《魷魚遊戲》爆火卻“水土不服”?奈飛北美用戶未明顯增加
9月首播的韓國網劇《魷魚遊戲》創奈飛史上新劇最高收視,而奈飛最大市場北美的付費用戶三季度只淨增7萬,韓國所在的亞太市場當季增逾200萬。過去12個月,奈飛北美新增用戶不足百萬。
今年9月首播的奈飛韓國網劇《魷魚遊戲》(Squid Game)火遍全球,但最新公佈的第三季度財報數據顯示,在奈飛的最大市場北美,這部劇並沒有吸引多少新的付費用戶。
美東時間本週二奈飛公佈,截至三季度末,全球流媒體付費用戶合計2.1356億,同比增長9.4%,當季淨增加付費用戶438萬,其中付費用戶最多的市場美國和加拿大合計用戶達7402萬,當季僅新增7萬,雖然扭轉了二季度環比用戶淨減少43萬的下降勢頭,但在主要市場中增加用戶最少。
韓國所在的亞太地區連續第二個季度成爲付費用戶增長最多的市場,三季度淨增218萬,佔當季總增量的一半。歐洲、中東和非洲地區的用戶增加180萬,顯著高於二季度的增量18.8萬。
和此前的預期一樣,奈飛此次公佈財報時仍預計,到四季度,全球流媒體付費用戶將淨增850萬,增至2.2206億,同比增長9%。
媒體認爲,《魷魚遊戲》可能幫助奈飛四季度增加更多北美用戶,但同時指出,現在看來,奈飛在北美的用戶增長已經停滯不前,過去12個月用戶增加不到100萬,如果該劇不能帶來數以百萬的新增付費用戶,無疑就讓人質疑,新的原創內容是否真能改變北美市場的格局。畢竟,奈飛目前面臨迪士尼+、AT&T的HBO Max、NBC環球的 Peacock等多個流媒體對手的挑戰。
在北美以外市場,《魷魚遊戲》的影響可能大得多。
三季度財報公佈前,媒體上週末曾援引奈飛內部數據稱,對奈飛來說,製作成本只有約2140萬美元的《魷魚遊戲》已經創造約8.91億美元的影響價值。
據奈飛估算,《魷魚遊戲》播出前23天的收視率就創下奈飛史上新劇同期之最,在這將近一個月時間內,有超過1.32億用戶至少觀看了兩分鐘,89%的觀衆至少看了75分鐘、相當於一集以上,66%的觀衆、8700萬人已經看完第一季,所有觀衆合計觀看時長超過14億小時。本月早些時候,有1.11億人開始觀看這部劇。
本週二奈飛發佈財報時披露,《魷魚遊戲》在播出前四周已有全球1.42億會員家庭選擇觀看。
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