首季损失20万用户 Netflix Inc NASDAQ: NFLX盘后一度暴跌24%
(纽约20日讯)经历十年极速增长、彻底颠覆好莱坞之后,Netflix撞到了南墙。这家流媒体公司周二公告称,首季损失了20万用户,是2011年以来首次流失订户。
Netflix还预计,当前第二季度将再失去200万用户,成为该公司上市以来最糟糕的一年。
投资者、分析师和好莱坞高管对该公司今年开局低迷已有心理准备,但华尔街仍预计Netflix将增加250万用户。
Netflix股价今年已下跌超过40%,上述报告发布后,在盘后交易中一度下跌24%,至265.11美元。
Netflix管理层指出了四个原因,包括账号共享的盛行和同行竞争的加剧。
该公司表示,在2.216亿付费订户之外,还有1亿家庭使用其服务但不交钱。该公司正在尝试让这些观众注册的方法。
“如果计入大量共享账号的家庭,我们的家庭渗透率相对较高,再加上竞争,对我们的收入增长构成阻力,”管理层在给股东的一封信中写道。
这一结果将影响所有大型娱乐公司。在看到千百万用户放弃付费电视而转向流媒体之后,美国娱乐巨头纷纷合并重组,在流媒体领域与Netflix展开竞争。投资者鼓励这一战略转变,买入了迪士尼等大力发展流媒体业务的公司股票。
Netflix此前曾预计第一季度用户增长250万,大致与华尔街的预期相符;对于当前次季,分析师们预计订户增加243万。
在美国之外,Netflix仍然遥遥领先于大多数竞争对手,是全球最大的流媒体服务公司。
该公司认为,可以通过推出更好的节目来吸引新客户,并找到更多方法向现有用户收费,以摆脱当前困境。华尔街是否相信他们,有待观察。
Netflix首季营收增长9.8%至78.7亿美元,逊于分析师预期。不过,3.53美元的每股净利大大高于分析师预期的2.91美元。
Netflix预计本季度营收增长9.7%至80.5亿美元,每股净利3美元。华尔街的预测则是营收82.3亿美元和每股净利3.02美元。
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