个人中心 - 老虎社区

CJFOO

IP属地：未知

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- CJFOOCJFOO
  ·2021-06-18
  👍
  非常抱歉，此主贴已删除
  2,192 评论
  点赞
  分享
  举报
- CJFOOCJFOO
  ·2021-04-22
  👍
  It Seems Netflix Has Been Dethroned<blockquote>Netflix 似乎已被废黜</blockquote>
  Netflix Inc (NASDAQ: NFLX) shares fell as much as 11% in after-hours trading after the streaming giant reported a large miss in subscriber numbers in its first-quarter earnings report.
  It Seems Netflix Has Been Dethroned<blockquote>Netflix 似乎已被废黜</blockquote>
  1,390 1
  2
  分享
  举报
暂无粉丝

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3581995631014045","uuid":"3581995631014045","gmtCreate":1618909165144,"gmtModify":1704447511182,"name":"CJFOO","pinyin":"cjfoo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/a95e11af157d2dcab49530db7e2384c0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":2,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.28","exceedPercentage":"60.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.13","exceedPercentage":"80.57%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":168534084,"gmtCreate":1623978371848,"gmtModify":1634024901324,"author":{"id":"3581995631014045","authorId":"3581995631014045","name":"CJFOO","avatar":"https://static.tigerbbs.com/a95e11af157d2dcab49530db7e2384c0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581995631014045","idStr":"3581995631014045"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168534084","repostId":"1116568134","repostType":4,"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376827269,"gmtCreate":1619103880951,"gmtModify":1634288514094,"author":{"id":"3581995631014045","authorId":"3581995631014045","name":"CJFOO","avatar":"https://static.tigerbbs.com/a95e11af157d2dcab49530db7e2384c0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581995631014045","idStr":"3581995631014045"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376827269","repostId":"2129380033","repostType":4,"repost":{"id":"2129380033","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619102180,"share":"https://www.laohunote.com/m/news/2129380033?lang=zh_CN&edition=full","pubTime":"2021-04-22 22:36","market":"us","language":"en","title":"It Seems Netflix Has Been Dethroned<blockquote>Netflix 似乎已被废黜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2129380033","media":"Benzinga Earnings","summary":"Netflix Inc (NASDAQ: NFLX) shares fell as much as 11% in after-hours trading after the streaming giant reported a large miss in subscriber numbers in its first-quarter earnings report.","content":"<p><b>Netflix Inc&nbsp;</b>(NASDAQ:NFLX) shares fell as much as 11% in after-hours trading after the streaming giant reported a large miss in subscriber numbers in its first-quarter earnings report. The facts that revenue still grew on a YoY basis along with a strong beat on earnings were not enough to offset the weak number of subscriber additions, especially as management only expects 1 million new subscribers in the undergoing quarter.</p><p><blockquote><b>网飞公司</b>（纳斯达克股票代码：NFLX）这家流媒体巨头在第一季度收益报告中报告用户数量大幅下降后，其股价在盘后交易中下跌了 11%。收入仍同比增长以及盈利强劲增长的事实不足以抵消用户数量的疲软，特别是管理层预计本季度仅新增 100 万用户。</blockquote></p><p><h4>First-Quarter Figures</h4>Revenue amounted to $7.16 billion, slightly topping $7.13 billion expected, resulting in earnings per share of $3.75 that exceed the expected $2.97, as gathered by Refinitiv. Global paid net subscriber additions came at 3.98 million which is significantly below the 6.2 million expected, according to FactSet. This figure seems even more pessimistic compared to a quarterly record of 15.8 million new paying users it gathered during the first three months of 2020.