Netflix kafin rahoton: "Yakin Stregnation" masu saka hannun jari don yin juyayi

Anonim

Rahoton don IV kwata na 2020 za a buga bayan kammala karatun daga Janairu 19; Haɗin Kai: $ 6.6 biliyan; Ana tsammanin samun riba na kowace rabo: $ 1.35.

A bara, raba Netflix (nasdaQ: NFLX) ya samar da wani fa'ida ga masu kamawa. An kulle pandemic a kusa da gidajen da suka tafi don amfanin yankin kasuwar yawo.

Netflix kafin rahoton:
Nflx: Lokaci na mako-mako

Qulantantine ya hanzarta ci gaban mai amfani da mai amfani da Ikon Platgleasurin Netwlix, kamar yadda mutane suke matukar bukatar nishaɗi. Koyaya, buƙatar buƙatar yin amfani da abubuwan da ke tattare da ke cikin rudani ya jawo hankalin wasu manyan 'yan wasa a hankali don haka suna sanya tambayar tsammanin haɓaka NetTflix.

A cikin rahoton gobe game da gadajen California ga kashi na hudu na 2020, masu saka jari za su nemi jagoranci a kasuwa a kasuwa kuma ya nuna tsohuwar ƙimar girma.

Duk da haka, duk da karfi matsayi na kamfanin, ci gabansa ba zai iya ci gaba har abada ba. Don kwata na baya (wanda ya ƙare a ranar 30 ga Satumba), tushen sabis ɗin mai amfani ya karu da biyan kuɗi miliyan 2.2 kawai 2.2 miliyan.

Mai nuna alama ba ya kai da gaske 3.32 miliyan annabta da aka annabta ta manazarta, kuma zuwa ga hasashen kamfanin da kansa. Netflix ya yarda cewa, a karo na hudu na hudu, tushen mai amfani ya karu da sabbin masu biyan kudin mai amfani da miliyan 6, wanda yake ƙasa da kimantawa ta Wall Street na 6.54 miliyan.

An riga an yi gargadin cewa fashewar kwanakin farko na pandemic ba zai iya wucewa har abada ba kuma mai nuna alama zai yi jinkiri ba da daɗewa ba. Koyaya, wata babbar barazana ga kamfanin tana da matukar girma kishiya a wannan sashin.

Babban mai karawa ne Disney (nyse: dis) tare da hidimar Doney +, wanda a shekara ta wuce tun Kudin miliyan 80. Don kwatantawa: A matsayin Satumba, tushen mai amfani da Netflix ya hada da asusun kashi 195.

Rashin amfani da hannun jari na Netflix

Kamfanin Binciken na Nielsen a cikin rahotonsa "Mafi kyawun finafinan 2020" ya ba da rahoton cewa 7 daga cikin 10 mafi mashahuri fina-finai na bara a kan Nuwamba 2019.

A cewar Nehelsen, yanayin kasuwa ya canza ɗan lokaci guda 28% na duk ra'ayoyi (idan aka kwatanta da dukkanin ra'ayoyi (idan aka kwatanta da dukkan abubuwan da aka yi a 2019), da kuma kashi na Disney +%.

Kuma Disney + ba shine kawai ciwon kai na Netflix ba. AT & T (Nyse: T) yana gudanar da manyan-sikelin sake fasalin dukiyar Warnermemedia ta hanyar yin girmamawa kan dandalin Watsa shirye-shiryen Watsa shirye-shirye. Nbcunavan daga Comcast (nasdaq: CMCsa) ba ma lagging a baya, sanya sabon aikin yawo a kan shugaban lorner.

A cikin waterlics mai rauni na papers na Netflix a cikin watanni uku da suka gabata da Disney a hannun boom a bayyane suna nuna canji a cikin zaɓen mai gudanar da jari.

Netflix kafin rahoton:
Dis: Mako Lokaci

Duk da yake Netflix ya rasa kusan kashi 8% na wannan lokacin, Disney ya sami damar murmurewa daga shahiv rauni, ƙara 39%. A ranar Juma'a, yanar gizo netflix hannun jari dala 497.98.

Baya ga gasa, matsayi netflix a tsakanin sauran wakilan Faanf, rashin kudade sun dace. Kowane kamfani na gaba yana zuba jari kan kudade a cikin ci gaban nunin sa da fadada kasa da kasa.

Don ƙarfafa mukamin motocin sa a cikin kwata na ƙarshe na Netflix ya ɗaga farashin biyan kuɗi zuwa mafi mashahurin jadawalin kuɗin fito (a karo na biyu a cikin 'yan shekarun nan). Wannan matakin na iya zama mai rikitarwa cikin yanayin ƙara samun gasa da samun kudin shiga na yawan jama'a. A da, tashi cikin farashin biyan kuɗin ya haifar da jinkirin cikin ci gaban tushen abokin ciniki na Netflix (musamman a cikin kasuwar Amurka).

Taƙaita

Manufofin nisan zamantakewa sun sanya yanar gizo a cikin ɗaya daga cikin shugabannin 2020, amma yayin da gasar ke ƙaruwa, wasu masu saka hannun jari suka fara yin shakkar kwanciyar hankali. Duk da haka, har yanzu Netflix har yanzu ya kasance mai zuwa a matsayin ɗaukar hoto na kasuwar duniya da sikelin da abun da aka gabatar. Masu fafatawa zasuyi lokaci mai yawa da kokarin rage rata a cikin wadannan kwatance.

A cikin ra'ayinmu, a kan wannan asalin, kowane irin yanayi netflix hannun jari game da sakamakon buga littattafai ya kamata a yi la'akari dashi azaman damar saya.

Kara karantawa