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Netflix's Ad Business: Game Changer or Overhyped?
Yahoo Finance· 2025-09-16 14:00
Key Points Netflix has good reasons to grow its advertising business. Early indicators suggest that it’s moving in the right direction. Still, there are risks involved for the streaming giant. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has been in the spotlight for years as the pioneer of streaming, but its pivot to advertising in November 2022 could mark its most significant shift since moving away from DVDs. In 2025, the company expects ad revenue to double year over year. T ...
Netflix日本十周年,如何将自己炼成IP
36氪· 2025-09-16 11:44
而到了2025年9月,这个时间点恰好是Netflix进入日本市场整整十周年。它选择在东京最繁华的涉谷中心地带,从9月5日至14日举办为期十天的线下庆典 活动,把自己十年来的代表作品和未来新作浓缩成一个巨大的沉浸式体验空间。 在涉谷核心地带出现的巨大Logo,很难不被注意 一楼对公众免费开放,可以随手拿到限定爆米花,日本打造Swtich为其制作的纪念特刊,或者在布置精美的摄影点打卡拍照;二三楼则是提前预约才能进 入的展区。 十年前,Netflix在日本上线时,谁也没想到会在短短十年间成为这个市场不可忽视的玩家。剧集、电影动画、纪录片、真人秀,从全球爆款到本土制作, 它几乎无处不在。 走进涉谷MEDIA DEPARTMENT TOKYO的那栋大楼,很快会发现这并不是一场简单的展览,而更像是一次被包裹在Netflix世界里的旅行。 入口处则是Netflix与旗下两大超级IP 一楼开放给所有路过的人,拍照打卡区、周边贩卖、免费爆米花和纪念特刊领取,整体氛围轻松得像一场夏日祭。 继续往上走,二三楼则是完全不同的体验区:需要提前在官网预约才能进入,里面的每一个布景都在模拟过去十年里日本观众最熟悉的Netflix瞬间。 现 ...
STARZ streaming deal: Get 66% off your first year
Business Insider· 2025-09-15 20:13
STARZ is already one of the most affordable streaming services on the market, but it still offers plenty of content to keep you busy watching for years. With hit series like "Outlander: Blood of My Blood," "BMF," "The Spanish Princess," and more, there's something for everyone. Plus, a subscription to the platform is at its lowest price yet with the current STARZ deal. Lowest Price STARZ Annual Plan $23.99 $69.99 Save 66% STARZ offers blockbuster movies and popular original series like Outlander, Party ...
As Netflix Stock Falls Below $1,250, Should You Binge Watch Or Keep Chilling?
Yahoo Finance· 2025-09-15 19:49
`` The fortunes of Netflix (NFLX) stock have been quite mixed this year. It established itself as a rare defensive play in the tech space, and while broader markets plunged amid the tariff chaos, it outperformed Big Tech peers by a significant margin in the first four months of the year. `` `` However, while the broader markets roared back and the S&P 500 Index ($SPX) has closed in the green for four consecutive months after the April meltdown, NFLX stock is in a correction zone after having fallen over 10% ...
Netflix to Announce Third Quarter 2025 Financial Results
Prnewswire· 2025-09-15 16:00
LOS GATOS, Calif., Sept. 15, 2025 /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it will post its third quarter 2025 financial results and business outlook on its investor relations website at http://ir.netflix.net on Tuesday October 21st, 2025, at approximately 1:01 p.m. ...
Netflix Joins Google On Two Elite Lists. Now The Trial Begins.
Investors· 2025-09-15 15:35
核心观点 - Netflix、Alphabet和Meta Platforms获得顶级共同基金大量增持 显示机构投资者对这些前FANG股票保持强烈信心 [1][2][3] - Netflix进入新的增长阶段 通过成本削减、新订阅层级和密码共享打击措施实现业绩改善 [2] - 多家科技公司呈现积极技术走势 Netflix正形成新的平底形态 Alphabet创历史新高 Meta沿21日线交易 [4][6] 基金持仓动态 - 顶级共同基金新购入Netflix股票价值4.06亿美元 [2] - Netflix连续八个季度基金持股量持续增长 [2] - 机构投资者向Alphabet股票注入211.2亿美元资金 [3] - Meta Platforms获得28亿美元资本注入 [3] 技术分析表现 - Netflix目前略低于50日移动平均线 但21日指数移动平均线已上穿50日线 显示技术强度提升 [4] - Amazon正在修复其平底形态 本月曾短暂突破236.53美元买入点 [6] - Meta沿21日线交易 延续5月底开始的走势 [6] - Alphabet股票创下历史新高纪录 [6] 财务业绩指标 - Netflix在休闲-电影及相关行业组中排名第一 综合评级93分(满分99) [5] - 过去三个季度公司平均盈利增长58.3% [5] - 分析师预测全年盈利增长33% 至每股26.28美元 [5] - 2026年预计进一步增长23% 至每股32.39美元 [5] 市场地位与认可 - Netflix入选IBD Leaderboard名单 与Amazon和Alphabet并列 [4] - Netflix带领八只热门股票进入各种IBD顶级股票名单 [7] - 公司被纳入IBD Breakout Stocks指数 与Meta、Microsoft和Alphabet等Magnificent Seven股票并列 [7]
Spotify will now let free users pick and play tracks
TechCrunch· 2025-09-15 13:00
Following its long-awaited launch of lossless streaming for paid subscribers, Spotify is upgrading its service for free users, too. On Monday, the company announced that free users globally will now be able to search and play any song they want or play a song shared by a friend or an artist they follow on social media. The company calls the new features “Pick & Play,” “Search & Play,” and “Share & Play,” respectively. With the former, free users can hit play in the Spotify app to pick and play any song they ...