</p><p><blockquote><h4>第一季度数据</h4>根据 Refinitiv 的数据，收入达到 71.6 亿美元，略高于预期的 71.3 亿美元，每股收益为 3.75 美元，超过预期的 2.97 美元。FactSet 的数据显示，全球付费净用户新增数量为 398 万，远低于预期的 620 万。与 2020 年前三个月新增付费用户 1580 万的季度记录相比，这一数字似乎更加悲观。</blockquote></p><p>Still, the company's revenue grew 24% YoY and was in line with its beginning of quarter forecast. Netflix also delivered a strong beat on earnings compared to Street estimates. Operating income for the quarter came in at $1.96 billion which is more than double $958 million in the year-earlier period. Moreover, as content spending was lower, it resulted in a 27% operating margin which is an all-time high for the first quarter.</p><p><blockquote>尽管如此，该公司的收入仍同比增长 24%，符合季度初的预测。与华尔街预期相比，Netflix 的盈利也表现强劲。本季度经营利润为 19.6 亿美元，是去年同期 9.58 亿美元的两倍多。此外，由于内容支出较低，导致第一季度营业利润率达到 27%，创历史新高。</blockquote></p><p><h4>Netflix is losing subscribers</h4>Netflix believes that the shortfall subscriber numbers could be blamed on the ongoing pandemic or more precisely on its smaller pipeline of originals as COVID-19 restrictions forced the company to delay some of its big-name shows and films. It doesn't believe that competition from <b>Walt Disney Company</b>'s (NYSE:DIS) Disney+ and Hulu, <b>AT&amp;T</b>'s (NYSE:T) HBO Max, <b>Apple</b>'s (NASDAQ:AAPL) Apple TV+ , <b>Amazon</b>'s (NASDAQ:AMZN) Prime Video and <b>Comcast Corporation</b>'s (NASDAQ:CMCSA) NBCUniversal's Peacock played a factor in the weak subscriber numbers. But the reality is that Netflix is facing an increasing set of competitors in the streaming space with HBO Max having reached 41 million U.S. subscribers two years ahead of schedule in January this year and Disney+ topping 100 million global subscribers as of early March, ballooning to about half of Netflix's 208 million worldwide subscribers only within a year-and-a-half of its launch.</p><p><blockquote><h4>Netflix 正在流失订户</h4>Netflix 认为，用户数量不足可能归咎于持续的疫情，或者更准确地说，归咎于其原创影片数量较少，因为 COVID-19 的限制迫使该公司推迟了一些大牌节目和电影。它不相信来自<b>华特迪士尼公司</b>（纽约证券交易所代码：DIS）Disney+ 和 Hulu，<b>AT&amp;T</b>（纽约证券交易所代码：T）HBO Max，<b>苹果</b>（纳斯达克股票代码：AAPL）苹果电视+，<b>亚马逊</b>（纳斯达克股票代码：AMZN）Prime Video 和<b>康卡斯特公司</b>（纳斯达克股票代码：CMCSA）NBC环球的孔雀是用户数量疲软的一个因素。但现实情况是，Netflix 在流媒体领域面临着越来越多的竞争对手，HBO Max 在今年 1 月提前两年达到了 4100 万美国用户，截至 3 月初，Disney+ 的全球用户突破了 1 亿，在推出仅一年半内，就飙升至 Netflix 2.08 亿全球用户的一半左右。</blockquote></p><p><h4>The Key Is The Business Remains Healthy And That It Keeps Growing</h4>To respond its competitors, Netflix expects to spend more than $17 billion in cash on content this year. Production is up and running in nearly all of its major markets and While ramping up content spending more than 44% compared with $11.8 billion last year, Netflix is also trying to combat password sharing. Historically, it wasn't concerned about this issue as subscriber growth and stock price were easily offsetting concerns around lost revenue. But, things changed as Netflix has found itself amid intense ‘streaming wars'.</p><p><blockquote><h4>关键是业务保持健康并持续增长</h4>为了应对竞争对手，Netflix 预计今年将在内容上花费超过 170 亿美元现金。几乎所有主要市场的生产都已启动并运行，虽然与去年的 118 亿美元相比，内容支出增加了 44% 以上，但 Netflix 也在努力打击密码共享。从历史上看，它并不担心这个问题，因为订户增长和股价很容易抵消对收入损失的担忧。但是，随着网飞发现自己陷入了激烈的“流媒体战争”，事情发生了变化。