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2022-01-21
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Netflix Earnings Preview: Subscriber Growth In Focus After Q3 'Squid Game' Surge<blockquote>Netflix 盈利预览：第三季度“鱿鱼游戏”激增后用户增长成为焦点</blockquote>
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"But low-hanging fruit has been picked, competition is coming, the streaming wars will drive up content costs, and valuation is not yet appealing for non-growth investors, leaving open a negative bias for sentiment given a lack of any clear confirmation from 4Q21 app downloads."</p><p><blockquote>瑞士信贷分析师道格拉斯·米切尔森 (Douglas Mitchelson) 表示：“人们普遍认为，SVOD 流媒体（总潜在市场）有很大的空间，而 Netflix 是一家高质量的领导者，仍然可以增长。”“但低垂的果实已经摘下，竞争即将到来，流媒体大战将推高内容成本，而且估值对非成长型投资者来说还没有吸引力，鉴于缺乏任何明确的2021年第四季度应用程序下载的确认，这使得市场情绪存在负面偏见。”</blockquote></p><p>Netflix shares were marked 0.9% higher in pre-market trading Thursday to indicate an opening bell price of $520.50 each, a move that would trim the stock's six-month decline to around 2%.</p><p><blockquote>Netflix 股价在周四盘前交易中上涨 0.9%，开盘价为每股 520.50 美元，此举将该股六个月的跌幅缩小至 2% 左右。</blockquote></p><p>Near-term subscriber projections, too, will likely move shares in extended hours trading as investors assess the impact of a recent 10% price increase in the U.S. and Canada that could trigger faster churn rates while simultaneously lifting revenue forecasts.</p><p><blockquote>近期订户预测也可能导致股价在延长交易时间内波动，因为投资者正在评估美国和加拿大最近价格上涨 10% 的影响，这可能会引发更快的流失率，同时提高收入预测。</blockquote></p><p>Content costs are also an important metric for Netflix investors, as it looks to spend close to $20 billion -- or nearly 65% of its entire 2022 revenue forecast -- on new or existing projects.</p><p><blockquote>内容成本也是 Netflix 投资者的一个重要指标，因为该公司预计将在新项目或现有项目上花费近 200 亿美元（占 2022 年整个收入预测的近 65%）。</blockquote></p><p>Netflix may also provide guidance on itsnascent move into video gaming, particularly given Microsoft's recently unveiled$69 billion takeover of Activision Blizzard, the largest in sector history.</p><p><blockquote>Netflix 还可能为其新兴进军视频游戏领域提供指导，特别是考虑到微软最近宣布以 690 亿美元收购动视暴雪，这是该行业历史上最大的一笔收购。</blockquote></p><p>"We wonder if this initiative is part of mgmt looking out longer -term at how entertainment might evolve as immersive XR experiences, and trying to position the company as a key entertainment creator regardless of whether scripted or interactive, 2D or 3D," said Mitchelson. "In any case, growth investors are looking for new platform narratives from Netflix, and so we will likely over -analyze their early efforts along with everyone else."</p><p><blockquote>“我们想知道这一举措是否是管理层长期着眼于娱乐如何发展成为沉浸式 XR 体验的一部分，并试图将公司定位为主要的娱乐创作者，无论是脚本还是互动、2D 还是 3D，”米切尔森说。“无论如何，成长型投资者正在寻找 Netflix 的新平台叙事，因此我们可能会与其他人一起过度分析他们的早期努力。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>Netflix Earnings Preview: Subscriber Growth In Focus After Q3 'Squid Game' Surge<blockquote>Netflix 盈利预览：第三季度“鱿鱼游戏”激增后用户增长成为焦点</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\">\nNetflix Earnings Preview: Subscriber Growth In Focus After Q3 'Squid Game' Surge<blockquote>Netflix 盈利预览：第三季度“鱿鱼游戏”激增后用户增长成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-20 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Netflix will need to show that it can maintain subscriber growth and boost revenues, particularly outside of the U.S., with fourth quarter hits such as 'Maid' and 'Don't Look Up" when it posts earnings after the close of trading Thursday.</p><p><blockquote><html><head></head><body>Netflix 需要在周四收盘后发布财报时，通过《Maid》和《Don't Look Up》等第四季度热门影片来证明它可以保持订户增长并增加收入，特别是在美国以外的地区。</body></html></blockquote></p><p>Netflix shares edged higher Thursday ahead of the streaming service giant's fourth quarter earnings after the closing bell, with investors focused on the impact of hits such as "Don't Look Up" and "Maid" on headline subscriber growth.</p><p><blockquote>周四，在流媒体服务巨头收盘后公布第四季度财报之前，Netflix 股价小幅走高，投资者关注《不要抬头》和《女仆》等热门影片对头条订户增长的影响。