奈飞盘后涨超7%，Q2订阅用户降幅远低于预期

华尔街见闻2022-07-20

美东时间7月19日周二美股盘后，全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报，曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万，奈飞美股盘后涨超7%。具体来看其核心财务指标：第二季度EPS为3.20美元，高于分析师预期2.91美元。第二季度收入79.7亿美元，低于分析师预期80.4亿美元，同比增长9%（剔除3.39亿美元的外汇影响则增长13%）。...

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北纬1度线
·2022-07-20
[財迷] [財迷]
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Emi_WW
·2022-07-20
👍
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Paggie
·2022-07-20
閱
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嘞撸虎7
·2022-07-20
閱
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hhyw
·2022-07-20
好
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凱因
·2022-07-20
反正就是看漲還是跌來說故事，無論如何都會給你一個理由的。
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JaniceZhu
·2022-07-20
[微笑]
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Max将与Discovery+合作，以每月14.99美元的价格增加其内容库，而且没有广告。同时，迪士尼将其Disney+、Hulu和ESPN+捆绑订阅服务维持在每月13.99美元。就在Netflix上季度用户历史性流失的阴影下，HBO和该有线电视台的HBO Max流媒体服务增加了300万新用户。奈飞表示其电视收视份额在6月份增长到了7.7%的历史新高，并达到13亿分钟的收视率，几乎与排名第二第三的两大媒体巨头CBS和NBC的总和等量。不过，奈飞表示其未来将有“更多时间来了解这些问题，以及如何最好地解决这些问题”，奈飞将始终把重点放在内容上，该公司将《Stranger Things》第四季视为其品牌的一次重大胜利因为其不仅创下了该公司的收视率记录——前四周产生了13亿小时的观看量，还获得了2022年艾美奖的多项提名。此外，《Obi-Wan Kenobi》和《Top Gun Maverick》也是其内容重点。首要任务，重新发力核心业务及新增长点奈飞表示，其当前的首要任务是重新投资于核心业务，并投入于其新的增长机会，如游戏，然后是选择性的收购。我们的目标是保持最低限度的现金，大约相当于两个月的收入（例如，基于第二季度的收入，约53亿美元）。在满足这些需求后，我们的目的是通过股票回购将多余的现金返还给股票持有人。从其自由现金流的情况来看，奈飞在第二季度的自由现金流达到1300万美元，相比去年同期1.75亿美元有了不少降幅，核心原因是其收购了Next 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