Yes_老虎社区_美港股上老虎

2021-07-23

Yes

Is Netflix Stock A Buy After Q2 Earnings Report?<blockquote>第二季度收益报告发布后，Netflix股票值得买入吗？</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":175694818,"tweetId":"175694818","gmtCreate":1627027804334,"gmtModify":1633768657739,"author":{"id":3574941433887716,"idStr":"3574941433887716","authorId":3574941433887716,"authorIdStr":"3574941433887716","name":"CFloe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Yes</body></html>","htmlText":"<html><head></head><body>Yes</body></html>","text":"Yes","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/175694818","repostId":1194129855,"repostType":4,"repost":{"id":"1194129855","kind":"news","pubTimestamp":1627026914,"share":"https://www.laohu8.com/m/news/1194129855?lang=zh_CN&edition=full","pubTime":"2021-07-23 15:55","market":"us","language":"en","title":"Is Netflix Stock A Buy After Q2 Earnings Report?<blockquote>第二季度收益报告发布后，Netflix股票值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194129855","media":"investing.com","summary":"The video-streaming giant Netflix, Inc. reported its latest earnings this week and they proved to be","content":"The video-streaming giant <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> reported its latest earnings this week and they proved to be a mixed bag for investors.<blockquote>视频流媒体巨头<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>本周公布了最新财报，事实证明投资者的情况好坏参半。</blockquote> While the company beat analysts' expectations for thequarterthat ended June 30, its forecast for the current period was tepid, suggesting that the slowdown that started early this year has more room to run.<blockquote>尽管该公司截至6月30日的季度超出了分析师的预期，但其对本期的预测不温不火，这表明今年年初开始的经济放缓还有更大的发展空间。</blockquote> The company added 1.54 million customers in the second quarter. While that was above the 1.12 million forecasted by analysts—and Netflix’s own estimate of 1 million—it’s nowhere near the company’s growth performance last year, when nearly 26 million new customers signed up for Netflix service in the first half. That was the time when people were stuck at home during the pandemic and flocked to its movies and shows.<blockquote>该公司第二季度新增客户154万。虽然这高于分析师预测的112万人，也高于Netflix自己估计的100万人，但与该公司去年的增长表现相去甚远，当时上半年有近2600万新客户注册了Netflix服务。那是人们在疫情期间被困在家里，涌向电影和演出的时候。</blockquote> The company also told investors that it’s expecting to add 3.5 million subscribers in the third quarter, well short of the 5.86 million analysts had projected. With another disappointing report, Netflix shares came under renewed pressure, falling more than 3% on Wednesday and adding to their 13% decline since January this year. Yesterday, shares closed at $511.77, down 0.36% on the day.<blockquote>该公司还告诉投资者，预计第三季度将增加350万用户，远低于分析师预测的586万。随着另一份令人失望的报告，Netflix股价再次承压，周三下跌超过3%，自今年1月以来跌幅已达13%。昨日，股价收于511.77美元，当日下跌0.36%。</blockquote> <img src=\"https://static.tigerbbs.com/8facb17a550c79f9c57bd780a41cdb5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Netflix Weekly Chart.<blockquote>网飞周线图。</blockquote> But this weakness in Netflix shares is a buying opportunity, as some top analysts believe the streaming giant hasn’t yet reached a saturation point when it comes to growth.&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> analyst Doug Anmuth raised his price target after the report to $625 a share from $600, with an overweight rating.<blockquote>但Netflix股价的疲软是一个买入机会，因为一些顶级分析师认为，这家流媒体巨头在增长方面尚未达到饱和点。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>报告发布后，分析师Doug Anmuth将目标股价从每股600美元上调至625美元，并给予跑赢大盘评级。</blockquote> Anmuth wrote in a note:<blockquote>安穆斯在一份笔记中写道：</blockquote> “This may seem counterintuitive as our 2H subs come down and 2022 consensus net adds are likely to as well. However, we are increasingly confident in the 2H content slate and more reasonable expectations into 2022 should make NFLX safer to own.” His note continued:<blockquote>“这似乎违反直觉，因为我们的2H订阅量下降，2022年共识净增加也可能下降。然而，我们对2H内容清单越来越有信心，对2022年更合理的预期应该会使NFLX拥有起来更安全。”他的便条继续说：</blockquote> “‘Clearing event’ may be an overused phrase on NFLX near term, but we believe it is appropriate nonetheless, and NFLX still has significant global secular growth opportunity ahead.” <h3>New Growth Areas</h3> During the first half of this year, Netflix had fewer big shows to offer as the pandemic disrupted production, but the company now believes it will build up through the course of the year. Netflix’s upcoming releases include new seasons of 'La Casa de Papel' and 'The Witcher,' two popular shows.