✔️ 2022-04-23 00:13:00 - Paris/France.
Chithunzi: Andre M. Chang/Zuma Press
Netflix adatchula olakwa ambiri pa kotala yake yoyamba: nkhondo ku Ukraine, kulanda dziko lonse la Covid kunyumba, mpikisano kuchokera kwa otulutsa atsopano, kugawana mawu achinsinsi - pafupifupi gawo limodzi mwa magawo atatu a owonera. Netflix mwachiwonekere amaba ntchito.
Panthawi imodzimodziyo, makasitomala omwe amalipira akuwoneka akuzimiririka pamlingo wofulumira. Atataya 200 mgawo loyamba, Netflix akuyembekeza kutaya mamiliyoni ena awiri mu sekondi imodzi. Ndizosadabwitsa kuti katunduyo adagwa - palibe mawu ena - kutsika ndi 35% Lachitatu, kupitiliza slide yomwe idayamba mu Januware ndikuyambitsa mbiri yofananira pano.
Funso losasangalatsa limakhalabe: kodi akukhamukira sewero loyera, chodziwika chotsika kwambiri, ndi mtundu wabizinesi womwe umamangidwa kuti ukhalepo?
Vuto silinatchulidwe mu mea culpa ya CEO wa Netflix, Reed Hastings, koma adayandikira milungu ingapo m'mbuyomo ndi Purezidenti wotuluka wa Disney. Mwamantha, ngati akuchita manyazi kunena mawu ake, Bob Iger adawonetsa opikisana nawo omwe safunikira kupanga ndalama. akukhamukira. "Palibe kukayikira kuti makampani aukadaulo ali ndi matumba akuya, Apple kukhala chitsanzo chabwino, Amazon ndi ina. . . . sindikufuna kuwapangira [akukhamukira ogwirizana] ndi mabizinesi otaya ndalama, koma ali m'mabizinesi amenewo pazifukwa zina.
M'malo mwake, adafuna kunena kuti iwo ndi atsogoleri otayika. Vutoli likuwonekera pankhondo yayikulu yotsatira yokhudza ufulu wamasewera. Apple ndi Amazon akunenedwa kuti ndi omwe akupikisana nawo pa DirecTV yathunthu ya NFL Sunday Ticket phukusi, masewera a mpira wautali kuti awonere nawo. Apple posachedwa idayamba kukhamukira Lachisanu Usiku Baseball, kuphatikiza kutsatsa malonda pakati pa ma innings, kulepheretsa chiyembekezo chilichonse kuti Tim Cook afulumizitsa masewerawa.
Bambo Iger's Disney palokha ndi gulu la zosangalatsa zosiyanasiyana, lomwe lili ndi njira zambiri zopangira ndalama zomwe zikusowa. Netflix, mapaki ake ammutu komanso kutsatsa kwake pamawayilesi ake apawailesi yakanema, mu akukhamukira ndi kuwulutsa mothandizidwa ndi kutsatsa.
Nkhani zakuda za Netflix ndi nkhani zomvetsa chisoni za Warner Bros watsopano. Discovery, yomwe idapangidwa pomwe AT&T idatsegula mgwirizano wake kwakanthawi kochepa ndi Time Warner, yemwe chuma chake chamtengo wapatali chinali chiwongola dzanja chambiri. akukhamukira HBO Max. Pansi pa Ma Bell, ngakhale itha kuphatikizidwa ndi burodibandi kapena ma waya opanda zingwe, HBO Max anali ndi njira imodzi mwazodabwitsa za akukhamukira, momwe mungachepetsere churn kapena kupwetekedwa mutu kwa olembetsa omwe akudumpha kuchoka pautumiki pambuyo powonera chiwonetsero chamakono.
