Core Viewpoint - Sony Group reported its financial results for the fiscal year 2024, showing a slight decline in sales but significant growth in operating and net profits, indicating resilience in certain business segments despite challenges in others [1][2]. Financial Performance - Total sales for FY24 were 12.957 trillion yen, a decrease of 0.5% year-on-year [1][2]. - Operating profit increased by 16.4% to 1.4071 trillion yen [1][2]. - Net profit rose by 17.6% to 1.1416 trillion yen [1][2]. Business Segment Analysis - Game & Network Services (G&NS) saw sales increase by 9% to 4.67 trillion yen, with operating income rising by 43% to 414.8 billion yen, driven by increased third-party software sales [3][4]. - Music segment sales grew by 14% to 1.8426 trillion yen, with operating income up by 18% to 357.3 billion yen, attributed to streaming revenue growth [6][7]. - Imaging & Sensing Solutions (I&SS) reported a 12% increase in sales to 1.799 trillion yen and a 35% rise in operating income to 261.1 billion yen, benefiting from higher sales and prices of mobile image sensors [7][8]. - The Pictures segment maintained stable sales and operating income, with revenue at 1.5059 trillion yen and operating income at 117.3 billion yen, despite challenges from the Hollywood strike [7][8]. - Entertainment, Technology & Services (ET&S) experienced a decline in sales from 2.4537 trillion yen to 2.4093 trillion yen, continuing a downward trend [8]. Future Outlook - Sony aims for a cumulative operating profit margin of over 10% from FY24 to FY26 [2]. - The company anticipates only a 0.3% increase in operating profit for the upcoming fiscal year, projecting it to reach 1.28 trillion yen [2]. - A stock repurchase plan of up to 250 billion yen was announced [2].

福克斯将于今秋推出流媒体服务FOX One 智通财经5月13日电，福克斯公布全资拥有的流媒体服务FOX One，后者将把福克斯旗下新闻、体育和 娱乐品牌内容整合到一个动态流媒体平台。FOX One预计将于秋季美国国家橄榄球联盟（NFL）和大学 橄榄球赛季开赛前正式上线。 ...

Group 1 - AMC Theatres plans to reduce movie ticket prices by 50% starting July 9, aiming to attract more viewers during the week [1] - The discount applies to regular adult evening movie tickets, including those in premium formats like IMAX, with a small additional fee [1] - AMC reported an 11% year-over-year decline in ticket revenue for Q1, marking the worst performance for the industry since 1996, excluding pandemic factors [1] Group 2 - The U.S. movie market has seen a continuous decline in attendance over the past two decades, with box office revenue halved since 2002 due to the rise of streaming services [1] - AMC's CEO Adam Aron stated that the Q1 box office slump is an anomaly that has self-corrected, driven by the release of popular films in Q2 [1] - Upcoming major releases, such as Paramount's "Mission: Impossible 8" and Disney's "Lilo & Stitch," are expected to boost ticket sales [1] Group 3 - Discounts will also be available for films released at the end of June and early July, but only for AMC loyalty members [2] - AMC has previously offered discounted ticket prices on Tuesdays, with regular prices often exceeding $20 in major markets [2] - The 50% discount strategy is a temporary adjustment to test price-sensitive audience willingness to return and to promote summer blockbusters [2] Group 4 - The effectiveness of this price reduction strategy in reversing the industry's decline remains uncertain, as North American cinemas have historically relied on premium formats for revenue growth rather than increasing foot traffic [2] - The ongoing price promotion, lasting until the end of August, will be a critical test of the resilience of the cinema economic model amid the competition from streaming platforms [2]

Marquee at the main entrance to the FOX News Headquarters at NewsCorp Building in Manhattan.Fox Corp. will launch its direct-to-consumer streaming service, to be called Fox One, ahead of the National Football League season later this year.Fox CEO Lachlan Murdoch unveiled the name and timing of the company's upcoming streamer during a quarterly earnings call Monday. While Murdoch didn't give specifics on pricing, he said during Monday's call it would be in line with so-called wholesale pricing, meaning it wo ...

