奈飞:Q4用户环比增长创新高 2025年内容储备丰富

中金公司
23 Jan

4Q24 业绩好于我们预期Netflix 公布4Q24 业绩:收入102.5 亿美元,同增16.0%;营业利润22.7 亿美元,同增51.9%。公司收入及营业利润小幅高于我们及彭博一致预期(均约22 亿美元),主要系用户增长超预期。发展趋势受益于体育直播及全球多元内容驱动,4Q24 用户环增数创历史新高。4Q24公司付费用户3.02 亿位,环增1,891 万位;ARM 同增0.7%于11.7 美元...

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