Re: [新聞] NFLX訂閱數首衰 擬對共用帳戶加錢
原文少了一些資訊 這篇說的多一點
https://www.cnbc.com/2022/04/19/netflix-nflx-earnings-q1-2022.html
Netflix on Tuesday reported a loss of 200,000 subscribers during the first
quarter — its first decline in paid users in more than a decade — and
warned of deepening trouble ahead.
Netflix 週二公佈,第一季度用戶減少20萬,這是該公司10多年來首次出現付費用戶減少,
並警告稱,未來可能會出現更大的麻煩.
The company’s shares cratered more than 25% in extended hours after the
report on more than a full day’s worth of trading volume. Fellow streaming
stocks Roku, Spotify and Disney also tumbled in the after-hours market after
Netflix’s brutal update.
該公司股價在報告公佈一天以上的交易量之後,連續幾個小時暴跌超過25% .其他流媒體股
票 Roku,Spotify 和迪士尼也在 Netflix 的殘酷更新後下跌.
Netflix is forecasting a global paid subscriber loss of 2 million for the
second quarter. The last time Netflix lost subscribers was October 2011.
預計第二季度全球付費用戶將損失200萬美元.上一次 Netflix 流失訂戶是在2011年10月.
“Our revenue growth has slowed considerably,” the company wrote in a letter
to shareholders Tuesday. “Streaming is winning over linear, as we predicted,
and Netflix titles are very popular globally. However, our relatively high
household penetration — when including the large number of households
sharing accounts — combined with competition, is creating revenue growth
headwinds.”
"我們的收入增長已大幅放緩,"該公司在週二致股東的信中寫道.
"正如我們預測的那樣,串流媒體正在戰勝傳統媒體,而 Netflix 的節目在全球非常受歡迎.
然而,為數眾多的家庭帳號(包括大量共用帳戶的家庭)加上串流媒體之間的競爭,正在製造
收入增長的阻力."
Netflix previously told shareholders it expected to add 2.5 million net
subscribers during the first quarter. Analysts had predicted that number
would be closer to 2.7 million. During the same period a year ago, Netflix
added 3.98 million paid users.
Netflix 此前曾告訴股東,預計第一季度淨用戶將增加250萬.分析師此前預測,這一數字將
接近270萬.在一年前的同一時期,Netflix 增加了398萬付費用戶.
Co-CEO Reed Hastings said the company is exploring lower-priced, ad-supported
tiers in a bid to bring in new subscribers after years of resisting
advertisements on the platform.
該公司CEO Reed Hastings表示,該公司正在探索價格更低、但夾帶廣告的訂閱方案,
以吸引新的使用者,此前該平臺多年來一直抵制廣告.
Here are the key numbers from the first-quarter report:
以下是第一季度報告中的關鍵資料:
‧EPS: $3.53 vs, $2.89, according to a Refinitiv survey of analysts.
‧每股收益: 根據 Refinitiv 對分析師的調查,每股3.53美元對2.89美元.
‧Revenue: $7.87 billion vs. $7.93 billion, according to a Refinitiv survey
of analysts.
‧收入: 根據 Refinitiv 對分析師的調查,78.7億美元對79.3億美元.
‧Global paid net subscriber additions: A loss of 200,000 compared with 2.73
million adds expected, according to StreetAccount estimates.
‧全球付費用戶淨增加: 根據 StreetAccount 的估計,預計將增加273萬用戶,實際上
比預期少20萬用戶.
The company said that the suspension of its service in Russia and the
winding-down of all Russian paid memberships resulted in a loss of 700,000
subscribers. Excluding that impact, the company said it would have seen
500,000 net additions during the most recent quarter.
該公司表示,其在俄羅斯的服務暫停,以及所有俄羅斯付費會員資格的逐步減少,導致70萬
用戶流失.該公司表示,如果不考慮這一影響,在最近一個季度,該公司將實現50萬淨增長.
