晨星预计,Netflix的收入增长将放缓。美国和加拿大市场的新用户增长预计将在2025年大幅放缓,未来增长主要依赖国际市场。广告收入和价格上涨将成为主要的增长动力。流媒体市场竞争日益激烈,消费者拥有更多选择,Netflix需要持续产出优质内容才能维持用户粘性。美国市场已趋于饱和,价格上涨的接受度存在不确定性。
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