😍 2022-10-13 17:34:26 - Paris/France.
©Reuters.
NguSenad Karaahmetovic
Abahlalutyi baseMorgan Stanley (NYSE :) baphinda baphinda "imilinganiselo elinganayo" kwi-Netflix (NASDAQ :) isitokhwe kunye nexabiso elijoliswe kwi-$ 230 ngesabelo ngasinye.
Bahlala belumkile kwizabelo zeNetflix, njengemingcipheko eyahlukeneyo, njengokugcwala kweemarike, ukonyuka kokhuphiswano kunye nokuncipha kokusetyenziswa kwehlabathi, akunakubonakaliswa ngokufanelekileyo kuqikelelo kunye noqikelelo.
Ngakolunye uhlangothi, abahlalutyi bathi ukunyuka kweenzuzo ngokubonga kwithuba lokuthengisa kunokubonakaliswa.
“Siyaqhubeka nokujonga iNetflix njengenkokeli engaphikiswayo kwi Ukusasaza, kodwa iseyinkampani ekhulayo kwimarike ekhuphisana kakhulu ejongene nomthengi wehlabathi phantsi koxinzelelo olukhulayo lwezoqoqosho. Ngelixa sijonga inqanaba lenkxaso yentengiso njengesandisi se-TAM kunye nokwabelana ngentlawulo njengesiphuculi se-ARPU, akucaci kuthi ukuba la manyathelo aza kubonelela ngophuculo olubonakalayo kwizinto ezilindelweyo, "batsho abahlalutyi kwinqaku labathengi.
Ngokumalunga noqingqo-maxabiso, abahlalutyi bathi “akukho ngqiqweni kakhulu”, kodwa alubaxwa nokubaxwa, kungoko kuphinda kuphindwe kuqikelelwa umlinganiselo othi "Equally Weighted".
Abahlalutyi baqhele ukuthoba imivuzo ngoqikelelo lwesabelo ngasinye ukuze kubonakale umoya ovuthuzayo wemali, okuphelisa uqikelelo lwengeniso eseleyo.
"Siyaqhubeka silindele inqanaba lokukhula elihlanganisiweyo lonyaka kwimivuzo ngesabelo ngasinye ngo-2023-2025, kwaye ingeniso yethu ngesabelo ngasinye siqikelelwa kwi-25% ukusuka kulindelo lwethu lwangaphambili, njengoko ingeniso eyongezelelekileyo evela kwimbuyekezo ephezulu yokongeza iqala ukuphelisa impembelelo iintloko zemali ezinde phambili.
Izabelo zeNetflix zivaliwe izolo ngaphezulu kwe-3%.
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 🍕