🍿 2022-04-18 10:29:00 - Paris/France.
- Inika iziphumo ze-Q1 2022 ngoLwesibini, ngo-Epreli 19, emva kokuvalwa kweemarike
- Uqikelelo lwengeniso: $7,94 billion
- EPS ulindelo: $2,92
Xa isigebenga Ukusasaza I-Netflix (i-NASDAQ 🙂 iya kukhupha iziphumo zayo zekota zamva nje ngomso, abatyali-mali banokufumana inkampani yeenkonzo zokuzonwabisa izama ukongeza ababhalisi abatsha phakathi kokhuphiswano olunzima kunye nemeko-bume ye-macroeconomic enobutshaba.
inkcazelo: NFLX Weekly TTM
Ngenxa yale mimoya, abahlalutyi baye banciphisa uqikelelo lwemivuzo yabo kwi-Los Gatos, i-Calif.-based company, izabelo zayo ziye zawela ngaphezu kwe-40% kwi-2022. Kulo nyaka.
INetflix kulindeleke ukuba yongeze ababhalisile abazizigidi ezi-2,5 kwikota yokuqala ephela nge-31 kaMatshi, inani elibonisa isiqalo esicothayo sonyaka omtsha kwinkampani ubuncinci ishumi leminyaka.
Kwakhona, kunokubakho amaxhoba amaninzi okoko iNetflix yagqiba ekubeni imke eRashiya emva kohlaselo lwaseUkraine. Inkampani yokuzonwabisa inababhalisi abaphakathi kwesigidi esinye nesibini eRashiya, ngokweengxelo zeendaba.
Le meko yenza abatyali mali baqonde ukuba iNetflix ingena kwixesha lokukhula kancinci emva kokusebenza okumangalisayo ngexesha lo bhubhani. I-Netflix yongeze abathengi abazizigidi ezili-18,2 ngo-2021, phantsi kwe-50% ukusuka kunyaka owaphula irekhodi ngaphambili.
UMorgan Stanley (NYSE :), kwinqaku kwiveki edlulileyo, wehlisa ixabiso elijoliswe kuyo kwisitokethi phambi kweziphumo ezivela kwi-$ 450 ukuya kwi-$ 425. Inqaku lakhe longeza:
“Kwixesha elide, sikholelwa ukuba iNetflix iya kuzisa ingeniso enyanzelisayo kunye nokukhula komda. Ngexesha elifutshane, sikholelwa ukuba kukho umngcipheko kwingeniso elindelweyo. ukusebenza kunikwe uqikelelo lwengeniso yesatha esezantsi.
I-Barclays (LON 🙂 iphinde yehlise ixabiso ekujoliswe kulo ukusuka kwi-$ 425 ukuya kwi-$ 380 ngesabelo ngasinye, isithi kwinqaku:
"Ngokusekwe kuqikelelo oluphakathi lweemodeli ezahlukeneyo zexesha elifutshane kunye nexesha elide, iNetflix ibonakala ngathi isendleleni yababhalisi abamalunga nezigidi ezi-4, ibetha ingqikelelo yenkampani, nangona isebuthathaka kwikota yokuqala. »
Ukuqiniswa kokhuphiswano
Inyani yokuba abathengi ngoku banokhetho olungakumbi, enkosi kwabanye bababoneleli bomxholo wokuzonwabisa abaphambili kwihlabathi, ikwanzima ukukhula kwababhalisi. INkampani yeWalt Disney (NYSE :), oyena mntu ukhuphisana naye weNetflix, wabhengeza ngoMatshi ukuba uya kubonelela ngexabiso eliphantsi, elixhaswa yintengiso yenkonzo yokusasaza. Ukusasaza, Disney +, kamva kulo nyaka. Umnikelo omtsha uya kuqala e-US ekupheleni kuka-2022 kwaye wandise kumazwe ngamazwe kunyaka ozayo. Inkampani iya kunika iinkcukacha ngamaxabiso kunye nemihla kamva.
Ubuthathaka obusemva kobhubhani kunye nokhuphiswano oluphakamileyo zizinto ezimbini ezinkulu eziye zahlula abahlalutyi kwiNetflix kwezi veki zidlulileyo.
Inkcazo: Imvumelwano yoMhlalutyi weNFLX
Itshathi: Investing.com
Kuphando lwe-Investing.com lwabahlalutyi abangama-43, ngelixa uninzi lwabaphenduli banika ukulinganisa "obalaseleyo", uninzi lwabathathi-nxaxheba abangama-20 abacebisi ngoku ukuthenga isitokhwe.
Ngaphandle koku kujongelwa phantsi kwengeniso yexesha elisondeleyo, izabelo zeNetflix zinika ithuba lokuthenga abatyali-mali bexesha elide, ngokunikwa amandla enkampani ukutsala ababhalisi abatsha abanomxholo we-notch ephezulu, ngaloo ndlela bonyusa imida kunye nokuhamba kwemali. I-equity selloff yakutsha nje ibone izitokhwe zirhweba ngexabiso elingaphantsi kwemiyinge yazo yembali. INetflix ngoku ithengisa ngamathuba angama-32 kwimivuzo yexesha elizayo, ngaphantsi kwesiqingatha somndilili weminyaka emihlanu.
Abahlalutyi beJP Morgan bakholelwa ukuba iNetflix iya kuba nesiqingatha sesibini esihle kakhulu sika-2022. Banika i-stock yabo ye-Netflix i-overweight rating kunye ne-target target ye-605 yeedola. Oku kujoliswe kuko kuthetha ukunyuka kwe-77% ukusuka kwixabiso lokuvala ngoLwesine le-341,13 yeedola.
Enye into yexesha elide ekufuneka uyiqwalasele: INetflix ayithembeli etyaleni ukuze ikhulise ukukhula kwayo. Emva kweminyaka yaboleka imali yokuxhasa imveliso, inkampani yathi akusafuneki iqokelele imali yangaphandle ukuxhasa imisebenzi yemihla ngemihla.
siphelo
I-Netflix inokungasothusi kakuhle xa ibika ngomso, kodwa isitokhwe sayo siye saba yinto ekhangayo yokuthenga emva kokuhla kutshanje. Emva kokuba idibanise imali yayo kunye nezikhundla ezikhuphisanayo ekuphakameni kobhubhane, inkampani ikwimeko engcono yokubuyela ekukhuleni.
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 🤓