憂客戶增長兼加價 Netflix遭分析師看淡
研究機構Wolfe Research稱,對Netflix(NFLX.US)未來增長感到擔憂,將其評級由「跑贏大市」下調至「與大市同步」,並取消500美元目標價。
Wolfe Research發表研究報告稱,雖然Netflix應該會繼續獲得全球優質視訊收入份額,Netflix正建立大規模的長期廣告業務,雖然含廣告月費計劃更便宜,但或令客戶流失,但消除基本無廣告則影響廣告銷售。
Netflix早在7月就取消新訂閱者每月9.99美元的最低等級無廣告訂閱方案。美國訂戶可以選擇包含廣告的6.99美元計劃、15.49美元的標準計劃或包含更多串流媒體和改進視訊品質的19.99美元高級計劃。
報告稱,Netflix在2023年2月和2024年1月打擊付費分享後,淨增長看來更具挑戰性,特別是Netflix計劃於2024年加價。
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