<\/strong>
While investors weren’t pleased with the growth outlook Netflix<\/a> Inc. gave Thursday, it’s still clear that the Covid-19 crisis is fortifying the company’s lead in streaming-TV entertainment. Other services that have been trying to build audiences in recent weeks and months — Disney+, HBO Max, Peacock, Quibi — are merely competing for second place.
Netflix reported second-quarter results after the market closed, with subscriber growth numbers the focal point once again, alongside a surprise management announcement: Ted Sarandos<\/a>, 55, Netflix’s longtime overseer of content, was named co-CEO. “This change makes formal what was already informal— that Ted and I share the leadership of Netflix,” Reed Hastings, Netflix’s 59-year-old founder, wrote in his quarterly letter. It's true, they are seen as the joint leaders of Netflix, and this marks a sensible step in succession planning.
As for the numbers, Netflix added 10.1 million paying customers globally, more than the 8.3 million average analyst estimate compiled by Bloomberg. But many of those new users are people who would have joined Netflix down the road if it weren't for the virus, making the outlook for subsequent quarters less impressive, as Hastings warned in April. The company forecast just 2.5 million new subscribers for the third quarter, about half as many as analysts were predicting.
![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
Analysts indeed set themselves up for disappointment, with Netflix’s share price dropping as much as 10% in after-hours trading. It’s still up 46% this year for one of the best returns in the S&P 500 Index. But even as the stock takes a deserved breather, it remains the unquestioned streaming<\/a> leader and a must-have subscription in a market of mostly mediocre offerings. Meanwhile, normally blue-chip-quality companies such as Walt Disney Co. are struggling to find balance as their key profit centers get walloped by the pandemic and the Hollywood shutdown holds back their own streaming ambitions.
Disney, which relies on its theme parks, resorts, cruises and retail stores for nearly half its annual operating income, just reopened Disney World in Orlando last weekend after shutting down in March. Hong Kong Disneyland is closing again to comply with government mandates following an increase in coronavirus cases — emblematic of the challenge in operating a business that revolves around crowds and travel. Before Covid-19, it was the stability of such businesses that made Disney’s venture into the not-yet-profitable world of streaming feasible. Before Netflix reported earnings Thursday, its market capitalization had eclipsed that of Disney, as well as AT&T Inc., the parent of HBO, and Comcast Corp., the parent of NBC and Universal Studios<\/a>.
While social distancing and stay-at-home orders have given Netflix’s competitors a chance to amass a following more quickly, subscribers are finding that once they binge-watch the top programs on these new apps — “The Mandalorian” in the case of Disney+ — there isn’t much else there. Part of the reason is that productions have been at a halt due to Covid. Netflix hasn’t been affected to the same degree because much of its planned new content for the year was already at or near completion, and so it will take longer for Netflix users to experience the programming drought.
The service just added another new film last week that became an instant hit: “The Old Guard,” a sci-fi action flick starring Charlize Theron. (Hulu<\/a>’s “Palm Springs” is also drawing much fanfare.) If Netflix’s library starts to look light later in the year, the company may need to pay up for more licensed content, but so far it’s had a steady stream. The company said that while it’s “slowly resuming productions in many parts of the world,” there’s still a lot of uncertainty due to the rising cases in the U.S. For that reason, it sees more new works becoming available on its service in the second half of 2021 than the first.
Google<\/a>’s YouTube TV recently stunned consumers by raising its monthly fee 30% to $65, signaling that Netflix has room to raise its own standard $13-a-month subscription price. But with Netflix’s stock up as much as it is this year and investors still entirely focused on growth and not cash profits, it has no reason to increase fees just yet.
Other media giants can’t sustain the Netflix way of doing things. They may be forced to turn to price hikes and to embrace ads, which could turn off customers. And that right there is the Netflix moat. As ominous as its stock price looks, you can’t say the strategy isn’t working.
