✔️ 2022-05-18 15:30:00 - Paris/France.
Pakhala chaka chankhanza mpaka pano ku Wall Street - a Dow Jones adagwa kwa milungu isanu ndi iwiri molunjika pakuchita bwino kwambiri kuyambira 2001 - ndipo makampani ambiri atolankhani avutitsidwa kwambiri kuposa misika yayikulu yazachuma pakati pa kusinthasintha kosalekeza.
Kusakhazikika kwachuma kudayambika ndi zovuta zingapo, kuphatikiza chiwongola dzanja chokwera chomwe cholinga chake ndikuchepetsa kukwera kwa inflation komanso kusokonekera kwa zinthu, kusowa kwa ntchito komanso kusatsimikizika kwadziko chifukwa cha nkhondo yaku Russia ku Ukraine.
Ndi zisudzo ngati Netflix, Disney, Warner Bros watsopano. Discovery ndi Paramount Global pamtima pankhondo za akukhamukira, pakhalanso kukonzanso kwina pambuyo pa mliri: osunga ndalama akuyang'anitsitsa kukula kwachuma komanso chuma chachuma. akukhamukira kanema. Ochiritsira Hollywood nzeru ndi kuti akukhamukira adzawononga dziko. Koma pambuyo pake Netflix - canary ya mgodi wa malasha mkati akukhamukira, popeza ili ndi chiwerengero chachikulu cha olembetsa - inanena kuti kuchepa kwa chiwerengero cha olembetsa m'gawo loyamba, Wall Street ikudabwa ngati kukwera kuli kwakukulu monga momwe akuyembekezeredwa.
"Otsatsa akuwona kuti kukula kwa ogwiritsa ntchito sikungatanthauze phindu lokongola la akukhamukira kanema chifukwa cha kukwera mtengo kokhudzana ndi zomwe zili, kupezeka kwa ogwiritsa ntchito ndi kusunga, komanso kufalikira kwapadziko lonse lapansi, "atero a Chris Vollmer, wamkulu wa kampani yofunsira MediaLink.
Pakati pa chipwirikiticho, Paramount adapeza chidaliro chachikulu kuchokera kwa Warren Buffett: Magawo a media conglom (omwe kale amadziwika kuti ViacomCBS) adalumpha 15% pa Meyi 17 pambuyo poti bilionea Berkshire Hathaway adawulula kuti adapeza ndalama zoposa $ 2 biliyoni. Miyezi yapitayi. Kukweza kwa Buffett kunabweza zotayika za Paramount stock pachaka.
Pakadali pano, magawo a Twitter adakhudzidwa ndi saga yosatha ya Elon Musk yomwe angatengere. Posachedwa, Musk adafuna umboni kuchokera pa malo ochezera a pa Intaneti kuti atsimikizire zonena zake kuti osachepera 5% a ogwiritsa ntchito ake ndi spambots kapena maakaunti abodza - kuwopseza kuti mwina ndalama za $ 44 biliyoni "sizingapite patsogolo". Magawo a Twitter adatsekedwa pa $ 38,32 gawo pa Meyi 17, akugulitsa 29% pansi pa zomwe Musk adalanda kale pomwe osunga ndalama akuwona kukulira kwa mgwirizano ukugwa.
Chaka ndi tsiku, msika wotayika kwambiri pamsika ndi Netflix, kamodzi wokondedwa wa kukula m'matangadza kumene kumwamba kunali kuoneka malire. Mtsinje wataya ndalama zoposa magawo awiri pa atatu a mtengo wake wamsika kuyambira chiyambi cha chaka, kapena kuposa $ 180 biliyoni.
The 17 ikhoza, Netflix adachotsa antchito 150, makamaka ku United States, monga gawo la ndondomeko yochepetsera ndalama. Mosiyana ndi imfa ya 200 olembetsa a Netflix mkati mwa kotala, Disney + inadutsa chiwerengero cha kukula kwa ogwiritsa ntchito, ndi chiwerengero cha 7,9 miliyoni m'miyezi itatu yoyamba ya 2022. HBO Max ndi HBO adapezanso (kuwonjezera 3 miliyoni), pamene ali Paramount + ($ 6,8 miliyoni).
