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2021-07-23
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ZZH138
2021-07-23
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奈飞用户红利消退，好莱坞重新打响“线下”票房争夺战？
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16:34","market":"us","language":"zh","title":"奈飞用户红利消退，好莱坞重新打响“线下”票房争夺战？","url":"https://stock-news.laohu8.com/highlight/detail?id=2153170606","media":"界面新闻","summary":"北美电影市场有了新的变化，以Netflix为代表的流媒体市场日渐冷静，迪士尼、华纳兄弟等好莱坞制片厂开始争夺票房，这一切都似乎预示着，线上流量红利消散，线下票房市场迎来复苏。\n昨天，Netflix发布","content":"<div>\n<p>北美电影市场有了新的变化，以Netflix为代表的流媒体市场日渐冷静，迪士尼、华纳兄弟等好莱坞制片厂开始争夺票房，这一切都似乎预示着，线上流量红利消散，线下票房市场迎来复苏。\n昨天，Netflix发布二季度财报，第二财季营收为73.42亿美元，同比增长19.4%，净利润为13.53亿美元，同比大增87.9%。\n在营收之外，用户数据却并不算亮眼。数据显示，在4月至6月期间，Netflix在全球新增...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-07-23/doc-ikqcfnca8504183.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-07-23/doc-ikqcfnca8504183.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北美电影市场有了新的变化，以Netflix为代表的流媒体市场日渐冷静，迪士尼、华纳兄弟等好莱坞制片厂开始争夺票房，这一切都似乎预示着，线上流量红利消散，线下票房市场迎来复苏。\n昨天，Netflix发布二季度财报，第二财季营收为73.42亿美元，同比增长19.4%，净利润为13.53亿美元，同比大增87.9%。\n在营收之外，用户数据却并不算亮眼。数据显示，在4月至6月期间，Netflix在全球新增...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-07-23/doc-ikqcfnca8504183.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2504f923ed712669cfb6da28ee56fea","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-07-23/doc-ikqcfnca8504183.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153170606","content_text":"北美电影市场有了新的变化，以Netflix为代表的流媒体市场日渐冷静，迪士尼、华纳兄弟等好莱坞制片厂开始争夺票房，这一切都似乎预示着，线上流量红利消散，线下票房市场迎来复苏。\n昨天，Netflix发布二季度财报，第二财季营收为73.42亿美元，同比增长19.4%，净利润为13.53亿美元，同比大增87.9%。\n在营收之外，用户数据却并不算亮眼。数据显示，在4月至6月期间，Netflix在全球新增订户150万，与去年同期千万级别的新增用户相比相去甚远。这种情况Netflix早有预料，2020年一年，无论用户如何增长，Netflix的心态始终是“It will pass”。\n但这无疑给了公众一个警示，好莱坞流媒体市场上的用户红利已经消退。\n与此同时，虽然好莱坞制片厂们依旧保持着流媒体与院线混搭发行的模式，但是随着好莱坞制片厂们《黑寡妇》《空中大灌篮2：新传奇》（以下简称《灌篮2》）等IP大片上映，线下票房市场产生了新的战役。\n而好莱坞线上、线下的变动，无形中透露出市场变化。虽然目前各大制片厂依旧采取同步发行模式，各平台的流媒体放映一定程度上影响着票房市场，但是市场熙熙皆为利来，院线只有拥有票房变现能力，制片厂们的对垒战一触即发。\n流媒体用户红利消退，线下院线重新掌握话语权？\n“我们的业务表现良好，按可比计算，相对于2019年的情况，我们的客户流失实际上有所下降，还有用户观看时长和参与度相比增长了近20%。”Netflix CFO斯宾塞·纽曼在财报发布后解释道。\nNetflix二季度150万的新增用户并不符合市场的预期，华尔街有分析师认为，在Disney+、HBO MAX等新平台的冲击下，Netflix的“先发优势”已经不再明显，该公司需要新的增长动力。\n而Netflix对这个数字却更加冷静，相比加大投入进行内容战，Netflix意识到疫情退去之后的落差问题。“用户获取方面还是受到了一些影响，由于随着疫情进入尾声，市场重启，用户获取增长出现一定程度的放缓。”\n这无形中预示着流媒体市场将要发生的变动。随着疫情冲击消退，流媒体的线上红利也将迅速消减。2021年一年时间里好莱坞出现了众多流媒体平台，而用户市场有限，这本就意味僧多粥少。