Netflix saw a surge in new subscribers at the end of last year, attributed in part to the streaming giant bringing in a ban on password sharing.The crackdown on password sharing, which started last May in a number of countries, hindered people in different households from using the same account. It appears to be having the desired effect of prompting people to open their own accounts - as the company added 13.1 million worldwide subscribers in the last three months of 2023.It was the third consecutive quart ...

Netflix Inc (NASDAQ:NFLX) shares are heading for a near-9% gain on Wednesday after the video streamer’s fourth-quarter growth in subscribers and revenues exceeded expectations, with a bullish outlook for 2024. Revenue of $8.83 billion topped Wall Street analyst expectations of $8.72 billion. This year-over-year growth of 13.2% was attributed to Netflix’s paid-sharing model, recent price changes, and its strong content slate. Earnings per share (EPS) of $2.11, however, missed expectations of $2.20 and includ ...

Netflix财务表现 - Netflix第四季度营收增长12.5%[3] - Netflix运营收入激增172%[7] - Netflix每股收益飙升1658%[8] - Netflix经营活动现金流激增275%[9] Netflix用户数据 - Netflix付费净订户数量激增1310万[5] Netflix未来展望 - Netflix预计2024年第一季度营收增长13.2%[10]

Netflix Inc.’s growing advertising business is proving that the streaming company’s bet that its customers would tolerate commercials in exchange for a cheaper price is paying off, and Wall Street should win as well. In November 2022, Netflix launched ad-supported subscription tiers, a complete about-face on its longstanding policy to never have commercials on its service. Some were skeptical that this move, which harkens back to broadcast TV, would work.But Netflix is proving those naysayers, including thi ...

业绩总结 - Netflix预计2024年将有健康的双位数外汇中性收入增长，包括活跃会员数和ARM的增长[14][15][16] - 在EMEA地区，Netflix在Q4实现了13%的外汇中立增长[25] - Netflix的广告业务在上一季度实现了70%的季度增长[31] - Netflix目前拥有2,300万月活跃用户(MAUs)并计划在未来继续增长[32] - Netflix的原创电影吸引了全球最大的观众群[49] - Netflix的原创电影在观众和观看时间方面表现优于授权影片[48] - Netflix的原创电影在文化影响方面可能不如电视剧，但仍然吸引了大量观众[49] - Netflix对于动画电影的表现感到满意，计划继续投资和制作更多动画电影[56] - Netflix对于全球和国内的用户参与度感到满意，尤其是在转变观看方式从线性电视到流媒体的过程中[61] - Netflix的付费共享影响了用户参与度，但随着用户独立账户的增加，参与度将继续增长[62] - Netflix对于游戏领域的投资表现满意，特别是Grand Theft Auto Trilogy的表现超出预期[65] - 公司在移动游戏下载方面取得了显著成绩，显示了移动游戏市场的巨大潜力[66] - 公司游戏投资带来了用户参与度和业务效益的增长，将适当地扩大这方面的投资[68] 用户数据 - Netflix目前拥有2,300万月活跃用户(MAUs)并计划在未来继续增长[32] - 公司在游戏领域的投资考虑到了学习和增长，同时也要确保投资能够有效地转化为会员价值[67] - 公司将继续寻找具有知名度的游戏，并考虑进行独家授权，以吸引会员[70] 未来展望 - Netflix计划通过改进广告技术和测量来增加广告产品[35] - Netflix认为广告业务有巨大的长期收入潜力，特别是在流媒体广告方面[36] - 公司考虑在全球其他国家实施价格调整，以提供更多的娱乐价值，并监测会员参与度、留存和获取情况[73] - 公司认为自己拥有最为投入的观众群体，这是与竞争对手的差异化优势[80] - Netflix的资本配置哲学是倾向于自主建设而非收购，持有适度的债务，目前持有100-150亿美元的债务[93] 新产品和新技术研发 - Netflix计划继续投资并扩大广告业务团队[42] - 公司考虑了将广告计划设为默认选项，但最终决定让会员自行选择，以吸引更多对广告计划感兴趣的会员[78] 市场扩张和并购 - Netflix与WWE达成全球合作，将WWE Raw节目引入Netflix平台[4][5][6] - Netflix不愿透露此次交易的具体经济数据，但表示这是一项长期合作[8] - Netflix表示WWE是体育娱乐，与其核心业务非常契合，未来不排除对其他全球体育版权的兴趣[13] 其他新策略 - Netflix计划继续改善服务，以实现健康的收入增长，包括通过内容和会员福利提供更多价值[20][21][22] - Netflix计划在未来增加内容支出，同时保持财务纪律，以持续提供精彩内容给会员[84] - Netflix认为持续提供精彩内容给会员对业务发展有益[86]

Netflix财报 - Netflix在2023年12月报告的营收为88.3亿美元，同比增长12.5%[1] - Netflix的每股收益为2.11美元，较去年同期的0.12美元有显著增长[1] - Netflix的全球流媒体会员数表现良好，各地区的付费会员数和营收均呈现增长趋势[5]

奈飞2023年第四季度财务业绩 - 奈飞2023年第四季度财务业绩表现强劲，流媒体付费用户净新增数量创新高，营收和每股收益超出市场预期[1] - 奈飞Q4营收同比增长12.5%，净利润大幅增长，经营利润率也有显著提升[2] - 奈飞全球流媒体付费用户数达到历史最高，强大节目阵容带动用户增长[3] - 奈飞预计2024年第一季度营收将继续增长，摊薄后每股收益也有望超出市场预期[4]

Netflix is making more changes to its subscription offerings and will completely phase out its cheapest basic ad-free option. The streaming giant announced the news in its letter to shareholders on Tuesday, saying it will begin with the UK and Canada in the second quarter. After increasing the price from $10 to $12 per month for existing subscribers, Netflix is eliminating the plan altogether for all members. The streamer dropped its Basic ad-free plan for new subscribers in the US and UK in July 2023 and f ...

Netflix (NFLX) came out with quarterly earnings of $2.11 per share, missing the Zacks Consensus Estimate of $2.20 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.09%. A quarter ago, it was expected that this internet video service would post earnings of $3.46 per share when it actually produced earnings of $3.73, delivering a surprise of 7.80%.Over the last four quarters, the co ...

ToplineNetflix said in its earnings report Tuesday that it has no interest in acquiring linear assets and that further mergers and acquisitions in the entertainment industry won’t “materially” change the competitive environment, shooting down any speculation that the streaming giant might purchase a traditional entertainment company.Netflix posted record-breaking earnings last year. (Photo by Jakub Porzycki/NurPhoto via Getty ... [+] Images)NurPhoto via Getty Images Key FactsNetflix said as its legacy compe ...