🍿 2022-07-21 08:45:54 - Paris/France.
I-Netflix iyekile ukopha. Kwikota yokugqibela, inkampani yosasazo ndamangaliswa Idonga isitalato Comme hollywood kunye nesiphelo esikhawulezileyo sokukhula kwayo kweshumi leminyaka elide, nto leyo ethe yabangela ukuwa okumangalisayo koko kweedotcoms.
Le trimester, Netflix iphumelele ngokumisela okulindelweyo okuphantsi - kwaye ukugqithisa kubo - ngoncedo lwesizini entsha yochungechunge lwengoma Izinto ezingaqhelekanga.
Izabelo zinyuke ngaphezulu kwe-7% kurhwebo lwasemva kweeyure zomsebenzi emva Netflix Uthe ababhalisi be-970 bacime iiakhawunti zabo kwikota yesibini. Yayiyeyona lahleko imbi yabasebenzisi kwimbali yayo, kodwa njenge Netflix kuqikelelwe ngokuphindwe kabini iziphako ezininzi, abatyali-mali baye bakhululeka.
"Kunzima ... ukuphulukana nesigidi kwaye uyibize yimpumelelo," umseki kunye ne-CEO yenkampani watsho ngokuphandle. Hastings Reed. “Sithetha ngokuphulukana nesigidi endaweni yezigidi ezibini. Uchulumanco lwethu luphazanyiswa zezona ziphumo zincinci zimbi,” ucacise watsho.
Ngokudodobala koqoqosho okuzayo kunye a ukunyuka kwamaxabiso ukufikelela kwiminyaka engama-40 ephezulu I-United States, Netflix ijongene nomthengi oxabisa ngakumbi. Ngelixa yayikhe yatsala abantu njengenye indlela efikelelekayo kumatyala eTV abizayo, inkampani ngoku yeyona ibiza kakhulu phakathi kolwandle lweekopi zenkonzo. Ukusasaza.
"Iindleko zobunzima bokuphila zinempembelelo enkulu kuwo onke amashishini," utshilo uPaolo Pescatore, umhlalutyi kwiPP Foresight. Akukho mntu ukhuselekile. »
Oku kucutha kwenkcitho kuza ngaxeshanye ezona teknoloji zikhulu zehlabathi kunye neenkampani zosasazo ziphehlelele iinzame zobugorha nezineendleko ezinkulu zokukhuphisana nazo. Netflix
"Ukhuphiswano lufikelele kumanqanaba angenangqondo," watsho u-Rich Greenfield, umhlalutyi we-LightShed, ebhekiselele kwizibophelelo zenkcitho ezinzima ezenziwe ngabangenayo abatsha. "Andiqondi ukuba nabani na kwindawo yotyalo-mali wayelindele ukuba iPeacock (yeComcast) ilahlekelwe yi-2,5 yeebhiliyoni zeedola. »
Impembelelo yayinzima kwaye ngequbuliso. Kutshanje ngoJanuwari, abahlalutyi baqikelela oko Netflix inokongeza ababhalisi bezigidi ezingama-20 ngo-2022. Ngoku, inkampani inethemba lokuqhekeka kwiinyanga ezilithoba zokuqala.
Izijekulo ze Netflix bebengabadlali ababi kakhulu kwisalathiso se-S&P 500 ngexesha lesiqingatha sokuqala salo nyaka. Ixabiso layo lemarike lehlile ukusuka kwi-300 yeebhiliyoni zeedola ngoNovemba ukuya kwi-90 yeebhiliyoni zeedola.
La "Ulungiso olukhulu lweNetflix", njengoko yaziwa eHollywood, yabangela inkxalabo malunga nemodeli yeshishini le Ukusasaza kunye nekamva lokuzonwabisa. ukukhubeka kwe Netflix yavusa i-media stock selloff eyatshabalalisa amashumi eebhiliyoni zeedola kwizigebenga ezifana Disney yes Warner Bros.
UMorgan Stanley Kule veki uchaze le meko “njengokwehla koqoqosho oluqhubekayo”. Ingeniso evela kolu hlobo lwevidiyo "inokuba sesichengeni ngakumbi kunokuba bekulindelwe ukudodobala kwehlabathi kunye nenkcitho ephantsi yabathengi," umhlalutyi walumkisa. UBen Swinburne.
IBhanki yaseMelika walumkisa ukuba yosasazo ngokukhawuleza yaba yimveliso etshintshayo.
Umbuzo weWall Street kunye neHollywood kukuba ngaba oku kwehla kokwexeshana okanye ishishini lika Ukusasaza ayithandeki kangako kuneenkokeli bezicingela.
Iziphumo zekota yesibini ye Netflix zazibubungqina obubuthathaka bokuqala. Inkampani ibuyele ekukhuleni, nangona kunjalo, njengoko yayiqikelele ukuba iya kutsala ababhalisile abasisigidi kwikota yesithathu.
