🍿 2022-10-10 13:03:33 - Paris/France.
- Netflix itulutsa gawo lothandizira zotsatsa kumapeto kwa chaka chino $7- $ 9 pamwezi.
- Ntchito yotsika mtengo ikuyembekezeka kupanga ndalama pafupifupi $ 1 biliyoni pofika 2023.
- Koma akatswiri ena amayembekeza kuchuluka kwa zotsatsa kupha anthu omwe adalembetsa, makamaka ku United States ndi Canada.
- Kodi mukudziwa kale akaunti yathu ya Instagram? Titsatireni
Pamene Netflix ikukonzekera kukhazikitsa ndondomeko yake yotsika mtengo yolembetsa yotsatsa malonda mu November, Wall Street ikuneneratu kuti madola otsatsa adzatsika mabiliyoni.
Katswiri wa masheya a MoffettNathanson a Michael Nathanson adalemba m'makalata Lachiwiri kuti kukhazikitsidwa kwa zotsatsa kukuyembekezeka kupanga ndalama zokwana $ 1 biliyoni pofika 2023: $ 700 miliyoni kuchokera kumisika yaku US ndi Canada ndi $ 300 miliyoni kuchokera ku madola pafupifupi khumi ndi awiri amisika yapadziko lonse lapansi, kuphatikiza UK, France ndi Brazil. ndi Japan.
Nathanson akuti chiwerengerochi chidzapitirira kuwirikiza kawiri mpaka $ 2,1 biliyoni mu 2025 ndipo pamapeto pake chidzafika $ 3,5 biliyoni mu 2027, pafupifupi 60% yomwe idzachokera ku United States ndi Canada.
Kuphatikizika kwa Netflix pakutsatsa ndikuyankha kugwa kwa ndalama zake
Lingaliro la Netflix lopanga gawo lotsika mtengo lotsatsa pazantchito zake likuwonetsa kusintha kwanthawi yayitali yamakampani motsutsana ndi kutsatsa.
Zinabwera pomwe magawo ake adatsika komanso kukula kwa olembetsa kudachepa kwambiri ndipo zisankho za Netflix zidakhala "zochokera mwamantha", malinga ndi omwe ali mkati.
Netflix si ntchito yokhayo akukhamukira kupanga mafunde atsopano mu gawo lazotsatsa: mu Disembala, Disney Plus idzakhazikitsa Disney Plus Basic, mtundu wa nsanja yake yomwe imaphatikizapo zotsatsa.
Ngakhale dongosolo la Netflix lothandizira zotsatsa - lomwe lingawononge $ 7 mpaka $ 9 pamwezi, malinga ndi Bloomberg - likhoza kupangitsa kuti olembetsa achuluke, sizingatanthauzire kuchulukitsa kwaolembetsa kwatsopano.
Netflix ikuyembekeza kukula kwa olembetsa 3% mu 2023
Pakadali pano, Netflix ilipo m'nyumba zopitilira 221 miliyoni padziko lonse lapansi. Nathanson akuti olembetsa a Netflix ku United States ndi Canada adzakula ndi 3% mu 2023.
Chifukwa chiyani chiwonjezekochi sichidzakhala chachikulu? "Tikuyembekeza kuti kukula kwakukulu m'gulu lothandizira zotsatsa kudzabwera chifukwa cha kuchepa kwa omwe adalembetsa," adatero Nathanson.
Mwanjira ina, gawo lalikulu la olembetsa ad-level adzakhala ogwiritsa ntchito a Netflix omwe akusiya kulembetsa kwawo kulipiridwa.
Idzakhala kokha olembetsa atsopano a 1,5 miliyoni
MoffettNathanson akuneneratu kuchuluka kwa zotsatsa za Netflix kudzawonjezera olembetsa 7,5 miliyoni aku North America mu 2023, koma ambiri akuyembekezeka kukhala olembetsa.
Izi zokha zikuyembekezeka kubweretsa mabanja owonjezera 1,5 miliyoni pamsika waukulu waku US ndi Canada.
Izi ndi zomwe Nathanson amaloseranso padziko lonse lapansi: "Kukula kwa gulu lothandizira zotsatsa kukuyembekezeka kukwera kwambiri mu 2023, poyerekeza ndi olembetsa 21,5 miliyoni omwe akuyembekezeka kumapeto kwa chaka. " adatero.
"Tikuyembekeza kuti 4,1 miliyoni akhale owonjezera, pomwe 17,4 miliyoni atsika pamlingo wopanda zotsatsa," adawonjezera.
Katswiriyu akuganizanso kuti Wall Street ikhoza kukulitsa mwayi wopeza ndalama.
MoffettNathanson si kampani yokhayo yomwe ikuyembekeza kuti gulu latsopanoli lothandizidwa ndi zotsatsa liwononge anthu omwe adalembetsa, makamaka ku US ndi Canada.
"Sitikutsimikiza kuti mabanja a [norteamericanos] amayembekezera ntchito yothandizira malonda yomwe imawononga madola ochepa," wofufuza wa Jefferies Andrew Uerkitz analemba mu kafukufuku wa Sept. 7.
Ananenanso kuti "mphukira zomwe zikukula pang'onopang'ono ndizovuta kwambiri m'madera omwe simunalowemo kwambiri."
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