✔️ IZIPHONONONGA Iindaba-Paris/France.
yabelana kweli nqaku
Ngenxa yokuhla kwenani labathengi, iNetflix ifuna ukucutha abasebenzisi ababelana ngedatha yabo yokufikelela. Kukho nemiqondiso yokwaphula i-taboo: inkokeli yemarike kwi Ukusasaza isebenza kuguqulelo olusezantsi kunye nentengiso.
KwiNetflix, yayiyikota yokuqala yokubhaliselwa kwababhalisi ngaphezulu kweminyaka elishumi. Ekugqibeleni, malunga nama-200 emirhumo ehlawulweyo elahlekileyo kwiinyanga ezintathu ukuya ekupheleni kukaMatshi. Esinye sezizathu zoku kukuvalwa kweshishini eRashiya emva kokuhlaselwa kwe-Ukraine, okwakhokelela ekulahlekelweni kwabathengi be-000 kwi-swoop enye. Kodwa nangokukhula kwababhalisi abangama-700, iNetflix iya kuwa phantsi koqikelelo lwayo lwe-000 yezigidi. Okubi nangakumbi: kwikota yangoku, inkonzo ilindele ilahleko malunga nezigidi ezibini zabathengi. I-Netflix ineziqendu ezitsha zochungechunge oluthi "Izinto ezingaqhelekanga" kunye neefilimu eziphezulu ezifana ne "Indoda eyiGrey" eneenkwenkwezi zaseHollywood uRyan Gosling ekuqaleni kweemveliso ezinamandla.
Lilonke, inani labathengi kwihlabathi liphela lehle laya kwi-221,6 yezigidi ekupheleni kwekota. Ingaba yenzeke njani? Ulawulo olungqonge umseki kunye nomphathi osebenzisana naye uReed Hastings ucaphule "izinto ezingaphaya kolawulo lwethu" njengokunyuka kancinci kwesabelo seeTV ezinonxibelelwano lwe-intanethi, imfazwe yaseRussia eUkraine kunye nokunyuka kwamaxabiso.
Ngaphezu kwako konke, iNetflix iliva kwicala labathengi ababelana ngedatha yabo yokungena nabanye. Le nkonzo iqikelela ukuba ngaphezulu kwe-100 lezigidi zemizi ngabakhweli basimahla. Xa ukukhula kwakusephezulu, abantu bajika bangaboni, utshilo uHastings. Kodwa ngoku iNetflix ayisafuni ukuhlala ingenzi nto.
"Umzekelo, ukuba unodadewenu ohlala kwesinye isixeko kwaye ufuna ukwabelana naye ngomrhumo weNetflix, kulungile. Asizami ukuyinqanda loo nto, ”utshilo igosa eliyintloko lemveliso uGreg Peters. Kodwa siya kubacela ukuba bahlawule kancinci ngayo. » Umzekelo, iNetflix inokusebenzisa iidilesi ze-IP ukubona apho abasebenzisi bafikelela khona kwinkonzo. UPeters uthe kungathatha unyaka phambi kokuba inkqubo isebenze kwaye isetyenziswe kwihlabathi jikelele.
Ekuqaleni kobhubhane we-corona, iNetflix yayisathathwa njengomnye wabaphumeleleyo kule ngxaki, kwaye inani labathengi linyuke ngezigidi ezingama-37 ngo-2020 kuphela.
Njengovulindlela, iNetflix yaqala yakwazi ukufumana umhlaba ongathintelwanga kushishino lokuzonwabisa. Ukusasaza ividiyo. Kodwa okwangoku, kukho ukhuphiswano ngakumbi nangakumbi - kubandakanya iDisney, iAmazon, iApple kunye neWarner's HBO Max. Kwiminyaka embalwa edlulileyo, uHastings, ngokuzikhukhumeza, ebizwa ngokuba ngumdlalo we-intanethi "Fortnite" okhuphisana kakhulu, ngoku uyavuma ukuba ukhuphiswano "lukhuphe iifilimu ezintle kakhulu kunye nochungechunge."
Ababukeli beshishini babona ingxaki ngesicwangciso seNetflix sokukhukula inkqubo ngokhukula umxholo, ngamanye amaxesha ukuncama umgangatho. Imbangi efana neDisney, kwelinye icala, ixhomekeke kuthotho oluveliswe ngononophelo olusekwe kubalinganiswa abadumileyo abavela kwihlabathi le "Star Wars" kunye neMarvel, ebopha abathengi ixesha elide kunye nesiqendu esinye ngeveki.
Ukonyusa ukukhula, iNetflix ikulungele nokushukumisa enye yezona zinto zinkulu kwaye yazise umrhumo onexabiso eliphantsi ngeentengiso ezidibeneyo. INetflix ayizange ibone into enje-uHastings akazange acinge kakhulu ngayo. Ngelixa esengumntu othanda ukwenza umrhumo olula, "Ndingumntu othanda kakhulu ukunika abathengi ukhetho," utshilo. INetflix ngoku ivulekele imodeli yentengiso. "Siyijongile kwaye sizama ukuyilungisa kunyaka okanye emibini." »Iinkcukacha ezinje ngentengiso yobuqu inokushiyelwa kwabanye.
