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July 22, 2021
Uncategorized

Netflix Q3獲利超預期 國內新增訂戶未達標

Netflix第三季財報獲利及國際新增訂戶數超過分析師預期,公司業績好壞參半,獲利超過預期,國內訂戶新增數量卻未達目標,而營收略低於分析師預期。

Netflix 周三盤後公布第三季度財報,公司第三季每股獲利1.47元,高於華爾街估計的1.04元。營收為52.4億元,略低於預期的52.5億元。至於國內付費訂戶數第三季度新增51.7萬,低於預期的80.2萬。國際付費訂戶新增626萬,高於預期的605萬。Netflix預計第四財季每股獲利51分,營收將達54億元。預計第四季全球付費訂戶淨增760萬,而上年同期為880萬。

Netflix在致股東的信中談到,將於今年稍晚面對新串流媒體服務陸續上線的衝擊,包括迪士尼的Disney+、蘋果的Apple TV+、NBCUniversal的Peacock、以及華納媒體的HBO Max。公司表示,許多人一再強調「串流媒體大戰」,但其實十多年來一直在與亞馬遜、YouTube、Hulu等串流媒體以及有線電視競爭。公司亦指出,新串流媒體服務即將面世,這加劇了競爭,但與有線電視相比,他們規模尚算較小。

Netflix還提到,儘管新競爭者擁有一些出色的節目,尤其是知名影集,但都比不上他們在全球各地製作的新原創節目的類型、多樣性和品質。其中7月開播的原創影集《怪奇物語》第三季,在開播頭 4 週就有 6400 萬個帳戶觀賞過該影集,是迄今收視量最大的影集。

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