🍿 2022-09-28 19:06:29 – Palika/Palani.
©Reuters.
Na Senad Karaahmetovic
Ua hoʻokiʻekiʻe kahi mea loiloi Atlantic Equities i Netflix (NASDAQ 🙂) i ka "Overweight" no kona manaʻo ʻaʻole i hōʻike ʻia ka manawa loaʻa kālā o ke koho kākoʻo hoʻolaha e hiki mai ana i ke kumukūʻai.
ʻIke ka mea loiloi iā Netflix hiki ke hoʻonui i $ 8 biliona i ka loaʻa kālā ma 2025, hiki ke hōʻike i ka 20% o ka loaʻa kālā i kēlā manawa.
"E hoʻohaʻahaʻa kekahi mau mea kūʻai aku i ka pae haʻahaʻa i kākoʻo ʻia e ka hoʻolaha, akā manaʻo mākou ʻo ka helu kiʻekiʻe o Netflix ka manaʻo o ka 'downgrade' e maikaʻi loa no ka ARPU holoʻokoʻa ma muli o nā kumukūʻai kiʻekiʻe. Manaʻo mākou i kēia manawa hiki i ka Netflix US ARPU ke aneane pālua i nā makahiki ʻekolu e hiki mai ana, "i wehewehe ʻia ka mea loiloi i kahi leka mea kūʻai aku.
Hōʻike pū ka helu hou i nā kuhi EPS kiʻekiʻe no 2024, aia i kēia manawa ma $14,14 (mai $12,71), aʻo nā kuhi no 2025 ua hoʻonui ʻia. ʻO ka pahuhopu kumu kūʻai hou o $283 e hōʻike ana i kahi piʻi o 26% mai nā pae o kēia manawa.
ʻO kēia ka hā o ka piʻi ʻana o Netflix i kēia mahina, ma hope o Oppenheimer (NYSE :), Evercore (NYSE 🙂 ISI a me Macquarie i piʻi i kahi notch ma kā lākou mau ʻanuʻu loiloi.
Ua piʻi aʻe nā māhele Netflix ma mua o 1% i ka wehe mua ʻana o ka Pōʻakolu. Ua emi iho nā māhele o NFLX i ka 2,5% i Kepakemapa, ʻoiai ua piʻi lākou ma kahi o 5,5%.
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