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VincentWang
2021-07-24
这篇文章不错,转发给大家看看
@石头:2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!
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这家公司的财报,看看能读出些什么内容,希望这份财报可以给科技股成长股带来一个好的开头。付费用户增长放缓奈飞交的这份2021Q2季度财报,我个人觉得有点不尽人意,但是股价并没有因此跌个5%或者7%的,可能是因为市场在这两条出现大幅回暖,也可能是本来预期就比较低,所以也无所谓了。首先我们先看下奈飞的每股收益从今年Q1的3.75美元下滑至2.97美元不及市场预期;经营活动产生的现金流净额以及自由现金流,都同比、环比转亏,分别为-6400万美元及-1.75亿美元。2021年Q2,Netflix新增用户数仅154万,远低于去年同期,但高于Netflix预计的100万。在Netflix过去漫长的发展中,其核心商业模式非常单一:收入=用户数x会员费。(这也是为什么奈飞急于另辟蹊径的主要原因),这个模式像不像<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> ?就连奈飞都准备搞副业了,那么IQ还要坚持吗?(IQ早先已经开始进入游戏界了,并在Steam上线了尝试作品,但是效果一般)然而就是这种简单的模型,也成为了各大投资机构和投资人的追捧目标,因为太容易计算估值了,用户增长即是未来收入的增长,当用户足够多的时候,股价自然也会越来越高,奈飞很纯粹,并且很专一,也确实是这种模式在2020年获益颇丰,但是到了2021年却逐渐显现出一种增长的疲惫。致奈飞股东2021Q2季度,公司营收同比增长19%,至73亿美元,营业收入同比增长36%,全年达到18亿美元。本季度结束时,我们拥有超过2.09亿付费","text":"大家好呀,我是石头。又到了财报扎堆的时候了,我们今天来看看$Netflix, Inc.(NFLX)$ 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这家公司的财报,看看能读出些什么内容,希望这份财报可以给科技股成长股带来一个好的开头。付费用户增长放缓奈飞交的这份2021Q2季度财报,我个人觉得有点不尽人意,但是股价并没有因此跌个5%或者7%的,可能是因为市场在这两条出现大幅回暖,也可能是本来预期就比较低,所以也无所谓了。首先我们先看下奈飞的每股收益从今年Q1的3.75美元下滑至2.97美元不及市场预期;经营活动产生的现金流净额以及自由现金流,都同比、环比转亏,分别为-6400万美元及-1.75亿美元。2021年Q2,Netflix新增用户数仅154万,远低于去年同期,但高于Netflix预计的100万。在Netflix过去漫长的发展中,其核心商业模式非常单一:收入=用户数x会员费。(这也是为什么奈飞急于另辟蹊径的主要原因),这个模式像不像<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> ?就连奈飞都准备搞副业了,那么IQ还要坚持吗?(IQ早先已经开始进入游戏界了,并在Steam上线了尝试作品,但是效果一般)然而就是这种简单的模型,也成为了各大投资机构和投资人的追捧目标,因为太容易计算估值了,用户增长即是未来收入的增长,当用户足够多的时候,股价自然也会越来越高,奈飞很纯粹,并且很专一,也确实是这种模式在2020年获益颇丰,但是到了2021年却逐渐显现出一种增长的疲惫。致奈飞股东2021Q2季度,公司营收同比增长19%,至73亿美元,营业收入同比增长36%,全年达到18亿美元。本季度结束时,我们拥有超过2.09亿付费","text":"大家好呀,我是石头。又到了财报扎堆的时候了,我们今天来看看$Netflix, Inc.(NFLX)$ 这家公司的财报,看看能读出些什么内容,希望这份财报可以给科技股成长股带来一个好的开头。付费用户增长放缓奈飞交的这份2021Q2季度财报,我个人觉得有点不尽人意,但是股价并没有因此跌个5%或者7%的,可能是因为市场在这两条出现大幅回暖,也可能是本来预期就比较低,所以也无所谓了。首先我们先看下奈飞的每股收益从今年Q1的3.75美元下滑至2.97美元不及市场预期;经营活动产生的现金流净额以及自由现金流,都同比、环比转亏,分别为-6400万美元及-1.75亿美元。2021年Q2,Netflix新增用户数仅154万,远低于去年同期,但高于Netflix预计的100万。在Netflix过去漫长的发展中,其核心商业模式非常单一:收入=用户数x会员费。(这也是为什么奈飞急于另辟蹊径的主要原因),这个模式像不像$爱奇艺(IQ)$ ?就连奈飞都准备搞副业了,那么IQ还要坚持吗?(IQ早先已经开始进入游戏界了,并在Steam上线了尝试作品,但是效果一般)然而就是这种简单的模型,也成为了各大投资机构和投资人的追捧目标,因为太容易计算估值了,用户增长即是未来收入的增长,当用户足够多的时候,股价自然也会越来越高,奈飞很纯粹,并且很专一,也确实是这种模式在2020年获益颇丰,但是到了2021年却逐渐显现出一种增长的疲惫。致奈飞股东2021Q2季度,公司营收同比增长19%,至73亿美元,营业收入同比增长36%,全年达到18亿美元。本季度结束时,我们拥有超过2.09亿付费","images":[{"img":"https://static.tigerbbs.com/f4c2b66dc9140456df9386928f13decf","width":"688","height":"359"},{"img":"https://static.tigerbbs.com/7c1fbd87981a50135ee180b8aa0b9766","width":"688","height":"483"},{"img":"https://static.tigerbbs.com/4ede08b1cc4fec1917eba4741fc7652e","width":"688","height":"426"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172041314","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}