Netflix财务表现 - Netflix第四季度2023年度报告显示，每股收益为2.11美元，较去年同期增长了12美分，但低于Zacks Consensus Estimate预期4.09%[3] - Netflix在第四季度全球付费订阅用户增加了1312万，平均每个订阅用户的收入增长了1%[4] - Netflix归功于其付费订阅共享计划、最近的价格调整以及业务的强劲表现，使得营收增长强劲[5] Netflix地区收入情况 - Netflix在美国、加拿大地区的收入为39.3亿美元，占总收入的44.5%，平均每用户收入从去年同期增长了2.5%[14] - Netflix在欧洲、中东和非洲地区的收入为27.8亿美元，占总收入的31.5%[16] - Netflix在拉丁美洲地区的收入为11.5亿美元，占总收入的13.1%，平均每用户收入从去年同期增长了83.6%[18] - Netflix在亚太地区的收入为9.63亿美元，占总收入的10.9%，平均每用户收入从去年同期下降了4.9%[20] Netflix财务状况 - Netflix的广告层会员数季度环比增长了70%，现在占所有Netflix注册用户的40%[6] - Netflix的营销费用同比增长了64.1%，占营收的比例扩大了380个基点至10.4%[22] - Netflix的运营利润同比下降了21.9%，运营利润率在年度基础上收缩了550个基点至16.9%[23] - Netflix截至2023年12月31日的现金及现金等价物为71.1亿美元，总债务为145.4亿美元[24] Netflix未来展望 - Netflix预计2024年第一季度营收将在F/X中性基础上增长16%，每股收益预计增长55.9%年度基础上或在F/X中性基础上增长12%[27]

Despite facing initial challenges with its newly announced advertisement plan, Netflix (NASDAQ: NFLX) successfully ended the fiscal year 2023 with robust financial reports and promising guidance for the upcoming quarter.Profitability was boosted by price increases and the implementation of a new ad plan, resulting in a 12% revenue growth for the company by the end of the year. Operating margin expansion was substantial, and a record-breaking Free Cash Flow (FCF) of $6.9 billion was achieved.At the close of ...

The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Netflix (NFLX) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Netflix is a member of the Consumer Discretionary sector. This group includes 292 individual stocks and currently holds a Zacks Sector Rank of #5. The ...

Giuliano Benzin Approximately 2 years ago, I wrote an article that discussed why Netflix (NASDAQ:NFLX) would pull ahead of competitors. While the timing of that article could not have been worse, as the company soon plummeted after witnessing unprecedented subscriber growth slowdowns, every major point in that article has eventually essentially been proven correct. Netflix is clearly starting to snowball its lead over competitors like Disney + and Max. The premise of that article was that Netflix would ...

迪士尼流媒体 - 技术爱好者和投资者对寻找“下一个Netflix”特别感兴趣，尤其是在不断发展的娱乐行业中[1] - 迪士尼正在改变流媒体股票市场，成为严肃的Netflix竞争对手[6] - 拥有近1.58亿付费流媒体订阅者的迪士尼，通过创造创新内容和智能合作，定位于改变娱乐行业[8] - 迪士尼+还发布了2024年2月的令人着迷的节目表，展示了迪士尼提供各种内容的承诺[7] 流媒体行业 - 流媒体股票引领着科技领域的巨变，带来了一个新时代，其中可访问性至上，内容为王[2] - 电视割绳现象前所未有地普及，越来越多的公司加入流媒体领域[3] - 华纳兄弟探索公司通过Max的推出，旨在与Netflix竞争[10] - 华纳兄弟探索公司的流媒体部门表现出强大的财务稳定性，展示了在激烈的流媒体行业中的战略适应能力[11] Roku的崛起 - Roku在流媒体股票领域崭露头角，可能成为下一个Netflix，其战略性增强措施得到强调[14]

Netflix - Netflix是流媒体领域的主导者，拥有超过2.6亿订阅用户，是美国唯一盈利的主要流媒体服务提供商[1][2] - 调查显示，观众对于流媒体选择过多感到疲劳，市场竞争日益激烈，包括Netflix、Amazon、Apple等流媒体服务商以及Hulu、Disney+、ESPN+等传统媒体服务商[4][5] - 观众希望在一个平台上观看他们喜欢的节目，同时也认为流媒体服务费用过高，难以追踪所需内容[8] - Netflix在第四季度财报中表现强劲，新增1310万订阅用户，超过预期，并提高了2024年的运营利润率预测[9] - 调查显示，美国流媒体客户越来越不愿意添加新服务，这可能限制了Netflix的订阅增长，或者流媒体行业可能进入零和游戏阶段[10] Roku - Roku是美国领先的流媒体分发平台，拥有超过7500万活跃账户，解决了调查受访者的主要投诉，使流媒体观看更加便捷[11] - Roku提供全球搜索功能，用户可以跨多个服务搜索内容，使得所有内容都在一个平台上，更容易追踪节目所在的服务[12] - Roku的业务模式有望从增加的观看时间中受益，而无需额外订阅，同时也能够从广告支持的流媒体繁荣中获益[13] - Roku似乎比Netflix和其他流媒体服务有更大的增长潜力，公司正处于盈利转折点，有望在美国流媒体观众的偏好下成为当前最佳的流媒体股票[14]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Netflix (NFLX) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Netflix currently has an average b ...

Netflix (NFLX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this internet video service have returned +13.4% over the past month versus the Zacks S&P 500 composite's +5.1% change. The Zacks Broadcast Radio and Television industry, to which Netflix belongs, has gained 8.3% over this period. Now the key question is: Where could the stock be headed in the near term?Alt ...

While some tech stocks snooze, a new wave of innovative players are poised to shake up the industry. These hidden gems operate in sectors experiencing explosive growth, like streaming, e-commerce, and artificial intelligence. The buzzwords are focused on ‘’wake up’’ stocks, and with the new bull market set investors must be prepared for the future that awaits. The companies mentioned are heavily integrating AI, creating solutions that are faster, smarter, and more efficient, giving them a formidable edge. A ...

Giuliano BenzinWhile most of the stock market has been stuck in a sideways pattern for the majority of 2024 so far, the sentiment for Netflix (NASDAQ:NFLX) is decidedly bullish. The leading streaming company has continued to showcase strong subscriber adds in the wake of price increases, while a strong content slate for 2024 is set to continue appeasing the subscriber base. Year to date, shares of Netflix have already surged more than 20%: but in my view, there's still plenty of upside ahead. Data by YC ...