IP行业跟踪:海外IP龙头发布财报 行业BETA再次验证

中泰证券
Aug 11

近期,海外IP 龙头陆续发布财报,IP 相关收入实现增长。迪士尼:体验业务表现较好,内容销售/授权业务具备韧性。3QFY25,公司总收入同比增长2%至237 亿美元;经营利润增长8%至46 亿美元。娱乐部门实现收入107.04 亿美元(yoy+1%);经营利润10.22 亿美元(yoy-15%);体育部门实现收入43.08 亿美元(yoy-5%);经营利润10.37 亿美元(yoy+29%);体验...

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