当疫情的外因也消弭后，流媒体市场的竞争只会更加激烈与艰难。\n目前迪士尼、华纳兄弟等巨头制片厂，都是以IP内容与价格战吸引用户，所有人都知道，这个状态并不会持久，最终平台会面临内容成本与付费收入如何实现平衡的问题。\n而流媒体市场上红利减少，让好莱坞制片厂们与院线之间的关系再次发生改变。院线不再是完全弱势的角色，而是随着线下市场复苏拿回话语权。\n北美院线日前就对迪士尼混搭发行《黑寡妇》提出了抗议。美国影院主协会（National Association of Theatre Owners，下文简称NATO）表示，《黑寡妇》如果在影院独家上映，开画票房会比8000万美元更高，同时生命周期也会更长，不会出现第二周大跌67.3%的情况。\n\n院线方对于制片厂们“自产自销”模式表示质疑。虽然好莱坞制片厂们已经人手一个流媒体，从上游电影制作到下游电影发行，可以独立完成。但是电影跳过电影院或者混搭发行，损失了一部分票房收入，同时加剧了盗版问题。\n更重要的是，制片厂们洋洋得意的线上付费收入，其实是牺牲平台分销收入换来，因为自家平台独家播出，大概率不会对外分销版权。同时流媒体还需要向Apple TV、Roku这类智能终端设备分割一部分收益。\n而从受众面的角度而言，流媒体与院线同步发行，流媒体独家发行，未必能够吸引更多的观众观看作品。\n这些说法显然是从院线立场出发，指出流媒体搅动电影市场带来的问题。目前流媒体与院线发行还在摸索阶段，利弊的边界并不明显，也未必能真正计算出哪种模式能够创造出更大的利益。\n但用户红利的退潮显然让制片厂们从流媒体大战里缓过神，开始思考新的问题，流媒体和影院同步上线策略是否应该随着疫情一起消散，如果答案是否定的，那么新阶段里制片厂们又该如何处理好两者的关系。\n《灌篮2》急追《黑寡妇》，制片厂的发行混战谁赢了？\n此消彼长，仿佛是对线上流媒体市场的呼应，线下票房市场开始进行热度发酵，大片入场，影院票房开始升温。\n上周，华纳兄弟体育题材电影在北美电影市场正式上映，该片单日票房达到1130万美元，超过前一周上映的迪士尼漫威大片《黑寡妇》，同时也超过华纳兄弟此前上映的《哥斯拉大战金刚》《招魂3》等点一个，创下了华纳兄弟电影疫情期间最佳开画纪录。\n疫情对全球电影市场的影响已经慢慢退散，于是不妨以《灌篮2》为契点，观察一下好莱坞制片厂们在疫情期间的电影战绩。\n据不完全统计，从2020年9月的《信条》开始，华纳兄弟一共上映了13部电影，这其中除了《封锁》《扎克•施奈德版正义联盟》等网络发行电影，影院与流媒体同步混搭发行电影达到10部。《灌篮2》是华纳兄弟疫情期间混搭发行的第10部电影。\n（成本覆盖项列，不计算流媒体付费收入）\n根据目前能够确定的数据，会发现华纳兄弟疫情期间电影票房的成功失败率是一半一半。《信条》只在院线上映，全球票房达到3.63亿美元，而电影成本达到2亿美元，暂且不论电影宣发推广费用、院线分成比例等因素，电影票房覆盖了成本。\n而DC超英IP电影《神奇女侠1984》则跌了一个跟头，电影是华纳兄弟首部混搭发行作品，虽然为流媒体HBO MAX带来了一波用户流量，但是该电影成本达到2亿美元，全球票房仅1.66亿美元。\n\n实际上，IP大片采取混搭发行模式，算是开启了新的变现道路，院线与流媒体付费双重红利，如《哥斯拉大战金刚》《猫和老鼠》《招魂3》等虽然票房成绩不算亮眼，但是都能覆盖成本。但是如《犹大与黑色弥赛亚》《身在高地》等中小体量电影就基本是血本无归。\n这是一个普遍现象。流媒体发行弥补了疫情期间院线的缺位，用户流量看起来红红火火，但不代表平台就真的取得了胜利。\n相对而言，迪士尼将发力点放在了衍生剧集与动画电影上，真人IP电影并不多。2020年9月《花木兰》为起点，一共上映了6部电影。相比华纳兄弟院线与流媒体同步发力的策略，迪士尼更加倾向流媒体，皮克斯的《心灵奇旅》《夏日友晴天》两部动画电影都并未在北美院线上映，《花木兰》受疫情冲击，也并未在院线大规模上映。\n（成本覆盖项列，不计算流媒体付费收入）\n虽然这些电影为Disney+带来了大量的用户与线上红利，如《黑寡妇》上映首周末全球票房2.15亿美元，其中Disney+付费收入达到了 6000万美元，而《花木兰》虽然没有公布具体收入，但上线四天流媒体观看人数统计约112万人。但是显然在院线市场上，霸主迪士尼显然收敛了很多，不追求上映数量，但求稳定。\n而随着海外电影市场恢复正轨，制片厂们对于院线市场的争夺似乎卷土重来。目前北美票房市场上，迪士尼的《黑寡妇》一马当先，华纳兄弟的《灌篮2》一路猛追，单日票房屡屡发生迭代，但是累计票房量上双方还有差距。数据显示，《灌篮2》首周末票房达到3165万美元，是疫情时期华纳兄弟电影的最佳成绩。截至写稿时间，该电影全球票房达到5315万美元。\n索尼影业小成本恐怖片《密室逃生2》虽然票房收割能力有限，但也在市场上分得一杯羹，目前全球累计票房1330万美元。环球影业的《速激9》上映近一个月，持续释放长尾价值，全球累计票房已经达到了5.91亿美元。\n显然，海外电影市场有了新的烦恼。