Financial Performance Overview - Disney's total revenues for FY2Q25 reached $236.2 billion, beating consensus estimates by 2.48% [1] - The operating income was reported at $44.36 billion, exceeding expectations by 10.18% [1] - Adjusted EPS grew by 20.83% year-over-year, reaching $1.45, which also surpassed consensus [1] - Free cash flow for the quarter was $48.91 billion, indicating strong liquidity [1] Segment Performance - The Experience segment showed strong performance with revenues of $106.82 billion, beating estimates by 1.90% [1] - The Entertainment segment continued to grow, with significant box office success from Marvel's "Thunderbolts" [5] - ESPN's viewership in the key 18-49 age demographic increased by 32%, marking a record for the second quarter [6] Strategic Developments - Disney announced plans to build a new theme park in Abu Dhabi, enhancing its global footprint [2] - The company is investing over $30 billion to enhance its theme park services in Florida and California, creating job opportunities [3] - Disney's focus remains on future growth while managing current operations effectively [3] Content Strategy - Disney+ is integrating more Hulu and ESPN+ content to enhance user engagement and retention [7] - Upcoming film releases include highly anticipated titles such as "Lilo & Stitch" and "Avatar: Fire and Ash," expected to drive further growth [5]

虽说涨价效应也能带动增长，但对于光靠人均付费带动的增长，更像是饮鸩止渴，总是不让人安心。因此当 Q2 Disney+ 实际净增了 140 万人，并且指引下季度还会 "轻微增长"，同时全年流媒体利润将在订阅数增长、涨价、广告套餐推出以及捆绑内容整合减少资源浪费下，经营利润 同比大幅增长。以 "用户认可" 的方式换来 的增长，无疑会提振市场情绪。 大家好，我是海豚君！ 迪士尼美东时间 5 月 8 日美股盘前发布了 2025 财年第二季度（CY25Q1）业绩。二季度业绩不错，在市场预期偏谨慎下，多项业务收入超预期，尤其利润端超预期 较多，管理层对今年的展望顺势上调。 具体上： 1. DTC 流媒体捆绑 + 账户共享双策略奏效： 二季度流媒体用户数的净增加，非常振奋人心。上季度公司给的指引是轻微下降，第三方渠道跟踪的数据表现， Disney+、ESPN 用户活跃的趋势不佳。再加上龙头 Netflix 又一次超预期的用户扩展，自然市场对迪士尼的 DTC 业务就没什么期待。 背后原因，海豚君认为恐怕与 Disney+ 内容捆绑、打击账户共享以及当期的叫座片《海洋奇缘 2》 电影上线流媒体有很大关联。 2. 本土公园需求超 ...

智通财经APP获悉，大摩重申迪士尼(DIS.US)"增持"评级，并将目标价从110美元上调至120美元。由于 主题公园与流媒体业务超预期扩张，迪士尼2025财年第二财季业绩超出华尔街预期，并宣布上调全年 展望。 该行认为，迪士尼在 2025 财年第二季度的业绩表现超出预期，收入同比增长 7%，且较预期高出 200 个基点，这主要得益于国内主题乐园和 ESPN 的强劲表现，同时 Disney+ 增加了订阅用户数量，并预计 将继续增长。 大摩指出，迪士尼上调2025财年调整后每股收益指引至+16%（原为高个位数%），股价单日上涨 10%，但当前估值仍未充分反映宏观风险。 主题公园与流媒体业务逆市增长 业绩显示流媒体服务Disney+订阅用户数逆势增长，受益于《雷神4》《安多》等优质IP内容；此外 ESPN黄金时段观众数创历史新高，广告收入激增。 ESPN流媒体服务将于下周公布定价（测试显示25美元/月，价格颇具吸引力），大摩预计2026财年贡献 有限但长期潜力显著。 此前旅游专家警告称，由于特朗普总统的关税，国际游客数量减少，客流量可能减少。但迪士尼美国本 土公园收入增长9%，人均消费提升5%，游客量增长2%。奥 ...

