Tus kws tshuaj ntsuam JP Morgan Douglas Anmuth kho dua Netflix cov neeg siv npe tshiab tau nqis los ntawm 2.3 lab hauv lub quarter thib plaub ntawm 2021.
Cov nyhuv Squid Game
Ntawm nthwv dej ntawm kev txaus siab rau kev tso tawm ntawm South Kauslim series Squid Game thaum kawg lub Cuaj Hli xyoo tas los, tus naj npawb ntawm cov npe tshiab tau nce sai, ua rau muaj kev cuam tshuam rau neologism. “Squid Game effect”.
Cov txiaj ntsig no, thaum tseem ceeb, tau nyob luv luv thiab lub quarter thib plaub tau ua pov thawj tias nce siab dua li qhov xav tau, tso Netflix's (NFLX NASDAQ) kev taw qhia lub hom phiaj ntawm 8.5 lab hauv qhov nyuaj loj.
Lub khob, txawm li cas los xij, tsis yog ib nrab khoob, nyob deb ntawm nws.
Netflix tso tawm tshiab
Thaum lub caij so koobtsheej los txog, ob qhov kev tshaj tawm ntxiv, ib qho standalone thiab lwm qhov series, tuaj txog los pab.
"Tsis txhob ntsia", ib tug doomsday comedy uas lays liab qab lub fragility ntawm tib neeg tus ntsuj plig nrog ib tug stellar cam khwb cia xws li Leonardo DiCaprio, Jennifer Lawrence thiab Timothée Chalamet, thiab lub thib ob lub caij ntawm "Tus Witcher", ib tug fantasy series starring Henry Cavill (tus neeg ua yeeb yam uas ua si Superman hauv DC ntug thiab leej twg tab tom khiav rau James Bond tom ntej) tau tshoov siab los ntawm kev ua si ntawm tib lub npe, ob qho tib si tuaj txog thaum lub caij ua koob tsheej nrog rau kev ua haujlwm nyuaj. qhov sib txawv ntawm cov neeg tshiab rau 3 xyoo txhiab Blockbuster.
Hauv particular, "Tsis Txhob Saib" ua tiav cov txiaj ntsig xav tsis thoob, teeb tsa cov ntaub ntawv txhua lub sijhawm rau saib cov xuab moos hauv ib lub lis piam, nrog 152.3 lab teev, ua pov thawj tias nws yog qhov zoo tshaj plaws thiab dhia mus rau qhov thib peb ntawm cov yeeb yaj kiab uas tau saib ntau tshaj plaws hauv lub platform hauv thawj lub hlis ntawm kev tso tawm, tsuas yog tom qab noog. Lub thawv thiab Daim Ntawv Ceeb Toom Liab.
JP Morgan txoj kev tsom xam ntawm Netflix
Nyob rau hauv nws tsom xam, Anmuth txo qis nws cov neeg siv kwv yees rau thawj peb lub hlis twg ntawm 2022 los ntawm 6.5 lab rau 5.5 lab thiab txo nws hwj tus nqi phiaj los ntawm $750 txog $725.
Lub Ib Hlis 20, Netflix yuav nthuav tawm nws cov ntaub ntawv raug cai rau lub quarter thib plaub ntawm 2021.
Hauv qhov tseem ceeb, xyoo tshiab hloov pauv yog qhov tseem ceeb rau yav tom ntej ntawm kev pabcuam streaming feem ntau thiab tshwj xeeb ntawm Netflix, vim muaj kev sib tw los ntawm Disney+, HBO max thiab Amazon Prime tshaj txhua yam. Qhov tsis tuaj (vim kev zam) ntawm kev kaw cia ntawm lub qab ntug ua rau muaj kev sib tw hauv cov haujlwm no, uas muaj kev lag luam loj loj los txhim kho kom deb li deb ntawm cov teb chaws Esxias kev txhawj xeeb, nrog cov ntsiab lus uas muaj feem cuam tshuam rau sab hnub tuaj. Tsis tas li ntawd, yog nws muaj peev xwm puag lub cib fim ntawm cov metaverse, NFTs thiab Blockchain nyob rau hauv dav dav, nws yuav muaj peev xwm mus evolve thiab redesign kev lom zem ib zaug dua.
Raws li qhov tshwm sim, Netflix tab tom tab tom ntaus cov tub ua lag luam nyob ntsiag to nyob rau lub sij hawm ntev, peb tsuas yog yuav tsum tau tos kom txog rau thaum 20th kom pom tias muaj dab tsi tshwm sim tom ntej.
Tau qhov twg los: https://en.cryptonomist.ch/2022/01/10/netflix-subscriptions-drop-analysis-jp-morgan/