<\/body>","next_sibling":[{"msid":77017489,"title":"Reliance plows billions from stake sales into debt funds","entity_type":"ARTICLE","link":"\/news\/reliance-plows-billions-from-stake-sales-into-debt-funds\/77017489","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"77017196","title":"netflix","entity_type":"IMAGES","seopath":"markets\/stocks\/news\/netflix-has-a-moat-even-warren-buffett-would-envy\/netflix","category_name":"Netflix has a moat even Warren Buffett would envy","synopsis":"Netflix reported second-quarter results after the market closed, with subscriber growth numbers the focal point once again.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-104679\/77017196.cms?width=150&height=112","link":"\/image\/markets\/stocks\/news\/netflix-has-a-moat-even-warren-buffett-would-envy\/netflix\/77017196"}],"msid":77017523,"entity_type":"ARTICLE","title":"Netflix has a moat even Warren Buffett would envy","synopsis":"Other media giants can\u2019t sustain the Netflix way of doing things. They may be forced to turn to price hikes and to embrace ads, which could turn off customers.","titleseo":"telecomnews\/netflix-has-a-moat-even-warren-buffett-would-envy","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":216,"shares":0,"engagementtimems":966000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/netflix-has-a-moat-even-warren-buffett-would-envy\/articleshow\/77017523.cms"},"Alttitle":{"minfo":""},"artag":"Bloomberg","artdate":"2020-07-17 15:48:04","lastupd":"2020-07-17 15:49:02","breadcrumbTags":["Warren Buffett","Netflix","Universal Studios","Streaming","Hulu","google","Ted Sarandos","MVAS\/Apps","Netflix growth","Quarter results"],"secinfo":{"seolocation":"telecomnews\/netflix-has-a-moat-even-warren-buffett-would-envy"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2020-07-17" data-index="article_1">
- Telecom乐动扑克News
- 4分钟阅读
Netflix护城河甚至沃伦•巴菲特(Warren Buffett)将嫉妒
其他媒体巨头不能维持Netflix的做事方式。他们可能被迫转向价格上涨和接受广告,这将关闭客户。
读到
通过塔拉Lachapelle
尽管投资者不满意的增长前景网飞公司inc .)周四了,它仍然是清晰的,Covid-19危机强化公司的领导在流媒体电视娱乐。其他服务,一直试图构建观众在最近几周和几个月-迪斯尼+,HBO马克斯,孔雀,Quibi——仅仅是争夺第二名。
Netflix市场收盘后公布了第二季度业绩,用户增长数字的焦点再一次,与一个惊喜管理公告:供应商Ted Sarandos,55岁,Netflix的长期监督内容,被任命为联合首席执行官。“这种变化使正式已经非正式的领导——泰德和我分享Netflix,”里德·黑斯廷斯Netflix的59岁的创始人,他的季度信中写道。这是真的,他们被视为共同的领导人Netflix,继任计划,这是一个明智的一步。
至于数字,Netflix全球增加了1010万付费用户,超过830万年的彭博社分析师平均预估。但很多人加入这些新用户Netflix路上如果没有病毒,降低后续季度的前景令人印象深刻,黑斯廷斯4月份警告说。公司预测250万年第三季度,新用户多达一半分析师预测。