Ngexesha lokugqibela i-Netflix inekota yokuhla kwababhalisi ngo-Oktobha 2011. Nangona ukuhla, i-Netflix ihleli kakuhle phambi kwabakhuphisana nabo. Ukuthelekisa: Umdlali omkhulu we-Disney + wayenabathengi abaphantse babe yi-130 yezigidi ekupheleni kwe-2021. Kodwa i-Netflix nayo kwafuneka inciphise inzuzo yayo kwikota yokugqibela. Intsalela yehlile xa kuthelekiswa nonyaka ophelileyo malunga neepesenti ezintandathu ukuya kwi-1,6 yeebhiliyoni zeedola (i-1,5 yezigidigidi zee-euro). Nangona intengiso inyuke malunga neepesenti ezilishumi ukuya kwi-7,9 yeebhiliyoni zeerandi, zisadlula ngokuxineneyo oko bekulindelwe ngabahlalutyi.
Abanini zabelo bajika umva kwiNetflix emva kokuwa kwabathengi
Emva kokuhla kwembali yabathengi, izabelo zeNetflix zilungele ilahleko enkulu ngoLwesithathu. Izenzo zesigebenga Ukusasaza yawa nge-27,23% ukuya kwi-253,67 yeedola kwi-pre-market yorhwebo ngoLwesithathu, inqanaba eliphantsi kakhulu ukususela ekwindla 2019. I-Netflix ijongene nokuthengiswa okufanayo ekupheleni kukaJanuwari emva kokuba inkampani ibhengeze imbono ekhutshweyo kwi-trimester yokuqala. Iingcali sele zizibuza malunga nokuphela kwe-boom in Ukusasaza - kwaye balungise ngokugqithisileyo iithagethi zabo zexabiso.
“Umthendeleko we Ukusasaza igqityiwe? », Buza abahlalutyi bebhanki yaseBritane yotyalo-mali iBarclays. "Inkunkuma" yomxholo omtsha kwiinkonzo ezininzi ze Ukusasaza iya isiba yingxaki ngakumbi. "Kukho iimpawu ezikhulayo zokuba imodeli yeshishini leNetflix sele ikhulile ngokupheleleyo," utshilo ingcali uRoss Sandler. Oku kuphakamisa imibuzo malunga nobukhulu beemarike ezisenokuqwalaselwa kunye nokuzinza kwemida.
Kubandakanya ukuhla kwexabiso elilindelekileyo ngoLwesithathu, ilahleko yeNetflix ifikelela phantse kuma-60%. INetflix ngoku ixabisa i-112 yeebhiliyoni zeedola kuphela kwimarike yemasheya. Ukuthelekisa, irekhodi likaNovemba elingaphezulu kwe-700 yeedola lalingaphezulu kwe-300 yeebhiliyoni zeedola.
"Ukuphoxeka kweNetflix, ngokulandelayo" yayisisigqibo somhlalutyi uJürgen Molnar, ingcali yezentengiso yenkunzi eRobomarkets. Umthengisi we Ukusasaza nangoku ithatha ukuba ukuhla kwamanani abathengi kuya kuqhubeka, Molnar wabhala. Kubonakala ngathi iNetflix iphulukene nenqanaba layo "njengomboneleli we Ukusasaza inani elingenakuphikiswa” emehlweni abatyali-zimali.
Ngenxa yoko, iithagethi zexabiso ziye zehla phakathi kwabahlalutyi. Nangaphaya kwesiphumo esisodwa saseRussia, iNetflix ijongene nexesha elinzima, uMark Mahaney ka-Evercore wabhala. Iimarike ezindala zeNetflix, ezifana ne-United States kunye neYurophu, zigcwele, ngelixa ukukhula e-Asia-Pacific kubonakala kunzima. UMahaney wehlisa kakhulu ixabiso elijoliswe kuyo ukusuka kwi-525 ukuya kwi-300 yeedola.
NgoLwesithathu, abanye abahlalutyi basabela ngokunciphisa iithagethi zexabiso: ingcali uJohn Hodulik we-UBS warhoxa kwincomo yakhe yangaphambili yokuthenga kunye nomlingane wakhe uDouglas Anmuth weJPMorgan wehlisa iphepha ukusuka "kobunzima" ukuya "kungathathi hlangothi". Ikota yokuqala kunye nombono wekota yesibini yawa phantsi kokulindela, umhlalutyi uJohn Hodulik webhanki enkulu yaseSwitzerland UBS wabhala kwisifundo. Imodeli yeshishini ngoku iyavavanywa. Ulindele ukhuphiswano olukhulayo, iintloko zoqoqosho kunye nokuzaliswa kweemarike ukulinganisa ukukhula kwababhalisi okwangoku. Ngaloo nto engqondweni, wanciphisa ixabiso ekujoliswe kulo ukusuka kwi-$ 575 ukuya kwi-$ 355.
Ezi ndaba ziphinde zenze abatyali-mali bahlale phantsi kwaye bathathele ingqalelo abanye ababoneleli be Ukusasaza : Ukuthengisa kwangaphambili, umzekelo, i-Walt Disney stocks nayo yawa malunga ne-5%. Ngokutsho kwengcali yeBarclays uSandler, iingxaki ezingaziwayo zenkokeli yentengiso zikwabangela imingeni emitsha kubakhuphisana nabo. Ingcaphephe yaqaqambisa inkonzo yeDisney +.
LOS GATOS (dpa-AFX)
Khetha iimveliso ezixhaphakileyo kwiNetflix Inc. Ngokunkqonkqoza, abatyali-mali abaqikelelwayo banokuthatha inxaxheba ngokungafaniyo kwiintshukumo zamaxabiso. Khetha ngokulula i-lever oyifunayo kwaye siza kukubonisa iimveliso ezifanelekileyo kwiNetflix Inc.
Umyinge kufuneka ube phakathi kwe-2 kunye ne-20
Akukho datha
Iindaba ezingakumbi kwiNetflix Inc.
Umthombo womfanekiso: Netflix
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 😍