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Netflix's price hikes and ad tier will fuel a record quarter, analysts say
Business Insider· 2025-07-17 16:10
财务表现 - 预计第二季度营收将达到创纪录的111亿美元,每股收益708美元,分别较第一季度的105亿美元和661美元有所增长 [1] - 2024年因打击密码共享策略,新增订阅用户达4100万,其中第四季度新增1890万 [3] 增长驱动因素 - 价格上涨和广告套餐成为主要增长催化剂,广告套餐在2025年前五个月贡献了美国近半数新增用户 [2] - 广告套餐增长迅速,未来可能比无广告套餐带来更高单用户收入 [2] - 下半年内容储备强劲,包括《星期三》《怪奇物语》新季、《快乐吉尔摩2》及两场圣诞NFL直播赛事 [12] 用户趋势 - 美国市场月度新增用户增长趋于平稳,重新订阅率回升,首次订阅用户减少 [4] - 密码共享策略的红利已基本耗尽,新增付费用户动力减弱 [4] - 观众参与度保持高位,取消订阅率维持在较低水平 [13] 行业竞争 - 尽管过去一年被YouTube抢占部分市场份额,但Netflix观众份额仍相当于Disney+、Hulu和Amazon Prime Video的总和 [12] - 在流媒体游戏领域具有潜在优势,竞争对手尚未有效布局 [13] 战略定位 - 公司在流媒体领域规模无可匹敌,广告和体育/直播业务存在显著增长空间 [11] - 内容库持续强化,如《鱿鱼游戏》新季推动增长势头 [12]
Netflix says its ad tier now has 94 million monthly active users
CNBC· 2025-05-15 02:40
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 ...