</blockquote></p><p>Netflix's board approved a buyback program to repurchase up to $5 billion in common stock, beginning in 2021 with no fixed expiration date. The program is expected to begin during the quarter.</p><p><blockquote>Netflix 董事会批准了一项回购计划，从 2021 年开始回购最多 50 亿美元的普通股，没有固定的到期日。该计划预计将于本季度开始。</blockquote></p><p><h4>The Winner Of The Streaming Wars Is Sill Unknown</h4>While Netflix matures in terms of subscriber growth, its business has also become increasingly efficient from an operating standpoint, despite channeling billions into content creation. After posting its first full-year of positive free cash flow since 2011 last year, it believes it is \"very close to being sustainably\" free cash flow positive.&nbsp; As for 2021, it expects free cash flow to be around breakeven while no longer having to raise external financing for its day-to-day operations.&nbsp; In other words, it's been more than a year that streaming wars intensified and all players are investing heavily to be on the winning side even after the world successfully combats COVID-19.</p><p><blockquote><h4>流媒体大战的赢家仍然未知</h4>虽然 Netflix 在用户增长方面日趋成熟，但从运营角度来看，尽管投入了数十亿美元用于内容创作，但其业务也变得越来越高效。在去年公布了自2011年以来的第一个全年正自由现金流后，该公司认为它“非常接近可持续”自由现金流为正。至于2021年，它预计自由现金流将接近盈亏平衡，同时不再需要为其日常运营筹集外部融资。换句话说，一年多来，流媒体战争愈演愈烈，所有参与者都在大力投资，以站在胜利的一边，即使在世界成功抗击新冠肺炎之后。</blockquote></p><p><i>This article is not a press release and is contributed by a verified independent journalist for IAMNewswire. It should not be construed as investment advice at any time please read the full disclosure. IAM Newswire does not hold any position in the mentioned companies. Press Releases – If you are looking for full Press release distribution contact: press@iamnewswire.com Contributors – IAM Newswire accepts pitches. If you're interested in becoming an IAM journalist contact: contributors@iamnewswire.com</i></p><p><blockquote><i>本文不是新闻稿，由IAMNewswire的一名经过核实的独立记者撰写。在任何时候都不应被解释为投资建议，请阅读完整的披露。IAM Newswire在上述公司中没有任何头寸。新闻稿 – 如果您正在寻找完整的新闻稿分发联系方式：press@iamnewswire.com 投稿人 – IAM Newswire 接受推介。如果您有兴趣成为 IAM 记者，请联系：contributors@iamnewswire.com</i></blockquote></p><p>The post It Seems Netflix Has Been Dethroned appeared first on IAM Newswire.</p><p><blockquote>网飞似乎已经被废黜的帖子首先出现在IAM新闻专线上。</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>It Seems Netflix Has Been Dethroned<blockquote>Netflix 似乎已被废黜</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\">\nIt Seems Netflix Has Been Dethroned<blockquote>Netflix 似乎已被废黜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-04-22 22:36</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Netflix Inc&nbsp;</b>(NASDAQ:NFLX) shares fell as much as 11% in after-hours trading after the streaming giant reported a large miss in subscriber numbers in its first-quarter earnings report. The facts that revenue still grew on a YoY basis along with a strong beat on earnings were not enough to offset the weak number of subscriber additions, especially as management only expects 1 million new subscribers in the undergoing quarter.</p><p><blockquote><b>网飞公司</b>（纳斯达克股票代码：NFLX）这家流媒体巨头在第一季度收益报告中报告用户数量大幅下降后，其股价在盘后交易中下跌了 11%。收入仍同比增长以及盈利强劲增长的事实不足以抵消用户数量的疲软，特别是管理层预计本季度仅新增 100 万用户。</blockquote></p><p><h4>First-Quarter Figures</h4>Revenue amounted to $7.16 billion, slightly topping $7.13 billion expected, resulting in earnings per share of $3.75 that exceed the expected $2.97, as gathered by Refinitiv. Global paid net subscriber additions came at 3.98 million which is significantly below the 6.2 million expected, according to FactSet. This figure seems even more pessimistic compared to a quarterly record of 15.8 million new paying users it gathered during the first three months of 2020.