When$Netflix Inc (NFLX.US) $When the results are released after US stocks closed on Tuesday (Wednesday morning Beijing time), the market will focus not only on the number of new users of the company in the first quarter of 2022, but also on the company's guidance on new users in the second quarter.

Analysts point out that Netflix Inc's upcoming second-quarter guidance will have at least as great an impact on investors as his first-quarter results.The most important of these is the index of adding paying users.

Nat Schindler, an analyst at Bank of America Corporation, said the return of popular shows such as Netflix Inc's "Strange things" season 4 and the positive impact of the launch of new shows such as "Bridgeton" in the first quarter will be the main factors in the second quarter earnings guidance.

In addition, the analyst pointed out that analysts unanimously expected Netflix Inc to add 2.6 million paying users in the second quarter, which exceeded not only Netflix Inc's expectations for the first quarter, but also the company's 1.54 million increase in the second quarter of 2021. However, the analyst said he was "a little worried" about Wall Street's hopes for Netflix Inc's new users in the seasonally weak second quarter.

Coincidentally, last week, Morgan Stanley analyst Benjamin Swinburne also pointed out Netflix Inc's recent risks in adding new users, and therefore lowered the target price of the stock from $450 to $425.

Wall Street expects Netflix Inc's Q1 revenue to be $7.93 billion, up 10.7% from a year earlier, and earnings per share to be $2.92, down 22.7% from a year earlier. Earlier, Netflix Inc said in the fourth quarter of 2021 that there are expected to be 2.5 million new paying users in Q1 in 2022. The guidance given by Netflix Inc is well below the 6.26 million increase expected by the market, and also lower than the 4 million increase in the same period last year.