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cover of episode Instant Reaction: Netflix Posts Record Quarter

Instant Reaction: Netflix Posts Record Quarter

2025/1/21
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive AI Chapters Transcript
People
C
Caroline Hyde
G
Geetha Ranganathan
分
分析师
Topics
分析师：Netflix 第一季度财报数据略低于预期，但全年营收预期较好，投资者对此反应较为积极。具体来说，营收预测为29.4亿美元，低于分析师预期的31.3亿美元；第一季度运营利润率预期为28.2%，低于分析师预期的29.8%。尽管如此，投资者仍然看好Netflix的2025年营收前景，这可能是他们积极反应的主要原因。 Caroline Hyde：Netflix第四季度新增用户数量创历史新高，达到1890万，远超预期的918万，全年净增用户超过4100万。这比2020年疫情期间的增长还要好。此外，尽管广告业务增长缓慢，但Netflix的全年运营利润率仍将达到预期。直播节目，例如拳击比赛和碧昂斯的演出，对其用户增长做出了巨大贡献。 Geetha Ranganathan：Netflix第四季度业绩超出预期，并提高了2025年的营收预期。直播体育赛事是其用户增长的重要因素，WWE节目对用户留存率有积极影响。Netflix投资直播体育节目获得了高回报，其投资策略是谨慎和有效的。但价格上涨策略仍需关注。未来，Netflix将不再公布用户数量数据，投资者应关注其营收增长和运营利润率以及广告收入。Netflix将利用大型体育赛事和持续的每周节目来平衡用户订阅的周期性波动。 Tim Stenovec：Netflix第四季度用户增长远超预期，股价在盘后交易中大幅上涨。Netflix投资直播体育节目的成本很高，需要确保其投资回报率。Netflix在内容策略和定价策略上优于其他流媒体平台。 Carol Massar：体育赛事内容的用户订阅具有周期性，这会对流媒体平台的用户数量造成影响。

Deep Dive

Chapters
Netflix closed 2024 with a record-breaking 18.9 million subscriber gain, exceeding expectations. This success is attributed to live sporting events and returning popular shows, and the company boosted its 2025 revenue outlook. The impact of advertising revenue and the success of live programming are discussed.
  • 18.9 million net paid streaming users added in Q4 2024 (double the estimates)
  • Boosted 2025 revenue outlook
  • $75 million spent per NFL game, generating over $100 million in ad revenue
  • Live sports and programming a key driver of growth

Shownotes Transcript

Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.

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