Nexstar政治广告收入达11亿美元,创历史纪录
Nexstar于11月5日表示,第三季度营收接近翻倍,达到21亿美元;全年政治广告收入达到创纪录的11亿美元,其中包含Tegna的业绩,但该公司目前被禁止将Tegna并入自身。

Nexstar表示,11亿美元的政治广告总收入比2022年中期选举周期高出31%。这一数字包含Tegna的业绩。Nexstar今年完成了对Tegna的收购,但联邦法官已依法禁止其进行整合。
创下纪录的同时,AdImpact估计2025-26周期的政治广告支出与预订额达到112.1亿美元,略微超过2023-24总统选举周期记录的112亿美元。该公司在选举日之前公布了这一数字。其统计包含未来的预订,而不只是已经播出的广告,并且未按通胀进行调整。AdImpact给出的2022年中期选举数字为89亿美元。
AdImpact在6月预测,本周期结束时政治广告总支出将达到116亿美元。预计广播电视将拿下56亿美元,占总数的48%;联网电视以27亿美元位居其后,占23%;数字广告为16亿美元。
Tegna上诉
Nexstar对阻止Tegna合并的裁定提出上诉,口头辩论定于11月17日在美国第九巡回上诉法院进行。公司表示,合议庭可能在2027年初作出裁决。首席运营官Mike Biard称,上诉的目的是缩小诉讼范围。他指出,原告“未能就足够多的居民受到损害提出可信的理论”。
Nexstar还表示,本季度与DirecTV达成了转播协议,但没有透露细节。在FCC批准Tegna合并、Nexstar迅速完成交易前不久,DirecTV曾与多州总检察长共同提起诉讼。
The CW
在同一场电话会上,高管们谈到了The CW。这家拥有20年历史的电视网在2022年被Nexstar收购多数股权,Skydance保留约20%的股份。Nexstar表示,该电视网本季度收视率上升9%;8月30日佛罗里达州立大学对新墨西哥州立大学的橄榄球比赛吸引了接近200万观众,是该电视网直播体育赛事有史以来的最高收视。高管们重申,The CW预计将在第四季度实现首次盈利。首席财务官Lee Ann Gliha表示,盈利不会持续到2027年全年,不过她说明自己并不确定全年前景。
Biard说,The CW“仍是一项非常年轻的业务,上升空间巨大”。“它仍处在积极的轨道上,但最终还没有达到我们希望的位置。”Gliha估计体育内容约占该电视网节目总量的50%,但她拒绝估计其在收入中的占比。
资料来源
36- 01Nexstar Q3 Revenue Nearly Doubles Due To Political Ad Boom; Execs Talk Tegna Appeal, CW Profit OutlookEN
- 02Political Ad Revenue Breaks Record For Sinclair, Lifting It To Better-Than-Expected Q3 ResultsEN
- 03Midterm Political Ad Spending Hits Record $11.21 BillionEN
- 04The political ad wars are still being fought over the airwaves even as digital gains shareEN
- 05Elon Musk pumps $446m into US midterms, as campaign spending set to 'shatter' recordsEN
- 06Midterm Ad Spending Has Surpassed $10B. Where Is the Money Coming From?EN
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- 24How Elon Musk and Big Tech Poured Millions Into the Midterms, and LostEN
- 25Meta warns that election backlash against data centers could make AI expansion harderEN
- 26Voters rebuff data centers in every ballot measure except one during the 2026 midtermsEN
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- 32How the midterms could fuel the K-shaped AI tradeEN
- 33STAT+: What the midterms could mean for the future of health AIEN
- 34After the midterms, a bigger clash over data centers could be comingEN
- 35OpenAI is already trying to shape the 2028 electionEN
- 36Germany’s EV share hits record 37% as BEVs beat gas and diesel combinedEN
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