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奈飞(NFLX)盘前跌超11%第二季度新增付费用户数量远不及预期
格隆汇 07-18 16:15

格隆汇7月18日丨奈飞(NFLX)盘前跌11.43%,报321.01美元。

奈飞公布的2019年第二季度财报显示,营收为49.23亿美元,同比增长36%;净利润为2.71亿美元,同比下降29%。

在投资者最为关注的付费新用户增长上,奈飞二季度新增付费用户为270万,大幅低于此前市场预期的500万。二季度美国用户减少12.6万,而奈飞预计美国用户增加35.2万;国际用户增加283万,远低于奈飞预计的481万。

对于奈飞来说,用户增长是目前商业模式及估值支撑的基石,大幅放缓的用户增长——无论是美国付费用户还是国际付费用户,二季度同比及环比增长均大幅放缓,足以让资本市场异常紧张。

奈飞解释称,用户增长乏力并非由于竞争导致,在第二季度行业竞争格局并没有发生显著变化。主要是由于第二季度的内容没能吸引到预期中的更多的用户,另外,第一季度新增用户过多,超过了960万,用户增加的前置效应也是引起第二季度增长乏力的原因。

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