✔️ 2022-05-18 15:30:00 - Paris/France.
Ibingunyaka okhohlakeleyo ukuza kuthi ga ngoku kwiWall Street – iDow Jones iye yawa iiveki ezisixhenxe ezithe ngqo ikwintsebenzo yayo embi kakhulu ukusukela ngo-2001 – kwaye uninzi lweenkampani zosasazo ziye zabethwa kanobom kuneemarike zezimali phakathi kokuguquguquka okuqhubekayo.
Ukungaguquguquki kwesitokhwe kubangelwe luthotho lwezalathi ezikhathazayo, kubandakanywa inzala ephezulu ejolise ekuthinteleni ukunyuka kwamaxabiso kunye nokuphazamiseka kobonelelo, ukunqongophala kwabasebenzi kunye nokungaqiniseki ngokwelizwe ngenxa yemfazwe yaseRussia e-Ukraine.
Kunye nabadlali abafana Netflix, Disney, iWarner Bros entsha. Ukufunyanwa kunye neParamount Global entliziyweni yeemfazwe Ukusasaza, kuye kwakho ukusetwa ngokutsha kwasemva kobhubhane: abatyali-mali bajonga kufutshane ukukhula koqoqosho kunye noqoqosho. Ukusasaza ividiyo. Ubulumko obuqhelekileyo baseHollywood kukuba Ukusasaza uya kulidla ihlabathi. Kodwa emva Netflix – icanary kumgodi wamalahle Ukusasaza, njengoko inesiseko esikhulu sababhalisi - ibike ukuhla kwababhalisi kwikota yokuqala, iWall Street iyazibuza ukuba ukunyuka kukhulu njengoko kulindelwe.
“Abatyali-mali bayaqonda ukuba ukukhula komsebenzisi akunakuguqulela kwingeniso enomtsalane. Ukusasaza ividiyo enikwe iindleko eziphezulu ezinxulumene nomxholo, ukufunyanwa komsebenzisi kunye nokugcinwa, kunye nokwanda kwehlabathi, "utsho uChris Vollmer, umlawuli olawulayo kwinkampani yokubonisana neMediaLink.
Phakathi kwezidubedube, i-Paramount yafumana ivoti enkulu yokuzithemba kuWarren Buffett: Izabelo ze-media conglom (eyayibizwa ngokuba yi-ViacomCBS) yaxhuma i-15% ngoMeyi 17 emva kokuba i-billionaire Berkshire Hathaway ibonise ukuba uqokelele ngaphezu kwe-2 yeebhiliyoni zeedola kwisitokhwe. Ezi nyanga zokugqibela. Ukunyusa kukaBuffett kwacima ilahleko yesitokhwe ePhakamileyo yonyaka.
Okwangoku, izabelo ze-Twitter ziye zahlanjululwa yi-saga engapheliyo yokuthatha u-Elon Musk. Kumjikelo wamva nje, uMusk wafuna ubungqina kwinethiwekhi yoluntu ukuxhasa ibango lakhe lokuba ngaphantsi kwe-5% yabasebenzisi bayo abasebenzayo bangama-spambots okanye iiakhawunti ezingeyonyani - besoyikisa ukuba ngenye indlela i-44 yeebhiliyoni zeedola "ayiyi kuqhubela phambili. Izabelo ze-Twitter zivaliwe kwi-38,32 ye-$ ngesabelo ngasinye ngoMeyi 17, ukuthengisa i-29% ngaphantsi kwe-Musk yangaphambili yokuthenga i-offer, njengoko abatyali-mali bebona ithuba elikhulayo lokuba isivumelwano siya kudilika.
Ukususela ekuqaleni konyaka, i-stock market ilahleko enkulu yecandelo Netflix, kanye intanda yokukhula kwamasheya apho isibhakabhaka sasibonakala sinomda. I-streamer ilahlekelwe ngaphezu kwesibini kwisithathu sexabiso layo lemarike ukususela ekuqaleni konyaka, okanye ngaphezulu kwe-180 yeebhiliyoni zeedola.
Ngomhla we-17, Netflix uye wadenda abasebenzi abali-150, ingakumbi eUnited States, njengenxalenye yomgaqo-nkqubo wokunciphisa iindleko. Ngokungafaniyo nelahleko ye-200 yababhalisi be Netflix Ngexesha lekota, i-Disney + idlule uqikelelo lokukhula komsebenzisi, kunye nenani elipheleleyo le-7,9 yezigidi kwiinyanga ezintathu zokuqala ze-2022. I-HBO Max kunye ne-HBO nayo yafumana umhlaba (ukongeza i-3 yezigidi), ngelixa i-Paramount + (i-6,8 yezigidi).
