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6年烧掉1000亿,这个平台靠世界杯第一次赚钱了_我的网站

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Secretary of Defense of the Philippines, Gilberto Teodoro Jr., speaks during the 37th International Military Law and Operations Conference in Kuala Lumpur, Malaysia, on August 3, 2026. Photo: VCG
    Secretary of Defense of the Philippines, Gilberto Teodoro Jr., speaks during the 37th International Military Law and Operations Conference in Kuala Lumpur, Malaysia, on August 3, 2026. Photo: VCG
China's Embassy in the Philippines on Saturday rejected Philippine Defense Secretary Gilberto Teodoro Jr.'s renewed allegations over 70 Chinese workers at a steel plant in Mindanao who were arrested and later released, citing a prosecutorial resolution ordering their release while questioning the military's involvement, the workers' harsh detention conditions and possible selective law enforcement.
The statement came after Teodoro, who was sanctioned by China in June, accused the Chinese Foreign Ministry on Saturday of continuing to evade what he called the "crucial issue": whether the Chinese nationals arrested in the Philippines were involved in illegal activities, and whether Chinese embassy officials have intervened in local law enforcement processes, according to Philstar.
Ji Lingpeng, spokesperson for the Chinese Embassy in the Philippines, directly addressed both questions in Saturday's statement.
Ji noted that a May 28 resolution by Philippine prosecution authorities had found insufficient evidence to support allegations against the workers and ordered all 70 Chinese nationals to be released.
"Yet Teodoro continues to accuse them of engaging in illegal activities in the Philippines. Does he respect the rule of law and the decisions of the judiciary?" Ji asked.
Ji also questioned whether violations of Philippine law should be determined by the defense secretary or the country's judicial authorities.
"Secretary Teodoro's remarks are completely unfounded. They distort the facts and turn black into white," Ji said.
The embassy raised multiple questions about the May operation, which Ji said Teodoro had instructed the Philippine armed forces to join. The spokesperson asked why unarmed workers rather than those responsible for managing the plant had been detained, why only Chinese workers were arrested while Filipino employees were released at the scene, and why the Chinese nationals were transported to Manila aboard a military aircraft.
The embassy also said some workers had been instructed to put on personal protective equipment and pose for photographs during the raid, which were subsequently used in publicity surrounding the case.
Responding to Teodoro's claim that the embassy had intervened in Philippine law enforcement, Ji said anyone with a basic understanding of diplomacy would know that protecting the safety and legitimate rights and interests of its nationals is a fundamental responsibility of an embassy.
"Regardless of the reason a Chinese national is detained, the Chinese Embassy has the right and responsibility to conduct consular visits, provide consular protection, make communication with and demarches to relevant Philippine law-enforcement authorities to ensure humane, fair and just treatment of detained Chinese nationals," Ji said.
"We fully respect the Philippines' judicial sovereignty and the lawful handling of cases by its relevant law-enforcement authorities," Ji said. "If solid evidence proves a foreign national is in violation of Philippine law, he or she shall be brought to justice in accordance with the law. The same is true in China. However, we firmly oppose any discriminatory or selective law enforcement campaigns targeting Chinese nationals by the Philippine side out of political considerations."
The Philippine Department of National Defense responded in a separate statement on Sunday, claiming that "The Chinese Embassy's response does not contain any answers," adding that "this is, in legal practice, an implied admission of culpability," according to Inquirer.net.
All 70 Chinese nationals associated with the steel plant in Mindanao have been released, Xinhua News Agency reported in June. The Manila Times reported that they were released after authorities cited insufficient evidence of specific immigration and labor violations.
Renewing allegations against the Chinese workers after their release for insufficient evidence lacks justification, Chen Xiangmiao, director of the World Navy Research Center at the National Institute for South China Sea Studies, told the Global Times on Sunday.
Having a defense secretary personally direct the armed forces to participate in an operation targeting civilian workers departs from normal law enforcement procedures, Chen said. Teodoro's continued politicization of the case after the workers' release reflects an intensification of anti-China agitation by certain forces in the Philippines, he noted.
Selective investigations and enforcement targeting Chinese nationals are driven not by law but by political manipulation designed to cater to domestic anti-China sentiment, Chen said.
The trend shows that anti-China forces represented by Teodoro intend to continue fomenting hostility toward China, shaping negative public perceptions and provoking antagonism between the peoples of the two countries, with serious consequences for bilateral relations, he added.
The resulting hostile environment could also have severe negative consequences for Chinese investment in the Philippines and normal people-to-people exchanges, he said.
Chinese Foreign Ministry spokesperson Guo Jiakun said on Friday that "it's learned that it was exactly this defense secretary who personally led the armed forces to seize and detain Chinese nationals lawfully working in the Philippines. This person's consistent attacks and smears against China harm not only the bilateral relations. It is the interests of the Philippines and all its people that will bear the brunt."
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高昂的版权费用背后,转播世界杯到底能不能挣钱?这个问题现在有了具象的答案。

