金吾财讯 | 奈飞(NFLX)盘前股价走高，暂升14.52%，报996美元。消息面上，奈飞昨日盘后公布2024财年第四季度业绩。期内，净利润18.7亿美元，同比增长99%，预期18.3亿美元；集团营收102.5亿美元，同比增长16%，超市场预期的101.1亿美元；营业利润23亿美元，同比增长52%，高于2023年四季度的17%且高于公司指引。每股摊薄收益为4.27美元，高于市场预期的4.20美元和去年同期的2.11美元。
指引方面，预计2025年一季度的收入同比增长11%至104.2亿美元，预计2025全年收入同比增长12%至14%，其中全年广告收入将大致翻倍。预计2025年营业利润率为29%，比公司此前指引高出1个百分点，比2024年高出2个百分点。
摩根大通将奈飞目标价从1000美元上调至1150美元。
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