Kodwa ngaba iinkampani zemithombo yeendaba ziqikelela ukubakho kwengeniso yeenkonzo zazo zeendaba? Ukusasaza ? Ngexesha lemivuzo ye-Disney ngoMeyi 11, i-CEO uBob Chapek uphinde waphinda injongo yenkampani yokufikelela kwizigidi ezingama-230 ukuya kwi-260 yezigidi zabathengi ngoSeptemba ka-2024. . , " uthe. Nangona kunjalo, umhlalutyi wezezimali uMichael Nathanson ucebisa ukuba inkampani inokubona imbuyekezo enomtsalane kutyalo-mali ukuba idale inkonzo egxile kakhulu yeDisney +, egxile kwiimpawu eziphambili ezifana neMarvel, iPixar kunye neLucasfilm, endaweni yokujonga ukwakha "inkonzo enkulu" yokuzingela. Netflix kulonwabo ngokubanzi kwiimarike zehlabathi.
“Imakethi ngoku inenkxalabo yokuba indibaniselwano yesikhokelo sababhalisile be- [Disney ka-2024] kunye nokunyuka kweendleko zokukhuphisana ngokubanzi neempawu ezingezizo i-Disney kuya kukhokelela kwishishini elingenamxhino,” ubhale watsho uNathanson kwinqaku lophando kwiveki ephelileyo.
Kwiinkampani zemidiya yemveli, ukuba zonke-in kwi Ukusasaza kuthetha ukunciphisa ukubaluleka kwabaqhubi bengeniso yeTV. Oku "kudala ukungavisisani, kwaye ezo ngxwabangxwaba zizibonakalisa kwintengiso kwiziphumo zekota yokuqala," utshilo uJohn Harrison, intloko yeendaba kunye nezolonwabo kwi-EY Americas.
Umxholo wokuchitha ugqatso lwezixhobo kwi Ukusasaza ibonakala iqhubeka, nangona inokufikelela incopho yayo. Ngo-2021, iinkonzo zevidiyo kwi Ukusasaza Umrhumo kwihlabathi liphela uchithe phantse i-50 yeebhiliyoni zeedola kumxholo, ukuya kuma-20% unyaka nonyaka, ngokutsho komphandi we-Ampere Analysis. Netflix, ngenxalenye yayo, ngaphambili yathi icwangcise ukuchitha malunga ne-18 yeebhiliyoni zeedola kumxholo kwisiseko semali kwi-2022 (ukusuka kwi-17,7 yeebhiliyoni zeedola kunyaka ophelileyo). IGosa eliPhezulu lezeMali uSpencer Neumann uxelele abatyalo-mali ngo-Epreli ukuba inkampani iya kuba "ihlakaniphile kwaye iqikelele ngokususa ezinye zezo ndleko zokukhula kweendleko zokubonakalisa izinto eziyinyani zokukhula kwengeniso kwishishini."
Ngoxa imarike yaseMelika Ukusasaza iqala i-plateau - kunye namazinga okungena ajikeleze i-80% - ababoneleli bakwindawo ye-inflection apho kufuneka bagxininise ngakumbi ekugcinweni kunokuthengwa kwababhalisi, uthi uKevin Westcott, okhokela i-American Technology, iMedia kunye neTelecommunications evela kwi-Deloitte. “Kwakukho ugqatso lokufumana abathengi abaninzi kangangoko kunokwenzeka. Ngoku kufuneka bajonge ukuba bangawagcina njani kwaye benze imali ngento ekhoyo, ”utshilo.
Ukufikelela kwimarike efikelelekayo ebanzi, Netflix kunye noDisney+ babhengeze izicwangciso zokukhupha amaxabiso aphantsi, amanqanaba axhaswa yintengiso kamva ngo-2022. “Abaphumeleleyo Ukusasaza Ividiyo iya kuba ziinkampani ezigqwesileyo kwintengiso ye-hybrid / imodeli yengeniso yobhaliso, utshilo uVollmer.
Abahlalutyi bathi i-macroeconomic storm clouds eye yabangela ukuphazamiseka kwemarike yemasheya kulo nyaka kulindeleke ukuba iqhubeke kwikota yesibini kwaye inokwenzeka kwi-2023. Kwindawo eqaqambileyo yeenkampani zokuzonwabisa ezihlala kunye nabantu, Abathengi bathontelana ukuya kwiikonsathi, iipaki zemixholo kunye neethiyetha. Kodwa kumashishini athe axhamla kukuziphatha ekhaya ngexesha le-COVID, kubandakanya Netflix kunye nabanye abasasazi, "kukhangeleka ngathi sibona ukulungiswa kwemivuzo ngexesha lobhubhane," utshilo umhlalutyi wePP Foresight uPaolo Pescatore.
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