文章核心观点 - Netflix已经赢得了第一轮的流媒体战争,但现在正面临广告时代的挑战[2][6] - Netflix正在转向广告支持的流媒体业务模式,这将成为公司未来增长的新引擎[2][13][14] - 2024年被视为Netflix转型的关键年,公司将从关注订阅者增长转向关注广告业务的发展[13][14] 公司和行业概况 - Netflix拥有270万订阅用户,是行业内最大的流媒体平台,同时也有行业领先的ARPU[10] - Netflix的内容投资回报率高于同行,得益于其庞大的用户规模和较低的客户流失率[10] - Netflix原有的订阅增长+价格上涨的增长模式仍然有效,但公司正在拓展广告支持的业务模式[13][14] - 广告支持业务可以提供新的收入增长点,不再完全依赖于订阅用户增长和价格上涨[14] - Netflix进军广告业务面临一些挑战,包括需要建立自有广告平台、吸引传统广告主等[14][15] 财务数据 - Netflix 2024年EBIT预计达到6.195亿美元,EBIT利润率为22.5%[11] - Netflix 2025年自由现金流预计超过95亿美元,估值约为25倍自由现金流[17] - 按32倍2025年预期计算,Netflix的合理估值为710美元/股[17]

Netflix (NFLX) recently announced that it has signed an exclusive partnership with Aki Isoyama. This partnership enables NFLX to produce and distribute Aki Isoyama’s upcoming films and series for the next five years.Recently, her time-traveling comedy, Extremely Inappropriate!, topped Netflix’s most-watched list in three weeks in Japan. Last year, she produced Let's Get Divorced, which was exclusively distributed by NFLX worldwide. It garnered significant attention from the viewers.Kankuro Kudo, an acclaime ...

Key TakeawaysWhen Netflix reports second-quarter earnings after the bell on Thursday, investors will be focused on subscription growth, advertising revenue, pricing updates, and further details about the streaming giant's expanding foray into live event sports programming.Several technical indicators, such as below-average volume, a bearish divergence, and a failed attempt to break out to a new record high, point to slowing buyer momentum.Netflix shares may find support at key chart levels including $638, $ ...

Here's why Netflix stock soared in early 2024 and what could come next.Shares of Netflix (NFLX 0.19%) rose 38.6% in the first half of 2024, according to data from S&P Global Market Intelligence. The media-streaming veteran anchored its gains around two robust earnings reports, and the company signed potentially game-changing deals with two popular sports leagues along the way.Netflix's financial results and a deal-making spreeLet's start with the financial reports.A powerful fourth-quarter report inspired a ...

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The leading premium streaming service has a big financial update coming. It can't afford to miss.Investors are binging on Netflix (NFLX -0.12%) these days. Shares of the globally popular streaming service have risen 34% this year, and Netflix can move even higher if it delivers blowout financial results next week.Netflix is now a 7% gain away from taking out the all-time highs it hit when the shares briefly topped $700 in late 2021. A strong second quarter after the market close on Thursday will help the pr ...

The online video streaming giant Netflix (NASDAQ: NFLX) boasts over 269.6 million subscribers, a staggering 688% increase from the 34.2 million it had in Q1 of fiscal year 2013.This growth was reflected in the NFLX stock performance in 2024, which added 39.33% to its value and allowed it to reach a valuation of $654.50.NFLX stock YTD price chart. Source: FinboldWhat sets Netflix apart from its competitors is its ability to evolve in a maturing market. By cracking down on password sharing and introducing adv ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Netflix. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Netflix Stock Could Soar This High. Why ‘Squid Game,’ NFL Are Driving Up Price Targets. ...

In the latest market close, Netflix (NFLX) reached $685.74, with a -0.71% movement compared to the previous day. This change lagged the S&P 500's daily gain of 0.1%. Meanwhile, the Dow experienced a drop of 0.08%, and the technology-dominated Nasdaq saw an increase of 0.28%.The internet video service's stock has climbed by 7.67% in the past month, exceeding the Consumer Discretionary sector's loss of 0.3% and the S&P 500's gain of 4.08%.Investors will be eagerly watching for the performance of Netflix in it ...