spin off NBCUniversal into a separate company to house theme parks, the Universal film and television studios, the NBC and Telemundo broadcast networks and the Peacock streaming service. Cable-TV networks like CNBC and MS Now were spun off as Versant Media Group in January.
作为康卡斯特旗舰流媒体服务的Peacock报告称，付费订阅用户同比增长17%，达到4800万。营收跃升34%至18亿美元，息税折旧摊销前利润（Ebitda）转盈为2.61亿美元。
Peacock, Comcast’s flagship streaming service, reported a 17% increase in paid subscribers from a year ago to 48 million. Revenue jumped 34% to $1.8 billion while Ebitda swung to a $261 million profit.
在电影方面，环球影业凭借《 》创下有史以来最高票房纪录，这部暑期大片帮助该工作室成为今年首个全球票房突破50亿美元的制片厂。调整后息税折旧摊销前利润增长19%至4.02亿美元，高于预期的3.92亿美元。
On the film side, Universal saw its highest grossing film of all time in , a summer blockbuster that helped the studio become the first to crack $5 billion in global box office sales this year. Adjusted Ebitda rose 19% to $402 million, above the expected $392 million.
康卡斯特在本季度主题公园业务面临挑战，营收同比下降4.4%，调整后息税折旧摊销前利润下降17.1%。公司此前表示，汽油和机票价格上涨令游客对前往环球主题公园望而却步。许多游客可能因2025年新开放的Epic Universe主题公园而前往游玩，今年便不再回头。
Comcast faced challenges in its theme parks business in the quarter, with revenue down 4.4% and adjusted Ebitda down 17.1% year-over-year. The company has previously said that visitors to Universal theme parks remain discouraged by the higher cost of gas and airline tickets. Many guests may have gone to the opening of the new Epic Universe park in 2025 and not returned this year.
今年以来，康卡斯特股价下跌21%，而标普500指数上涨13%。
Comcast’s shares are down 21% this year, compared with a 13% gain in the S&P 500.