Earnings Call Summary | Disney(DIS.US) Q2 2024 Earnings Conference
Earnings Call Summary | Disney(DIS.US) Q2 2024 Earnings Conference
The following is a summary of the The Walt Disney Company (DIS) Q2 2024 Earnings Call Transcript:
以下是華特迪士尼公司（DIS）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Disney's Q2 adjusted earnings per share increased by 30% compared to the previous year, prompting an elevated full-year EPS growth target of 25%.
Entertainment DTC segment saw a 2% sequential increase and a 13% year-over-year growth, leading to an operating income of $47 million.
The Experiences business demonstrated a 10% revenue growth, a 12% operating income increase and 60 basis points expansion in segment margins.
Despite increased market supply with the entry of a competitor, advertising revenues portrayed healthy progress.
A decline in ESPN+ subscriptions was chalked up to seasonal factors.
迪士尼第二季度調整後的每股收益與去年相比增長了30％，這促使全年每股收益增長目標提高到25％。
娛樂DTC板塊連續增長2％，同比增長13％，營業收入爲4700萬美元。
體驗業務的收入增長了10％，營業收入增長了12％，細分市場利潤率增長了60個點子。
儘管競爭對手的進入增加了市場供應，但廣告收入仍顯示出健康的進步。
ESPN+訂閱量的下降歸因於季節性因素。
Business Progress:
業務進展：
Disney's Entertainment DTC segment hit profitability in Q2, with the projection of their combined streaming businesses reaching profitability by Q4.
Hulu was launched on Disney+ to positive initial audience reactions.
An ESPN tile is set to be added to Disney+ by the end of the year, allowing U.S. subscribers access to selected live games and studio programming.
A series of film releases are scheduled from studios including Kingdom of the Planet of the Apes, Inside Out 2, Marvel's Deadpool & Wolverine, and Alien: Romulus.
Disneyland Forward initiative for expansion at Disneyland Resort has received initial approval from the Anaheim City Council.
Disney is initiating steps to mitigate password sharing starting next month.
Significant investments are being made in the Parks and Cruise business given its high-margin potential and guest satisfaction scores.
Balancing sequels with original content as part of their media strategy, Disney is leveraging sequels for lesser marketing efforts and exploring the 20th Century Fox library for future content.
The company looks forward to securing the NBA contract, viewing it as premium sports content with growth prospects.
迪士尼娛樂DTC板塊在第二季度實現盈利，預計其合併後的流媒體業務將在第四季度實現盈利。
Hulu在迪士尼+上線，最初的觀衆反應良好。
ESPN牌將於今年年底前添加到迪士尼+，允許美國訂閱者觀看精選的直播遊戲和工作室節目。
包括《猿人星球王國》、《Inside Out 2》、《漫威死侍與金剛狼》和《異形：羅慕路斯》在內的電影製片廠計劃發行一系列電影。
迪士尼樂園度假區擴建計劃已獲得阿納海姆市議會的初步批准。
迪士尼將從下個月開始採取措施緩解密碼共享。
鑑於公園和郵輪業務的高利潤潛力和賓客滿意度得分，正在對該業務進行大量投資。
作爲媒體戰略的一部分，迪士尼在續集與原創內容之間取得平衡，正在利用續集來減少營銷力度，並探索20世紀福克斯圖書館以獲取未來的內容。
該公司期待獲得NBA合同，將其視爲具有增長前景的優質體育內容。
More details: Disney IR
更多詳情： 迪士尼紅外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。