{"id":30572,"date":"2022-04-23T18:33:01","date_gmt":"2022-04-23T16:33:01","guid":{"rendered":"https:\/\/reviews.tn\/news\/analyste-netflix-na-pas-de-proposition-de-vente-unique\/"},"modified":"2022-04-23T18:51:20","modified_gmt":"2022-04-23T16:51:20","slug":"analyste-netflix-na-pas-de-proposition-de-vente-unique","status":"publish","type":"post","link":"https:\/\/reviews.tn\/news\/analyste-netflix-na-pas-de-proposition-de-vente-unique\/","title":{"rendered":"Analyste: Netflix n’a pas de proposition de vente unique"},"content":{"rendered":"

\u2714\ufe0f REVIEWS News – Paris\/France. <\/strong>
\n<\/p>\n

Le g\u00e9ant de la vid\u00e9o en Streaming<\/a> Netflix n’a pas de proposition de vente unique, affirme l’analyste Horace Dediu, remettant en question la domination actuelle du leader du march\u00e9. Cela contraste avec les services plus r\u00e9cents tels que Apple TV + et Disney +, qui ont trouv\u00e9 leur sp\u00e9cialisation, selon l’analyste d’Asymco.<\/p>\n<\/p>\n

Netflix n’a pas de proposition de vente unique<\/h2>\n

Les choses ne se passent pas comme pr\u00e9vu chez Netflix en ce moment. L’analyste Horace Dediu a d’autres mauvaises nouvelles apr\u00e8s qu’il a \u00e9t\u00e9 r\u00e9v\u00e9l\u00e9 que le leader du march\u00e9 avait perdu des abonn\u00e9s pour la premi\u00e8re fois en plus d’une d\u00e9cennie et que le cours de l’action de la soci\u00e9t\u00e9 avait chut\u00e9 de 40 % en deux jours.<\/p>\n

Par exemple, Dediu sugg\u00e8re que Netflix a longtemps \u00e9t\u00e9 sur\u00e9valu\u00e9 uniquement sur la base de son taux de croissance rapide, et maintenant que cela semble s’\u00eatre essouffl\u00e9, cela ressemble \u00e0 une entreprise qui n’a pas d’argument de vente clair. L’analyste explique :<\/p>\n

\n

\u00ab\u00a0Le march\u00e9 a toujours hautement appr\u00e9ci\u00e9 Netflix parce que l’entreprise \u00e9tait en croissance, et lorsque la croissance s’est arr\u00eat\u00e9e, le P\/E a chut\u00e9 \u00e0 des niveaux plus raisonnables. Malheureusement, cela signifie que le cours de l’action a d\u00fb chuter de plus de 70 % depuis son sommet. Plus de 40 % en deux jours. Tragique.<\/p>\n

L’action a culmin\u00e9 \u00e0 700 $ en octobre et se situe maintenant \u00e0 221 $. Pourquoi les investisseurs misaient-ils sur une forte croissance il y a quelques mois \u00e0 peine ?<\/p>\n

L’attractivit\u00e9 de l’entreprise d\u00e9pendait de l’acc\u00e8s \u00e0 de bons titres. L’acc\u00e8s \u00e9tait facile au d\u00e9but car Netflix \u00e9tait une nouvelle cha\u00eene, et c’\u00e9tait un bonus pour l’\u00e9diteur de films. Une pure marge b\u00e9n\u00e9ficiaire. Mais au fil du temps, les \u00e9diteurs de films ont constat\u00e9 que la nouvelle cha\u00eene engloutissait la distribution existante et ont pens\u00e9 qu’ils pourraient l’approvisionner eux-m\u00eames, augmentant ainsi leurs marges b\u00e9n\u00e9ficiaires. Les catalogues ont \u00e9t\u00e9 soudainement coup\u00e9s.<\/p>\n<\/blockquote>\n

Netflix a r\u00e9agi en d\u00e9cidant de produire son propre contenu – Netflix Originals – mais ces efforts n’\u00e9taient pas suffisamment cibl\u00e9s, d\u00e9clare Dediu\u00a0:<\/p>\n

\n

\u00ab Il y a une demande diversifi\u00e9e. Les gens veulent toutes sortes de genres. Il faut donc tous les produire et c’est vraiment un pari avec beaucoup de risques [\u2026].<\/p>\n

Puis est venu le concours, qui, comme l’a dit Disney, \u00ab\u00a0Nous avons un contenu familial meilleur et plus cibl\u00e9.\u00a0\u00bb Ou Apple TV+, qui vient de dire : \u00ab Nous avons une meilleure qualit\u00e9 \u00bb, et vous pouvez l’acheter \u00e0 moindre co\u00fbt dans le cadre d’un forfait Internet. \u00bb<\/p>\n<\/blockquote>\n

C’est une approche int\u00e9ressante. Il est clair que Netflix continue de dominer le secteur de la vid\u00e9o en Streaming<\/a> en ce moment. La soci\u00e9t\u00e9 a une vari\u00e9t\u00e9 de contenus. En ce qui concerne la part de march\u00e9, Apple TV + se trouve pour le moment sous \u00abAutre\u00bb. Cependant, les derni\u00e8res r\u00e9compenses d’Apple lors de c\u00e9r\u00e9monies de remise de prix illustrent les standards de qualit\u00e9 de l’offre. Cette offre peut \u00eatre un motif d’achat plus cibl\u00e9 pour un abonnement \u00e0 long terme.<\/p>\n

SOURCE : Reviews News<\/a><\/em> <\/p>\n

N\u2019h\u00e9sitez pas \u00e0 partager notre article sur les r\u00e9seaux sociaux afin de nous donner un solide coup de pouce. \ud83e\udd13<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

\u2714\ufe0f REVIEWS News – Paris\/France. Le g\u00e9ant de la vid\u00e9o en Streaming Netflix n’a pas de proposition de vente unique, affirme l’analyste Horace Dediu, remettant en question la domination actuelle du leader du march\u00e9. Cela contraste avec les services plus r\u00e9cents tels que Apple TV + et Disney +, qui ont trouv\u00e9 leur sp\u00e9cialisation, selon […]<\/p>\n","protected":false},"author":10,"featured_media":4890,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_focuskw_text_input":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[122,128],"tags":[127,125,126],"class_list":["post-30572","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-netflix","category-streaming","tag-netflix","tag-streaming-series","tag-tv"],"yoast_head":"\nAnalyste: Netflix n'a pas de proposition de vente unique - Reviews News - Actualit\u00e9 High-tech, hardware, consoles, jeux vid\u00e9o et divertissement<\/title>\n<meta name=\"description\" content=\"\u2714\ufe0f REVIEWS News - Paris\/France. 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