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October 19, 2023
財經

Netflix上季用戶數量大幅增長 股價飆升

串流媒體 Netflix 週三盤後公佈第三季度財報,其中新增訂戶量達到 876 萬,遠高於市場預期;強勁的財報也使 Netflix 股價在週四一度飆升約 16%。

Netflix 第三季度財報顯示,營收達到符合預期的 85.4 億元,每股收益為 3.73 元,略高於預期的 3.49 元。

全球訂閱用戶數量第三季增加 876 萬,遠高於華爾街預期的 549 萬,是自 2020 年第二季新冠大流行以來的最大訂戶數量增幅。其中廣告方案會員人數較上季增加近 70%;會員總數為 2.47 億,高於預期的 2.44 億。

展望第四季度,公司預計淨訂戶增量將持平;營收則增長 11% 至 86.9 億元。

而為了提高獲利及應對更高的生產成本,Netflix 同日宣佈上調部份訂閱計劃的費用,包括在美的付費無廣告套餐每月上漲 3 元至 22.99 元,及基本套餐上漲 2 元至 11.99 元。

在公佈季度財報後,Netflix 股價在週四一度飆升約 16%,多家投行分析師也上調其股票評級及目標價。有摩根士丹利分析師表示,「相信 Netflix 將實現一年前設定的目標,營收將達到兩位數的增長,並擴大利潤率。」

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