</blockquote></p><p>Analysts are looking for Netflix to post revenue in the region of $7.71 billion -- a 16% increase from the same period last year -- but book a smaller profit of 82 cents per share as content and expansion costs erode its bottom line.</p><p><blockquote>分析师预计 Netflix 的收入将达到 77.1 亿美元左右，比去年同期增长 16%，但由于内容和扩张成本侵蚀了其利润，预计每股利润将减少 82 美分。</blockquote></p><p>Netflix itself sees fourth quarter revenues coming in at $7.7 billion,with earnings of 80 cents per share, net income of $365 million and negative free cash flow.</p><p><blockquote>Netflix 本身预计第四季度营收为 77 亿美元，每股收益为 80 美分，净利润为 3.65 亿美元，自由现金流为负。</blockquote></p><p>Headline subscriber growth will, however, be the key metric for investors, with analysts forecasting a global tally of around 8.5 million additions over the three months ending in December -- taking the overall total to around 222 million -- as Netflix faces stiffer competition from rivals such as AT&T, Disney and Amazon.</p><p><blockquote>然而，随着 Netflix 面临来自 AT&T、迪士尼和亚马逊等竞争对手的激烈竞争，总体用户增长将成为投资者的关键指标，分析师预测，截至 12 月的三个月内，全球新增用户约为 850 万，总数约为 2.22 亿。</blockquote></p><p>And while Netflix won't be able to capitalize on the global phenomenon that was Squid Game, the violent Korean-made dystopian drama series which generated (according to Netflix) a a "mind boggling" total of 142 million household views, fourth quarter hits such as "Don’t Look Up", "Emily in Paris" and "Maid" should still drive subscriber growth, particularly outside of north America.</p><p><blockquote>虽然 Netflix 无法利用《鱿鱼游戏》这一全球现象，这部韩国制造的暴力反乌托邦剧集（根据 Netflix 的数据）创造了 1.42 亿 “令人难以置信 ”的家庭观看总数，但《别抬头》、《巴黎的艾米丽》和《女仆》等第四季度热播剧仍将推动用户增长，尤其是在北美以外地区。</blockquote></p><p>"The broad perception is that SVOD streaming's (total addressable market) has a lot of headroom and Netflix is a high-quality leader that can still grow," said Credit Suisse analyst Douglas Mitchelson. "But low-hanging fruit has been picked, competition is coming, the streaming wars will drive up content costs, and valuation is not yet appealing for non-growth investors, leaving open a negative bias for sentiment given a lack of any clear confirmation from 4Q21 app downloads."</p><p><blockquote>瑞士信贷分析师道格拉斯·米切尔森 (Douglas Mitchelson) 表示：“人们普遍认为，SVOD 流媒体（总潜在市场）有很大的空间，而 Netflix 是一家高质量的领导者，仍然可以增长。”“但低垂的果实已经摘下，竞争即将到来，流媒体大战将推高内容成本，而且估值对非成长型投资者来说还没有吸引力，鉴于缺乏任何明确的2021年第四季度应用程序下载的确认，这使得市场情绪存在负面偏见。”</blockquote></p><p>Netflix shares were marked 0.9% higher in pre-market trading Thursday to indicate an opening bell price of $520.50 each, a move that would trim the stock's six-month decline to around 2%.</p><p><blockquote>Netflix 股价在周四盘前交易中上涨 0.9%，开盘价为每股 520.50 美元，此举将该股六个月的跌幅缩小至 2% 左右。</blockquote></p><p>Near-term subscriber projections, too, will likely move shares in extended hours trading as investors assess the impact of a recent 10% price increase in the U.S. and Canada that could trigger faster churn rates while simultaneously lifting revenue forecasts.</p><p><blockquote>近期订户预测也可能导致股价在延长交易时间内波动，因为投资者正在评估美国和加拿大最近价格上涨 10% 的影响，这可能会引发更快的流失率，同时提高收入预测。</blockquote></p><p>Content costs are also an important metric for Netflix investors, as it looks to spend close to $20 billion -- or nearly 65% of its entire 2022 revenue forecast -- on new or existing projects.</p><p><blockquote>内容成本也是 Netflix 投资者的一个重要指标，因为该公司预计将在新项目或现有项目上花费近 200 亿美元（占 2022 年整个收入预测的近 65%）。</blockquote></p><p>Netflix may also provide guidance on itsnascent move into video gaming, particularly given Microsoft's recently unveiled$69 billion takeover of Activision Blizzard, the largest in sector history.</p><p><blockquote>Netflix 还可能为其新兴进军视频游戏领域提供指导，特别是考虑到微软最近宣布以 690 亿美元收购动视暴雪，这是该行业历史上最大的一笔收购。</blockquote></p><p>"We wonder if this initiative is part of mgmt looking out longer -term at how entertainment might evolve as immersive XR experiences, and trying to position the company as a key entertainment creator regardless of whether scripted or interactive, 2D or 3D," said Mitchelson. "In any case, growth investors are looking for new platform narratives from Netflix, and so we will likely over -analyze their early efforts along with everyone else."