share_log

Carnival Corporation & Plc (CCL) Q4 2024 Earnings Call Transcript Summary

Carnival Corporation & Plc (CCL) Q4 2024 Earnings Call Transcript Summary

嘉年華存託憑證公司(CCL)2024財年第四季度業績發佈會摘要
moomoo AI ·  03:13  · 電話會議

The following is a summary of the Carnival Corporation & Plc (CCL) Q4 2024 Earnings Call Transcript:

以下是嘉年華公司(Carnival Corporation & Plc (CCL))2024財年第4季度業績發佈會的摘要:

Financial Performance:

財務表現:

  • Carnival Corporation achieved a record Q4 net income which improved by over $250 million year-over-year and exceeded expectations by $125 million.

  • Full-year revenues reached an all-time high of $25 billion with cash from operations nearly $6 billion.

  • Yield growth for full-year 2024 was 11%, primarily due to higher ticket prices and onboard spending levels.

  • Notable improvements in EBITDA per ALBD and ROIC targets, with ROIC at 11% comfortably above the cost of capital.

  • 嘉年華公司實現了創紀錄的第4季度凈利潤,同比增長超過25000萬美元,超出預期12500萬美元。

  • 全年營業收入達到250億美元,經營現金流近60億美元。

  • 2024年全年的收益增長爲11%,主要由於更高的票價和船上消費水平。

  • 每可用客艙日的EBITDA和投資回報率目標顯著改善,投資回報率達到11%,舒適地高於資本成本。

Business Progress:

業務進展:

  • The company welcomed three new ships in 2024: Carnival Jubilee, Sun Princess, and Queen Anne, adding value to its fleet.

  • Continued focus on enhancing operational execution and destination strategy, including the introduction of the new Celebration Key destination.

  • Extensive marketing initiatives and enhanced destination strategies are in place to attract more cruise guests and optimize revenue.

  • 公司在2024年迎來了三艘新船:千禧業 工藝、陽光公主號和安妮女王號,爲其船隊增添了價值。

  • 持續關注提升運營執行力和目的地策略,包括新慶祝關鍵目的地的引入。

  • 已經實施廣泛的營銷計劃和增強的目的地策略,以吸引更多的郵輪客人並優化營業收入。

Opportunities:

機會:

  • Strong booking trends and customer deposits indicate a continuing demand surge for 2025, with yield growth expected to exceed 4%.

  • The introduction of Celebration Key and upgraded features of RelaxAway, Half Moon Cay, are targeted to enhance guest experiences and attract more customers.

  • Plans for future branding and marketing of exclusive destinations offered only by Carnival.

  • 強勁的預訂趨勢和客戶按金表明2025年的需求持續激增,預計收益增長將超過4%。

  • 慶祝關鍵目的地的引入和RelaxAway、半月灣的升級功能旨在提升客人體驗並吸引更多客戶。

  • 對未來品牌建設和營銷僅由嘉年華提供的獨特目的地的計劃。

Risks:

風險:

  • The acknowledgment of less inventory for sale in 2025 compared to the previous year could potentially restrict revenue opportunities if not managed effectively.

  • 與去年相比,2025年的可售庫存減少的認可,如果管理不善,可能會限制營業收入機會。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由人工智能生成。內容的準確性無法得到完全保證。有關更全面的細節,請參考投資者關係網站。本文僅供投資者參考,不構成任何指導或建議。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論