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By Eva Mathews<\/strong>
The success of the South Korean dystopian drama series \"Squid Game<\/a>\" has led investors to bet on Netflix Inc<\/a>'s plans to explore more international content to boost slowing subscriber growth.
With a 111 million-strong fan base in just 27 days after its release, the low-cost survival drama has become Netflix<\/a>'s biggest original show launch ever, underpinning its efforts to ramp up investments in overseas content.
\"We continue to view international expansion as a key driver of subscriber growth, particularly in less-penetrated, emerging markets,\" Guggenheim<\/a> analysts said in a client note.
In the first half of the year, the streaming giant had reported its slowest pace of subscriber additions since 2013 due to the coronavirus-led break in production.
But, as \"Squid Game\" became an instant worldwide sensation after launching towards the end of the third quarter, analysts said actual global subscriber additions can topple estimates of 3.8 million and benefit the next three months too.
THE CONTEXT<\/strong>
Netflix has lost a lot of market share since the onset of the pandemic as newer, more exclusive platforms gained quick popularity from stay-at-home entertainment seekers.
Apple TV+, for instance, is banking on the success of \"Ted Lasso\" and raised its share of the global streaming pie by 75% this year, according to research firm Parrot Analytics.
Netflix's most formidable challenger Disney+ sits on a base of 116 million paying subscribers in a short span of two years.
Meanwhile, AT&T-owned HBO Max raised its global subscribers forecast to between 70 million and 73 million by July, indicating the preference to stream content-on-demand is here to stay.
International shows like \"Money Heist\", \"Lupin\" and \"The Crown\" have drawn cross-border fame and several Emmy award nominations, helping steady the overseas subscriber growth.
\"The streaming wars, as they currently stand, are not a battle to unseat Netflix within viewers' homes, but rather to earn a place alongside the red giant,\" MoffettNathanson analysts said in a research note.
Bloomberg News reported that \"Squid Games\" would add about $900 million to the company's value, citing internal documents.
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热卖“乌贼游戏”将重点落在Netflix的海外增长
111多万的粉丝在其发布后27天,低成本的生存戏剧已经成为Netflix最大的原创节目推出,支撑力度加大在海外的投资内容。
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通过Eva马修斯
韩国反乌托邦电视剧的成功”鱿鱼的游戏“让投资者押注Netflix Inc .)的计划去探索更多的国际内容来提高用户增长放缓。
111多万的粉丝在其发布后27天,低成本戏剧已成为生存网飞公司最大的原创节目推出,支撑力度加大在海外的投资内容。
“我们继续认为国际扩张用户增长的关键驱动因素,尤其是在了新兴市场,”古根海姆分析师在给客户的报告中表示。
在今年上半年,流媒体巨头已经报道最慢的速度新增用户数从2013年以来,由于coronavirus-led打破在生产。
但是,正如“乌贼游戏”变成了一个全球即时发射后感觉第三季度末,分析师表示,实际380万年全球新增用户数可以推翻的估计和对未来三个月也是有好处的。
上下文
Netflix已经失去了大量的市场份额的大流行爆发以来更新、更多的专属平台得到了快速普及居家娱乐者。
例如,苹果电视+是银行的成功“泰德套索”和提高在全球流今年派75%的份额,据研究公司鹦鹉分析。
Netflix最强大的挑战者迪斯尼+坐在基地1.16亿付费用户在一个短的两年。
同时,AT&T-owned HBO马克斯上调全球用户预估7000万年至7300万年7月,表示优先流内容的存在。
国际“金钱抢劫”之类的节目,“卢平”和“皇冠”引起了跨境名誉和几个艾美奖提名,帮助海外用户的稳定增长。
“流媒体战争,因为他们目前的立场,不是一场推翻Netflix在观众的房屋,而是获得一个地方除了红巨星,“MoffettNathanson分析师在一份研究报告中称。
彭博新闻报道,“乌贼乐动扑克游戏”将增加公司的价值约9亿美元,称内部文件。
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