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Delta posts $1.11 billion profit for third quarter and sees strong holiday bookings_我的网站

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A | 8月17日上午，灵犀互娱CEO周炳枢发布内部全员信件，确认阿里巴巴集团与信宸资本完成交易协议签署。阿里巴巴出让手里全部灵犀互娱股份，信宸资本成为这家游戏公司新的股东。这份内部信件提及，整笔交易沟通过程顺利，原股东阿里与新入局的信宸资本，都认可灵犀互娱团队产出的业务成果，对后续发展抱有期待。信件同时对阿里过往多年给到的资源扶持表达感谢。 Planes packed with summer travelers boosted Delta Air Lines to a $1.11 billion profit in the third quarter, and the carrier said Thursday that it expects revenue to keep rising into the holiday season.Profit was up 59% from a year earlier, as strong ticket sales — especially for premium seats and international flights — helped Delta shrug off higher labor costs.The Atlanta-based airline predicted ranges for fourth-quarter and full-year profit that mostly exceed Wall Street expectations.“I think we’re closing the year strong, and the holiday bookings that we see right now are pretty good,” CEO Ed Bastian said in an interview. “Domestic (travel) is solid, and international is really strong.”U.S. airlines are flying high as the travel recovery that began last year shows few signs of slowing down.Delta increased its passenger-carrying capacity an aggressive 16% and was able to fill all those extra seats. Travelers flew 64 billion miles on the airline in the quarter, a 17% increase, and they filled 88% of the seats on the average flight, a point higher than last summer.Revenue from ticket sales in the main cabin grew 12% — and 17% for premium seating. Money from Delta’s loyalty program soared 21%.The program, called SkyMiles, has become so popular that there are far more passengers hoping for upgrades to better seats than available seats. Lines can grow long at Delta lounges at busy airports like Atlanta and New York’s JFK.But when Delta announced changes to deal with the overcrowding last month — including basing elite frequent-flyer status purely on spending, and limiting lounge access for holders of Delta credit cards — the reaction from longtime customers was quick and brutal. Some vowed to switch airlines. Alaska Airlines and JetBlue fished for disgruntled Delta members by promising elite status in their programs. Even Bastian admitted the airline “ probably went too far.” Bastian has promised to modify the unpopular changes, but he hasn’t given any details yet.“We are working on that. We’ll be announcing something in the coming days,” Bastian said in the interview. He said he has received “a lot of feedback – everyone had their own ideas as to how we might restructure the program. Almost universally, people acknowledged that we needed to do something.” Delta's third-quarter profit, adjusted to exclude one-time items, was $2.03 per share, 8 cents better than forecast by analysts in a FactSet survey. Revenue rose 11% to $15.49 billion, also beating expectations.For the fourth quarter, Delta said revenue will rise as much as 11% from a year ago and it will earn between $1.05 to $1.30 per share. Analysts expected $1.09.The airline predicted that full-year profit will land between $6 and $6.25 per share after saying in June it would be at the top end of a $5-to-$6 range. The short-term outlook would be rosier if not for a recent pickup in jet fuel prices — although fuel is still much cheaper than it was a year ago. Bastian expressed confidence that Delta and other carriers can raise prices enough to cover any increase in fuel expense. Shares of Delta were virtually flat in morning trading.。阿里出于集团业务规划调整，选择把灵犀互娱移交至信宸资本手中。信宸资本属于亚洲范围内规模靠前的私募股权机构，过往参与过多笔产业并购项目，拥有各类产业相关资源。按照内部信表述，该机构会给灵犀互娱的业务运转提供外部助力。周炳枢以及公司现有管理班子会继续留任，团队后续依旧会推进游戏产品制作，尝试产出更多获得玩家认可的作品，维持公司现有的团队氛围与运转模式一财网。这场股权变更，也对应互联网大厂近几年的业务调整趋势。阿里现阶段把更多人力、资金投向AI相关业务板块，游戏业务不再作为集团业务拓展的优先方向，剥离游戏资产属于集团业务结构调整的选择。市场层面早在今年6月就传出灵犀互娱对外出售的消息，先后有数家国内游戏企业参与接洽，最后由私募机构信宸资本完成接手，这件事也体现出资本机构正在更多参与国内游戏行业的并购交易。对于灵犀互娱本身，脱离大厂体系之后，团队可以拥有更高的自主决策空间，不用受到集团多线业务考核带来的约束，能够把更多精力放在游戏产品本身。但私募机构投资项目会看重投资回报，公司后续也会面对业绩层面带来的压力。放在玩家视角，大家更加关心旗下产品的走向。灵犀互娱手里拥有《三国志・战略版》这类长线收入稳定的作品，同时还有多款已经上线以及处于研发阶段的新品。股东更迭之后，现有游戏的版本更新、活动运营，新项目的开发节奏会不会产生变化，目前官方没有给到更多说明，后续实际走向还要看团队落地执行情况。