分析师确实使自己失望,Netflix的股价在盘后交易中下降多达10%。它仍然是今年上涨46%的标准普尔500指数最好的回报。但即使股票应得的呼吸,它仍然是毋庸置疑的流媒体领袖和必备的订阅的市场主要是平庸的产品。同时,通常blue-chip-quality (Walt Disney co .)等公司正在努力寻找平衡作为他们的主要利润中心会承受大流行和好莱坞关闭抑制自己流的野心。
迪斯尼,依赖于其主题公园、度假村,邮轮和零售商店近一半的年度营业收入,上周末在奥兰多迪斯尼世界重新开放后3月关闭。香港迪士尼乐园后再次关闭遵守政府要求增加冠状病毒病例-象征的挑战在操作业务,围绕人群和旅游。Covid-19之前,这些企业的稳定性,使迪斯尼冒险进入未实现盈利的流的可行性。Netflix周四公布业绩之前,其市值超过迪斯尼,以及AT&T Inc ., HBO的母公司和Comcast Corp .)、NBC和的父母环球影城。
而社会距离和全职订单给了Netflix的竞争对手有机会积累更快,用户发现,一旦他们binge-watch顶部节目这些新的应用程序——“曼达洛”的迪士尼+ -没有其他。的部分原因是,产品由于Covid停滞。Netflix没有影响到相同的程度,因为大部分的计划今年的新内容已经达到或接近完成,所以需要更长的时间Netflix用户体验编程干旱。
上周刚添加的服务另一个新电影,成为即时打击:“保守派”,查理兹·塞隆主演的科幻动作片。(Hulu的“棕榈泉”也是大张旗鼓地画。)如果Netflix的图书馆开始看光在今年晚些时候,该公司可能需要支付更多的授权内容,但到目前为止这是源源不断。公司表示,尽管它是“慢慢恢复生产在世界的许多地方,“仍然有很多不确定性,由于不断上升的情况下,出于这个原因,在美国它看到更多的新作品成为可用的服务比第一次在2021年下半年。
谷歌YouTube最近电视震惊的消费者通过提高月度费用30%至65美元,表明Netflix空间来提高自己的标准每月13美元的订阅价格。但与Netflix的股票一样是今年和投资者仍完全专注于增长而不是现金利润,它没有理由增加费用。
其他媒体巨头不能维持Netflix的做事方式。他们可能被迫转向价格上涨和接受广告,这将关闭客户。这就是Netflix护城河。不祥的股价看起来,你不能说不工作的策略。
尽管投资者不满意的增长前景网飞公司inc .)周四了,它仍然是清晰的,Covid-19危机强化公司的领导在流媒体电视娱乐。其他服务,一直试图构建观众在最近几周和几个月-迪斯尼+,HBO马克斯,孔雀,Quibi——仅仅是争夺第二名。
Netflix市场收盘后公布了第二季度业绩,用户增长数字的焦点再一次,与一个惊喜管理公告:供应商Ted Sarandos,55岁,Netflix的长期监督内容,被任命为联合首席执行官。“这种变化使正式已经非正式的领导——泰德和我分享Netflix,”里德·黑斯廷斯Netflix的59岁的创始人,他的季度信中写道。这是真的,他们被视为共同的领导人Netflix,继任计划,这是一个明智的一步。
至于数字,Netflix全球增加了1010万付费用户,超过830万年的彭博社分析师平均预估。但很多人加入这些新用户Netflix路上如果没有病毒,降低后续季度的前景令人印象深刻,黑斯廷斯4月份警告说。公司预测250万年第三季度,新用户多达一半分析师预测。
分析师确实使自己失望,Netflix的股价在盘后交易中下降多达10%。它仍然是今年上涨46%的标准普尔500指数最好的回报。但即使股票应得的呼吸,它仍然是毋庸置疑的流媒体领袖和必备的订阅的市场主要是平庸的产品。同时,通常blue-chip-quality (Walt Disney co .)等公司正在努力寻找平衡作为他们的主要利润中心会承受大流行和好莱坞关闭抑制自己流的野心。
迪斯尼,依赖于其主题公园、度假村,邮轮和零售商店近一半的年度营业收入,上周末在奥兰多迪斯尼世界重新开放后3月关闭。香港迪士尼乐园后再次关闭遵守政府要求增加冠状病毒病例-象征的挑战在操作业务,围绕人群和旅游。Covid-19之前,这些企业的稳定性,使迪斯尼冒险进入未实现盈利的流的可行性。Netflix周四公布业绩之前,其市值超过迪斯尼,以及AT&T Inc ., HBO的母公司和Comcast Corp .)、NBC和的父母环球影城。
而社会距离和全职订单给了Netflix的竞争对手有机会积累更快,用户发现,一旦他们binge-watch顶部节目这些新的应用程序——“曼达洛”的迪士尼+ -没有其他。的部分原因是,产品由于Covid停滞。Netflix没有影响到相同的程度,因为大部分的计划今年的新内容已经达到或接近完成,所以需要更长的时间Netflix用户体验编程干旱。
上周刚添加的服务另一个新电影,成为即时打击:“保守派”,查理兹·塞隆主演的科幻动作片。(Hulu的“棕榈泉”也是大张旗鼓地画。)如果Netflix的图书馆开始看光在今年晚些时候,该公司可能需要支付更多的授权内容,但到目前为止这是源源不断。公司表示,尽管它是“慢慢恢复生产在世界的许多地方,“仍然有很多不确定性,由于不断上升的情况下,出于这个原因,在美国它看到更多的新作品成为可用的服务比第一次在2021年下半年。
谷歌YouTube最近电视震惊的消费者通过提高月度费用30%至65美元,表明Netflix空间来提高自己的标准每月13美元的订阅价格。但与Netflix的股票一样是今年和投资者仍完全专注于增长而不是现金利润,它没有理由增加费用。
其他媒体巨头不能维持Netflix的做事方式。他们可能被迫转向价格上涨和接受广告,这将关闭客户。这就是Netflix护城河。不祥的股价看起来,你不能说不工作的策略。
评论
现在评论 阅读评论(1)所有评论
找到这个评论进攻?
下面选择你的理由并单击submit按钮。这将提醒我们的版主采取行动