Netflix Cov Tshuag Tshaj Tawm Tom Qab Cov Nyiaj Tau Los - Tab sis cov kws tshuaj ntsuam tau faib txog seb qhov kev loj hlob tuaj yeem rov qab los

Tojsiab

Cov kws tshuaj ntsuam Wall Street tau faib rau Netflix, ua raws li lub tuam txhab cov nyiaj khwv tau los ntawm lub quarter thib ob, nrog qee qhov kev kwv yees tias cov khoom lag luam tau teeb tsa rau kev rov qab los tom qab qhov kev poob qis kawg tsis zoo li qhov kev ntshai, thaum lwm tus xav tias lub tuam txhab tseem muaj txoj hauv kev ntev. mus nrog nws txoj kev npaj rov pib txoj kev loj hlob.

Cov Lus Tseem Ceeb

Shares ntawm Netflix tau nce ntau dua 7% rau hnub Wednesday raws li cov tub ua lag luam reacted zoo rau lub tuam txhab cov nyiaj khwv tau los ntawm lub quarter thib ob: Lub streaming loj tshaj plaws tau tshaj tawm qhov poob ntawm 970,000 cov neeg siv khoom, tsawg dua li 2 lab nws tau kwv yees yav dhau los.

Ib qho kev poob qis hauv thawj peb lub hlis twg tau ua rau muaj kev poob qis los ntawm Wall Street cov kws tshuaj ntsuam xyuas, uas tau nug txog lub tuam txhab txoj kev npaj loj hlob mus ntev, tab sis tom qab cov txiaj ntsig tshiab, qee cov kws tshaj lij tam sim no tau nce siab dua Netflix tuaj yeem rov qab sai sai.

Cov khoom lag luam tom qab cov nyiaj tau los sib tw tuaj yeem qhia tau tias qhov hauv qab yog nyob ze, piv txwv tias kev loj hlob ntawm cov neeg siv khoom tsis "tsim ib qho pob tsuas tshiab," raws li Wells Fargo tus kws tshuaj ntsuam Steven Cahall, uas tseem tsis txaus siab txog lub tuam txhab txoj kev npaj rau kev tshaj tawm tshiab uas txhawb nqa qib subscription. , uas yuav tsum pib them tawm rau xyoo tom ntej.

Stifel cov kws tshuaj ntsuam tau hloov kho Netflix mus rau "yuav" kev ntsuam xyuas rau hnub Wednesday, sib cav tias muaj "cov cim qhia ntawm kev ruaj khov hauv cov neeg siv khoom hauv paus," uas ua rau lub zeem muag ntawm "lub sijhawm ntev ntawm cov neeg siv khoom poob. . . nce tsis zoo li. "

Lwm tus ntawm Wall Street tseem tsis ntseeg siab, nrog cov kws tshuaj ntsuam ntawm Bank of America hu cov nyiaj tau los "zoo dua li kev ntshai, tab sis tseem tsis zoo," ntxiv tias lub tuam txhab tsis tau muab cov ntaub ntawv ntau npaum li qhov xav tau ntawm nws cov phiaj xwm tshaj tawm hauv lub platform.

Lub tuam txhab muaj qhov "muag" kev ntsuam xyuas ntawm cov khoom lag luam thiab txo qis nws lub hom phiaj rau $ 196 ib feem raws li "cov ntsiab lus siab dua," ntxiv rau "kev siv thev naus laus zis rau kev sib koom ua ke," uas yuav cuam tshuam rau cov nyiaj tau los yav tom ntej.

Tus Keeb Kwm Tseem Ceeb

Shares ntawm Netflix tau poob ze li 70% xyoo no vim cov tub ua lag luam tau txhawj xeeb txog lub tuam txhab kev lag luam qeeb hauv kev loj hlob ntawm cov neeg siv khoom. Cov Tshuag poob 35% nyob rau hauv ib hnub tom qab lub tuam txhab tau tshaj tawm nws thawj cov neeg yuav khoom poob hauv ntau tshaj li kaum xyoo nyob rau hauv thawj peb lub hlis twg, spooking Wall Street cov kws tshuaj ntsuam. Hauv kev sim los cuam tshuam qhov kev loj hlob qeeb tsis ntev los no, Netflix tau tshaj tawm ua ntej lub xyoo no tias nws yuav nthuav qhia tus nqi pheej yig dua, kev txhawb nqa kev tshaj tawm-txawm tias kev tswj hwm muaj tsis ntev los no hais tias qhov project tseem nyob hauv "hnub ntxov heev."

Tseem Ceeb:

Raws li "feem ntau poob siab qhov tshwm sim" los ntawm Netflix, cov kws tshuaj ntsuam ntawm Pivotal Research Group tau txo qis cov khoom lag luam mus rau "muag" kev ntaus nqi. Txawm hais tias streaming loj heev npaj los qhia txog qib kev txhawb nqa thaum ntxov 2023, uas yog "zoo li yuav tsis nce cov neeg siv khoom loj hlob hauv kev lag luam tseem ceeb," tshwj xeeb tshaj yog muab "kev sib tw nce ntxiv" los ntawm kev sib tw streaming cov kev pabcuam, raws li Pivotal. Dab tsi ntxiv, lub tuam txhab tseem txhawj xeeb tias, tsis zoo li cov neeg sib tw xws li Apple, Amazon, Google thiab Disney, Netflix "tsis muaj lwm txoj kev lag luam uas muaj txiaj ntsig zoo" lawv tuaj yeem siv los pab "nyiaj tau lawv cov kev siv zog streaming."

Dab Tsi Los Saib:

Cov tub lag luam yuav tsum tau tos-thiab-pom tus cwj pwm rau Netflix sib koom tom qab tshaj tawm cov nyiaj tau los, hais tias Needham tus kws tshuaj ntsuam Laura Martin. Qhov twg cov neeg siv nyiaj poob qis kawg, "muab kev sib tw muaj zog los ntawm cov tshiab, qis dua, cov kev pabcuam streaming tob dua?" nws nug. Netflix zoo li yuav yog lub hauv paus tseem ceeb ntawm lwm cov kev pabcuam streaming 'kev loj hlob ntawm cov neeg siv khoom, "yog tias tsuas yog vim nws yog qhov tseem ceeb nrog cov neeg siv ntau tshaj," Martin ntxiv.

Nyeem ntxiv:

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