</p><p><blockquote><h4>第一季度数据</h4>根据 Refinitiv 的数据，收入达到 71.6 亿美元，略高于预期的 71.3 亿美元，每股收益为 3.75 美元，超过预期的 2.97 美元。FactSet 的数据显示，全球付费净用户新增数量为 398 万，远低于预期的 620 万。与 2020 年前三个月新增付费用户 1580 万的季度记录相比，这一数字似乎更加悲观。</blockquote></p><p>Still, the company's revenue grew 24% YoY and was in line with its beginning of quarter forecast. Netflix also delivered a strong beat on earnings compared to Street estimates. Operating income for the quarter came in at $1.96 billion which is more than double $958 million in the year-earlier period. Moreover, as content spending was lower, it resulted in a 27% operating margin which is an all-time high for the first quarter.</p><p><blockquote>尽管如此，该公司的收入仍同比增长 24%，符合季度初的预测。与华尔街预期相比，Netflix 的盈利也表现强劲。本季度经营利润为 19.6 亿美元，是去年同期 9.58 亿美元的两倍多。此外，由于内容支出较低，导致第一季度营业利润率达到 27%，创历史新高。</blockquote></p><p><h4>Netflix is losing subscribers</h4>Netflix believes that the shortfall subscriber numbers could be blamed on the ongoing pandemic or more precisely on its smaller pipeline of originals as COVID-19 restrictions forced the company to delay some of its big-name shows and films. It doesn't believe that competition from <b>Walt Disney Company</b>'s (NYSE:DIS) Disney+ and Hulu, <b>AT&amp;T</b>'s (NYSE:T) HBO Max, <b>Apple</b>'s (NASDAQ:AAPL) Apple TV+ , <b>Amazon</b>'s (NASDAQ:AMZN) Prime Video and <b>Comcast Corporation</b>'s (NASDAQ:CMCSA) NBCUniversal's Peacock played a factor in the weak subscriber numbers. But the reality is that Netflix is facing an increasing set of competitors in the streaming space with HBO Max having reached 41 million U.S. subscribers two years ahead of schedule in January this year and Disney+ topping 100 million global subscribers as of early March, ballooning to about half of Netflix's 208 million worldwide subscribers only within a year-and-a-half of its launch.</p><p><blockquote><h4>Netflix 正在流失订户</h4>Netflix 认为，用户数量不足可能归咎于持续的疫情，或者更准确地说，归咎于其原创影片数量较少，因为 COVID-19 的限制迫使该公司推迟了一些大牌节目和电影。它不相信来自<b>华特迪士尼公司</b>（纽约证券交易所代码：DIS）Disney+ 和 Hulu，<b>AT&amp;T</b>（纽约证券交易所代码：T）HBO Max，<b>苹果</b>（纳斯达克股票代码：AAPL）苹果电视+，<b>亚马逊</b>（纳斯达克股票代码：AMZN）Prime Video 和<b>康卡斯特公司</b>（纳斯达克股票代码：CMCSA）NBC环球的孔雀是用户数量疲软的一个因素。但现实情况是，Netflix 在流媒体领域面临着越来越多的竞争对手，HBO Max 在今年 1 月提前两年达到了 4100 万美国用户，截至 3 月初，Disney+ 的全球用户突破了 1 亿，在推出仅一年半内，就飙升至 Netflix 2.08 亿全球用户的一半左右。</blockquote></p><p><h4>The Key Is The Business Remains Healthy And That It Keeps Growing</h4>To respond its competitors, Netflix expects to spend more than $17 billion in cash on content this year. Production is up and running in nearly all of its major markets and While ramping up content spending more than 44% compared with $11.8 billion last year, Netflix is also trying to combat password sharing. Historically, it wasn't concerned about this issue as subscriber growth and stock price were easily offsetting concerns around lost revenue. But, things changed as Netflix has found itself amid intense ‘streaming wars'.</p><p><blockquote><h4>关键是业务保持健康并持续增长</h4>为了应对竞争对手，Netflix 预计今年将在内容上花费超过 170 亿美元现金。几乎所有主要市场的生产都已启动并运行，虽然与去年的 118 亿美元相比，内容支出增加了 44% 以上，但 Netflix 也在努力打击密码共享。从历史上看，它并不担心这个问题，因为订户增长和股价很容易抵消对收入损失的担忧。但是，随着网飞发现自己陷入了激烈的“流媒体战争”，事情发生了变化。