B | 在康卡斯特最新发布的第二季度财报中,NBC旗下流媒体平台Peacock首次实现单季度盈利,而其最大推动力正是来自2026美加墨世界杯——六年烧掉140亿美元后,Peacock终于赚钱了。不过,就在庆功宴开始的同时,他们却做出了一个看似另类的决定,把自己的独家内容拱手送给其他平台。

C | 流媒体平台做生意的思路,变了。

D | 2020年上线之后,Peacock一直承担着NBC环球向流媒体转型的重要任务。为了建立自己的会员体系,Peacock陆续拿下英超、NFL、WWE等大量内容,同时重金加码自制娱乐剧集,试图在已经拥挤的流媒体市场里争夺一席之地。

E | 内容越来越丰富,用户越来越多,但亏损也越来越高。截至2025年底,Peacock累计亏损已超过140亿美元,俨然成了一个资金黑洞。即便如此,母公司康卡斯特并没有放缓其内容投入,未来仍背负着近940亿美元的节目和制作合同。其中,体育版权是投入最大的部分,而且越来越多原本属于NBC的赛事,也开始向Peacock独家或优先分发。Peacock拥有的体育版权终于,到了今年第二季度,2026美加墨世界杯的如期举办,这场持续六年的投入终于迎来回报。

F | 据财报显示,Peacock在Q2收入19亿美元,调整后EBITDA(息税折旧及摊销前利润)达到1.89亿美元;付费用户增长至4800万,相比上一季度增加200万。相比盈利本身,值得关注的还有其时间节点。今年2月,体育产业生态圈曾报道过NBC的「传奇二月」,在17天的时间里,他们有冬奥会、超级碗和NBA全明星赛超级窗口期——当季度,Peacock收入达到21亿美元,但最终仍然录得亏损;反倒是第二季度,在收入回落的情况下,Peacock却第一次跨过了盈亏平衡线。其中很重要的原因,是成本和收入结构。「传奇二月」虽然集中了冬奥会、超级碗和NBA全明星赛等多个头部IP,但也意味着版权分摊、赛事制作、转播运营等投入也在同一季度集中释放。因此,即便创造了历史最高收入,也难以抵消巨大的成本压力。延伸阅读:17天450亿!一家转播平台的体育豪赌而相比之下,美加墨世界杯则体现出了很高的投入产出比。据相关报道,Peacock母公司拿下的西语版权价格,仅为单届世界杯2亿美元,连NBA版权每年25亿美元的零头都不到。加上本届世界杯又是首次扩军,比赛场次和赛事周期都大幅增长,带来了巨大的广告收益。《Sportico》报道,美国本土的两家持权转播商FOX和NBC(Telemundo),总共获得了12亿美元(约81亿元人民币)的广告收入,其中FOX大约占到70%,Telemundo则是大约3成,入袋3.6亿美元(约24.4亿元人民币)。这个量级的广告收入,不仅完全覆盖了版权成本,还创造了额外收入。而据《华尔街日报》报道,NBC媒体业务Q2增长的5.69亿(约40.9亿元)美元收入里,有4.41亿美元(31.8亿元)直接来自世界杯。就此,一个身处足球并非主流运动市场的平台,靠足球第一次赚到了钱。但在尝到盈利滋味之后,Peacock却做出了一个看似有些矛盾的决定。财报发布后几天,NBC宣布了一个重要决定:从2027年开始,Peacock将正式登陆YouTube Premium(下文称油管会员),除了娱乐内容之外,也包括NFL、NBA等赛事,都直接能在油管上观看,无需下载Peacock或跳转App。简单来说,相当于开了B站大会员的人,能直接在B站看咪咕或者腾讯体育等平台的内容。图源:thethizzler对于一家花了六年时间建立会员体系、且终于实现首次盈利的流媒体来说,这种选择显得十分反常。因为过去这么多年,所有流媒体平台一直在把内容收回来而不是给出去,都希望靠独家内容建立围墙,让用户养成打开自己App的习惯。

