Netflix Analyst Calls Streamer 'Default Choice' For Consumers Due To 'Strong Engagement, Diversified Content'
Netflix Analyst Calls Streamer 'Default Choice' For Consumers Due To 'Strong Engagement, Diversified Content'
Streaming giant Netflix Inc (NASDAQ:NFLX) gets sized up by an analyst ahead of second-quarter (Q2) earnings, which are set for July 18.
流媒體巨頭Netflix Inc (NASDAQ:NFLX)在二季度(Q2)業績之前受到分析師的評估，業績將於7月18日公佈。
The Netflix Analyst: JPMorgan analyst Doug Anmuth has an Overweight rating and raises the price target from $650 to $750.
Netflix分析師：JPMorgan的分析師Doug Anmuth持有股票超配評級，並將目標價格從650美元提升至750美元。
The Analyst Takeaways: Expectations for Netflix are high heading into Q2 financial results. Trends are pointing to optimism ahead of the print, Anmuth said.
分析師希望在Q2業績公佈前看到Netflix的表現有所提升，Anmuth表示，趨勢指向了業績公佈之前的樂觀情緒。
There is potential upside to revenue, operating income and free cash flow guidance, Anmuth said.
Anmuth認爲，營業收入、營業利潤和自由現金流預測都有潛力有所增長。
"We remain positive on Netflix shares heading into 2Q earnings on Thursday, 7/18, while also recognizing high expectations," he added.
他補充道：“我們繼續看好Netflix在7月18日公佈第二季度業績之前的表現，同時也意識到市場對其有着很高的期望值。”
Anmuth recognizes that Netflix shares are up 34% year-to-date. Shares are also trading within 6% of the all-time highs hit back in November 2021.
Anmuth認爲Netflix股價已經上漲了34%。該股票的價格也在距離2021年11月創下歷史新高的水平內波動了6%的範圍內。
The analyst sees positive trends of paid sharing growth, core subscriber growth, strong content and the ad-supported tier growth.
分析師看到了Netflix支付共享增長、核心訂閱者增長、內容強度及廣告支持的增長趨勢。
"Paid sharing has become a more normal course of business, but still remains impactful."
Anmuth說：“現在支付共享已經成爲一種更加正常的業務呈現方式，但仍然具有重大影響力。”
Along with a strong lineup of shows and movies in the second quarter and beyond, the analyst points to upcoming sports content from Netflix including a boxing match between Jake Paul and Mike Tyson, Christmas Day NFL games, a hot dog eating contest with Joey Chestnut and more.
除了第二季度及以後的強大節目陣容外，分析師還指出Netflix即將推出的體育內容，包括Jake Paul和Mike Tyson之間的拳擊比賽、聖誕節NFL比賽、Joey Chestnut的吃熱狗比賽等。
Anmuth said the sports content "should boost engagement across NFLX's large global subscriber base & attract more ad dollars."
Anmuth表示，體育內容“應該會推動NFLX向全球客戶群體提供更好的參與度並吸引更多的廣告收益”。
"While Netflix's current focus is sports entertainment & should content, we expect a bigger push into live sports over time, particularly as leverage continues to shift in NFLX's direction."
“雖然Netflix目前的重點是體育娛樂和內容，但我們預計隨着槓桿繼續向NFLX傾斜，它將更加重視現場體育。”
Read Also: Netflix 'Positively Positioned For Operating Momentum': Analyst Sees 'Normalization Of Streaming Wars'
參見：Netflix迎來業務推進的有利形勢：分析師看到了流媒體競爭的正常化。
Data from Sensor Tower suggests that download and daily active user trends were up in Q2, the analyst added.
分析師補充說，Sensor Tower的數據顯示Netflix在Q2的下載量和日活躍用戶趨勢都有上升。
Anmuth forecasts Netflix to add five million to six million net subscriber adds in the second quarter. This is in-line with Netflix's expectation of lower than 9.3 million reported in the first quarter.
Anmuth預計Netflix在第二季度淨增用戶將達到500萬至600萬。這與Netflix在第一季度低於930萬的增長預期相當。
"We believe NFLX's large scale, strong engagement, & diversified content will push NFLX toward becoming the default choice for how users consumer TV, film, & other long-form content."
他表示：“我們認爲NFLX的大規模、強大的用戶參與度和多元化的內容將推動NFLX成爲用戶選擇觀看電視、電影和其他長篇內容的默認選擇。”
NFLX Price Action: Netflix shares trade at $653.34 versus a 52-week trading range of $344.73 to $697.49. Netflix stock is up 48% over the last year.
NFLX股價：Netflix的股價爲653.34美元，遠離52周交易區間344.73美元至697.49美元。Netflix股票在過去一年中上漲了48%。
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譯文內容由第三人軟體翻譯。