Netflix also cited growing competition from recent streaming launches by
traditional entertainment companies, as well as rampant password sharing for
the recent stall in paid subscriptions.
NetFlex還提到了傳統娛樂公司最近推出的串流媒體服務,以及最近付費訂閱中猖獗的帳號
共用,這些都是競爭日益激烈的原因.
The company estimates that in addition to its 222 million paying households,
access is being shared with more than 100 million additional households
through account sharing. It warned a global crackdown could be coming.
該公司估計,除了2.22億付費家庭外,還有超過1億的家庭通過共用帳戶獲得了使用權.它警
告說,針對帳號共享的打擊性政策可能即將到來.
Netflix was an earlier winner when Covid lockdowns sent families inside and
searching for entertainment. But the company now says pandemic-era gains “
clouded the picture” for the company and that it’s seeing a downturn as
people return to more normalized out-of-home activities.
NetFlex是一個早期的贏家,因為Covid19的封鎖提高了黏著率.但該公司現在表示,後疫情
時代的收益給公司“蒙上了一層陰影”,隨著人們回歸更為正常的戶外活動,公司正面臨經
濟低迷.
In an effort to continue to gain share in the market, Netflix has increased
its content spend, particularly on originals. To pay for it, it’s hiked
prices of its service. The company said Tuesday those price changes are
helping to bolster revenue, but were partially responsible for a loss of
600,000 subscribers in the U.S. and Canada during the most recent quarter.
為了繼續獲得市場份額,Netflix 增加了內容支出,尤其是在原創內容上.為了支付費用,它
提高了服務的價格.該公司週二表示,這些價格變化有助於提高收入,但是在最近一個季度,
美國和加拿大的用戶流失了60萬.
While the company is exploring other options for growth, such as adding video
games, analysts and investors are wondering what else Netflix can do to
bolster profits.
儘管 Netflix 正在探索其他增長方式,比如增加視頻遊戲,但分析師和投資者都想知道
Netflix 還能做些什麼來提高利潤.
The company’s revenue increased nearly 10% to $7.87 billion, but fell short
of analysts’ expectations of $7.93 billion.
該公司的收入增長了近10% ,達到78.7億美元,但低於分析師預期的79.3億美元.
Net income during the quarter ended March 31 fell 6.4% to $1.6 billion, down
from $1.7 billion the year prior. Excluding items, the company earned $3.53
per share, well above the $2.89 per share analysts had expected, according to
a Refinitiv survey.
截至3月31日的季度淨利潤為16億美元,比上年同期的17億美元下降了6.4% .根據
Refinitiv 的調查,剔除專案後,該公司每股收益為3.53美元,遠高於分析師此前預期的
2.89美元.
The company’s free cash flow amounted to $802 million during the quarter, up
from $692 million a year earlier.
本季度,該公司的自由現金流為8.02億美元,高於去年同期的6.92億美元.
Correction: Netflix reported revenue of $7.87 billion for the first quarter
of 2022. An earlier version misstated this.
更正: Netflix 公佈的2022年第一季度收入為78.7億美元.
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1650415957.A.C3D.html
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其實除了家庭帳號以外,俄羅斯用戶的減少也是一個問題.
或許在其它串流媒體的財報也可以發現類似的答案.
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我記得前幾次財報還有一個說法:因為花太多成本在製造影片,所以也侵蝕利潤.
這季還沒去看財報內容就是.
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那不太一樣.不過O365也有家庭制就是.
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蠻有可能的 這是雙面刃
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※ 編輯: Severine (118.169.231.21 臺灣), 04/20/2022 09:00:28
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這策略沒有變沒錯呀 但是製作成本上升了 也是變動吧QQ
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原本一個帳號N人用,只有一個訂閱數
現在嚴打,強迫N個人都去訂閱,賺翻啦.
就看用戶買不買單了
※ 編輯: Severine (118.169.231.21 臺灣), 04/20/2022 09:07:54
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還有 217 則推文
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討論串 (同標題文章)
完整討論串 (本文為第 2 之 3 篇):
新聞
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