puas tsim nyog ua kev zoo siab?

Netflix Inc (NASDAQ: NFLX) yog nce 7.0% tag kis no tom qab lub streaming loj hais tias nws poob ze li ib nrab ntawm cov neeg siv khoom hauv nws lub quarter nyiaj txiag tsis ntev los no raws li Txoj Kev tau kwv yees.

Tab sis yog nws tiag xov xwm kev lag luam hauv Tshuag uas tsim nyog ua kev zoo siab rau qhov no?

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Tom Rogers qhia nws ob xees

Raws li Tom Rogers - Thawj Tswj Hwm ntawm Cav Media - tsis heev; vim tias kev loj hlob ntawm cov neeg siv khoom tsis yog qhov "qhov tseem ceeb" kev sib tw rau Netflix. Nws yog monetization. Ntawm CNBC's "Squawk Box", nws hais tias:

Netflix tsis muaj teeb meem subscriber. Lawv qhov teeb meem loj heev yog yuav ua li cas lawv monetise dab tsi yog qhov zoo tshaj plaws faib hauv paus.

Pom zoo tias Netflix yog pib tawg ntawm tus password sib koom thiab tsis ntev los no koom tes nrog Microsoft kom sai tshaj tawm qhov pheej yig dua, ad-txhawb kev pab cuam subscription. Tab sis tag nrho cov ntawd yuav siv sij hawm qee lub sij hawm tig rab koob rau nws.

Txoj kev xav, qhov kev ntxhov siab tuaj yeem zam tau yog tias Netflix tsis tau ua rau qhov mob no rau nws tus kheej. Tus kws tshaj xov xwm digital tau sau tseg:

Kuv tseem xav tias lawv nyob hauv ib pab koomtes ntawm lawv tus kheej. Tab sis kuv tsuas yog tsis nkag siab tias lub tuam txhab tswj hwm zoo li cas tuaj yeem cia ib feem peb ntawm nws cov neeg tuaj saib tsis tau them nyiaj.

Q2 yog qhov nruab nrab rau Netflix qhov zoo tshaj plaws

Rau qhov kawg, lub daim ntawv qhia lub quarter thib ob, raws li Rogers tau hais, tsis yog "qhov tseeb" rau lub tuam txhab xov xwm. Tseeb, nws yog qhov zoo rau "bulls" uas cov neeg siv tsawg tshaj li qhov xav tau hais tias lawv txoj kev mus rau Netflix, tab sis nws tseem poob ze li ib nrab lab ntawm lawv, yog li ntawd koj mus "daws".

Tshwj tsis yog tias lawv cuam tshuam nrog qhov teeb meem monetization, txawm tias lawv ntxiv ib lab hauv ib lub hlis twg lossis poob ib lab hauv ib lub hlis twg, nws yeej tsis mus rau tus nqi.

Yooj yim tso, cov txiaj ntsig nag hmo tsis yog qhov "tag nrho meej" rau Netflix. Yog li, txav nrog ceev faj zoo li kev hu xov tooj zoo dua. Xyoo dhau los, cov Tshuag lag luam ntawm PE ntau ntawm 19 tseem nqis ze li ntawm 65%.