流媒体市场趋于冷静，线下票房市场正式复苏，制片厂、影院之间的博弈重新开始，而在流媒体已经进入市场进程之后，如何在流媒体与院线之间找寻电影价值最大化的途径，就成了现阶段们制片厂们的新课题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":175403882,"gmtCreate":1627044815146,"gmtModify":1703483125062,"author":{"id":"4088079282941140","authorId":"4088079282941140","name":"ZZH138","avatar":"https://static.tigerbbs.com/e64cf5042902a33a7c0746fb24186c21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088079282941140","idStr":"4088079282941140"},"themes":[],"htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175403882","repostId":"2153081983","repostType":4,"repost":{"id":"2153081983","kind":"live","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627036070,"share":"https://ttm.financial/m/news/2153081983?lang=&edition=fundamental","pubTime":"2021-07-23 18:27","market":"us","language":"zh","title":"传特斯拉暂停了新款Model S的交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2153081983","media":"老虎资讯综合","summary":"据Electrek报道：特斯拉暂停了新款Model S的交付。几名特斯拉Model S的新买家在论坛上发帖称，特斯拉告诉他们将“暂停”交付这款新车。 然而，特斯拉并没有告知公司正在检查什么，以及为什么","content":"<p>据Electrek报道：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>暂停了新款Model S的交付。几名特斯拉Model S的新买家在论坛上发帖称，特斯拉告诉他们将“暂停”交付这款新车。 然而，特斯拉并没有告知公司正在检查什么，以及为什么不能给出新的交付日期。</p>\n<p>一些买家表示担心，这可能与上个月特斯拉Model S Plaid起火有关，但目前没有明确的证据。</p>\n<p>特斯拉首席执行官埃隆·马斯克此前曾表示，特斯拉将交付时间从1月推迟到6月的原因之一是“确保Model S的新电池组是安全的”。</p>\n<p>截至发稿，特斯拉盘前跌0.92%。</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>传特斯拉暂停了新款Model S的交付</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n传特斯拉暂停了新款Model S的交付\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 18:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据Electrek报道：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>暂停了新款Model S的交付。几名特斯拉Model S的新买家在论坛上发帖称，特斯拉告诉他们将“暂停”交付这款新车。 然而，特斯拉并没有告知公司正在检查什么，以及为什么不能给出新的交付日期。</p>\n<p>一些买家表示担心，这可能与上个月特斯拉Model S Plaid起火有关，但目前没有明确的证据。</p>\n<p>特斯拉首席执行官埃隆·马斯克此前曾表示，特斯拉将交付时间从1月推迟到6月的原因之一是“确保Model S的新电池组是安全的”。</p>\n<p>截至发稿，特斯拉盘前跌0.92%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153081983","content_text":"据Electrek报道：特斯拉暂停了新款Model S的交付。几名特斯拉Model S的新买家在论坛上发帖称，特斯拉告诉他们将“暂停”交付这款新车。 然而，特斯拉并没有告知公司正在检查什么，以及为什么不能给出新的交付日期。\n一些买家表示担心，这可能与上个月特斯拉Model S Plaid起火有关，但目前没有明确的证据。\n特斯拉首席执行官埃隆·马斯克此前曾表示，特斯拉将交付时间从1月推迟到6月的原因之一是“确保Model S的新电池组是安全的”。\n截至发稿，特斯拉盘前跌0.92%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175400047,"gmtCreate":1627044694189,"gmtModify":1703483121086,"author":{"id":"4088079282941140","authorId":"4088079282941140","name":"ZZH138","avatar":"https://static.tigerbbs.com/e64cf5042902a33a7c0746fb24186c21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088079282941140","idStr":"4088079282941140"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175400047","repostId":"2153170606","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