</p><p><blockquote>“我们想知道这一举措是否是管理层长期着眼于娱乐如何发展成为沉浸式 XR 体验的一部分，并试图将公司定位为主要的娱乐创作者，无论是脚本还是互动、2D 还是 3D，”米切尔森说。“无论如何，成长型投资者正在寻找 Netflix 的新平台叙事，因此我们可能会与其他人一起过度分析他们的早期努力。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/markets/netflix-earnings-subscriber-growth-key-after-q3-squid-game-surge\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/markets/netflix-earnings-subscriber-growth-key-after-q3-squid-game-surge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184721727","content_text":"Netflix will need to show that it can maintain subscriber growth and boost revenues, particularly outside of the U.S., with fourth quarter hits such as 'Maid' and 'Don't Look Up\" when it posts earnings after the close of trading Thursday.Netflix shares edged higher Thursday ahead of the streaming service giant's fourth quarter earnings after the closing bell, with investors focused on the impact of hits such as \"Don't Look Up\" and \"Maid\" on headline subscriber growth.Analysts are looking for Netflix to post revenue in the region of $7.71 billion -- a 16% increase from the same period last year -- but book a smaller profit of 82 cents per share as content and expansion costs erode its bottom line.Netflix itself sees fourth quarter revenues coming in at $7.7 billion,with earnings of 80 cents per share, net income of $365 million and negative free cash flow.Headline subscriber growth will, however, be the key metric for investors, with analysts forecasting a global tally of around 8.5 million additions over the three months ending in December -- taking the overall total to around 222 million -- as Netflix faces stiffer competition from rivals such as AT&T, Disney and Amazon.And while Netflix won't be able to capitalize on the global phenomenon that was Squid Game, the violent Korean-made dystopian drama series which generated (according to Netflix) a a \"mind boggling\" total of 142 million household views, fourth quarter hits such as \"Don’t Look Up\", \"Emily in Paris\" and \"Maid\" should still drive subscriber growth, particularly outside of north America.\"The broad perception is that SVOD streaming's (total addressable market) has a lot of headroom and Netflix is a high-quality leader that can still grow,\" said Credit Suisse analyst Douglas Mitchelson. \"But low-hanging fruit has been picked, competition is coming, the streaming wars will drive up content costs, and valuation is not yet appealing for non-growth investors, leaving open a negative bias for sentiment given a lack of any clear confirmation from 4Q21 app downloads.\"Netflix shares were marked 0.9% higher in pre-market trading Thursday to indicate an opening bell price of $520.50 each, a move that would trim the stock's six-month decline to around 2%.Near-term subscriber projections, too, will likely move shares in extended hours trading as investors assess the impact of a recent 10% price increase in the U.S. and Canada that could trigger faster churn rates while simultaneously lifting revenue forecasts.Content costs are also an important metric for Netflix investors, as it looks to spend close to $20 billion -- or nearly 65% of its entire 2022 revenue forecast -- on new or existing projects.Netflix may also provide guidance on itsnascent move into video gaming, particularly given Microsoft's recently unveiled$69 billion takeover of Activision Blizzard, the largest in sector history.\"We wonder if this initiative is part of mgmt looking out longer -term at how entertainment might evolve as immersive XR experiences, and trying to position the company as a key entertainment creator regardless of whether scripted or interactive, 2D or 3D,\" said Mitchelson. \"In any case, growth investors are looking for new platform narratives from Netflix, and so we will likely over -analyze their early efforts along with everyone else.\"","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1509,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630326738"}
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