NBC旗下流媒体平台Peacock在第二季度实现了首次单季度盈利，终结了长达六年的持续亏损局面。[1]该平台累计亏损已超过140亿美元，截至2025年底。[1]在Q2财报中，Peacock实现收入19亿美元，调整后EBITDA达到1.89亿美元。[1]平台付费用户规模也在扩大，已增至4800万，相比上一季度增加200万。[1]
推动这一转折的主要动力来自2026美加墨世界杯的转播权。[1]NBC媒体业务Q2增长的5.69亿美元收入中，有4.41亿美元直接来自世界杯。[1]NBC和Telemundo总共获得了12亿美元的世界杯广告收入，其中Telemundo获得约3.6亿美元。[1]此外，NBC宣布从2027年起将Peacock内容上线YouTube Premium，涵盖NFL、NBA等体育赛事。[1]
NBC's streaming service Peacock achieved its first profitable quarter in the second quarter of 2025, marking a significant turnaround after six years of substantial losses [1]. The platform's path to profitability was driven primarily by broadcasting rights to the 2026 FIFA World Cup, which will be held in the United States, Canada, and Mexico [1].
The financial milestone came after Peacock had accumulated losses exceeding $14 billion since its launch [1]. In Q2, the platform generated revenues of $1.9 billion with adjusted EBITDA of $189 million [1]. NBC and its Spanish-language network Telemundo combined earned $1.2 billion in advertising revenue from World Cup coverage, with Telemundo accounting for approximately $360 million of that total [1]. Within NBC's media business division, $441 million of the $569 million revenue growth during the quarter was directly attributable to World Cup broadcasting [1].
Peacock's subscriber base expanded to 48 million paid users, gaining 2 million new subscribers in the quarter [1]. Looking ahead, NBC announced plans to bring Peacock content to YouTube Premium starting in 2027, including coverage of major sports events such as the NFL and NBA [1]. YouTube Premium's subscription base has grown to nearly 125 million users [1].
