In a first, Netflix is making the upcoming video game derived from Squid Game available to anyone, whether or not they are a subscriber. Squid Game: Unleashed will be in front of the pay wall for a limited time, the company announced at The Game Awards in Los Angeles. The “party royale” game will be released next Tuesday. Netflix is a few years into its push into video games, which it currently offers as a free mobile component of subscriptions. After bankrolling some more ambitious swings, the company has ...

核心观点 - Netflix股价在12月11日创下历史新高，达到$940，主要得益于J.P. Morgan将其目标价从$850上调至$1,010，并维持" overweight"评级 这一升级基于强劲的订阅用户增长、广告收入激增和引人注目的内容 [1] 市场表现 - Netflix股价在12月10日收盘时为$936.56，年内涨幅达到99%，其中44%的增长发生在过去六个月内，使其成为2024年大型股中的佼佼者 [2] - Netflix在2024年的股价表现优异，年内涨幅接近100%，远超竞争对手如迪士尼的26.14%涨幅 [12] 目标升级原因 - J.P. Morgan上调目标价的原因包括对第四季度净新增订阅用户数的修订，预计将达到1000万，高于之前预测的900万 这一预测基于Sensor Tower的数据，显示全球下载量和每日活跃用户趋势在第四季度显著改善，主要由Netflix的强大内容阵容和年末节目推动 [4] - 有机订阅用户增长和广告支持层级的贡献增加，预计将推动Netflix的收入增长至2025年 [5] 广告业务 - Netflix的广告业务自2022年末推出广告支持计划以来，已成为重要的收入驱动因素 该计划每月定价$6.99，目标为预算有限的观众，与其他基于广告的流媒体平台竞争 最近，Netflix开始在美国逐步取消$11.99的无广告基本计划，为客户提供切换到高级层级或选择较低成本的广告支持替代方案的选项 [7] - 分析师认为这一战略转变是财务增长的催化剂，有可能吸引增量订阅用户并提高每用户平均收入(ARPU) Citi对Netflix的广告层级表示信心，将其目标价上调至$920，指出投资者对广告支持层级的信心增长是今年Netflix股票回报的主要因素 [8] 内容成功 - Netflix的成功与其提供引人注目的内容和扩展到直播娱乐的能力密切相关 例如，《鱿鱼游戏》第一季在其前四周吸引了超过1.42亿家庭，贡献了约$9亿美元的冲击价值 随着《鱿鱼游戏》第二季将于12月26日首播，订阅用户参与度预计将显著上升 [9] - Netflix的首次直播体育赛事，包括Jake Paul和Mike Tyson的比赛，创下了6500万观众的记录，使Netflix的市值增加了$250亿 此外，Netflix计划在圣诞节当天播出足球比赛，包括匹兹堡钢人队对堪萨斯城酋长队等重要对决 [10] 分析师展望 - Netflix在第三季度的财务表现继续令分析师印象深刻，报告每股收益(EPS)为$5.40，超过华尔街预期的$5.09，收入为$98.2亿，略高于预测 分析师预计Netflix将继续通过广告收入、密码共享货币化和提供独特的内容体验来推动持续增长 [12] - 随着Netflix继续扩展其服务，公司可能会达到新的里程碑，包括分析师预测的成为万亿美元公司的雄心目标 [13]

For Immediate ReleasesChicago, IL – December 12, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include including Netflix, Inc. (NFLX) , BP p.l.c. (BP) , Constellation Energy Corp. (CEG) , Tucows Inc. (TCX) and Bridger Aerospace Group Holdings, Inc. (BAER) .Here are highlights from Thursday’s Analyst Blog:Top Research Re ...

核心观点 - Netflix股价在周三早盘创下历史新高，摩根大通上调了其目标价，主要原因是预计2025年广告收入增加和内容强劲[1][2] 目标价上调 - 摩根大通将Netflix的目标价从$850上调至$1,010，并维持"增持"评级[1][2] 订阅用户增长 - 摩根大通预计Netflix第四季度净新增订阅用户将达到1000万，高于此前预测的900万[2] - 分析师指出，订阅用户增长得益于强劲的内容、健康的自然增长以及广告层级的贡献[1] 用户活跃度提升 - 数据显示，本季度全球下载量和日活跃用户(DAU)趋势显著改善，主要受公司节目推动，包括最近备受关注的Jake Paul和Mike Tyson的拳击比赛[1] 2025年收入预期 - 摩根大通预测，2025年收入将受益于健康的自然和长期增长、广告贡献增加以及价格上涨[2] 股价表现 - Netflix股价最近上涨2%至$932.76，并在开盘后不久创下$935.47的历史新高，超过了上周五的记录[2]

