多线开花,迪士尼的春天终于来了?

海豚投研
08 May

大家好,我是海豚君!$迪士尼(DIS.US)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,...

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