Giuliano Benzin Thesis Summary Netflix (NASDAQ:NFLX) has reported Q4 earnings, pleasing investors and gaining 10% after the announcement. The company has had a strong quarter and a strong year while also guiding for an even better Q12024. Over the last year, the company has executed a thought out plan to increase monetization and also revenues, which has clearly paid off. Though the company could seem expensive, a not that ambitious DCF model shows there’s still over 25% upside. Q4 Earnings Netflix just ...

Netflix订阅情况 - Netflix在2022年首次报告失去订阅者，约20万个账户[7] - Netflix在2023年第三季度报告新增880万订阅者，远超预期[12] - Netflix在密码分享禁令之前推出了基于广告的订阅，以及允许家庭成员加入现有账户的选项[13][14]

After reporting earnings Tuesday, after the market closed Netflix (NFLX)  is up over 10% on the day.After cratering over (-75%) from its all-time high in 2022, the streaming giant has mounted an incredible comeback, demonstrating its leadership in the online content industry. Netflix stock has now nearly tripled from its lows and made two-year highs today.During yesterday's earnings call, Netflix showed continued strength in subscriber and revenue growth, and laid out a long-term plan for adding new content ...

Netflix订户增长 - Netflix在第四季度的订阅增长超过了华尔街的预期，新增了1310万订户，总订户数达到了2.6亿[1][2] - Netflix表示预计2024年全年营收将实现两位数增长，力争广告业务成为未来收入增长的主要驱动力[8] Netflix股价表现 - Netflix的股价在盘后交易中上涨了8.3%，并在周三的交易中继续上涨，股价上涨了近11%[4] Netflix营收情况 - Netflix的营收达到88亿美元，超过了预期和公司在该季度的指导，营收增长约12.5%[5] Netflix内容推动增长 - Netflix依靠其知识产权推动增长，包括《鱿鱼游戏：挑战》等节目，新原创系列如《我们无法看到的所有光明》，以及电影作品如扎克·斯奈德的《叛逆之月：火之子》，以及非英语节目如法国系列《鲁邦》的第三季[9]

技术股业绩 - 标普500指数在2024年1月24日上涨了0.1%，受益于科技股的业绩和Netflix股价的飙升[1] - 技术公司的积极业绩报告强化了人工智能驱动的复苏的乐观情绪[2] DuPont de Nemours股价 - DuPont de Nemours股价暴跌，因为这家化工巨头发布了盈利预警，称中国需求疲软[1] 材料和消费品行业 - 材料和消费品行业的业绩引发了对需求和盈利能力的担忧[2]

Netflix市场策略 - Netflix计划削减部分市场的最低成本、无广告的套餐[1] - Netflix计划逐步淘汰基本套餐，以提高广告销售收入[3] - Netflix CFO表示，广告不会成为2024年的主要推动因素，公司将继续专注于提高服务质量[5] 流媒体市场变化 - Amazon Prime Video即将推出新的每月2.99美元的无广告观看费用[6] - Disney+、Warner Bros. Discovery's Max和YouTube TV Premium去年都提高了价格[7] - 消费者感受到了累积的流媒体支出压力，有25%的受访者表示在流媒体服务上花费过多[8] - 大多数消费者表示，如果需要减少每月账单，他们会取消流媒体订阅[8] - 流媒体平台在生成收入和保留订户之间寻求平衡，行业正经历定价策略和广告整合方面的重大变化[8]

Netflix第四季度业绩 - Netflix在2023年第四季度每股收益为2.11美元，低于Zacks Consensus Estimate 4.09%[1] - 收入为88.3亿美元，同比增长3.4%，超出共识预期1.33%[2] - 公司股价在1月23日的盘后交易中上涨了8.6%，全球第四季度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%[3] - Netflix归功于其付费订阅共享计划、最近的价格调整以及其业务的强劲表现，使得营收大幅增长[4] 付费订阅用户增长 - 广告会员人数季度环比增长了70%，广告计划现在占所有Netflix注册的40%[5] - Netflix在第四季度全球拥有260.28万付费订阅用户，同比增长12.8%[7] 地区收入情况 - Netflix的美国和加拿大地区收入为39.3亿美元，同比增长9.3%，占总收入的44.5%[14] 未来展望 - Netflix在2024年第一季度预计营收将增长16%，每股收益预计为4.49美元，同比增长55.9%[29] - Netflix预计2024年全年营收将有健康的两位数增长，全年营收预计将增长16%[32]

Shares of subscription-streaming service Netflix (NFLX 12.64%) jumped to two-year highs on Wednesday after the company reported its completed financial results for 2023. The company ended the year with a big surge in growth and higher-than-expected profits. And this is why Netflix stock was up 12% as of 11:20 a.m. ET.Netflix's huge bounce-back yearIn late 2022, Netflix introduced a subscription tier supported by advertising. And in mid-2023, the company cracked down on users sharing passwords. Both moves se ...

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Key PointsNetflix was expected to produce strength but over-delivered in Q4. Guidance is robust and leads analysts to raise their price targets for the stock. Shares could advance to a new all-time high by mid-year 2024. 5 stocks we like better than NetflixThe Netflix Inc. NASDAQ: NFLX narrative is not without risk. The company struggled with growth following the COVID-19 bubble, but those days are behind. The story today is leverage, driven by expanding member count, higher prices and ad sales expected to ...