<p>Reservoir Media 最近的財報電話會議描繪了強勁的增長和戰略擴張，整體情緒積極。公司強調了強勁的收入增長和戰略性目錄收購，包括標誌性的邁爾斯·戴維斯目錄。儘管對持續表現充滿信心，但也對不斷上升的運營和利息支出表示擔憂。</p>
<h2>頂線增長</h2>
<p>Reservoir Media 報告稱 2026 財年第二季度收入增長了 12%，其中 7% 歸因於有機增長，5% 來自收購。這一增長突顯了公司在擴大市場份額和增強收入來源方面的有效策略。</p>
<h2>重要目錄收購</h2>
<p>財報電話會議的一個關鍵亮點是收購傳奇音樂家邁爾斯·戴維斯的目錄。這包括出版權、錄製音樂和肖像權。Reservoir Media 計劃提升該目錄的價值，預計將推動未來的收入增長。</p>
<h2>新興市場擴張</h2>
<p>公司在新興市場取得了進展，特別是在中東和北非地區，與伊拉克和科威特的新交易。這標誌着 Reservoir Media 在這些國家的首個目錄，表明其戰略性地多元化和擴展全球足跡。</p>
<h2>強勁的錄製音樂部門</h2>
<p>錄製音樂部門的收入增長了 21%，其中數字收入增長了 20%，音樂流媒體服務也有所增長。該部門的表現突顯了對數字音樂消費日益增長的需求。</p>
<h2>增加的指導預期</h2>
<p>Reservoir Media 將全年收入指導範圍提高至 1.67 億至 1.7 億美元，意味着比 2025 財年增長 6%。這一上調反映了公司對其戰略舉措和未來表現的信心。</p>
<h2>增加的運營支出</h2>
<p>與去年相比，運營支出增長了 11%，其中管理費用和攤銷成本分別增長了 15% 和 18%。支出的上升是一個需要公司在未來解決的關注點。</p>
<h2>更高的利息支出</h2>
<p>利息支出從去年的 500 萬美元上升至 670 萬美元，主要由於債務餘額增加和利率上升。這一增長突顯了公司在擴張過程中面臨的財務壓力。</p>
<h2>前瞻性指導</h2>
<p>在財報電話會議上，Reservoir Media 對未來提供了樂觀的展望。公司將收入指導範圍提高至 1.67 億至 1.7 億美元，反映出比上一財年中點增長 6%。調整後的 EBITDA 指導也上調至 7000 萬至 7200 萬美元，表明中點增長 8%。收購邁爾斯·戴維斯目錄和與尼克·德雷克的出版協議延長被視為未來增長的關鍵驅動因素。</p>
<p>總之，Reservoir Media 的財報電話會議以強勁的增長和戰略收購為標誌，對未來持積極展望。儘管對支出上升存在擔憂，但公司在目錄開發和全球多元化方面的戰略重點使其在持續成功的道路上處於良好位置。投資者和市場觀察者將密切關注這些戰略在未來幾個季度的展開情況。</p>

RSVR

<p>Reservoir Media 的財報電話會議強調了強勁的增長，2026 財年第二季度收入增長 12%，主要得益於有機增長和收購，包括標誌性的邁爾斯·戴維斯音樂目錄。該公司正在伊拉克和科威特等新興市場擴展，其錄音音樂部門的收入增長了 21%。然而，運營和利息支出的上升令人擔憂。Reservoir 已將全年收入指引上調至 1.67 億至 1.7 億美元，儘管面臨財務壓力，但仍對其戰略舉措充滿信心。總體來看，前景依然積極，重點在於目錄開發和全球多元化</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 最近的財報電話會議描繪了強勁的增長和戰略擴張，整體情緒積極。公司強調了強勁的收入增長和戰略性目錄收購，包括標誌性的邁爾斯·戴維斯目錄。儘管對持續表現充滿信心，但也對不斷上升的運營和利息支出表示擔憂。</p>
</div><h2>Top Line Growth</h2>
<div class="lb-trans"><h2>頂線增長</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 報告稱 2026 財年第二季度收入增長了 12%，其中 7% 歸因於有機增長，5% 來自收購。這一增長突顯了公司在擴大市場份額和增強收入來源方面的有效策略。</p>
</div><h2>Significant Catalog Acquisitions</h2>
<div class="lb-trans"><h2>重要目錄收購</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>財報電話會議的一個關鍵亮點是收購傳奇音樂家邁爾斯·戴維斯的目錄。這包括出版權、錄製音樂和肖像權。Reservoir Media 計劃提升該目錄的價值，預計將推動未來的收入增長。</p>
</div><h2>Expansion in Emerging Markets</h2>
<div class="lb-trans"><h2>新興市場擴張</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>公司在新興市場取得了進展，特別是在中東和北非地區，與伊拉克和科威特的新交易。這標誌着 Reservoir Media 在這些國家的首個目錄，表明其戰略性地多元化和擴展全球足跡。</p>
</div><h2>Strong Recorded Music Segment</h2>
<div class="lb-trans"><h2>強勁的錄製音樂部門</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>錄製音樂部門的收入增長了 21%，其中數字收入增長了 20%，音樂流媒體服務也有所增長。該部門的表現突顯了對數字音樂消費日益增長的需求。</p>
</div><h2>Increased Guidance</h2>
<div class="lb-trans"><h2>增加的指導預期</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 將全年收入指導範圍提高至 1.67 億至 1.7 億美元，意味着比 2025 財年增長 6%。這一上調反映了公司對其戰略舉措和未來表現的信心。</p>
</div><h2>Increased Operating Expenses</h2>
<div class="lb-trans"><h2>增加的運營支出</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>與去年相比，運營支出增長了 11%，其中管理費用和攤銷成本分別增長了 15% 和 18%。支出的上升是一個需要公司在未來解決的關注點。</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>利息支出從去年的 500 萬美元上升至 670 萬美元，主要由於債務餘額增加和利率上升。這一增長突顯了公司在擴張過程中面臨的財務壓力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>在財報電話會議上，Reservoir Media 對未來提供了樂觀的展望。公司將收入指導範圍提高至 1.67 億至 1.7 億美元，反映出比上一財年中點增長 6%。調整後的 EBITDA 指導也上調至 7000 萬至 7200 萬美元，表明中點增長 8%。收購邁爾斯·戴維斯目錄和與尼克·德雷克的出版協議延長被視為未來增長的關鍵驅動因素。</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>總之，Reservoir Media 的財報電話會議以強勁的增長和戰略收購為標誌，對未來持積極展望。儘管對支出上升存在擔憂，但公司在目錄開發和全球多元化方面的戰略重點使其在持續成功的道路上處於良好位置。投資者和市場觀察者將密切關注這些戰略在未來幾個季度的展開情況。</p>
</div>

Reservoir Media 的財報電話會議突顯了公司的增長和戰略行動