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IEObserve 國際經濟觀察@ieobserve P.2065
IEOBSERVE Telegram 2065
Netflix 2025年開始將不會再公布訂閱用戶數。說他們將更專注財務獲利指標成長,而不是用戶數,再次確認串流影音已經是成熟市場,用戶數已經接近飽和。未來會更關注如何從現有用戶變現。

$NFLX Q1的營收年增14.8%至93.7億,超過預期的92.8億。營業利潤率大幅上升至28.1%,淨利年增78%至23.3億。EPS $5.28 遠超預期的 $4.52。付費用戶淨新增933萬年增16%至2.696億,高於預期的2.642億。

預估Q2營收在94.9億年增15.9%,低於預期的95.4億。淨利20.6億年增38.6%。預估因季節性因素Q2的淨增加訂戶會低於第一季。2024全年營收預估年增13-15%,低於Q1和Q2的增幅,但全年營業利潤率從24%調高至25%。

更多內容看這篇: https://vocus.cc/article/6621a8fdfd89780001dde8c9

Patreon版本:https://www.patreon.com/posts/102632335



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Netflix 2025年開始將不會再公布訂閱用戶數。說他們將更專注財務獲利指標成長,而不是用戶數,再次確認串流影音已經是成熟市場,用戶數已經接近飽和。未來會更關注如何從現有用戶變現。

$NFLX Q1的營收年增14.8%至93.7億,超過預期的92.8億。營業利潤率大幅上升至28.1%,淨利年增78%至23.3億。EPS $5.28 遠超預期的 $4.52。付費用戶淨新增933萬年增16%至2.696億,高於預期的2.642億。

預估Q2營收在94.9億年增15.9%,低於預期的95.4億。淨利20.6億年增38.6%。預估因季節性因素Q2的淨增加訂戶會低於第一季。2024全年營收預估年增13-15%,低於Q1和Q2的增幅,但全年營業利潤率從24%調高至25%。

更多內容看這篇: https://vocus.cc/article/6621a8fdfd89780001dde8c9

Patreon版本:https://www.patreon.com/posts/102632335

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Telegram Channels requirements & features Hui said the time period and nature of some offences “overlapped” and thus their prison terms could be served concurrently. The judge ordered Ng to be jailed for a total of six years and six months. Hui said the messages, which included urging the disruption of airport operations, were attempts to incite followers to make use of poisonous, corrosive or flammable substances to vandalize police vehicles, and also called on others to make weapons to harm police. Just at this time, Bitcoin and the broader crypto market have dropped to new 2022 lows. The Bitcoin price has tanked 10 percent dropping to $20,000. On the other hand, the altcoin space is witnessing even more brutal correction. Bitcoin has dropped nearly 60 percent year-to-date and more than 70 percent since its all-time high in November 2021. The SUCK Channel on Telegram, with a message saying some content has been removed by the police. Photo: Telegram screenshot.
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