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奈飞的国际战略有利于用户增长

Finimize

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Finimize
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发生了什么事情?

奈飞在周二晚上公布的季度业绩财报好于市场预期,即便这家流媒体巨头拒绝承认为了赚得收入而在道德上做出了哪些妥协。

这意味着什么?

自世界各国放宽居家令限制后,奈飞在疫情高峰期间出现的订阅用户增速一直在减缓。不过情况在好转:奈飞上季度新增了440万订阅用户,这个数字好于市场预期,订阅用户的总数达到了2.14亿。

奈飞预期本季度将新增850万订阅用户,这个预期让投资者很满意:如此的订阅用户增速预示着公司未来的利润可观,这可能是财报业绩公布后奈飞的股价随之上涨2%的原因。

为何值得关注?

对于市场而言:奈飞享有美好的一周

奈飞给出的下季度新增850万订阅用户的预估超出了分析师预期的830万。

这个数字可能十分关键:高盛集团的分析显示,奈飞在过去给出的第四季度预期指引通常低于市场预期,而这通常会导致奈飞的股价在接下来的一周时间里出现下滑。

不过由于奈飞在周二给出的数据好于分析师预期,这与之前的趋势相反,奈飞的股价在未来一周时间里的表现可能也相反。

更大的图景:一个完全不同的鱿鱼游戏。

奈飞公司近期一直在制作更多的国际电视剧,这一战略看起来是双赢的:国外的制作成本往往较美国境内的制作成本更便宜,同时更多的新制内容有助于吸引到更多的订阅用户。

奈飞的这种做法看起来的确起效了:《鱿鱼游戏》是一部此前鲜为人知的电视剧,其制作经费仅2100万美元,奈飞认为该剧目前价值9亿美元,已有逾1.3亿人至少观看了该剧的几集。

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