Tus neeg tshaj xov xwm no tseem nyiam Netflix Tshuag tshaj Disney

Tom Rogers - Thawj Tswj Hwm ntawm Cav Gaming thiab Media tseem nyiam Netflix Inc (NASDAQ: NFLX) dhau ntawm Walt Disney Co (NYSE: DIS) txawm tias tom kawg tam sim no muaj ntau tus neeg siv thoob plaws nws cov kev pabcuam streaming dua li ib qho ntawm nws cov neeg sib tw.

Rogers tiv thaiv nws xaiv ntawm CNBC's 'Squawk Box'

Disney Plus tau ntxiv 14.4 lab tus neeg siv tshiab hauv qhov tseeb tshaj tawm lub quarter, ntaus qhov kev cia siab los ntawm ntau dua 4.0 lab. Tseem, Rogers tau hais tag kis no CNBC's "Squawk Box":

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.

Kuv xav hais tias Netflix vim nws yog ib qho uas tsis cuam tshuam nrog kev poob qis. Qhov ntawd yog qhov teeb meem tiag tiag, kev sib tw muaj. Thiab Netflix yog dawb ntawm qhov ntawd.

Tsis tas li ntawm qhov tseem ceeb yog kev txiav txim siab Netflix muaj tias nws tau ua tiav poob cov neeg siv tam sim no. Cov xov xwm loj heev cia siab tias ib lab ntawm lawv yuav rov qab mus rau nws lub platform lub quarter no.

Lwm yam tshaj li nws "thawj" cov ntsiab lus, Netflix kuj muaj kev cog lus nrog ntau pawg ntawm cov studios sib txawv yog li nws lub tsev qiv ntawv ntawm cov ntsiab lus loj dua thiab ntau ntau dua li Disney. Wall Street, txawm li cas los xij, muaj kev pom zoo "tuav" qhov ntsuas ntawm Netflix Tshuag uas yog nqis 60% rau lub xyoo.

Vim li cas lwm tus Rogers nyiam Netflix Tshuag zoo dua?

Disney hais tias nws yuav nthuav tawm ib qho ad-txhawb qib ntawm nws qhov kev pabcuam streaming tseem ceeb thaum lub Kaum Ob Hlis. Yog li ntawd, tus nqi ntawm nws cov tsis-ad subscription yuav nce mus. Teb rau qhov ntawd, Rogers tau hais tias:

Disney + muaj qhov teeb meem kev koom tes. Netflix tau txais 30% ntawm kev sib txuas hauv TV, Disney + txog 5.0%. Koj tsis tuaj yeem nqa tus nqi yam tsis tau txais kev koom tes thiab tsis xav tias muaj txiaj ntsig churn. Lawv yuav tsum tsom mus rau qhov teeb meem kev koom tes.

Kev tshaj tawm tau yog lub hauv ntej thiab nruab nrab ntawm txhua qhov kev sib tham txog kev sib tham txog streaming xyoo no. Tab sis Hulu nrog peb lub quarter ncaj ntawm kev poob nyiaj tshaj tawm rau ib tus neeg siv khoom, Rogers tau sau tseg, tsis zoo li pheej hmoo heev.