<p>Reservoir Media 最近的财报电话会议描绘了强劲的增长和战略扩张，整体情绪积极。公司强调了强劲的收入增长和战略性目录收购，包括标志性的迈尔斯·戴维斯目录。尽管对持续表现充满信心，但也对不断上升的运营和利息支出表示担忧。</p>
<h2>顶线增长</h2>
<p>Reservoir Media 报告称 2026 财年第二季度收入增长了 12%，其中 7% 归因于有机增长，5% 来自收购。这一增长突显了公司在扩大市场份额和增强收入来源方面的有效策略。</p>
<h2>重要目录收购</h2>
<p>财报电话会议的一个关键亮点是收购传奇音乐家迈尔斯·戴维斯的目录。这包括出版权、录制音乐和肖像权。Reservoir Media 计划提升该目录的价值，预计将推动未来的收入增长。</p>
<h2>新兴市场扩张</h2>
<p>公司在新兴市场取得了进展，特别是在中东和北非地区，与伊拉克和科威特的新交易。这标志着 Reservoir Media 在这些国家的首个目录，表明其战略性地多元化和扩展全球足迹。</p>
<h2>强劲的录制音乐部门</h2>
<p>录制音乐部门的收入增长了 21%，其中数字收入增长了 20%，音乐流媒体服务也有所增长。该部门的表现突显了对数字音乐消费日益增长的需求。</p>
<h2>增加的指导预期</h2>
<p>Reservoir Media 将全年收入指导范围提高至 1.67 亿至 1.7 亿美元，意味着比 2025 财年增长 6%。这一上调反映了公司对其战略举措和未来表现的信心。</p>
<h2>增加的运营支出</h2>
<p>与去年相比，运营支出增长了 11%，其中管理费用和摊销成本分别增长了 15% 和 18%。支出的上升是一个需要公司在未来解决的关注点。</p>
<h2>更高的利息支出</h2>
<p>利息支出从去年的 500 万美元上升至 670 万美元，主要由于债务余额增加和利率上升。这一增长突显了公司在扩张过程中面临的财务压力。</p>
<h2>前瞻性指导</h2>
<p>在财报电话会议上，Reservoir Media 对未来提供了乐观的展望。公司将收入指导范围提高至 1.67 亿至 1.7 亿美元，反映出比上一财年中点增长 6%。调整后的 EBITDA 指导也上调至 7000 万至 7200 万美元，表明中点增长 8%。收购迈尔斯·戴维斯目录和与尼克·德雷克的出版协议延长被视为未来增长的关键驱动因素。</p>
<p>总之，Reservoir Media 的财报电话会议以强劲的增长和战略收购为标志，对未来持积极展望。尽管对支出上升存在担忧，但公司在目录开发和全球多元化方面的战略重点使其在持续成功的道路上处于良好位置。投资者和市场观察者将密切关注这些战略在未来几个季度的展开情况。</p>

RSVR

<p>Reservoir Media 的财报电话会议强调了强劲的增长，2026 财年第二季度收入增长 12%，主要得益于有机增长和收购，包括标志性的迈尔斯·戴维斯音乐目录。该公司正在伊拉克和科威特等新兴市场扩展，其录音音乐部门的收入增长了 21%。然而，运营和利息支出的上升令人担忧。Reservoir 已将全年收入指引上调至 1.67 亿至 1.7 亿美元，尽管面临财务压力，但仍对其战略举措充满信心。总体来看，前景依然积极，重点在于目录开发和全球多元化</p>