</blockquote></p><p>Netflix's board approved a buyback program to repurchase up to $5 billion in common stock, beginning in 2021 with no fixed expiration date. The program is expected to begin during the quarter.</p><p><blockquote>Netflix 董事会批准了一项回购计划，从 2021 年开始回购最多 50 亿美元的普通股，没有固定的到期日。该计划预计将于本季度开始。</blockquote></p><p><h4>The Winner Of The Streaming Wars Is Sill Unknown</h4>While Netflix matures in terms of subscriber growth, its business has also become increasingly efficient from an operating standpoint, despite channeling billions into content creation. After posting its first full-year of positive free cash flow since 2011 last year, it believes it is \"very close to being sustainably\" free cash flow positive.&nbsp; As for 2021, it expects free cash flow to be around breakeven while no longer having to raise external financing for its day-to-day operations.&nbsp; In other words, it's been more than a year that streaming wars intensified and all players are investing heavily to be on the winning side even after the world successfully combats COVID-19.</p><p><blockquote><h4>流媒体大战的赢家仍然未知</h4>虽然 Netflix 在用户增长方面日趋成熟，但从运营角度来看，尽管投入了数十亿美元用于内容创作，但其业务也变得越来越高效。在去年公布了自2011年以来的第一个全年正自由现金流后，该公司认为它“非常接近可持续”自由现金流为正。至于2021年，它预计自由现金流将接近盈亏平衡，同时不再需要为其日常运营筹集外部融资。换句话说，一年多来，流媒体战争愈演愈烈，所有参与者都在大力投资，以站在胜利的一边，即使在世界成功抗击新冠肺炎之后。</blockquote></p><p><i>This article is not a press release and is contributed by a verified independent journalist for IAMNewswire. It should not be construed as investment advice at any time please read the full disclosure. IAM Newswire does not hold any position in the mentioned companies. Press Releases – If you are looking for full Press release distribution contact: press@iamnewswire.com Contributors – IAM Newswire accepts pitches. If you're interested in becoming an IAM journalist contact: contributors@iamnewswire.com</i></p><p><blockquote><i>本文不是新闻稿，由IAMNewswire的一名经过核实的独立记者撰写。在任何时候都不应被解释为投资建议，请阅读完整的披露。IAM Newswire在上述公司中没有任何头寸。新闻稿 – 如果您正在寻找完整的新闻稿分发联系方式：press@iamnewswire.com 投稿人 – IAM Newswire 接受推介。如果您有兴趣成为 IAM 记者，请联系：contributors@iamnewswire.com</i></blockquote></p><p>The post It Seems Netflix Has Been Dethroned appeared first on IAM Newswire.</p><p><blockquote>网飞似乎已经被废黜的帖子首先出现在IAM新闻专线上。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","T":"At&T","DIS":"迪士尼","CMCSA":"康卡斯特","QNETCN":"纳斯达克中美互联网老虎指数","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129380033","content_text":"Netflix Inc (NASDAQ:NFLX) shares fell as much as 11% in after-hours trading after the streaming giant reported a large miss in subscriber numbers in its first-quarter earnings report. The facts that revenue still grew on a YoY basis along with a strong beat on earnings were not enough to offset the weak number of subscriber additions, especially as management only expects 1 million new subscribers in the undergoing quarter.First-Quarter FiguresRevenue amounted to $7.16 billion, slightly topping $7.13 billion expected, resulting in earnings per share of $3.75 that exceed the expected $2.97, as gathered by Refinitiv. Global paid net subscriber additions came at 3.98 million which is significantly below the 6.2 million expected, according to FactSet. This figure seems even more pessimistic compared to a quarterly record of 15.8 million new paying users it gathered during the first three months of 2020.Still, the company's revenue grew 24% YoY and was in line with its beginning of quarter forecast. Netflix also delivered a strong beat on earnings compared to Street estimates. Operating income for