Netflix维持增长预期,回应泄露目标和经济韧性

直播速递
18 Apr
Netflix财报电话会议讨论了内部目标泄露、经济韧性和财务前景:

1. 内部目标:Netflix澄清,泄露的到2030年收入翻倍、营业利润增长三倍的信息仅为长期愿景,非正式预测。

2. 经济环境:尽管经济不确定,公司看到用户留存、参与度和订阅计划组合保持稳定。Netflix认为其低成本广告支持计划增强了抗风险能力。

3. 全球承诺:Netflix强调在50个国家的本地内容制作投资,为当地经济和文化做出贡献。

4. 定价策略:公司将继续根据会员感知的价值而非预设计划调整价格。

5. 第一季度表现:Netflix报告会员增长健康,留存率趋势稳定,包括第四季度大型活动吸引的新用户。

6. 2025年展望:公司维持29%的全年营业利润率预期,预计第三、四季度内容和营销支出将增加。声明:本业绩会速递内容由人工智能生成,仅供参考,因技术所限可能存在不准确之处,不构成任何投资建议或承诺。

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