1355 ET —— Benchmark在一份报告中指出，康卡斯特正围绕透明定价、融合宽带与无线服务，以及更具弹性的客户体验来重塑其连接业务。与此同时，该公司也已启动将其连接与平台业务从NBC环球及天空电视台中剥离的必要工作。分析师马修·哈里根表示，这些变动给公司第二季度的业绩带来了一定压力。他称，康卡斯特的合并收入有所上升，部分原因是Telemundo和Peacock转播了世界杯赛事；然而，形式上调整后的EBITDA却出现了下滑。他还指出，宽带每用户平均收入下降、免费线路稀释以及客户体验方面的投资，也对连接与平台业务造成了冲击。尽管如此，哈里根仍维持对康卡斯特股票的“买入”评级，并将目标股价定为44美元。
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