Bob Iger Slams The Brakes On New M&A Amid Comcast's Cable Spinoff: Disney Doesn't 'Really Need More Assets' To Compete
Bob Iger Slams The Brakes On New M&A Amid Comcast's Cable Spinoff: Disney Doesn't 'Really Need More Assets' To Compete
"We, in many respects, have already consolidated. We don't really need more assets right now, either from a distribution or from a content perspective to thrive in basically a disruptive media world," Iger said.Amid Comcast Corp's (NASDAQ:CMCSA) impending cable networks spinoff, Walt Disney Co. (NYSE:DIS) CEO Robert A. Iger has ruled out the need for further mergers and acquisitions.
在康卡斯特公司（納斯達克：CMCSA）即將進行的有線網絡分拆中，迪士尼公司（紐交所：DIS）CEO羅伯特·A·伊格否認了進一步合併和收購的必要性。
What Happened: On Thursday, during Disney's fourth-quarter earnings call, UBS analyst John Hodulik asked Iger about the potential for Disney to make similar moves.
事件經過：週四，在迪士尼的第四季度業績會上，瑞銀分析師約翰·霍迪克詢問伊格關於迪士尼進行類似舉措的潛力。
In response, Iger pointed to Disney's successful acquisition of assets from 20th Century Fox in 2017, driven by the rise of streaming. This strategic move has led to approximately 174 million global subscribers for Disney.
作爲回應，伊格指出了迪士尼在2017年從二十世紀福克斯收購資產的成功案例，這一戰略舉措使迪士尼的全球訂閱用戶數達到了約17400萬。
"We, in many respects, have already consolidated. We don't really need more assets right now, either from a distribution or from a content perspective to thrive in basically a disruptive media world," Iger said.
伊格表示：「從許多方面來看，我們已經進行了整合。無論是從分發還是內容角度看，我們現在實際上都不需要更多的資產來在基本上是一個具有破壞性的媒體世界中蓬勃發展。」
Disney's senior executive vice president and CFO, Hugh Johnston, also rejected the idea of divestitures, stating that he did not see a value-creating opportunity for Disney in this regard.
迪士尼公司的高級執行副總裁兼首席財務官休·約翰斯頓也否決了剝離的想法，並表示他在這方面沒有看到迪士尼創造價值的機會。
Why It Matters: Disney's fourth-quarter earnings were boosted by streaming gains, strong box office performance, and solid park performance. The company reported a 6% YoY revenue growth to $22.57 billion, marginally beating the analyst consensus of $22.35 billion.
爲何重要：迪士尼第四季度的收入增長得益於流媒體業務增長、強勁的票房表現和優秀的主題公園業績。公司報告的營業收入同比增長了6% 到225.7億美元，略高於分析師的223.5億美元的共識。
Comcast is exploring a spinoff of its NBCU Cable Networks into a new company. This move was announced by Comcast president Mike Cavanagh at the company's third-quarter earnings.
康卡斯特正在考慮將其NBCU有線網絡分拆爲一家新公司。這一舉措是康卡斯特總裁邁克·卡瓦納在公司第三季度業績中宣佈的。
Comcast reported a revenue decline of 6.5% YoY to $32.07 billion at the time, beating the analyst consensus estimate of $31.64 billion.
康卡斯特報告營業收入同比下降6.5%至320.7億美元，超過分析師對316.4億美元的共識估計。
Price Action: Disney shares closed Thursday's session with a 6.23% gain, finishing at $109.12. However, in after-hours trading, the stock saw a slight dip, settling at $108.50 as of the latest update.
股價走勢: 迪士尼股價在週四收盤時上漲了6.23%，收盤價爲109.12美元。然而，在盤後交易中，股票出現輕微下跌，最新更新時的價格爲108.50美元。
In contrast, Comcast shares declined by 0.98% in Thursday's session, closing at $43.48, according to data from Benzinga Pro.
相反，康卡斯特股價在週四的交易中下跌了0.98%，收盤價爲43.48美元，據彭博Pro提供的數據顯示。
譯文內容由第三人軟體翻譯。
