Netflix Inc (NASDAQ: NFLX) yog ib qho khoom lag luam zoo los ua tus tswv rau xyoo tom ntej tshwj xeeb yog tias Asmeskas kev lag luam poob rau hauv kev lag luam, hais tias John Blackledge - Senior Research Analyst ntawm Cowen.
Ad-tier yuav yog ib qho kev txhawb nqa rau Netflix Tshuag
Blackledge yog tshwj xeeb yog bullish ntawm ad-txhawb subscription Netflix launched lub hli tas los li Invezz qhia ntawm 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.
Keeb kwm, kev lag luam poob qis yuav hnyav rau kev tshaj tawm. Tab sis tus kws tshuaj ntsuam Cowen pom nws txawv me ntsis.
Peb saib Netflix yog qhov kev lag luam poob zoo tshaj plaws hauv peb lub ntiaj teb kev pabcuam hauv internet tau muab yog tias cov xwm txheej macro phem zuj zus, koj muaj qhov kev tshaj tawm no muaj rau cov neeg siv khoom muaj txiaj ntsig. Peb xav tias nws yuav dhia nrawm nrawm cov tswvcuab tshaj tawm hauv 2023.
Tus naj npawb ntawm cov neeg siv khoom ntawm qib ad-txhawb nqa, nws ntseeg, yuav tua li ntawm 8.0 lab thaum kawg ntawm 2023 mus txog kwv yees li 43 lab los ntawm 2028. Nws kuj tseem ceeb ntawm no tias qhov Netflix Tshuag tseem poob ze li 50% rau lub xyoo.
Kev sib koom them nyiaj kuj tseem yuav pab txhawb cov nyiaj tau los hauv 2023
Netflix tau teeb tsa los qhia “Paid Sharing” hauv 2023 uas Blackledge hais tias yuav pab txhawb cov nyiaj tau los rau xyoo tom ntej. Ntawm CNBC's “TechCheck”, nws sau tseg:
Nyob ntawm seb muaj pes tsawg tus neeg hloov pauv ntawm 100 lab tus neeg them nyiaj thoob ntiaj teb, peb muaj kev them nyiaj sib koom kev daws teeb meem tsav tsheb muaj peev xwm 5.0% upside rau US thiab Canada cov nyiaj tau los. Yog li, lawv muaj ntau yam peev nyiaj tau los tsav tsheb xyoo tom ntej.
Blackledge tseem cia siab tias yuav muaj qhov nce loj hauv nws cov nyiaj pub dawb mus txog $ 3.0 nphom xyoo tom ntej. Nws pom zoo yuav Netflix Tshuag kuj vim tias nws tseem tuav cov neeg sib tw hauv cov ntsiab lus ntawm "feeb saib" los ntawm cov npoo tseem ceeb.
Tus kws tshuaj ntsuam Cowen muaj lub hom phiaj tus nqi ntawm $ 405 ntawm "NFLX" - nce ntxiv 30% ntawm no.
Tau qhov twg los: https://invezz.com/news/2022/12/12/netflix-stock-is-the-best-recession-play/