Netflix Is Dumping Quarterly Subscriber Reports: Co-CEO Greg Peters Says This Is What Motivated The Change
Netflix Is Dumping Quarterly Subscriber Reports: Co-CEO Greg Peters Says This Is What Motivated The Change
Netflix Inc. (NASDAQ:NFLX) has declared that it will no longer disclose its subscriber count every quarter, hinting at a potential deceleration in user growth.
Netflix公司(纳斯达克股票代码:NFLX)宣布将不再每季度披露其订阅者人数,这暗示用户增长可能会减速。
What Happened: Netflix's unexpected decision led to a dip in the company's stock, Reuters last Friday. The streaming giant added 9.3 million new subscribers in Q1, nearly twice the predicted number.
发生了什么:路透社上周五,Netflix的意外决定导致该公司股票下跌。这家流媒体巨头在第一季度增加了930万新订阅者,几乎是预期数字的两倍。
By the end of March, Netflix had a worldwide subscriber base of 269.6 million, marking a year-over-year growth of 16.0%. However, the company will stop revealing subscriber additions each quarter from Q1 2025, choosing to announce them only when significant milestones are achieved.
截至3月底,Netflix的全球订户群为2.696亿,同比增长16.0%。但是,该公司将从2025年第一季度起停止公布每季度的订户新增情况,选择仅在实现重要里程碑时才宣布这些信息。
Co-CEO Greg Peters stated, "This change is really motivated by wanting to focus on what we see are the key metrics that we think matter most to business."
联席首席执行官格雷格·彼得斯表示:“这种变化的真正动机是希望专注于我们认为对企业最重要的关键指标。”
Analysts fear that this move could unsettle investors and make it difficult for Wall Street to model the company's business.
分析师担心,此举可能会使投资者感到不安,并使华尔街难以对公司的业务进行建模。
Why It Matters: This decision follows Netflix's first-quarter earnings report, where the company reported a revenue of $9.37 billion, up 14.8%, beating a Street consensus estimate of $9.275 billion. This report also revealed that Netflix added 9.33 million paid subscribers, surpassing expectations.
为何重要:这一决定是在Netflix发布第一季度财报之后做出的,该公司公布的收入为93.7亿美元,增长14.8%,超过了华尔街共识估计的92.75亿美元。该报告还显示,Netflix增加了933万付费订阅者,超出了预期。
However, just a week before the earnings report, an analyst from Piper Sandler cautioned about inflated expectations for Netflix's Q1 subscriber numbers.
但是,就在财报发布前一周,派珀·桑德勒的一位分析师警告说,对Netflix第一季度订阅人数的预期过高。
Price Action: On Thursday, Netflix closed at $610.56, 0.51% lower than its previous close. It was trading at $581.49 in the after-hours market.
价格走势:周四,Netflix收于610.56美元,比之前的收盘价下跌0.51%。盘后市场交易价格为581.49美元。
Photo by freestocks on Unsplash
照片由 freestocks 在 Unsplash