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July 22, 2021
Uncategorized

流媒體競爭才剛開始 Netflix用戶已經流失

流媒體公司Netflix週二盤後公佈財報顯示,第四季度盈利和收入都超過預期,不過公司第一季度的盈利展望令人失望。財報公佈後,Netflix盤後股價大漲超過2%。

過去的第四季度,Netflix面臨著來自迪士尼Disney+、蘋果電視Apple TV+等強勢對手新產品的競爭。第四季度財報顯示,Netflix每股盈利1.3美元,收入54.7億美元超過預期;淨利潤為5.87億美元,同比增長338%。本土新增付費訂戶數量55萬,不及預期;全球新增付費訂戶數量8330萬,超過預期,其中美國市場的總營收同比增長23%。

展望2020年第一季度,Netflix預計每股盈利1.66美元,收入57.3億美元。公司預計第一季度新增付費訂戶700萬,不及預期。在財報公佈後的分析師電話會議上,Netflix CEO 哈斯廷斯(Reed Hastings)表示,大家有關注到他們在投資電影方面所做的努力,而這是Netflix相當強勁的一塊。他們取得了持續不斷的進展,而且也在學習如何在產品、營銷還是內容方面,取悅用戶。展望未來十年的戰略,他們預測一切還將照舊。

在談到廣告作為收入來源的話題時,哈斯廷斯強調,要搶奪谷歌、Facebook和亞馬遜的在線廣告業務非常困難,因為他們正在集成來自眾多來源的大量數據。哈斯廷斯表示,這有商業成本,但它們使廣告更有針對性和更有效,因此認為這三家公司將獲得大多數在線廣告業務。

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