🍿 2022-08-21 15:15:00 - Paris/France.
Malembo (GOOGL -2,46%) (GOOG -2,27%) nthawi zambiri si kampani yoyamba yomwe imabwera m'maganizo pamene amalonda akuganiza za masheya. akukhamukira kanema. Komabe, ntchito yatsopano ya YouTube ikhoza kusintha izi. Makampani a akukhamukira mukufuna kudzaza kwambiri ndi zilembo zomwe zimalowa pamsika? Tiyeni tiyese.
Zilembo zikusintha kukhala akukhamukira
YouTube akuti ikukonzekera kukhazikitsa sitolo yogulitsira makanema. akukhamukira kanema ndikukambirana ndi makampani osangalatsa mwayi wotenga nawo gawo papulatifomu. Msika wa akukhamukira angalole ogula kuti azilembetsa kuzinthu zosiyanasiyana mwachindunji kudzera pa pulogalamu ya YouTube, yofanana ndi malo omwe aperekedwa kale ndi Amazon, apuloet chaka.
Msika watsopanowu wakhala ukupangidwa kwa miyezi 18 ndipo akuyembekezeka kutulutsidwa pofika chaka cha 2022. Zilembo tsopano zikugwira ntchito molimbika kutsimikizira nsanja zosiyanasiyana za akukhamukira kuti ntchito ya YouTube ndiyofunika kujowina ndikusiya ndalama zina zomwe zimaperekedwa pamwayiwo. . Kutsutsa kwa YouTube sikuli koyenera; Ndi kuchuluka kwa ogwiritsa ntchito mabiliyoni 2,6, nsanja yamakanema ndi ntchito yomwe imagwiritsidwa ntchito kwambiri pomwe makampani ena amagawana zowonera zawo zatsopano.
Ponena za zomwe Alfabeti ikuyenera kupindula, lingaliro lopanga njira yatsopano yopezera ndalama kudzera mu akukhamukira silingaliro loyipa chifukwa cha zotsatira za kampaniyo kotala yachiwiri ya 2022. Magawo a zilembo adabwera m'magawo ochepa pansipa zomwe amayembekeza. Mwachitsanzo, ndalama zomwe kampaniyo idapeza pagawo lililonse zidafika pa $ 1,21 motsutsana ndi $ 1,28 yomwe ikuyembekezeka, pomwe ndalama zidagunda $ 69,69 biliyoni motsutsana ndi $ 69,9 biliyoni.
Momwemonso, ndalama zotsatsa za YouTube zidagunda $7,34 biliyoni, kutsika kuchokera $7,52 biliyoni. Ndalama za Google Cloud zidaphonyanso pang'ono, kugunda $ 6,28 biliyoni motsutsana ndi $ 6,41 biliyoni yomwe ikuyembekezeka. Pazonse, kukula kwachuma kudatsika mpaka 13% mu Q2 2022 kuchokera 62% chaka chatha.
Kutsika kwandalama kowoneka bwino kwambiri mu lipoti la Zilembo kudachokera ku YouTube, komwe kugulitsa kudakwera 5%, kusiyana kwakukulu ndi kulumpha kwa 84% komwe kudapanga chaka chapitacho. Chifukwa chakukula pang'onopang'ono kwa YouTube, ntchito yatsopano yomwe imalola kampaniyo kutenga chidutswa cha pie ya $ 80,83 biliyoni yamakampani. akukhamukira si maganizo oipa.
Netflix ndi Disney ayenera kuda nkhawa?
Monga titans of industry, Netflix (NFLX -1,64%) ndi Disney (DIS -2,06%) ali ndi zochepa zomwe mungapindule kuchokera ku Alphabet yomwe ikubwera pa YouTube. Makampani awiriwa amakhala oyamba ndi achiwiri mwa olembetsa ku akukhamukira, ndi Disney No. 1 ndi 221 miliyoni yogawanika pakati pa Disney +, Hulu ndi ESPN +. Panthawi imeneyi, Netflix ikubwera pafupi ndi olembetsa 220,7 miliyoni padziko lonse lapansi. Kutchuka kwakukulu kwa Netflix ndipo Disney amatanthauza kuti kutenga nawo gawo pamapulatifomuwa mu YouTube Channel Store sikungawapindulitse monga momwe kumachitira ndi ntchito zazing'ono.
Kuyesera kwa YouTube kutenga chidutswa cha pie kuchokera akukhamukira sizingatheke kuika zilembo mu mpikisano mwachindunji ndi Netflix ndi Disney, koma ili ndi kuthekera kolimbikitsa nsanja zazing'ono zokwanira kuba olembetsa ku zimphona. Osewera ang'onoang'ono monga Comcastndi nkhanga, Choyambirira+, ndi Zithunzi za AMC NetworksZopereka zambiri akukhamukira angapindule kwambiri polowa nawo ntchito yomwe imakopa ogwiritsa ntchito oposa 122 miliyoni tsiku lililonse.
Netflix ndipo Disney amatha kuwona mpikisano wawo ukukulirakulira pamene zilembo za Alfabeti zimapindula ndi kupambana kwawo, kufooketsa mphamvu ya opambana a titans. akukhamukira pamsika.
Ndipo pambuyo
Ngakhale kutsika kwa 8% m'magawo a Alphabet pakati pa Julayi 21 ndi Julayi 26 pambuyo poti kampaniyo idalengeza zotsatira zochepa kuposa zomwe zili mugawo lachiwiri la 2022, magawo adakwera kwambiri. Kuyambira pa Ogasiti 15, katunduyo adakwera 16,2% kuyambira Julayi 26, kugunda kwambiri komwe sikunawonepo kuyambira Meyi. Komabe, katunduyo ali pansi pafupifupi 17% kuyambira Januwale, zomwe zingasonyeze kuti sizikukwera. Msika watsopano akukhamukira Zilembo zimatha kulimbikitsa ndalama ndikubwezeretsanso kukula komwe YouTube idasangalalira mu 2021, kutanthauza kuti osunga ndalama atha kukhala ndi mwayi wogula katunduyo pamtengo wamtengo wapatali ntchito isanayambike.
Koma Netflix ndi Disney, izi sizingachitike pompopompo kuchokera muutumiki wa YouTube. Mayeso enieni adzakhala osewera ang'onoang'ono omwe amalowa mumsika wa YouTube, zomwe zingathe kupanga mpikisano wochulukirapo Netflix ndi Disney. Kungakhalenso koyenera kuyikapo ndalama mu ntchito za akukhamukira ochulukirachulukira akulowa mu sitolo ya YouTube chifukwa kulimbikitsa bizinesi yawo kumatha kukulitsa masheya awo.
John Mackey, CEO wa Whole Foods Market, wothandizira ku Amazon, ndi membala wa bungwe la The Motley Fool. Suzanne Frey, wamkulu ku Alphabet, ndi membala wa board ya The Motley Fool. Dani Cook alibe udindo m'matangadza otchulidwa. The Motley Fool ndi eni ake ndikupangira zilembo (magawo A), Zilembo (magawo a C), Amazon, Apple, Netflix, Roku ndi Walt Disney. The Motley Fool amalimbikitsa Comcast ndipo amalimbikitsa zosankha zotsatirazi: $ 145 mafoni ataliatali mu Januware 2024 pa Walt Disney, mafoni atali $ 120 mu Marichi 2023 pa Apple, $ 155 mafoni achidule mu Januware 2024 pa Walt Disney, ndi mafoni afupi 130 $ mu Marichi 2023 pa Apple. . The Motley Fool ali ndi ndondomeko yowulula.
SOURCE: Ndemanga za News
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