Tsis ntxiv broadband subscribers

Comcast tau tshaj tawm cov nyiaj tau los thiab cov nyiaj tau los ntawm peb lub hlis thib ob uas ua rau cov kws tshuaj ntsuam xyuas kwv yees, tab sis cov chaw muab kev pabcuam cable tsis ntxiv cov neeg siv khoom siv dav hauv ib lub hlis twg rau thawj zaug.

Comcast cov neeg siv internet ceev ceev hauv peb lub hlis twg yog tiaj tus, ua raws li 84,000 tus kws tshuaj ntsuam qhov nruab nrab, raws li FactSet. Lub tuam txhab shares poob ntau dua 9% thaum sawv ntxov hnub Thursday.

Comcast tab tom pom kev sib tw loj hlob rau kev ua haujlwm siab ceev, nws cov khoom lag luam zoo tshaj plaws. Tau ntau tshaj kaum xyoo, kev lag luam cable tau ua lag luam hauv tsev, tab sis cov tuam txhab wireless xws li T-Mobile tam sim no sib tw los ntawm kev muab 5G cov khoom siv hauv tsev hauv internet. T-Mobile ntxiv 560,000 broadband cov neeg siv nyob rau hauv lub quarter thib ob, zoo tshaj nws thawj peb lub hlis twg tag nrho ntawm 338,000.

"Kev hloov pauv hauv xov tooj thaum kawg yuav nyob ruaj khov," Comcast Tus Thawj Coj Brian Roberts tau hais thaum lub tuam txhab kev sib tham txog nyiaj tau los. Tseem, Comcast tau hais tias qhov kev poob qis tau txuas ntxiv thaum ntxov hauv lub quarter thib peb, ceeb toom txog kev poob ntawm 30,000 broadband cov neeg siv khoom thaum Lub Xya Hli. Kev rov qab mus rau tsev kawm ntawv yuav ua rau muaj kev rov ua dua tshiab ntxiv ua ntej lub quarter kawg, Comcast Tus Thawj Saib Xyuas Nyiaj Txiag Mike Cavanagh tau sau tseg.

Nov yog cov lej tseem ceeb:

• Cov nyiaj khwv tau los sib qhia: $ 1.01, hloov kho qhov kwv yees ntawm 92 xees, raws li Refinitiv
• Cov nyiaj tau los: $ 30.02 billion vs $ 29.68 billion kwv yees, raws li Refinitiv
• Cov neeg siv internet ceev ceev: 0 vs. 84,000 net ntxiv, raws li qhov nruab nrab kwv yees ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet.

Cov nyiaj tau los tau nce 5.1% rau $ 30.02 nphom los ntawm ib xyoos ua ntej, pab los ntawm NBCUniversal cov chaw ua si thiab cov chaw lag luam studios. Kho cov nyiaj khwv tau los ua ntej paj paj, se, depreciation thiab amortization, los yog EBITDA, tau nce 10.1% rau $ 9.8 billion.

Hauv tsab ntawv tshaj tawm, Roberts hu ua broadband dip ib ntus raws li kev lag luam macroeconomic xws li kev nce nqi siab dua txwv tus lej ntawm kev sib txuas tshiab rau lub tuam txhab. Broadband cov nyiaj tau los tau nce 6.8% xyoo dhau los rau $ 6.1 nphom hauv peb lub hlis twg ntawm cov nqi nce thiab cov neeg siv khoom hauv tsev ntau dua li ib xyoos dhau los.

"Peb tau ua tiav peb qhov kev hloov kho siab tshaj plaws EBITDA cov npoo ntawm cov ntaub ntawv txawm tias muaj ib qho chaw tshwj xeeb thiab hloov pauv macroeconomic ib puag ncig uas ua rau muaj kev ntxhov siab ib ntus ntawm peb cov neeg siv khoom tshiab txuas," Roberts hais.

Txij li thaum Lub Peb Hlis 2020, Comcast tau ntxiv ntau dua 3 lab tus neeg siv khoom siv dav dav.

Comcast poob 521,000 tus neeg siv video hauv peb lub hlis twg thiab poob 1 lab tus neeg siv video hauv thawj rau lub hlis xyoo 2022. Cov neeg siv khoom tau tso ib txwm them-TV subscriptions ntawm tus nqi nrawm rau qhov kev xaiv streaming, xws li Netflix, Disney +, HBO Max thiab NBCUniversal's Peacock .

Cov neeg siv suab nrov poob los ntawm 286,000 hauv lub quarter, txawm hais tias wireless net ntxiv tau dhia los ntawm 317,000. Cov nyiaj tau los wireless tau nce ze li 30% xyoo dhau los rau $ 722 lab. Cov kev pabcuam kev lag luam tau nce 10% rau $ 2.4 billion.

NBCUniversal cov nyiaj tau los tau nce 18.7% hauv lub quarter rau $ 9.4 billion. NBCUniversal kho EBITDA nce 19.5% rau $ 1.9 billion.

Cov nyiaj tau los ntawm Studios tau nce ntau dua 33% rau $ 3 nphom, uas tau tsav los ntawm "Jurassic World: Dominion," uas tau nce siab. $ 900 lab hauv kev muag khoom thoob ntiaj teb.

Kev lag luam Universal ntsiab chaw ua si txuas ntxiv rov qab los ntawm xyoo tas los Covid kev kis mus thoob qeeb. Cov nyiaj tau los nce txog 65% rau $ 1.8 billion. Kho EBITDA tau nce 187% mus rau $ 632 lab, cov chaw ua si sib faib siab tshaj plaws EBITDA rau lub quarter thib ob.

Peacock them cov neeg siv khoom nyob twj ywm ntawm 13 lab tom qab nce ntawm 4 lab lub quarter dhau los. Comcast tau hais tias nws xav kom "Jurassic World: Dominion," nrog rau ob zaj yeeb yaj kiab tso tawm hauv cov yeeb yaj kiab hauv lub quarter thib peb - ​​"Minions: Rise of Gru" thiab Jordan Peele's "Nope" - los pab txhawb Peacock cov neeg siv khoom thaum lawv tuaj rau qhov kev pabcuam streaming tom qab lawv lub thawv-chaw ua haujlwm windows tas sijhawm. "Sunday Night Football" thiab World Cup, uas pib lub Kaum Ib Hlis 21, kuj tseem yuav pab ntxiv rau Peacock cov neeg siv khoom tag nrho tom qab xyoo no, Comcast tau hais.

Comcast rov hais dua Peacock tseem nyob rau hauv kev ua kom poob $ 2.5 nphom xyoo no vim nws siv cov ntsiab lus tshiab.

Nov yog li cas Comcast cov kev faib ua rau lub quarter piv nrog rau xyoo dhau los:

• Cable Communications tau pab $ 16.6 nphom hauv cov nyiaj tau los, nce 3.7% xyoo dhau los
• Media coj hauv $ 5.3 nphom hauv cov nyiaj tau los, nce 3.6%
• Studios tau pab $ 3 nphom hauv cov nyiaj tau los, nce 33.3%
• Cov chaw ua si tau txais $ 1.8 nphom hauv cov nyiaj tau los, nce 64.8%
• Ntuj pab $4.5 nphom hauv cov nyiaj tau los, nqis 13.8%

Kev Tshaj Tawm: Comcast yog lub tuam txhab niam txiv ntawm NBCUniversal, uas suav nrog CNBC.

Saib: Kev tshaj tawm kev lag luam yog muag muag, hais tias Ritholtz's Josh Brown