<blockquote>“‘清算事件’在近期可能是NFLX上被过度使用的短语，但我们认为它仍然是合适的，而且NFLX未来仍然拥有重大的全球长期增长机会。”<h3>新增长领域</h3>今年上半年，由于疫情扰乱了制作，Netflix提供的大型节目减少了，但该公司现在相信，这一数字将在今年有所增加。Netflix即将上映的电影包括新一季的《纸之家》和《巫师》，这两部受欢迎的电视剧。</blockquote> Another reason analysts are bullish on Netflix growth prospects is that the company is considering entering a highly lucrative video games market to broaden its appeal. The company will add games to its streaming service in the next 12 months at no additional cost to its customers, and its first games will be designed for mobile devices.<blockquote>分析师看好Netflix增长前景的另一个原因是，该公司正在考虑进入利润丰厚的视频游戏市场，以扩大其吸引力。该公司将在未来12个月内向其流媒体服务添加游戏，而不会向客户收取额外费用，其首批游戏将为移动设备设计。</blockquote> “We are thinking about it as a core part of our subscription offering,” Chief Product Officer Greg Peters said Tuesday. Netflix will both develop games in-house and license games from outside studios, as it does with film and TV.<blockquote>“我们正在考虑将其作为我们订阅产品的核心部分，”首席产品官格雷格·彼得斯周二表示。Netflix将在内部开发游戏，并从外部工作室授权游戏，就像它在电影和电视方面所做的那样。</blockquote> <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, which has an overweight rating on Netflix with a $650 price target, said in a note that both Q2 results and Q3 guidance were broadly in-line with expectations and don’t look bad when the economy is reopening. “Looking to 4Q, content investment will ramp substantially and net additions should follow. Video games emerge as the next content genre extension, but it remains early,” its note stated.<blockquote><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>该公司对Netflix给予跑赢大盘评级，目标价为650美元，该公司在一份报告中表示，第二季度业绩和第三季度指引基本符合预期，当经济重新开放时，情况看起来还不错。“展望第四季度，内容投资将大幅增加，净增加也将随之而来。视频游戏将成为下一个内容类型的扩展，但现在还为时过早，”其报告称。</blockquote> Analysts’ consensus estimate on&nbsp;Investing.com&nbsp;shows that Netflix stock has a 20% upside from its current stock price, with 33 of 43 analysts assigning an outperform rating on the stock.<blockquote>分析师的一致估计Investing.com显示Netflix股票较当前股价上涨20%，43名分析师中有33名给予该股跑赢大盘评级。</blockquote> <h3>Bottom Line</h3> Netflix growth is slowing after a strong year, when it added a record number of new subscribers. Despite this slowdown, the majority of Wall Street analysts are bullish on Netflix stock as they are convinced that the company has more growth upside, especially when it’s venturing into video games.<blockquote><h3>底线</h3>Netflix在经历了强劲的一年后，增长正在放缓，当时它增加了创纪录的新订户数量。尽管经济放缓，大多数华尔街分析师仍看好Netflix股票，因为他们相信该公司有更大的增长空间，尤其是当它涉足视频游戏领域时。</blockquote>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Netflix Stock A Buy After Q2 Earnings Report?<blockquote>第二季度收益报告发布后，Netflix股票值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Netflix Stock A Buy After Q2 Earnings Report?<blockquote>第二季度收益报告发布后，Netflix股票值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\ninvesting.com2021-07-23 15:55\n\n</h4>\n</header>\n<article>\nThe video-streaming giant <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> reported its latest earnings this week and they proved to be a mixed bag for investors.<blockquote>视频流媒体巨头<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>本周公布了最新财报，事实证明投资者的情况好坏参半。</blockquote> While the company beat analysts' expectations for thequarterthat ended June 30, its forecast for the current period was tepid, suggesting that the slowdown that started early this year has more room to run.<blockquote>尽管该公司截至6月30日的季度超出了分析师的预期，但其对本期的预测不温不火，这表明今年年初开始的经济放缓还有更大的发展空间。</blockquote> The company added 1.54 million customers in the second quarter. While that was above the 1.12 million forecasted by analysts—and Netflix’s own estimate of 1 million—it’s nowhere near the company’s growth performance last year, when nearly 26 million new customers signed up for Netflix service in the first half. That was the time when people were stuck at home during the pandemic and flocked to its movies and shows.<blockquote>该公司第二季度新增客户154万。虽然这高于分析师预测的112万人，也高于Netflix自己估计的100万人，但与该公司去年的增长表现相去甚远，当时上半年有近2600万新客户注册了Netflix服务。那是人们在疫情期间被困在家里，涌向电影和演出的时候。</blockquote> The company also told investors that it’s expecting to add 3.5 million subscribers in the third quarter, well short of the 5.86 million analysts had projected. With another disappointing report, Netflix shares came under renewed pressure, falling more than 3% on Wednesday and adding to their 13% decline since January this year. Yesterday, shares closed at $511.77, down 0.36% on the day.