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这次 $奈飞(NFLX.US$ 财报显示:订阅用户数超过预期:二季度订阅用户净增加589万,远超市场预期的200万。这意味着奈飞的用户基础继续扩大,加速了收入增长。
收入与EPS优于预期:奈飞本季度的营收为81.87亿美元,略低于分析师预期的82.9亿美元,但每股收益(EPS)为3.29美元,优于预期的2.85美元。这表明公司的盈利能力良好。
存在的问题:
Q3营收展望不如市场预期:公司预测第三季度的营收为85.2亿美元,低于市场预期,导致股价在盘后大跌8%。这可能使投资者对未来业绩产生一些担忧。
共享账户付费方案对营收的影响:奈飞推出了共享账户付费方案,在全球覆盖80%收入来源地区,推动用户数量增长,但同时部分用户的平均营收有所下降。
奈飞表示共享账户付费方案受到用户欢迎,未来将全面推行。这有望进一步推动用户增长和收入增长。
广告方案和共享账户付费方案持续发酵:奈飞认为广告方案和共享账户付费方案将继续发酵,预计下半年营收将加速增长。
2023全年营业利润率:奈飞重申预计2023全年营业利润率将落在18%~20%区间。这显示了公司对未来的业务表现有信心。
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收入与EPS优于预期:奈飞本季度的营收为81.87亿美元,略低于分析师预期的82.9亿美元,但每股收益(EPS)为3.29美元,优于预期的2.85美元。这表明公司的盈利能力良好。
存在的问题:
Q3营收展望不如市场预期:公司预测第三季度的营收为85.2亿美元,低于市场预期,导致股价在盘后大跌8%。这可能使投资者对未来业绩产生一些担忧。
共享账户付费方案对营收的影响:奈飞推出了共享账户付费方案,在全球覆盖80%收入来源地区,推动用户数量增长,但同时部分用户的平均营收有所下降。
奈飞表示共享账户付费方案受到用户欢迎,未来将全面推行。这有望进一步推动用户增长和收入增长。
广告方案和共享账户付费方案持续发酵:奈飞认为广告方案和共享账户付费方案将继续发酵,预计下半年营收将加速增长。
2023全年营业利润率:奈飞重申预计2023全年营业利润率将落在18%~20%区间。这显示了公司对未来的业务表现有信心。
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$奈飞(NFLX.US$ drops the $9.99 /mo deal
FCF improves for 2H - due to Actor/Writer Strike
Cutting the password-sharing makes for V difficult 2024 comps
2% beat on Paid memberships 238m vs 234m
2H23 is peak for comps, FCF (IMHO)
2024 will be much much much slower growth.
FCF improves for 2H - due to Actor/Writer Strike
Cutting the password-sharing makes for V difficult 2024 comps
2% beat on Paid memberships 238m vs 234m
2H23 is peak for comps, FCF (IMHO)
2024 will be much much much slower growth.
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$奈飞(NFLX.US$ The company added 5.9 million paid net subscribers in Q2 as it successfully rolled out paid sharing to more than 100 countries, representing over 80% of its total revenue. Buyside expectations were around 4M net subscriber additions.
Management expects revenue growth to accelerate in H2/23 as the company starts to see the full benefits of paid sharing plus continued steady growth in its ad-supported plan. For Q3, the company expects revenue of $8.5B, representing a 7% year-ove...
Management expects revenue growth to accelerate in H2/23 as the company starts to see the full benefits of paid sharing plus continued steady growth in its ad-supported plan. For Q3, the company expects revenue of $8.5B, representing a 7% year-ove...
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$奈飞(NFLX.US$
Subscribers +5.9M Q/Q to 238.4M.
ARM -1% Y/Y fx neutral.
• Revenue +3% Y/Y to $8.2B ($100M miss).
• +6% Y/Y fx neutral.
• Operating margin 22% (3pp beat).
• EPS $3.29 ($0.44 beat).
Q3 FY23 Guidance:
• Revenue +7% Y/Y.
• Operating margin 22%.
Subscribers +5.9M Q/Q to 238.4M.
ARM -1% Y/Y fx neutral.
• Revenue +3% Y/Y to $8.2B ($100M miss).
• +6% Y/Y fx neutral.
• Operating margin 22% (3pp beat).
• EPS $3.29 ($0.44 beat).
Q3 FY23 Guidance:
• Revenue +7% Y/Y.
• Operating margin 22%.
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Netflix (NFLX.O) is expected to release its second-quarter earnings report on July 19, Eastern Time. Since November 2021, Netflix's stock price has experienced large fluctuations, which has aroused widespread concern in the market. I will conduct a forward-looking analysis of Netflix's financial report for the second quarter of 2023 , and discuss its future development trends and possible risk factors.
1. Revenue fell sho...
1. Revenue fell sho...
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道琼斯指数、标准普尔500指数和罗素2000指数收高,而纳斯达克100指数收低。房地产和公用事业是当今表现最好的公司,而材料和技术表现最差。特斯拉超过了第二季度调整后的每股收益和收入预期。Netflix超过了第二季度调整后的每股收益,但收入低于预期。苹果在 “Apple GPT” 报告中飙升至历史新高。
$标普500指数(.SPX.US$ $特斯拉(TSLA.US$ $苹果(AAPL.US$ $奈飞(NFLX.US$
$标普500指数(.SPX.US$ $特斯拉(TSLA.US$ $苹果(AAPL.US$ $奈飞(NFLX.US$
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