Tojsiab
Tom qab plunging tshaj 35% tom qab lub tuam txhab thawj subscriber poob nyob rau hauv ntau tshaj kaum xyoo, shares ntawm streaming loj heev Netflix tau ntaus nrog ib tug nthwv dej ntawm downgrades los ntawm Wall Street cov kws tshuaj ntsuam nyob rau hnub Wednesday, nrog rau feem ntau ntawm cov kws txawj ceeb toom cov tub ua lag luam tsis txhob yuav lub dip raws li Netflix txoj kev npaj los txhawb kev loj hlob ntawm cov neeg siv khoom yuav siv sij hawm ntau xyoo.
Cov tub lag luam yuav muaj "lub sijhawm tos ntev" ua ntej Netflix rov qab los rau kev loj hlob, cov kws tshuaj ntsuam hais.
Ernesto S. Ruscio / Getty Images rau Netflix
Cov Lus Tseem Ceeb
Shares ntawm Netflix poob ntau dua 35% Hnub Wednesday sawv ntxov tom qab lub tuam txhab tau tshaj tawm tias nws poob cov neeg siv khoom hauv peb lub hlis dhau los - thawj zaug hauv ntau tshaj kaum xyoo, uas nws tau liam rau kev sib qhia lo lus zais thiab nce kev sib tw los ntawm kev sib tw streaming cov kev pabcuam.
Cov kws tshuaj ntsuam tau maj nrawm kom txo qis Netflix tom qab lub tuam txhab tsis muaj txiaj ntsig thawj peb lub hlis twg cov nyiaj tau los tshaj tawm, nrog tsawg kawg kaum lub tuam txhab Wall Street cov tuam txhab txiav lawv cov nqi hom phiaj rau cov khoom lag luam.
Bank of America ob-downgraded cov khoom lag luam thiab txo nws cov nqi sib koom rau $ 300 los ntawm $ 605, thaum ob peb lub tuam txhab kuj tseem txo qis kev kwv yees ntau dua ib nrab, suav nrog JPMorgan, Wells Fargo thiab Pivotal.
Txawm hais tias qee tus kws tshuaj ntsuam pom tau cog lus hauv Netflix cov phiaj xwm txhawm rau txhawm rau sib qhia lo lus zais nrog rau kev qhia tus nqi pheej yig dua, kev tshaj tawm-txhawb nqa qib subscription, lawv ceeb toom tias kev nqis tes ua tseem ntau xyoo.
Txawm hais tias cov phiaj xwm no los tawm tsam "kev loj hlob sai sai" muaj "kev tsim txiaj," los ntawm Netflix tus kheej kev lees paub yuav tsis muaj "kev cuam tshuam pom" txog 2024 uas yog "lub sijhawm ntev los tos txog dab tsi tam sim no yog 'qhia kuv' zaj dab neeg, " sau Bank of America's Nat Schindler, ntxiv, "nws yuav siv sij hawm ib pliag rau cov tub ua lag luam ntseeg tias Netflix tuaj yeem rov qab los rau kev loj hlob."
"Tsis muaj dab tsi txaus siab rau ob peb lub hlis tom ntej no dhau qhov tshiab, tus nqi qis dua," raws li JPMorgan's Doug Anmuth, thaum Wells Fargo tus kws tshuaj ntsuam Steven Cahall tau hais tias Netflix cov lus piav qhia kev loj hlob yog officially "dunzo rau tam sim no."
Qhov tseeb ceeb:
Nrog rau nthwv dej ntawm kev txo qis tom qab Netflix daim ntawv tshaj tawm nyiaj tau los peb lub hlis twg, tsuas yog 41% ntawm cov kws tshuaj ntsuam tau "yuav" kev ntsuam xyuas ntawm Netflix txij li hnub Wednesday sawv ntxov - thawj zaug uas tsawg dua ib nrab ntawm cov kws tshuaj ntsuam xyuas tau "yuav" txij lub Plaub Hlis 2015, raws li Bespoke Investment Group.
Cov Ntsiab Tseem Ceeb:
Nrog Netflix vam tias yuav txhawb kev loj hlob ntxiv thiab coj cov neeg siv tshiab, co-CEO Reed Hastings tau hais tias lub tuam txhab tam sim no "qhib" los muab ib qho qis-nqi subscription tier nrog kev tshaj tawm ntawm nws lub platform. Thaum lub streaming platform tau ntev tsis kam ntxiv kev lag luam, nws "ua rau muaj kev nkag siab ntau" los muab cov kev xaiv pheej yig dua yog tias cov neeg siv khoom xav tau, txawm tias nws yuav siv sijhawm li ob xyoos los siv, Hastings tau hais. "Nws zoo nkauj heev tias nws ua haujlwm" rau cov nyiam Hulu, Disney thiab HBO, nws hais ntxiv. "Kuv tsis xav tias peb muaj ntau qhov tsis ntseeg tias nws ua haujlwm." Rival streaming cov khoom lag luam kuj poob rau hnub Wednesday, rub qis dua los ntawm Netflix qhov hloov tshiab tsis txaus siab rau cov neeg siv khoom. Disney thiab Roku tau nqis los ntawm kwv yees li 4% thiab 6%, feem.
Dab Tsi Los Saib:
Netflix nyob rau hauv ib feem tau cem nws thawj tus neeg yuav khoom poob hauv ntau dua kaum xyoo nce kev sib tw los ntawm kev sib tw streaming platforms. Qee qhov ntawm cov neeg sib tw tam sim no tuaj yeem ua tau zoo dua rau kev loj hlob dua li Netflix, raws li Oppenheimer kws tshuaj ntsuam Jed Kelly. Kev ua lag luam streaming tam sim no "saturated ntau dua thiab muaj ntau cov kev pabcuam muab cov ntsiab lus txaus siab ntawm tus nqi qis dua li Netflix's, suav nrog mega-tech platforms nrog lub hnab ntim tob," nws sau rau hnub Wednesday.
Tangent:
Cov hmoov zoo ntawm Netflix cofounder Reed Hastings poob 23% rau hnub Wednesday, rau $ 2.9 billion, raws li Forbes'Kwv yees.
cons:
Ib qho loj tshaj plaws Netflix dais ntawm Phab ntsa Street, Needham tus kws tshuaj ntsuam Laura Martin, tau hloov kho qhov sib koom mus rau "tuav" los ntawm "muag" kev ntaus nqi hnub Wednesday. Nws tau sib cav ntev tias Netflix yuav tsum tsim kom muaj kev pheej yig dua, kev tshaj tawm-txhawb qib los txhawb kev loj hlob ntawm cov neeg siv khoom. Tom qab lub tuam txhab tshaj tawm rau hnub Tuesday tias nws yuav tab tom nrhiav kom ua li ntawd, Martin tam sim no muaj kev nce siab ntxiv thiab txhim kho cov khoom lag luam.
Nyeem ntxiv:
Netflix poob cov neeg siv npe thawj zaug hauv kaum xyoo, Kev Sib Koom Plunge 35% (Forbes)
Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/04/20/netflix-stock-crash-growth-story-is-dunzo-for-now-as-analysts-slash-outlooks/