PJoo
2022-01-24
Bloodbath
Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示，Netflix股价又下跌6%，仅靠内容并不能影响电视流媒体业务</blockquote>
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On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过6%，杰富瑞(Jefferies)分析师Andrew Uerkiwitz下调了对该公司股票的评级。</li><li>Uerkwitz将Netflix(NFLX)的看法从买入调整为持有，他表示，在上周令人失望的季度报告和前景之后，该公司“短期内存在太多不确定性”。周四，Netflix(NFLX)表示，2021年第四季度新增用户828万，低于此前预测的新增用户850万。Netflix(NFLX)还表示，预计今年第一季度仅增加250万订阅用户。</li><li>这些数字在华尔街对Netflix(NFLX)没有任何好处，投资者周五导致该公司股价下跌近22%。</li><li>周一，Uerkwitz加入了对Netflix(NFLX)用户数量的负面回应，他表示，在“考虑了该公司接下来发生的潜在情况”后，Netflix(NFLX)在新内容上的支出似乎可能会达到顶峰。</li><li>Netflix, Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能太高了。”</li><li>Ueurwitz补充说，Netflix(NFLX)似乎不能仅仅依靠围绕其原创内容创造声望或排他性来吸引大量新订阅者使用其服务。</li><li>“我们所见过的最好的内容对推动[订户]增长几乎没有什么作用，”乌尔克维茨说。“如果订户增长放缓成为新常态，我们需要看到内容[和]资本配置的变化，同时关注新的收入来源，以利用庞大的用户群[和]内容库。”</li><li>周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021年流媒体Unwrapped”报告中的数据，该报告显示Netflix（NFLX）占据了在线流媒体原创节目的前九名。节目<i>路西法</i>，以183.4亿分钟的流媒体播放量位居榜首。</li></ul></body></html></blockquote></p><p></p>","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 Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示，Netflix股价又下跌6%，仅靠内容并不能影响电视流媒体业务</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 Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示，Netflix股价又下跌6%，仅靠内容并不能影响电视流媒体业务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-24 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is "too much uncertainty in the near term" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过6%，杰富瑞(Jefferies)分析师Andrew Uerkiwitz下调了对该公司股票的评级。</li><li>Uerkwitz将Netflix(NFLX)的看法从买入调整为持有，他表示，在上周令人失望的季度报告和前景之后，该公司“短期内存在太多不确定性”。周四，Netflix(NFLX)表示，2021年第四季度新增用户828万，低于此前预测的新增用户850万。Netflix(NFLX)还表示，预计今年第一季度仅增加250万订阅用户。</li><li>这些数字在华尔街对Netflix(NFLX)没有任何好处，投资者周五导致该公司股价下跌近22%。</li><li>周一，Uerkwitz加入了对Netflix(NFLX)用户数量的负面回应，他表示，在“考虑了该公司接下来发生的潜在情况”后，Netflix(NFLX)在新内容上的支出似乎可能会达到顶峰。</li><li>Netflix, Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能太高了。”</li><li>Ueurwitz补充说，Netflix(NFLX)似乎不能仅仅依靠围绕其原创内容创造声望或排他性来吸引大量新订阅者使用其服务。</li><li>“我们所见过的最好的内容对推动[订户]增长几乎没有什么作用，”乌尔克维茨说。“如果订户增长放缓成为新常态，我们需要看到内容[和]资本配置的变化，同时关注新的收入来源，以利用庞大的用户群[和]内容库。”</li><li>周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021年流媒体Unwrapped”报告中的数据，该报告显示Netflix（NFLX）占据了在线流媒体原创节目的前九名。节目<i>路西法</i>，以183.4亿分钟的流媒体播放量位居榜首。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">Seeking Alpha</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://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2166,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630798817"}
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