2月24日,视频流媒体巨头爱奇艺(IQ)股价在纳斯达克盘中大跌5.54%,引发了市场的广泛关注。这一情况背后或存在着业内人士对公司短视频微短剧战略以及主业长视频发展前景的担忧。
近期,爱奇艺与短剧平台红果之间在微短剧赛道展开了激烈的竞争。一方面,爱奇艺抨击红果与制作公司签署"排他性协议",担心抑制行业发展。但另一方面,红果也对爱奇艺等视频平台主导独家版权内容的做法进行了反击。这种纷争反映出在微短剧这一新兴蓝海领域,头部平台纷纷加大布局,竞争格局日趋白热化。
与此同时,爱奇艺年度财报显示,2024年营收只有292.3亿元,同比下滑8%。尽管实现运营利润23.6亿元,但第四季度会员收入同比仍然下滑15%。数据显示爱奇艺会员数量已经趋于饱和,公司持续优化会员体系,推出"基础会员"等新产品线,力图解决会员增长瓶颈问题。
可以看出,爱奇艺在微短剧赛道的扩张进程中遭遇行业阻力,与此同时其主力的长视频订阅业务也面临发展乏力的困境。市场担心这两方面因素叠加将进一步削弱公司业绩表现,促使爱奇艺在当天股价出现大幅波动。公司能否顺利突破微短剧和会员业务的增长瓶颈,将成为其后市表现的重要考验因素。
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