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2021-04-15
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Netflix Reports Earnings Next Week. Why Some Analysts Are Staying Bullish.<blockquote>Netflix 下周公布财报。为什么一些分析师保持看涨。</blockquote>
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Why Some Analysts Are Staying Bullish.<blockquote>Netflix 下周公布财报。为什么一些分析师保持看涨。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172855360","media":"Barrons","summary":"When Netflix reported its fourth-quarter results back in January, the streaming video giant’s stock ","content":"<p>When Netflix reported its fourth-quarter results back in January, the streaming video giant’s stock spiked higher. The big news was that Netflix expects to operate at cash-flow breakeven or better, and could eventually start buying back stock.</p><p><blockquote>今年 1 月，当 Netflix 公布第四季度业绩时，这家流媒体视频巨头的股价飙升。最大的消息是，Netflix 预计现金流将实现盈亏平衡或更好，并最终可能开始回购股票。</blockquote></p><p> The company also said it shouldn’t ever have to tap the debt markets again to fund content production, putting the kibosh on the bearish argument that Netflix could never generate enough subscription revenue to fund its operations. And on Jan. 20, the day after Netflix (ticker: NFLX) reported fourth-quarter earnings, the stock set an intraday record at $593.29.</p><p><blockquote>该公司还表示，它不应该再次利用债务市场为内容制作提供资金，从而驳斥了 Netflix 永远无法产生足够的订阅收入来为其运营提供资金的悲观论点。1 月 20 日，即 Netflix（股票代码：NFLX）公布第四季度收益的第二天，该股创下盘中纪录，报 593.29 美元。</blockquote></p><p> But it has been all downhill from there. Netflix saw a clear boost to its business from the pandemic, with most movie theaters, bars, and sporting events shuttered—it was the ultimate stay-at-home stock. Now with vaccination rates rising, investors are hunting for re-opening plays and taking profits on the 2020 winners. And there are concerns that Netflix could see slower growth and higher churn as consumers get off their couches and go outside.</p><p><blockquote>但从那以后一切都走下坡路了。Netflix 的业务从疫情中得到了明显的提振，大多数电影院、酒吧和体育赛事都关闭了——这是最终的居家股票。现在，随着疫苗接种率的上升，投资者正在寻找重新开放的戏剧，并从2020年的赢家身上获利。有人担心，随着消费者离开沙发走到户外，Netflix 可能会出现增长放缓和流失率上升的情况。</blockquote></p><p> Netflix will report March quarter results on April 20. The company has projected $7.1 billion in revenue, earnings of $2.97 a share, and 6 million net new subscribers. Some investors worry that a combination of a growing array of subscription streaming video services and tough comparisons with 2020 will lead to some difficult quarters in 2021. We should get some new clues next week.</p><p><blockquote>Netflix 将于 4 月 20 日公布三月份季度业绩。该公司预计收入为 71 亿美元，每股收益为 2.97 美元，净新增用户为 600 万。一些投资者担心，越来越多的订阅流媒体视频服务以及与 2020 年的艰难比较将导致 2021 年出现一些困难的季度。下周我们应该会得到一些新的线索。</blockquote></p><p> Nonetheless, some analysts are staying bullish on the company.</p><p><blockquote>尽管如此，一些分析师仍然看好该公司。</blockquote></p><p> On Wednesday, Morgan Stanley analyst Benjamin Swinburne repeated his Overweight rating and $700 price target on Netflix shares. He notes that the stock sits about where it was in July 2020, with investors “bracing for the ultimate in tough Covid comps.” But Swinburne remains optimistic. He says three factors should drive up earnings from here: “a long runway for member growth,” pricing power, and a vertically integrated motel with a focus on original content.</p><p><blockquote>周三，摩根士丹利分析师 Benjamin Swinburne 重申了他对 Netflix 股票的跑赢大盘评级和 700 美元目标价。他指出，该股目前的水平与 2020 年 7 月大致相同，投资者 “正在为严峻的 Covid 竞争的最终结果做好准备”。但斯威本仍然乐观。他说，有三个因素应该会推动这里的收益增长： “会员增长的漫长跑道”、定价权，以及专注于原创内容的垂直整合汽车旅馆。</blockquote></p><p> Swinburne concedes that there are some risks to subscriber growth in the 2021 firsts half, but he sees net additions increasing in the second half and into 2022. The analyst notes that Netflix has less than 10% of the global subscription video market.</p><p><blockquote>Swinburne承认，2021年上半年的用户增长存在一些风险，但他预计下半年和2022年的净新增用户将会增加。这位分析师指出，Netflix 在全球订阅视频市场的份额不到 10%。