G | 但是,除了奈飞依靠先发者优势完成快速增长之外,其他流媒体平台的内容投入和用户增长并没有达到预期,获客速度越来越慢,获客成本却仍在变高。对一些平台来说,继续依靠「独家内容+独立App」获取用户,变成了一门越来越贵的生意。而且,用户的观看习惯也在发生偏移。据尼尔森数据显示,油管已经连续数月成为美国电视端观看时长最高的平台。除了视频内容之外,还有YouTube TV的数字电视产品,聚合了不同平台和频道。在这种情况下,与YouTube合作反而成了一笔更划算的生意。

H | 与其继续花大价钱把用户拉进自身生态,不如先让更多人看到自己的内容。

I | 截至2025年底,油管视频和音乐会员的订阅用户已经接近1.25亿,远高于Peacock——借助这个入口,Peacock能够以更低的获客成本触达更多观众。图源:Android Central更重要的是,对于NFL、NBA这样的体育赛事来说,平台赚钱的方式本就不只有订阅。观众越多,收视率越高,广告价值也就越大。相比多增加几个付费会员,让更多人看到比赛,反而更符合Peacock当下的商业逻辑。而跳出Peacock本身,我们也能看到一个更大的趋势:兜兜转转十多年之后,流媒体又开始做回了自己最初试图改变的那件事。互联网上有句流行的话:「我们终究会活成自己讨厌的人。

J | 」流媒体发展至今,最具讽刺意味的一点是,一个原本试图击溃电视行业的产品,正在重新「变成」电视。流媒体诞生之初,很大程度上是在反抗有线电视的套餐模式。过去,你可能只想看某几个频道,但不得不为数十个甚至上百个无关频道付费,流媒体就只是为自己需要的内容买单。但当每家媒体公司都推出自己的平台,碎片化带来的问题就开始出现。用户不仅需要支付多份订阅费,也要在不同App之间反复切换,使用体验堪忧。在这种情况下,聚合就成了解决问题的一个方式。延伸阅读:体育赛事版权细分,正在把球迷变成观赛「难民」图源:chemneera由此,很多科技公司开始承担过去有线电视运营商的角色,比如YouTube TV,把不同流媒体的内容聚合在一起,追求跟电视上换频道类似的使用体验,「重捆」也因此成了比「剪线」更热门的词。但与过去不同的是,这轮「重捆潮」并不追求恢复电视时代动辄上百个频道的庞大套餐,而是希望做得更轻、更精准——围绕特定需求组合内容的「瘦身捆绑包」由此出现,尤其是体育侧的。例如DirecTV推出面向体育迷的MySports套餐,YouTube TV也在2026年上线了独立Sports Plan,做精准捆绑。图源:YouTube体育之所以成为「精准捆绑」的核心,在于它比剧集和娱乐内容更依赖实时观看。尽管「年轻人不爱看比赛」常被用来唱衰体育版权,直播仍是体育消费最核心的场景。也因此,平台碎片化带来的麻烦在体育领域尤为突出,聚合的价值也更加直接。

K | 在这种趋势下,Peacock刚尝到盈利甜头后就选择牵手YouTube,是一种向现实妥协,但又回归其商业常识的一步。

L | 尤其是对于时效性极强、亟需大众关注度的体育赛事而言,与其将它们困在某个平台里苦算订阅费,不如依托更大平台的流量池去放大IP的整体价值。

M | 有时候,打不过就加入,是更明智的选择。

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