Koma kodi makampani ofalitsa nkhani akungoyerekeza kuchuluka kwa ndalama zomwe amapeza pama media awo? akukhamukira ? Panthawi yomwe Disney adalandira ndalama pa Meyi 11, CEO Bob Chapek adabwerezanso cholinga cha kampaniyo chofikira makasitomala 230-260 miliyoni pofika Seputembara 2024. "Tikukhulupirira kuti Disney + ndi imodzi mwamtundu wina. . ,” adatero. Komabe, katswiri wazachuma a Michael Nathanson akuwonetsa kuti kampaniyo ikhoza kuwona kubweza kowoneka bwino ngati ingapange ntchito yokhazikika ya Disney + yomwe imayang'ana kwambiri zinthu zazikulu monga Marvel, Pstrong ndi Lucasfilm, m'malo mofuna kupanga "ntchito yapamwamba" yosaka. Netflix mu zosangalatsa zonse m'misika yapadziko lonse lapansi.
"Msika tsopano ukukhudzidwa kuti kuphatikiza kwa malangizo olembetsa a [Disney's 2024] komanso kukwera kwamitengo yopikisana kwambiri ndi mitundu yomwe si ya Disney kupangitsa bizinesi yokhazikika yocheperako," adatero Nathanson m'mawu ake.
Kwa makampani azikhalidwe zama media, kukhala okhazikika pa akukhamukira kumatanthauza kuchepetsa kufunikira kwa injini zopezera phindu za TV. Izi "zimayambitsa mikangano, ndipo mikangano imawonekera pamsika pazotsatira za kotala loyamba," akutero a John Harrison, wamkulu wa media ndi zosangalatsa ku EY Americas.
Mpikisano wa zida zogwiritsira ntchito ndalama mu akukhamukira zikuwoneka kuti zikupitilira, ngakhale zitha kufika pachimake. Mu 2021, ntchito zamakanema pa intaneti akukhamukira Padziko lonse lapansi adawononga pafupifupi $ 50 biliyoni pazinthu, kukwera 20% chaka ndi chaka, malinga ndi wofufuza Ampere Analysis. Netflix, kumbali yake, adanena kale kuti akufuna kugwiritsa ntchito ndalama zokwana madola 18 biliyoni pazinthu zandalama mu 2022 (kuchokera ku $ 17,7 biliyoni chaka chatha). Chief Financial Officer Spencer Neumann adauza osunga ndalama mu Epulo kuti kampaniyo ikhala "yanzeru komanso yosamala pochotsa zina mwazowononga ndalamazo kuti ziwonetse zenizeni zomwe bizinesi ikukula."
Pamene US msika kwa akukhamukira kuyambira kumapiri - ndi mitengo yolowera pafupi ndi 80% - opereka chithandizo ali pamalo osinthika omwe amafunika kuyang'ana kwambiri kusungirako kusiyana ndi kupeza olembetsa, akutero Kevin Westcott, yemwe amatsogolera mchitidwe wa American Technology, Media ndi Telecommunications kuchokera ku Deloitte. “Panali mpikisano wofuna kupeza makasitomala ochuluka momwe ndingathere. Tsopano akuyenera kudziwa momwe angawasunge ndikupangira ndalama zomwe zilipo,” akutero.
Kuti mufike kumsika wokulirapo, Netflix ndipo Disney + alengeza mapulani oti atulutse magawo otsika mtengo, othandizidwa ndi zotsatsa pambuyo pake mu 2022. akukhamukira Kanema adzakhala makampani omwe amapambana munjira zosatsatsira zotsatsa / zolembetsa," akutero Vollmer.
Ofufuza amati mitambo yamkuntho yamkuntho yomwe yayambitsa chipwirikiti pamsika chaka chino ikuyenera kupitilira gawo lachiwiri komanso mwina mpaka 2023. Pamalo owoneka bwino amakampani osangalatsa okhala ndi moyo, ogula adakhamukira kumakonsati, mapaki amitu ndi zisudzo. Koma kwa mabizinesi omwe apindula chifukwa chokhala kunyumba nthawi ya COVID, kuphatikiza Netflix ndi ena otulutsa, "zikuwoneka ngati tikuwona kuwongolera kwamapindu panthawi ya mliri," akutero katswiri wa PP Foresight Paolo Pescatore.
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SOURCE: Ndemanga za News
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