</blockquote></p><p> The list of new entrants in the streaming world since late 2019 is long—with new services from Apple(AAPL),Walt Disney(DIS), HBO,Comcast(CMCSA), Discovery, and ViacomCBS(VIAC). Yet in the same period those services were introduced, Netflix reported the strongest net subscriber gains of any period in its history.</p><p><blockquote>自2019年底以来，流媒体世界的新进入者名单很长——来自苹果（AAPL）、华特迪士尼（DIS）、HBO、康卡斯特（CMCSA）、Discovery和维亚康姆CBS（VIAC）的新服务。然而，在这些服务推出的同一时期，Netflix 报告了其历史上任何时期最强劲的净用户增长。</blockquote></p><p> Swinburne reports that a key part of his thesis is that the company can become more profitable over time, eventually reaching 40% Ebitda (earnings before interest, taxes, depreciation, and amortization) margins, with gross margins expanding to an eventual 60% from 40% in 2020.</p><p><blockquote>Swinburne 报告称，他的论文的一个关键部分是，随着时间的推移，该公司可以变得更有利可图，最终达到 40% 的 Ebitda（息税折旧摊销前利润）利润率，毛利率最终从 2020 年的 40% 扩大到 60%。</blockquote></p><p> Meanwhile, KeyBanc Capital Markets analystJust in Patterson reiterated his Overweight rating and $650 price target, in a note more focused on the coming quarterly report. Patterson sees multiple catalysts for the stack coming in the second half.</p><p><blockquote>与此同时，KeyBanc 资本市场分析师 Just in Patterson 在一份更关注即将发布的季度报告的报告中重申了他的跑赢大盘评级和 650 美元的目标价。帕特森认为下半年将出现多个催化剂。</blockquote></p><p> For one thing, he sees important new content on the way, including new seasons of the popular series <i>Stranger Things</i> and <i>Money Heist</i>. The company’s tests on cracking down on password sharing could boost subscriber growth as well, he says. And Patterson is impressed with the company’s continued aggressive stance on paying up for content, including a new licensing deal for Sony feature films and a $450 million investment in sequels to the hit film <i>Knives Ou</i>t.</p><p><blockquote>首先，他看到了重要的新内容即将推出，包括热门剧集的新一季<i>奇怪的事情</i>和<i>抢劫钱财</i>. 他说，该公司在打击密码共享方面的测试也可以促进用户数量的增长。帕特森对该公司在内容付费方面持续采取的积极立场印象深刻，包括索尼故事片的新授权协议和对热门电影续集的 4.5 亿美元投资。<i>刀或</i>t。</blockquote></p><p> On Wednesday, Netflix shares were off 2.5% to $540.02.</p><p><blockquote>周三，Netflix 股价下跌 2.5%，至 540.02 美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Reports Earnings Next Week. Why Some Analysts Are Staying Bullish.<blockquote>Netflix 下周公布财报。为什么一些分析师保持看涨。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Reports Earnings Next Week. Why Some Analysts Are Staying Bullish.<blockquote>Netflix 下周公布财报。为什么一些分析师保持看涨。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-15 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When Netflix reported its fourth-quarter results back in January, the streaming video giant’s stock spiked higher. The big news was that Netflix expects to operate at cash-flow breakeven or better, and could eventually start buying back stock.</p><p><blockquote>今年 1 月，当 Netflix 公布第四季度业绩时，这家流媒体视频巨头的股价飙升。最大的消息是，Netflix 预计现金流将实现盈亏平衡或更好，并最终可能开始回购股票。</blockquote></p><p> The company also said it shouldn’t ever have to tap the debt markets again to fund content production, putting the kibosh on the bearish argument that Netflix could never generate enough subscription revenue to fund its operations. And on Jan. 20, the day after Netflix (ticker: NFLX) reported fourth-quarter earnings, the stock set an intraday record at $593.29.</p><p><blockquote>该公司还表示，它不应该再次利用债务市场为内容制作提供资金，从而驳斥了 Netflix 永远无法产生足够的订阅收入来为其运营提供资金的悲观论点。1 月 20 日，即 Netflix（股票代码：NFLX）公布第四季度收益的第二天，该股创下盘中纪录，报 593.29 美元。</blockquote></p><p> But it has been all downhill from there. Netflix saw a clear boost to its business from the pandemic, with most movie theaters, bars, and sporting events shuttered—it was the ultimate stay-at-home stock. Now with vaccination rates rising, investors are hunting for re-opening plays and taking profits on the 2020 winners. And there are concerns that Netflix could see slower growth and higher churn as consumers get off their couches and go outside.</p><p><blockquote>但从那以后一切都走下坡路了。Netflix 的业务从疫情中得到了明显的提振，大多数电影院、酒吧和体育赛事都关闭了——这是最终的居家股票。现在，随着疫苗接种率的上升，投资者正在寻找重新开放的戏剧，并从2020年的赢家身上获利。有人担心，随着消费者离开沙发走到户外，Netflix 可能会出现增长放缓和流失率上升的情况。