Royal Caribbean Cruises Ltd. (RCL) Q3 2024 Earnings Call Transcript Summary
Royal Caribbean Cruises Ltd. (RCL) Q3 2024 Earnings Call Transcript Summary
Adjusted EBITDA was $2.1 billion, a 24% year-over-year growth, and EBITDA margin improved by 240 basis points.The following is a summary of the Royal Caribbean Cruises Ltd. (RCL) Q3 2024 Earnings Call Transcript:
以下是皇家加勒比郵輪有限公司（RCL）2024年第三季度業績會議記錄摘要：
Financial Performance:
金融業績：
Revenue increased in Q3 2024, with expected full-year yield up by more than 11% and earnings by more than 70%.
Net yields are up 7.9% year-over-year, exceeding guidance, driven by stronger pricing and onboard revenue.
Adjusted EBITDA was $2.1 billion, a 24% year-over-year growth, and EBITDA margin improved by 240 basis points.
2024年第三季度營業收入增加，預計全年收益率將增長超過11％，收入將增長超過70％。
淨收益同比增長7.9％，超出預期，主要受更強的定價和船上營業收入的推動。
調整後的EBITDA爲21億美元，同比增長24％，EBITDA利潤率提高了240個點子。
Business Progress:
業務進展：
Announced the expansion of private destinations with Perfect Day Mexico opening in 2027 and a new hotel in Puerto Williams, Chile for the 2025-2026 Antarctica season.
Launched Utopia of the Seas, a game changer for the short Caribbean product, and announced a fourth Icon-class ship set to join the fleet in 2027.
Implemented AI-driven pre-cruise channels, where more than 70% of onboard activities are purchased before sailing.
宣佈擴大私人目的地，2027年在墨西哥完美一日開設私人目的地，並計劃在2025-2026年南極洲季節在智利威廉姆斯港開設新酒店。
推出了「海上烏托邦」，這是短途加勒比產品的一個革命性變革，並宣佈2027年將有第四艘icon級別的船舶加入船隊。
實施了人工智能驅動的郵輪預訂渠道，在航行前購買了超過70%的船上活動。
Opportunities:
機會：
Continued growth of the Caribbean market and expansion with new private destinations like Perfect Day Mexico.
Strategic focus on attracting younger demographics and new cruisers, with significant investments in ship innovation and private island experiences.
加勒比市場持續增長，並通過像墨西哥完美日這樣的新私人目的地擴張。
戰略重點放在吸引年輕人群和新遊輪旅客上，大量投資於船舶創新和私人島嶼體驗。
Risks:
風險：
Potential impacts from natural disasters like hurricanes, which have historically influenced bookings temporarily.
可能受到像颶風這樣的自然災害的影響，這些災害歷史上曾暫時影響預訂。
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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
