cov rout hauv streaming media stocks Xyoo no tej zaum yuav xav tsis thoob ntau ntawm Wall Street, tab sis IMAX (Imax) CEO Rich Gelfond tsis yog ntawm lawv.
Nug ntawm Yahoo Finance Live (video saum toj no) yog tias nws xav tsis thoob txog kev ua lag luam nug cov qauv kev lag luam ntawm streaming giants, kev lom zem kev lag luam qub qub teb tias: "Kuv tsis yog kiag li," tom qab ntxiv tias "thaum kawg tus qauv streaming [rau cov yeeb yaj kiab tshiab] tsis muaj kev nkag siab. . Lub qhov rais theatrical, tshwj xeeb tshaj yog IMAX, tsim buzz nyob ib ncig ntawm ib lub cuab yeej thiab nws tsim ib qho kev tshwm sim kab lis kev cai nyob rau hauv lub ntiaj teb no. Thiab xav tias koj tuaj yeem ua qhov ntawd thiab tsim qhov kev zoo siab yam tsis muaj kev tso tawm ua yeeb yam yog dag. "
Box office pros zoo li Gelfond hais tias Zoo siab qhib lub lis piam rau Disney's tshiab "Doctor Strange" tuaj yeem yog lub cim ntawm lub caij ntuj sov muaj zog rau cov yeeb yaj kiab ua yeeb yaj kiab vim tias cov neeg siv khoom tau txais kev nyob zoo dua nrog COVID-19 kis thoob qhov txhia chaw. Lub caij ntuj sov lineup tab tom nrhiav nyiaj txiag nrog kev nqis peev loj xws li "Top Gun," "Jurassic Park," thiab "Black Adam" yav tom ntej.
"Raws li qhov tseeb," Gelfond ntxiv, "ib qho ntawm cov kwj dej loj tsuas yog hais rau kuv ... tias ntawm streaming, txhua yam ua tau zoo dua nrog kev tso tawm ua yeeb yam tshwj xeeb. Yog li tsis nco qab txog cov nyiaj uas koj tab tom ua los ntawm lub qhov rais theatrical, tsuas yog ntawm streaming, ntau tus neeg siv khoom, kev mloog ntau dua, txhua yam zoo li ntawd - vim tias kev ua yeeb yam tiag tiag tsim ib qho kev tshwm sim, tshwj xeeb yog IMAX kev paub. "
Kev lag luam kev xav rau streaming media stocks, lub sijhawm no, tau hloov pauv ntau xyoo no.
Netflix (NFLX) saw a kev poob qis me ntsis hauv cov neeg siv khoom hauv thawj peb lub hlis twg raws li qee cov neeg siv khoom tau hais txog tus nqi tsis ntev los no tau nce thiab lwm tus tau tawg tawm ntawm lawv lub tsev raws li kev kis tus kabmob kis mus rau lub ces kaum.
Rau lub quarter tam sim no, Netflix tau hais tias nws xav tias yuav poob qis dua rau cov neeg siv tshiab.
Cov kev pabcuam streaming yog ua qauv rau cov neeg siv khoom kom poob qis los ntawm 2 lab nyob rau hauv lub quarter thib ob ntawm kev siv nyiaj, thaum cov kws tshuaj ntsuam pom zoo tau nrhiav kev nce ntawm 2.4 lab.
Netflix shares tam sim no poob qis 70% xyoo rau hnub tim.
"Netflix yog lub tuam txhab loj hlob, tab sis tsis yog lub tuam txhab kev loj hlob ntxiv lawm," tus qub tub rog kws tshuaj ntsuam Mark Mahaney ntawm Evercore ISI tsis ntev los no hais ntawm Yahoo Finance Live.
Lub pob wrecking tau pom nws txoj hauv kev rau streaming platform Roku ib yam.
Roku (ROKU) pom thawj peb lub hlis twg kho cov nyiaj tau los ntawm kev khiav hauj lwm tank 54% xyoo dhau ib xyoos thaum tus naj npawb ntawm cov nyiaj ua haujlwm tau tuav ruaj khov rau peb lub hlis twg ntawm 61.3 lab.
Shares ntawm Roku tau poob 60.5% xyoo rau hnub tim.
Txawm tias Paramount Global (LUB NEEJ) tsis tau muaj kev tiv thaiv los ntawm kev muag khoom, txawm tias muab ib lub quarters zoo tshaj plaws hauv qhov chaw streaming mus ncaws tawm xyoo.
Paramount cov khoom lag luam poob qis 9% ntawm lub xyoo txog tam sim no.
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/plunging-valuations-streaming-stocks-imax-ceo-162440262.html