<blockquote>该公司还告诉投资者，预计第三季度将增加350万用户，远低于分析师预测的586万。随着另一份令人失望的报告，Netflix股价再次承压，周三下跌超过3%，自今年1月以来跌幅已达13%。昨日，股价收于511.77美元，当日下跌0.36%。</blockquote> <img src=\"https://static.tigerbbs.com/8facb17a550c79f9c57bd780a41cdb5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Netflix Weekly Chart.<blockquote>网飞周线图。</blockquote> But this weakness in Netflix shares is a buying opportunity, as some top analysts believe the streaming giant hasn’t yet reached a saturation point when it comes to growth.&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> analyst Doug Anmuth raised his price target after the report to $625 a share from $600, with an overweight rating.<blockquote>但Netflix股价的疲软是一个买入机会，因为一些顶级分析师认为，这家流媒体巨头在增长方面尚未达到饱和点。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>报告发布后，分析师Doug Anmuth将目标股价从每股600美元上调至625美元，并给予跑赢大盘评级。</blockquote> Anmuth wrote in a note:<blockquote>安穆斯在一份笔记中写道：</blockquote> “This may seem counterintuitive as our 2H subs come down and 2022 consensus net adds are likely to as well. However, we are increasingly confident in the 2H content slate and more reasonable expectations into 2022 should make NFLX safer to own.” His note continued:<blockquote>“这似乎违反直觉，因为我们的2H订阅量下降，2022年共识净增加也可能下降。然而，我们对2H内容清单越来越有信心，对2022年更合理的预期应该会使NFLX拥有起来更安全。”他的便条继续说：</blockquote> “‘Clearing event’ may be an overused phrase on NFLX near term, but we believe it is appropriate nonetheless, and NFLX still has significant global secular growth opportunity ahead.” <h3>New Growth Areas</h3> During the first half of this year, Netflix had fewer big shows to offer as the pandemic disrupted production, but the company now believes it will build up through the course of the year. Netflix’s upcoming releases include new seasons of 'La Casa de Papel' and 'The Witcher,' two popular shows.<blockquote>“‘清算事件’在近期可能是NFLX上被过度使用的短语，但我们认为它仍然是合适的，而且NFLX未来仍然拥有重大的全球长期增长机会。”<h3>新增长领域</h3>今年上半年，由于疫情扰乱了制作，Netflix提供的大型节目减少了，但该公司现在相信，这一数字将在今年有所增加。Netflix即将上映的电影包括新一季的《纸之家》和《巫师》，这两部受欢迎的电视剧。</blockquote> Another reason analysts are bullish on Netflix growth prospects is that the company is considering entering a highly lucrative video games market to broaden its appeal. The company will add games to its streaming service in the next 12 months at no additional cost to its customers, and its first games will be designed for mobile devices.<blockquote>分析师看好Netflix增长前景的另一个原因是，该公司正在考虑进入利润丰厚的视频游戏市场，以扩大其吸引力。该公司将在未来12个月内向其流媒体服务添加游戏，而不会向客户收取额外费用，其首批游戏将为移动设备设计。</blockquote> “We are thinking about it as a core part of our subscription offering,” Chief Product Officer Greg Peters said Tuesday. Netflix will both develop games in-house and license games from outside studios, as it does with film and TV.<blockquote>“我们正在考虑将其作为我们订阅产品的核心部分，”首席产品官格雷格·彼得斯周二表示。Netflix将在内部开发游戏，并从外部工作室授权游戏，就像它在电影和电视方面所做的那样。</blockquote> <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, which has an overweight rating on Netflix with a $650 price target, said in a note that both Q2 results and Q3 guidance were broadly in-line with expectations and don’t look bad when the economy is reopening. “Looking to 4Q, content investment will ramp substantially and net additions should follow. Video games emerge as the next content genre extension, but it remains early,” its note stated.<blockquote><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>该公司对Netflix给予跑赢大盘评级，目标价为650美元，该公司在一份报告中表示，第二季度业绩和第三季度指引基本符合预期，当经济重新开放时，情况看起来还不错。“展望第四季度，内容投资将大幅增加，净增加也将随之而来。视频游戏将成为下一个内容类型的扩展，但现在还为时过早，”其报告称。</blockquote> Analysts’ consensus estimate on&nbsp;Investing.com&nbsp;shows that Netflix stock has a 20% upside from its current stock price, with 33 of 43 analysts assigning an outperform rating on the stock.<blockquote>分析师的一致估计Investing.com显示Netflix股票较当前股价上涨20%，43名分析师中有33名给予该股跑赢大盘评级。</blockquote> <h3>Bottom Line</h3> Netflix growth is slowing after a strong year, when it added a record number of new subscribers. Despite this slowdown, the majority of Wall Street analysts are bullish on Netflix stock as they are convinced that the company has more growth upside, especially when it’s venturing into video games.<blockquote><h3>底线</h3>Netflix在经历了强劲的一年后，增长正在放缓，当时它增加了创纪录的新订户数量。尽管经济放缓，大多数华尔街分析师仍看好Netflix股票，因为他们相信该公司有更大的增长空间，尤其是当它涉足视频游戏领域时。