智通财经APP获悉，近日，迪士尼(DIS.US)召开2Q25FY业绩会。管理层表示，公司的重点必须始终放 在为未来建设，同时也关注当下的管理。着眼未来并推动增长是推进四大战略重点的重要工作核心。从 第二季度的业绩来看，取得了卓越的进展。第二季度表现非常强劲，调整后的每股收益同比增长 20%，为 2025 财年的上半年画上了一个坚实的句号。 公司的娱乐业务，包括电影、电视剧、新闻和体育，继续实现强劲增长。故事片继续在全球票房上取得 成功。漫威影业的《雷霆特攻队》上周上映，目前是全球排名第一的电影，也是近年来评价最好的漫威 电影。 对今年剩余时间的电影上映计划感到兴奋，包括真人版《星际宝贝》、皮克斯的《艾利欧》、漫威的 《神奇四侠：第一步》、《怪怪星期五》、迪士尼动画工作室的《动物城 2》以及壮观的《阿凡达：火 与灰》。对普通娱乐和新闻节目的表现也非常满意。 总体而言，广泛的高质量内容和节目组合使公司能够继续在流媒体业务中实现收入和盈利的增长。流媒 体仍然是迪士尼的重点优先事项和核心增长平台。随着不断前进，产品的改进将继续提升用户体验、增 加参与度并减少流失率，从而使能够随着时间的推移以更快的速度发展这一战略业务 ...

《海南日报》喜迎创刊75周年 海南日报海口5月6日讯(海南日报全媒体记者 张琬茜)七十五载笔墨春秋，初心未改向潮头。《海 南日报》创刊75周年座谈会5月6日在海口举行。 会前，省委书记冯飞对《海南日报》创刊75周年作出批示：75年来，《海南日报》始终坚持党报姓 党、忠诚履行职责使命，宣传党的政策、反映群众心声，与海南共成长、为发展鼓与呼，为海南改革发 展稳定作出了重要贡献、营造了良好舆论环境。希望《海南日报》始终坚持以习近平新时代中国特色社 会主义思想为指导，牢牢把握正确政治方向、舆论导向、价值取向，把准定位、守正创新、变革图强， 做强主责主业、深化媒体融合、提高传播能级，深入学习宣传贯彻习近平总书记关于海南工作的系列重 要讲话和指示批示精神，深入抓好海南自由贸易港政策宣传解读和建设实践报道，深入推进国际传播能 力建设，加快建设具有强大传播力、引导力、影响力、公信力、与海南自由贸易港相适应的新型主流媒 体，为努力把海南自由贸易港打造成为引领我国新时代对外开放的重要门户营造更好舆论氛围、作出新 的更大贡献。 会议指出，《海南日报》要以创刊75周年为新起点，在学习宣传贯彻习近平新时代中国特色社会主 义思想上下实功 ...

来源丨每日经济新闻 据证券时报报道， 美国总统特朗普最新表示，授权商务部和美国贸易代表立即启动程序，对所有在 国外制作的进入美国的电影征收100%的关税。 特朗普在其社交平台Truth Social表示，美国的电影业正在迅速消亡。其他国家正在提供各种各样 的激励措施，以吸引美国电影制作人和工作室离开美国。 他表示，要让电影重新在美国拍摄。好莱坞和美国的许多其他地区正在遭受重创。这是其他国家的 共同"努力"的结果，是对美国国家安全的威胁。除此之外，这还事关信息传播与宣传！ 图片来源：视觉中国，图文无关 01 国际票房高低决定好莱坞大片成败 值得注意的是，国际市场是美国电影的重要票仓，而国际影片（非美国制作）在美票房表现相对有 限。 据《电影评论》，美国是唯一一个以全球市场为制片策略的国家，考察其电影发展动向必须将其全 球票房纳入考察，对比其2024国内全球票房榜，在美国国内表现平平的《毒液：最后一舞》《狮 子王：木法沙传奇》凭借几乎双倍于国内票房的海外票房挤掉《阴间大法师2》《龙卷风》，杀入 美片全球票房十强。 图片来源： 《电影评论》 另外，对好莱坞超级大片来说，中国市场有着很高的挖掘潜力且有其他任何一个单一 ...