智通财经5月19日电，摩根大通将奈飞公司评级下调至中性，目标价1,220美元，即上涨2.4%。 ...

Sundar Pichai said he still wonders about some decisions Google has made — one of them being that the company never acquired Netflix. The Google CEO gave a wide-ranging interview on the "All-In Podcast," which posted Friday. At the end of the talk, host David Friedberg, a former Googler himself, asked Pichai about his proudest moments — and biggest regret."We debated Netflix at some point, super intensely inside," Pichai said.Pichai, who has been with the company since 2004 and became CEO about 10 years ag ...

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is Netflix (NFLX) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Netflix is a member of our Consumer Discretionary group, which includes 255 different companies and currently sits at #11 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks ...

In the rapidly evolving landscape of entertainment streaming, Netflix (NFLX) and Paramount Global (PARA) represent two distinct approaches to capturing audience attention and market share. Netflix, the pioneer that transformed how we consume content, has evolved into a global powerhouse with more than 300 million paid households. Paramount Global, born from the merger of ViacomCBS, combines traditional media assets with streaming ambitions through Paramount+.Both companies are navigating similar challenges: ...

报告行业投资评级 - 对Netflix股票维持“增持”评级 [1][2][5] 报告的核心观点 - Netflix是线性电视持续变革的主要受益者和推动者，其内容在全球表现出色，推动了用户增长、收入增加和利润增长的良性循环 [10] - 预计Netflix将受益于全球联网设备的普及和消费者对网络按需视频消费的偏好增加，广告支持层将进一步扩大用户基础并带来高利润率的增量收入 [10] - 预计Netflix在2025年和2026年将实现健康的两位数收入增长、持续的运营利润率扩张、多年的自由现金流增长以及股票回购增加，这些因素支持其较高的估值 [2] 根据相关目录分别进行总结 价格表现与估值 - 截至2025年5月12日，Netflix股价为1110美元，目标价为2025年12月的1150美元 [5] - 2025年YTD绝对涨幅24.5%，相对涨幅30.7%；12个月绝对涨幅81.7%，相对涨幅80.2% [9] - 预计2025 - 2026年FXN收入平均增长13%，营业收入增长22%，GAAP每股收益增长24%，自由现金流增长30% [2] - 目标价基于2026年预期GAAP每股收益30.46美元的约38倍，相当于2026年预期自由现金流117亿美元的约42倍 [2][11] 广告业务 - 预计Netflix在本周的前期活动中提供更新的广告层月活跃用户（MAU）数据，预计超过1亿用户；宣布广告套件在国际市场的进一步扩张；突出即将推出的直播/体育内容 [1][15] - 预计到2025年底广告层订阅用户将达到6000万以上，对应MAU超过1.4亿 [1][15] - 预计2025年广告收入（不包括订阅）将达到30亿美元，较2024年的14亿美元增长一倍多 [1][15] 内容业务 - 2025年内容片单强劲，2季度关键发布包括《Nonnas》《Sirens》《Big Mouth S8》《Fear Street: Prom Queen》《Ginny & Georgia S3》《Tires S2》《FUBAR S2》和《Squid Game S3》等 [1][16] - 预计强劲的内容将推动用户增长、参与度和留存率，预计2025年FXN收入增长15.1%，其中用户增长8.5%，每用户平均收入（ARM）增长2.1% [16] 用户数据 - 2季度全球日活跃用户（DAU）同比下降3%，较1季度的-2%略有疲软，但较3月的-5%有所改善 [37] - 2季度全球下载量同比下降2%，较1季度的+9%疲软，但较3月的-4%有所改善 [52] 市场份额与行业趋势 - 流媒体在美国电视总使用时间（TUT）中的份额在3月同比增加530个基点至43.8%，领先于有线电视和广播；Netflix的份额同比下降20个基点至7.9% [57] - 在英国，SVOD/AVOD在整体电视观看时间中的份额在3月达到18.0%（同比增加70个基点），Netflix占英国电视时间的9.8%（同比增加60个基点） [55] - 在墨西哥、波兰、巴西和西班牙等国家，流媒体在电视时间中的份额均低于35%，Netflix在这些国家的电视时间份额均低于10%，有增长空间 [64] 内容观看数据 - 提供了2025年4月28日 - 5月4日全球Netflix热门内容的观看数据，包括英语和非英语系列、电影 [77][78][79][80] - 提供了Netflix全球历史热门内容的观看数据，包括英语和非英语系列、电影 [85][86][88][89] 内容发布计划 - 展示了Netflix、迪士尼+、亚马逊Prime Video、Max、Hulu等平台2025年2 - 4季度及待定的原创内容发布计划 [98][101][104][122][126][135][139] - 展示了2025 - 2027年的关键院线电影发布计划 [141][144] 相关研究报告 - 列出了自2024年5月至2025年4月期间关于Netflix及相关行业的研究报告 [147][148][149] 财务模型 - 提供了Netflix 2022 - 2026年的预计损益表，包括收入、成本、利润、费用等各项财务指标 [151]

Netflix is reportedly about to experiment with placing ads in the middle of its programming.The streaming service has created interactive “mid-roll” and pause ads that incorporate generative artificial intelligence (AI), the publication Media Play News reported Wednesday (May 15) from the company’s upfront to advertisers.“[Netflix] members pay as much attention to midroll ads as they do to the shows and movies themselves,” said Amy Reinhard, president of advertising at Netflix.Reinhard said that Netflix’s $ ...

Streaming giant Netflix Inc NFLX shared an impressive milestone for its ad-supported plan at its upfront presentation to advertisers, along with highlighting upcoming content that includes bets on live content and reality television.Ad-Supported Plan Shines: Fresh off its recent quarterly financial results that beat Street estimates, Netflix and its shareholders may have more reasons to celebrate.The company announced its ad-supported plan, which launched in 2022, has hit 94 million monthly active users glo ...

Netflix is adding more live streaming content, the company announced at its Upfront presentation on Wednesday. The service, which now reaches over 94 million global monthly active users, has been steadily introducing live TV to its audience with sports content from WWE wrestling, comedy, and awards shows, and other special events (some of which definitely didn’t work out.)According to Netflix Chief Content Officer Bela Bajaria, the company will be adding new programs, including the Katie Taylor vs. Amanda S ...

Netflix said Wednesday its cheaper, ad-supported tier now has 94 million monthly active users — an increase of more than 20 million since its last public tally in November.The company and its peers have been increasingly leaning on advertising to boost the profitability of their streaming products. Netflix first introduced the ad-supported plan in November 2022.Netflix's ad-supported plan costs $7.99 per month, a steep discount from its least expensive ad-free plan, at $17.99 per month."When you compare us ...

JPMorgan analyst Doug Anmuth maintained an Overweight rating on Netflix Inc NFLX with a price target of $1,150 on Monday.Netflix shares are +30% above post-tariff lows, significantly outperforming the SPX +15%, driven by the streaming giant’s defensive subscription nature & streaming leadership against macro and tariff uncertainty, Anmuth noted.The analyst said some of that may reverse shortly as trade relief shifts investors more to tariff-impacted names that have lagged in recent weeks.Also Read: Netflix ...