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.investing.com/analysis/is-netflix-stock-a-buy-after-q2-earnings-report-200593068\">investing.com</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QTWO":"Q2 Holdings Inc","JPM":"摩根大通","MS":"摩根士丹利","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.investing.com/analysis/is-netflix-stock-a-buy-after-q2-earnings-report-200593068","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194129855","content_text":"The video-streaming giant Netflix, Inc. reported its latest earnings this week and they proved to be a mixed bag for investors.\nWhile the company beat analysts' expectations for thequarterthat ended June 30, its forecast for the current period was tepid, suggesting that the slowdown that started early this year has more room to run.\nThe company added 1.54 million customers in the second quarter. While that was above the 1.12 million forecasted by analysts—and Netflix’s own estimate of 1 million—it’s nowhere near the company’s growth performance last year, when nearly 26 million new customers signed up for Netflix service in the first half. That was the time when people were stuck at home during the pandemic and flocked to its movies and shows.\nThe company also told investors that it’s expecting to add 3.5 million subscribers in the third quarter, well short of the 5.86 million analysts had projected. With another disappointing report, Netflix shares came under renewed pressure, falling more than 3% on Wednesday and adding to their 13% decline since January this year. Yesterday, shares closed at $511.77, down 0.36% on the day.\nNetflix Weekly Chart.\nBut this weakness in Netflix shares is a buying opportunity, as some top analysts believe the streaming giant hasn’t yet reached a saturation point when it comes to growth. JPMorgan Chase analyst Doug Anmuth raised his price target after the report to $625 a share from $600, with an overweight rating.\nAnmuth wrote in a note:\n\n “This may seem counterintuitive as our 2H subs come down and 2022 consensus net adds are likely to as well. However, we are increasingly confident in the 2H content slate and more reasonable expectations into 2022 should make NFLX safer to own.”\n\nHis note continued:\n\n “‘Clearing event’ may be an overused phrase on NFLX near term, but we believe it is appropriate nonetheless, and NFLX still has significant global secular growth opportunity ahead.”\n\nNew Growth Areas\nDuring the first half of this year, Netflix had fewer big shows to offer as the pandemic disrupted production, but the company now believes it will build up through the course of the year. Netflix’s upcoming releases include new seasons of 'La Casa de Papel' and 'The Witcher,' two popular shows.\nAnother reason analysts are bullish on Netflix growth prospects is that the company is considering entering a highly lucrative video games market to broaden its appeal. The company will add games to its streaming service in the next 12 months at no additional cost to its customers, and its first games will be designed for mobile devices.\n“We are thinking about it as a core part of our subscription offering,” Chief Product Officer Greg Peters said Tuesday. Netflix will both develop games in-house and license games from outside studios, as it does with film and TV.\nMorgan Stanley, which has an overweight rating on Netflix with a $650 price target, said in a note that both Q2 results and Q3 guidance were broadly in-line with expectations and don’t look bad when the economy is reopening. “Looking to 4Q, content investment will ramp substantially and net additions should follow. Video games emerge as the next content genre extension, but it remains early,” its note stated.\nAnalysts’ consensus estimate on Investing.com shows that Netflix stock has a 20% upside from its current stock price, with 33 of 43 analysts assigning an outperform rating on the stock.\nBottom Line\nNetflix growth is slowing after a strong year, when it added a record number of new subscribers. Despite this slowdown, the majority of Wall Street analysts are bullish on Netflix stock as they are convinced that the company has more growth upside, especially when it’s venturing into video games.","news_type":1,"symbols_score_info":{"JPM":0.9,"NFLX":0.9,"QNETCN":0.9,"QTWO":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":3039,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/175694818"}