</blockquote></p><p> Netflix will report March quarter results on April 20. The company has projected $7.1 billion in revenue, earnings of $2.97 a share, and 6 million net new subscribers. Some investors worry that a combination of a growing array of subscription streaming video services and tough comparisons with 2020 will lead to some difficult quarters in 2021. We should get some new clues next week.</p><p><blockquote>Netflix 将于 4 月 20 日公布三月份季度业绩。该公司预计收入为 71 亿美元，每股收益为 2.97 美元，净新增用户为 600 万。一些投资者担心，越来越多的订阅流媒体视频服务以及与 2020 年的艰难比较将导致 2021 年出现一些困难的季度。下周我们应该会得到一些新的线索。</blockquote></p><p> Nonetheless, some analysts are staying bullish on the company.</p><p><blockquote>尽管如此，一些分析师仍然看好该公司。</blockquote></p><p> On Wednesday, Morgan Stanley analyst Benjamin Swinburne repeated his Overweight rating and $700 price target on Netflix shares. He notes that the stock sits about where it was in July 2020, with investors “bracing for the ultimate in tough Covid comps.” But Swinburne remains optimistic. He says three factors should drive up earnings from here: “a long runway for member growth,” pricing power, and a vertically integrated motel with a focus on original content.</p><p><blockquote>周三，摩根士丹利分析师 Benjamin Swinburne 重申了他对 Netflix 股票的跑赢大盘评级和 700 美元目标价。他指出，该股目前的水平与 2020 年 7 月大致相同，投资者 “正在为严峻的 Covid 竞争的最终结果做好准备”。但斯威本仍然乐观。他说，有三个因素应该会推动这里的收益增长： “会员增长的漫长跑道”、定价权，以及专注于原创内容的垂直整合汽车旅馆。</blockquote></p><p> Swinburne concedes that there are some risks to subscriber growth in the 2021 firsts half, but he sees net additions increasing in the second half and into 2022. The analyst notes that Netflix has less than 10% of the global subscription video market.</p><p><blockquote>Swinburne承认，2021年上半年的用户增长存在一些风险，但他预计下半年和2022年的净新增用户将会增加。这位分析师指出，Netflix 在全球订阅视频市场的份额不到 10%。</blockquote></p><p> The list of new entrants in the streaming world since late 2019 is long—with new services from Apple(AAPL),Walt Disney(DIS), HBO,Comcast(CMCSA), Discovery, and ViacomCBS(VIAC). Yet in the same period those services were introduced, Netflix reported the strongest net subscriber gains of any period in its history.</p><p><blockquote>自2019年底以来，流媒体世界的新进入者名单很长——来自苹果（AAPL）、华特迪士尼（DIS）、HBO、康卡斯特（CMCSA）、Discovery和维亚康姆CBS（VIAC）的新服务。然而，在这些服务推出的同一时期，Netflix 报告了其历史上任何时期最强劲的净用户增长。</blockquote></p><p> Swinburne reports that a key part of his thesis is that the company can become more profitable over time, eventually reaching 40% Ebitda (earnings before interest, taxes, depreciation, and amortization) margins, with gross margins expanding to an eventual 60% from 40% in 2020.</p><p><blockquote>Swinburne 报告称，他的论文的一个关键部分是，随着时间的推移，该公司可以变得更有利可图，最终达到 40% 的 Ebitda（息税折旧摊销前利润）利润率，毛利率最终从 2020 年的 40% 扩大到 60%。</blockquote></p><p> Meanwhile, KeyBanc Capital Markets analystJust in Patterson reiterated his Overweight rating and $650 price target, in a note more focused on the coming quarterly report. Patterson sees multiple catalysts for the stack coming in the second half.</p><p><blockquote>与此同时，KeyBanc 资本市场分析师 Just in Patterson 在一份更关注即将发布的季度报告的报告中重申了他的跑赢大盘评级和 650 美元的目标价。帕特森认为下半年将出现多个催化剂。</blockquote></p><p> For one thing, he sees important new content on the way, including new seasons of the popular series <i>Stranger Things</i> and <i>Money Heist</i>. The company’s tests on cracking down on password sharing could boost subscriber growth as well, he says. And Patterson is impressed with the company’s continued aggressive stance on paying up for content, including a new licensing deal for Sony feature films and a $450 million investment in sequels to the hit film <i>Knives Ou</i>t.</p><p><blockquote>首先，他看到了重要的新内容即将推出，包括热门剧集的新一季<i>奇怪的事情</i>和<i>抢劫钱财</i>. 他说，该公司在打击密码共享方面的测试也可以促进用户数量的增长。帕特森对该公司在内容付费方面持续采取的积极立场印象深刻，包括索尼故事片的新授权协议和对热门电影续集的 4.5 亿美元投资。<i>刀或</i>t。</blockquote></p><p> On Wednesday, Netflix shares were off 2.5% to $540.02.</p><p><blockquote>周三，Netflix 股价下跌 2.5%，至 540.02 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-analysts-51618422187?