Netflix Chief Product Officer Eunice Kim to Depart; CTO Elizabeth Stone Appointed as Interim Successor
Yahoo Finance· 2025-09-14 05:02
Netflix Inc. (NASDAQ:NFLX) is one of the stocks to invest in before they split next. On September 10, Netflix announced that its Chief Product Officer, Eunice Kim, will be leaving the company. Her role will be filled on an interim basis by Chief Technology Officer Elizabeth Stone. Kim joined Netflix in 2021 to lead the consumer product innovation team and was named Chief Product Officer in October 2023. During her tenure, Kim was instrumental in key initiatives that helped grow Netflix’s subscriber base f ...
Netflix Is Just Getting Started: Here Are 3 Growth Drivers for the Next Few Years
Yahoo Finance· 2025-09-13 19:18
核心观点 - 公司从DVD邮寄服务转型为全球最大流媒体平台 拥有超过3亿全球订阅用户 并通过密码共享打击 广告业务扩张和内容策略重燃增长 [1] - 投资者关注未来增长动力 主要来自广告业务 国际扩张和内容IP打造 [2] 广告业务规模 - 广告业务推出仅两年已成为核心增长支柱 截至2025年第二季度广告支持计划用户达9400万 占订阅用户基数的近30% [4] - 广告收入去年实现翻倍 并预计在2025年再次翻倍 [4] - 广告业务提供高利润率收入流 使公司盈利能力扩展不再单纯依赖订阅费上涨 [5] - 相比传统广播公司 公司提供全球覆盖和精准定向能力 对广告商具吸引力 [5] - 通过Netflix广告套件自建能力 减少对广告技术合作伙伴依赖 捕获更多价值链价值 [5] - 按当前增速 广告收入未来可能比肩订阅收入成为重要收入引擎 [6] 国际扩张 - 全球市场机会远未饱和 美国和加拿大为成熟市场 亚太和拉丁美洲成为新前沿阵地 [7] - 亚太和拉丁美洲地区订阅增长更快 受本地化内容和更实惠定价模式驱动 [7] - 2025年第二季度亚太和拉丁美洲收入增长23%(外汇中性) 超越美国地区15%的增长率 [7] - 国际市场规模扩张空间巨大 [8] - 《鱿鱼游戏》(韩国)和《不良影响》(西班牙)等热门内容证明全球观众会接受优质非英语内容 [9] - 通过投资区域工作室和人才 打造既能本地成功又能全球爆款的内容 [9] 内容IP打造 - IP内容为公司庞大内容库创造持久价值 [8]
What To Watch This Weekend: New Shows And Movies To Stream On Netflix, Hulu, Prime Video, Apple TV And More
Forbes· 2025-09-12 20:09
流媒体平台新内容发布 - 索尼 Prime Video Hulu等平台推出多部新影视内容 包括惊悚片 神秘剧和摇滚主题作品[2] - Netflix Prime Video Hulu Apple TV Disney+等主流流媒体平台持续更新内容库 同时MGM+ AMC+ Peacock等小众平台也提供多样化选择[5] - 新上线内容涵盖《The Girlfriend》等剧情片《Only Murders In The Building》第五季等剧集续作 以及《Spinal Tap II》等经典IP重启作品[6][7][14] 重点影视项目分析 - Prime Video平台《The Girlfriend》由Robin Wright主演 讲述情侣与父母关系冲突的惊悚故事 在烂番茄获得稳定好评[6] - Netflix推出查理·辛纪录片《aka Charlie Sheen》 以两集篇幅记录演员戒毒后的反思历程 但其父亲与兄弟未参与制作[11] - Apple TV+历史剧《Chief Of War》由Jason Momoa主演 融合《权力的游戏》和《将军》风格 讲述夏威夷部落战争故事[21] 剧集续作市场表现 - Hulu平台《Only Murders In The Building》第五季口碑分化 前三集表现平平 角色呈现脸谱化趋势[8] - AMC+《The Walking Dead: Daryl Dixon》第三季被批评剧情重复 角色行为逻辑混乱[17] - HBO Max《Peacemaker》第二季获得积极评价 动作场景设计突出 John Cena等主演表现获认可[19] 平台内容战略布局 - Peacock平台通过《唐顿庄园》大结局特别节目强化IP运营 包含演员访谈等独家内容[9] - Paramount+引进BBC剧集《Reunion》 延续聋哑题材内容趋势 此前BritBox已上线类似题材《Code Of Silence》[13] - 各大平台持续推出经典IP续作 包括1984年电影《Spinal Tap》隔41年推出续集 开创伪纪录片类型先河[14] 每周持续更新内容 - 多部剧集采用周更模式 《Invasion》第三季在Apple TV+每周更新 《Task》等新剧每周日更新单集[16][25] - Paramount+因时事调整内容 撤下涉及Charlie Kirk讽刺内容的《南方公园》第27季单集[25] - 动画领域持续活跃 Netflix推出《Wolf King》第二季动画 HBO Max上线《Rick and Morty》第八季全集[10][25]