Chifukwa cha kuyang'ana kwake kumodzi pazolembetsa za akukhamukira, Netflix nthawi zonse ankayenera kukhumudwa kwambiri ndi chiwombankhanga. Poyankha, oyang'anira adawononga kwambiri zomwe zili mkati ndikuyembekeza kupanga nyimbo zambiri zosatsutsika. Ngakhale msika wamasheya utatha sabata ino, Netflix idangonena kuti iyesetsa kuti isawononge bajeti yake yapachaka ya $20 biliyoni pamapulogalamu ambiri oyipa.
Fananizani izi ndi Apple kapena Amazon, kapena AT&T musanatsitse katundu wake wa Warner, omwe amagwiritsa ntchito akukhamukira monga zotsekemera ku mabizinesi awo akuluakulu, kuwalola kukhala osankha komanso osunga ndalama pazogulitsa zawo komanso (tiyeni tiyang'ane nazo) osapanga zambiri za algorithmic dreck ngati "Red Notice" chifukwa chake.
Zomwe zimatifikitsa ku kugonja kwakukulu kwa Netflix lachiwiri. Atakana lingaliroli kwazaka khumi, a Hastings adadabwitsa dziko lapansi ponena kuti kampaniyo iganiza zoyambitsa ntchito yake yotsatiridwa ndi malonda ndi chiyembekezo chobwezeretsanso kukula kwa olembetsa ndikuthandizira kulipira bilu yayikuluyi.
Kusiya kwa a Hastings pazamalonda mwina kudzakhala koyamba mwazinthu zambiri zomwe zasiya. Netflix mtundu wanzeru komanso wokonda ogula. Kugawana mawu achinsinsi kuyenera kutha. Kuyang'anira nyengo zatsopano kuyenera kupitilira, monga zikuwonekera ndi lingaliro lake logawa nyengo yomaliza ya "Ozark" m'magawo awiri kuti aperekedwe motalikirana miyezi ingapo. Kudalira zoyambira za lowball, kuchotsera, mitolo, ndi mitundu ina yamasewera otsatsa omwe amadziwika ndi mafakitale aangelo ang'onoang'ono akhoza kukhala chizolowezi. Khadi la kirediti kadi Netflix akhoza kukhala kumbuyo?
Pamene ntchito yomwe inali ndi umphumphu - liwu lomwe ndidzagwiritsa ntchito mwanzeru, kutanthauza kukhulupirika, kuphweka, kulunjika ndi kusowa kwa kubwereza kwa ogula - imapezeka kuti ikugwiritsa ntchito zamatsenga, A) si yokhayo: Ganizirani nyambo. -ndi-switch deals, zolipiritsa zobisika, ndi zolepheretsa zoletsa zomwe zimagwiritsidwa ntchito ndi chingwe TV kulimbikitsa mtundu wake wandalama kamodzi kokha, mdalitso wosaipitsidwa wa kulandilidwa koyenera ndi njira zina zambiri zomwe zilipo zakhala chipewa chakale kwa ogwiritsa ntchito.
Ndipo B) zimatanthauzanso kuwonongeka kosatha kwa fano lake ndi mbiri yake ndi makasitomala. Zimatanthawuza kukhala mtundu wina wodetsedwa, wotsutsana womwe ogwiritsa ntchito amaseka ngakhale akumva kukakamizidwa kuudya. Ndi Netflix wakonzeka izi?
Patangopita nthawi pang'ono atamenya Chris Rock pabwalo, wosewerayo adalandira chidwi choyimilira kuchokera kugulu la anthu aku Hollywood. Zithunzi: Zuma Press/Reuters Composite: Mark Kelly
Copyright ©2022 Dow Jones & Company, Inc. Ufulu wonse ndi wotetezedwa. 87990cbe856818d5eddac44c7b1cdeb8
Ipezeka m'kope losindikizidwa la Epulo 23, 2022.
SOURCE: Ndemanga za News
Osazengereza kugawana nawo nkhani yathu pamasamba ochezera kuti atilimbikitse. 🍕