Ukurhoxiswa komelele kakhulu eUnited States naseCanada, eyona marike inkulu Netflixapho phantse abantu abazizigidi ezi-2 bayilahlile iakhawunti yabo kwisiqingatha sokuqala salo nyaka kuphela.
Nge-15,49 yeedola ngenyanga kwisicwangciso sayo esidumileyo, iNetflix ixabisa ngaphezulu kokhuphisana nabo abaphambili, njenge. Disney + yes hbomaxebiza i-$ 8 kunye ne-$ 15 ngokulandelelana.
Kuyabuzwa kwakhona Netflix kumxholo wayo. umlawuli oncedisayo Ted Sarandos Uchaze uluhlu lwenkampani yakhe ngoLwesibini "njengokuhambisa hit on hit." Kodwa inkampani yayisemva kakhulu kwi-HBO ekutyunjweni kwe-Emmy - umlinganiselo womgangatho - kunye ne-105 ukuya kwi-140. HBO kulo nyaka.
Ayaziwa ukuba zingaphi iinkonzo ze Ukusasaza amakhaya aya kuhlawula, ngakumbi kwimeko yokudodobala koqoqosho, kwaye iNetflix iphulukene “nemeko yokuthintela iimbumbulu,” utshilo. UMichael Nathansonumhlalutyi we Moffett Nathanson.
Ngokutsho kwenkampani yedatha Amps UhlalutyoEUnited States, sele kukho abantu abaninzi ababhalisele iividiyo Ukusasaza kunabemi, enababhalisi abazizigidi ezingama-380 kubemi abazizigidi ezingama-330. Ehlabathini lonke, iNetflix yayisele ibhengeze iphuli yebhiliyoni enye yabathengi abanokufikelela kwi-intanethi. Ngoku uNathanson ulumkisa ukuba imarike enokubakho ingasondela kwi-400 yezigidi.
Ukuza kuthi ga ngoku kulo nyaka, ummandla weAsia-Pacific ukuphela kommandla apho Netflix ababhalisi bongeziwe. Inkampani yongeza i-2,2 yezigidi zabantu kwiindawo zayo kummandla kwisiqingatha sokuqala salo nyaka; nangona kunjalo, inkampani ilahlekelwe ngabathengi kwihlabathi liphela.
Kule veki, iinkokeli ze Netflix babonakala bekwimo yokulawula umonakalo, bephosa amanqindi kubachasi babo kwaye banikezela ngedatha ukubonisa ubungqina babo.
Umzekelo: Ngexesha le-TV ye-2021-22, i-Netflix yatsala ababukeli abaninzi kune-CBS kunye ne-NBC networks edibeneyo, ngokwezibalo ze-Nielsen ezinikezwe yi-Netflix. Enye idatha yayingaqinisekanga, njengokubandakanyeka kwe-Twitter ye izinto ezingaqhelekanga igqithe kuleyo ye Top Gun Maverickukusuka kwiParamount, imuvi eyenze ngaphezulu kwe-XNUMX yeebhiliyoni zeedola kwibhokisi yebhokisi.
Ngaphandle kokuncipha kulo nyaka, iqonga lomxholo lihlala lide kakhulu phambi kwabaphikisana nalo, kunye nababhalisi be-221 yezigidi ngokuchasene ne-138 yezigidi. Disney +. Ngaphezu koko, ngokungafaniyo nabakhuphisana nabo, Netflix Wenza inzuzo kwinkonzo yakhe ye Ukusasaza kwaye ilindele ukuphelisa lo nyaka nge-1 yeebhiliyoni zeedola ekuhambeni kwemali simahla.
Nangona kunjalo, idilesi ye Netflix ibhengeze utshintsho olukhulu ekukhuleni kwababhalisi. hamba nge microsoft ukunikezela ngenkonzo engabizi kakhulu kune-ad-ixhaswe, kwaye uceba ukunciphisa ukwabelana ngephasiwedi, apho kuqikelelwa ukuba i-100 yezigidi zamakhaya zibukele i-Netflix simahla.
Ezi ntshukumo aziyi kwenzeka kude kube ngu-2023. Okwangoku, iqonga liza kuxhomekeka kwimpumelelo yokufumana isiqingatha sesibini. Baya kukunceda ixesha elitsha lonyaka Isithsaba kunye nokulandelelana kwe Phakathi kweemela kunye neemfihlo (iimela zikhuphe) kwaye U-Enola Holmes. “Ngomxholo, siqhuba kakuhle kakhulu,” utshilo. Hastings
Nangona kunjalo, iqela le Ukusasaza ayikabinayo eyayo (njenge franchise) idabi leenkwenkwezi nokuba Harry Potter. Ukuqwalasela oku, URoss BenesUmhlalutyi we-Insider Intelligence, walumkisa, "Ngaphandle kokuba (i-Netflix) ifumene ii-franchise ezingakumbi ezisebenza ngamandla, ekugqibeleni iya kuba nzima ukuhlala phambi kwabo bakhuphisana nabo abajonge isithsaba sabo. »
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 🤓