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奈飛明早公佈財報,華爾街提前唱空
uSMART盈立智投 04-19 21:32

當奈飛(NFLX.US)在美東時間週二美股盤後(北京時間週三早間)公佈財報時,市場不僅將關注該公司在2022年第一季度的新增用戶數量,還將關注該公司給出的第二季度新增用戶指引。

分析師指出,奈飛即將給出的第二季度業績指引對投資者的影響至少將與其第一季度業績一樣大,其中最重要的莫過於新增付費用戶這一指標。

美國銀行分析師Nat Schindler表示,奈飛旗下《怪奇物語》第四季等熱門劇集的迴歸、以及《布裏奇頓》等新劇集在第一季度開播所帶來的積極影響,將成爲第二季度業績指引的主要因素。

此外,該分析師指出,分析師一致預期奈飛第二季度新增付費用戶爲260萬,這不僅超過奈飛對第一季度的預期,也超過該公司2021年第二季度的新增154萬。不過,該分析師表示,華爾街對奈飛在季節性疲弱的第二季度的新增用戶數寄予如此大的希望令他“有些擔心”。

無獨有偶,上週,摩根士丹利分析師Benjamin Swinburne也指出奈飛近期在新增用戶方面的風險,並因此將該股目標價由450美元下調至425美元。

華爾街預計,奈飛Q1營收爲79.3億美元,同比增長10.7%;每股收益爲2.92美元,同比降低22.7%。此前,奈飛在2021年第四季度財報中表示,預計2022年Q1新增付費用戶爲250萬。奈飛給出的這一指引遠低於市場預期的新增626萬,同樣低於上年同期的新增400萬。

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