🍿 2022-09-28 19:06:29 - Paris/Fabkis.
© Reuters.
Los ntawm Senad Karaahmetovic
Tus kws tshuaj ntsuam xyuas Atlantic Equities tau tsa Netflix (NASDAQ 🙂) qhia rau "Ntau dua" raws li nws ntseeg tias cov nyiaj tau los ntawm cov kev xaiv tshaj tawm tom ntej tsis cuam tshuam rau tus nqi.
Tus kws tshuaj ntsuam pom Netflix muaj peev xwm tsim tau $ 8 nphom hauv cov nyiaj tau los hauv 2025, uas tuaj yeem sawv cev txog li 20% ntawm tag nrho cov nyiaj tau los ntawm lub sijhawm ntawd.
"Qee tus neeg yuav khoom yuav txo qis mus rau qhov pheej yig tshaj plaws ad-txhawb qib, tab sis peb xav tias Netflix cov neeg saib xyuas cov lej siab txhais tau hais tias ib qho 'downgrade' yuav zoo heev rau tag nrho ARPU vim yog tus nqi tshaj tawm. Tam sim no peb kwv yees tias Netflix's US ARPU tuaj yeem yuav luag ob npaug rau peb lub xyoos tom ntej, "tus kws tshuaj ntsuam tau piav qhia hauv daim ntawv thov.
Qhov kev ntsuam xyuas tshiab tseem qhia txog EPS kev kwv yees siab dua rau 2024, uas tam sim no sawv ntawm $ 14,14 (los ntawm $ 12,71), thaum kwv yees rau 2025 kuj tau nce. Tus nqi tshiab lub hom phiaj ntawm $ 283 txhais tau tias muaj peev xwm nce siab ntawm 26% los ntawm qib tam sim no.
Qhov no yog Netflix thib plaub nce rau lub hlis no, tom qab Oppenheimer (NYSE:), Evercore (NYSE 🙂 ISI thiab Macquarie tau nce ib qho kev nqis tes ua ntawm lawv cov ntaiv kev nqis peev.
Netflix shares tau nce ntau dua 1% hauv hnub Wednesday ua ntej qhib. Shares ntawm NFLX tau nqis 2,5% hauv lub Cuaj Hli, txawm hais tias lawv tau nce li ntawm 5,5%.
KOJ: Xyuas Xov Xwm
Tsis txhob yig los qhia peb cov lus hauv social network kom muab kev txhawb zog rau peb. 🤓