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-analysts-51618422187?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172855360","content_text":"When Netflix reported its fourth-quarter results back in January, the streaming video giant’s stock spiked higher. The big news was that Netflix expects to operate at cash-flow breakeven or better, and could eventually start buying back stock.\nThe company also said it shouldn’t ever have to tap the debt markets again to fund content production, putting the kibosh on the bearish argument that Netflix could never generate enough subscription revenue to fund its operations. And on Jan. 20, the day after Netflix (ticker: NFLX) reported fourth-quarter earnings, the stock set an intraday record at $593.29.\nBut it has been all downhill from there. Netflix saw a clear boost to its business from the pandemic, with most movie theaters, bars, and sporting events shuttered—it was the ultimate stay-at-home stock. Now with vaccination rates rising, investors are hunting for re-opening plays and taking profits on the 2020 winners. And there are concerns that Netflix could see slower growth and higher churn as consumers get off their couches and go outside.\nNetflix will report March quarter results on April 20. The company has projected $7.1 billion in revenue, earnings of $2.97 a share, and 6 million net new subscribers. Some investors worry that a combination of a growing array of subscription streaming video services and tough comparisons with 2020 will lead to some difficult quarters in 2021. We should get some new clues next week.\nNonetheless, some analysts are staying bullish on the company.\nOn Wednesday, Morgan Stanley analyst Benjamin Swinburne repeated his Overweight rating and $700 price target on Netflix shares. He notes that the stock sits about where it was in July 2020, with investors “bracing for the ultimate in tough Covid comps.” But Swinburne remains optimistic. He says three factors should drive up earnings from here: “a long runway for member growth,” pricing power, and a vertically integrated motel with a focus on original content.\nSwinburne concedes that there are some risks to subscriber growth in the 2021 firsts half, but he sees net additions increasing in the second half and into 2022. The analyst notes that Netflix has less than 10% of the global subscription video market.\nThe list of new entrants in the streaming world since late 2019 is long—with new services from Apple(AAPL),Walt Disney(DIS), HBO,Comcast(CMCSA), Discovery, and ViacomCBS(VIAC). Yet in the same period those services were introduced, Netflix reported the strongest net subscriber gains of any period in its history.\nSwinburne reports that a key part of his thesis is that the company can become more profitable over time, eventually reaching 40% Ebitda (earnings before interest, taxes, depreciation, and amortization) margins, with gross margins expanding to an eventual 60% from 40% in 2020.\nMeanwhile, KeyBanc Capital Markets analystJust in Patterson reiterated his Overweight rating and $650 price target, in a note more focused on the coming quarterly report. Patterson sees multiple catalysts for the stack coming in the second half.\nFor one thing, he sees important new content on the way, including new seasons of the popular series Stranger Things and Money Heist. The company’s tests on cracking down on password sharing could boost subscriber growth as well, he says. And Patterson is impressed with the company’s continued aggressive stance on paying up for content, including a new licensing deal for Sony feature films and a $450 million investment in sequels to the hit film Knives Out.\nOn Wednesday, Netflix shares were off 2.5% to $540.02.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":521,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":23,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/347044469"}
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