行业或公司 * Netflix, Inc. (NASDAQ:NFLX) 核心观点和论据 * **内容策略**: * Netflix计划在2025年推出大量原创内容，包括《鱿鱼游戏2》、《怪奇物语》第四季、《夜行者》回归等。 * 公司注重本地化内容制作，强调内容的真实性和与当地市场的共鸣。 * Netflix将推出更多非剧本类节目，如韩国的《料理争霸战》和《体能100》。 * 公司将推出更多体育赛事直播，包括每周一晚的WWE比赛和NFL超级碗。 * **订阅增长**: * 预计2025年订阅增长将带来约11%至13%的收入增长。 * 公司在全球范围内仍有大量增长空间，尤其是在亚洲、欧洲、中东和非洲地区。 * Netflix将推出付费共享计划，以应对密码共享问题。 * **广告业务**: * Netflix正在积极发展广告业务，预计2025年将推出更多广告产品。 * 公司正在开发自己的技术，并与Trade Desk和Google等合作伙伴合作。 * 预计广告业务将在2026年或2027年成为重要的收入来源。 * **竞争**: * Netflix认为当前竞争激烈，但公司对自身在市场上的地位感到满意。 * 公司正在与老媒体和科技公司竞争，并试图将他们的用户吸引到Netflix平台上。 * **人工智能**: * Netflix正在探索人工智能在内容创作和推荐系统中的应用。 * 公司认为人工智能可以帮助提高效率，但不会取代创意人员。 其他重要内容 * Netflix正在推出新的用户界面设计，以改善内容发现和推荐。 * 公司正在开发视频游戏，以增加用户参与度和降低用户流失率。 * Netflix对2025年的内容阵容感到兴奋，包括《怪奇物语》第四季的结局、《鱿鱼游戏》的结局和《弗兰肯斯坦》等电影。

Netflix, Inc. (NASDAQ:NFLX) UBS Global Media & Communications Conference December 10, 2024 4:30 PM ET Company Participants Ted Sarandos - Co-CEO Conference Call Participants John Hodulik - UBS John Hodulik Okay. Thank you all for joining us. Again I'm John Hodulik the media and telecom team and very happy to introduce our next and final speaker today, Co-CEO, Ted Sarandos from Netflix. Ted thanks for being here. Ted Sarandos Excellent, thanks for having me. It's like a holiday tradition. John Hodulik Absolu ...

Netflix TodayNFLXNetflix$894.41 -3.33 (-0.37%) 52-Week Range$445.73▼$908.00P/E Ratio50.62Price Target$775.58Add to WatchlistShares of streaming giant Netflix Inc NASDAQ: NFLX have been on a tear this year, making 2024 one for the history books. The stock has surged almost 100% since January and was hitting fresh all-time highs as recently as the end of November. As we head into the last couple of weeks of the year, all signs point to the streaming giant cruising toward even greater heights in 2025.  There ...

Not so long ago, in 2022, streaming innovator Netflix (NASDAQ: NFLX) reported its first loss in net subscriber count in over a decade. A well-publicized crash from roughly $700 to approximately $200 ensued, following which the business announced plans to crack down on password sharing. Wall Street equity analysts were skeptical at first.Since then, Netflix stock has been on a steady upward trajectory. At press time, the price of an NFLX share was $897.92. On a year-to-date (YTD) basis, the streaming service ...

Emergency Pizzas are saving the day for Squid Game playersANN ARBOR, Mich., Dec. 3, 2024 /PRNewswire/ -- Domino's Pizza Inc. (NYSE: DPZ) is joining forces with Netflix Inc. (NASDAQ: NFLX) to prove that an Emergency Pizza can save the day – even in the high-stakes realm of Squid Game. As the hit Netflix series approaches its season two debut on Dec. 26, Domino's is activating at Squid Game: The Experience to give away free Emergency Pizza for a year to players with the lowest scores – just in time for when t ...

Advertisement New survey data from Evercore suggests Netflix has room to raise prices.The percentage of subscribers who said they'd cancel in response to a price hike is well down.Almost half indicated more live content like the Paul-Tyson fight could keep them from canceling.Netflix's subscriber gains from its password-sharing crackdown could be waning, and some on Wall Street think it'll raise prices soon to keep its growth going.New survey data from Evercore ISI just added fuel to the theory. Its quarte ...