the quarter came in at $1.96 billion which is more than double $958 million in the year-earlier period. Moreover, as content spending was lower, it resulted in a 27% operating margin which is an all-time high for the first quarter.Netflix is losing subscribersNetflix believes that the shortfall subscriber numbers could be blamed on the ongoing pandemic or more precisely on its smaller pipeline of originals as COVID-19 restrictions forced the company to delay some of its big-name shows and films. It doesn't believe that competition from Walt Disney Company's (NYSE:DIS) Disney+ and Hulu, AT&T's (NYSE:T) HBO Max, Apple's (NASDAQ:AAPL) Apple TV+ , Amazon's (NASDAQ:AMZN) Prime Video and Comcast Corporation's (NASDAQ:CMCSA) NBCUniversal's Peacock played a factor in the weak subscriber numbers. But the reality is that Netflix is facing an increasing set of competitors in the streaming space with HBO Max having reached 41 million U.S. subscribers two years ahead of schedule in January this year and Disney+ topping 100 million global subscribers as of early March, ballooning to about half of Netflix's 208 million worldwide subscribers only within a year-and-a-half of its launch.The Key Is The Business Remains Healthy And That It Keeps GrowingTo respond its competitors, Netflix expects to spend more than $17 billion in cash on content this year. Production is up and running in nearly all of its major markets and While ramping up content spending more than 44% compared with $11.8 billion last year, Netflix is also trying to combat password sharing. Historically, it wasn't concerned about this issue as subscriber growth and stock price were easily offsetting concerns around lost revenue. But, things changed as Netflix has found itself amid intense ‘streaming wars'.Netflix's board approved a buyback program to repurchase up to $5 billion in common stock, beginning in 2021 with no fixed expiration date. The program is expected to begin during the quarter.The Winner Of The Streaming Wars Is Sill UnknownWhile Netflix matures in terms of subscriber growth, its business has also become increasingly efficient from an operating standpoint, despite channeling billions into content creation. After posting its first full-year of positive free cash flow since 2011 last year, it believes it is \"very close to being sustainably\" free cash flow positive.  As for 2021, it expects free cash flow to be around breakeven while no longer having to raise external financing for its day-to-day operations.  In other words, it's been more than a year that streaming wars intensified and all players are investing heavily to be on the winning side even after the world successfully combats COVID-19.This article is not a press release and is contributed by a verified independent journalist for IAMNewswire. It should not be construed as investment advice at any time please read the full disclosure. IAM Newswire does not hold any position in the mentioned companies. Press Releases – If you are looking for full Press release distribution contact: press@iamnewswire.com Contributors – IAM Newswire accepts pitches. If you're interested in becoming an IAM journalist contact: contributors@iamnewswire.comThe post It Seems Netflix Has Been Dethroned appeared first on IAM Newswire.","news_type":1,"symbols_score_info":{"DIS":0.9,"AAPL":0.9,"T":0.9,"CMCSA":0.9,"QNETCN":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}