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2022-01-25
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Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</blockquote>
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2022-01-27
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On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对 Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过 6%，杰富瑞 (Jefferies) 分析师安德鲁·乌尔基维茨 (Andrew Uerkiwitz) 下调了该公司股票的评级。</li><li>Uerkwitz 对 Netflix (NFLX) 的看法为持有而非买入，并表示在上周令人失望的季度报告和前景之后，该公司“近期存在太多不确定性”。周四，Netflix (NFLX) 表示，2021 年第四季度新增用户 828 万，低于此前预测的新增用户 850 万。Netflix (NFLX) 还表示，预计今年第一季度仅新增 250 万用户。</li><li>这些数字对 Netflix (NFLX) 在华尔街没有任何好处，投资者周五推动该公司股价下跌近 22%。</li><li>周一，Uerkwitz 加入了对 Netflix (NFLX) 用户数量的负面评论，他表示，在“思考了该公司接下来会发生什么的潜在情景”后，Netflix (NFLX) 似乎在新内容上的支出可能会达到顶峰。</li><li>Netflix,Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能已经变得太高了。”</li><li>Ueurwitz 补充说，Netflix (NFLX) 似乎不能仅仅依靠围绕自己的原创内容创造声望感或排他性来吸引大量新用户使用其服务。</li><li>“我们见过的最好的内容清单在推动[订阅者]增长方面几乎没有什么作用，”Uerkwitz 说。“如果订户增长放缓是新常态，我们需要看到内容[和]资本分配的变化，同时关注新的收入流，以利用庞大的用户群[和]内容库。”</li><li>上周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021 年流媒体揭秘”报告中的数据，该报告显示 Netflix (NFLX) 占据了在线流媒体原创节目的前九名。节目<i>路西法</i>去年以183.4亿分钟的流媒体播放时间高居榜首。</li></ul></body></html></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 Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</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 Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-24 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is "too much uncertainty in the near term" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对 Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过 6%，杰富瑞 (Jefferies) 分析师安德鲁·乌尔基维茨 (Andrew Uerkiwitz) 下调了该公司股票的评级。</li><li>Uerkwitz 对 Netflix (NFLX) 的看法为持有而非买入，并表示在上周令人失望的季度报告和前景之后，该公司“近期存在太多不确定性”。周四，Netflix (NFLX) 表示，2021 年第四季度新增用户 828 万，低于此前预测的新增用户 850 万。Netflix (NFLX) 还表示，预计今年第一季度仅新增 250 万用户。</li><li>这些数字对 Netflix (NFLX) 在华尔街没有任何好处，投资者周五推动该公司股价下跌近 22%。</li><li>周一，Uerkwitz 加入了对 Netflix (NFLX) 用户数量的负面评论，他表示，在“思考了该公司接下来会发生什么的潜在情景”后，Netflix (NFLX) 似乎在新内容上的支出可能会达到顶峰。</li><li>Netflix,Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能已经变得太高了。”</li><li>Ueurwitz 补充说，Netflix (NFLX) 似乎不能仅仅依靠围绕自己的原创内容创造声望感或排他性来吸引大量新用户使用其服务。</li><li>“我们见过的最好的内容清单在推动[订阅者]增长方面几乎没有什么作用，”Uerkwitz 说。“如果订户增长放缓是新常态，我们需要看到内容[和]资本分配的变化，同时关注新的收入流，以利用庞大的用户群[和]内容库。”</li><li>上周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021 年流媒体揭秘”报告中的数据，该报告显示 Netflix (NFLX) 占据了在线流媒体原创节目的前九名。节目<i>路西法</i>去年以183.4亿分钟的流媒体播放时间高居榜首。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">Seeking Alpha</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://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":5459,"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":5,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7215025,"commentId":"7215025","gmtCreate":1643297700315,"gmtModify":1643299819380,"authorId":3581939971426189,"author":{"id":3581939971426189,"idStr":"3581939971426189","authorId":3581939971426189,"name":"pokokoko","avatar":"https://static.tigerbbs.com/a2ecfa72bfcaf6497e5b5a50fa2b1fe7","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":630782569,"objectIdStr":"630782569","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>sabitzer</u>","text":"<u>sabitzer</u>","html":"<u>sabitzer</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630782569"}
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