<p>Reservoir Media’s recent earnings call painted a picture of robust growth and strategic expansion, with a generally positive sentiment. The company highlighted strong revenue growth and strategic catalog acquisitions, including the iconic Miles Davis catalog. While there is confidence in continued performance, concerns were raised over rising operating and interest expenses.</p>
<div class="lb-trans"><p>Reservoir Media 最近的财报电话会议描绘了强劲的增长和战略扩张，整体情绪积极。公司强调了强劲的收入增长和战略性目录收购，包括标志性的迈尔斯·戴维斯目录。尽管对持续表现充满信心，但也对不断上升的运营和利息支出表示担忧。</p>
</div><h2>Top Line Growth</h2>
<div class="lb-trans"><h2>顶线增长</h2>
</div><p>Reservoir Media reported a 12% increase in revenue for Q2 fiscal 2026, with 7% attributed to organic growth and 5% from acquisitions. This growth underscores the company’s effective strategies in expanding its market presence and enhancing its revenue streams.</p>
<div class="lb-trans"><p>Reservoir Media 报告称 2026 财年第二季度收入增长了 12%，其中 7% 归因于有机增长，5% 来自收购。这一增长突显了公司在扩大市场份额和增强收入来源方面的有效策略。</p>
</div><h2>Significant Catalog Acquisitions</h2>
<div class="lb-trans"><h2>重要目录收购</h2>
</div><p>A key highlight of the earnings call was the acquisition of the catalog of the legendary musician Miles Davis. This includes publishing rights, recorded music, and likeness rights. Reservoir Media plans to enhance the catalog’s value, which is expected to drive future revenue growth.</p>
<div class="lb-trans"><p>财报电话会议的一个关键亮点是收购传奇音乐家迈尔斯·戴维斯的目录。这包括出版权、录制音乐和肖像权。Reservoir Media 计划提升该目录的价值，预计将推动未来的收入增长。</p>
</div><h2>Expansion in Emerging Markets</h2>
<div class="lb-trans"><h2>新兴市场扩张</h2>
</div><p>The company is making strides in emerging markets, particularly in the MENA region, with new deals in Iraq and Kuwait. These mark Reservoir Media’s first catalogs in these countries, signaling a strategic move to diversify and expand its global footprint.</p>
<div class="lb-trans"><p>公司在新兴市场取得了进展，特别是在中东和北非地区，与伊拉克和科威特的新交易。这标志着 Reservoir Media 在这些国家的首个目录，表明其战略性地多元化和扩展全球足迹。</p>
</div><h2>Strong Recorded Music Segment</h2>
<div class="lb-trans"><h2>强劲的录制音乐部门</h2>
</div><p>The recorded music segment saw a 21% revenue growth, driven by a 20% increase in digital revenue and growth in music streaming services. This segment’s performance highlights the increasing demand for digital music consumption.</p>
<div class="lb-trans"><p>录制音乐部门的收入增长了 21%，其中数字收入增长了 20%，音乐流媒体服务也有所增长。该部门的表现突显了对数字音乐消费日益增长的需求。</p>
</div><h2>Increased Guidance</h2>
<div class="lb-trans"><h2>增加的指导预期</h2>
</div><p>Reservoir Media has increased its full-year revenue guidance range to $167 million to $170 million, implying a 6% growth over fiscal 2025. This upward revision reflects the company’s confidence in its strategic initiatives and future performance.</p>
<div class="lb-trans"><p>Reservoir Media 将全年收入指导范围提高至 1.67 亿至 1.7 亿美元，意味着比 2025 财年增长 6%。这一上调反映了公司对其战略举措和未来表现的信心。</p>
</div><h2>Increased Operating Expenses</h2>
<div class="lb-trans"><h2>增加的运营支出</h2>
</div><p>Operating expenses grew by 11% compared to the prior year, with administration expenses and amortization costs increasing by 15% and 18%, respectively. This rise in expenses is a point of concern that the company will need to address moving forward.</p>
<div class="lb-trans"><p>与去年相比，运营支出增长了 11%，其中管理费用和摊销成本分别增长了 15% 和 18%。支出的上升是一个需要公司在未来解决的关注点。</p>
</div><h2>Higher Interest Expenses</h2>
<div class="lb-trans"><h2>更高的利息支出</h2>
</div><p>Interest expenses rose to $6.7 million from $5 million in the prior year, driven by higher debt balances and increased interest rates. This increase highlights the financial pressures the company faces amid its expansion efforts.</p>
<div class="lb-trans"><p>利息支出从去年的 500 万美元上升至 670 万美元，主要由于债务余额增加和利率上升。这一增长突显了公司在扩张过程中面临的财务压力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>During the earnings call, Reservoir Media provided an optimistic outlook for the future. The company increased its revenue guidance range to $167 million to $170 million, reflecting a midpoint growth of 6% over the previous fiscal year. Adjusted EBITDA guidance was also revised upwards to $70 million to $72 million, signaling an 8% growth at the midpoint. The acquisition of the Miles Davis catalog and the extension of the publishing deal with Nick Drake are seen as key drivers of future growth.</p>
<div class="lb-trans"><p>在财报电话会议上，Reservoir Media 对未来提供了乐观的展望。公司将收入指导范围提高至 1.67 亿至 1.7 亿美元，反映出比上一财年中点增长 6%。调整后的 EBITDA 指导也上调至 7000 万至 7200 万美元，表明中点增长 8%。收购迈尔斯·戴维斯目录和与尼克·德雷克的出版协议延长被视为未来增长的关键驱动因素。</p>
</div><p>In summary, Reservoir Media’s earnings call was marked by strong growth and strategic acquisitions, with a positive outlook for the future. While there are concerns about rising expenses, the company’s strategic focus on catalog development and global diversification positions it well for continued success. Investors and market watchers will be keenly observing how these strategies unfold in the coming quarters.</p>
<div class="lb-trans"><p>总之，Reservoir Media 的财报电话会议以强劲的增长和战略收购为标志，对未来持积极展望。尽管对支出上升存在担忧，但公司在目录开发和全球多元化方面的战略重点使其在持续成功的道路上处于良好位置。投资者和市场观察者将密切关注这些战略在未来几个季度的展开情况。</p>
</div>

Reservoir Media 的财报电话会议突显了公司的增长和战略行动