Netflix Could Monetize 40M Borrowers By End Of 2024, Analysts See Over 25% Upside
Netflix Could Monetize 40M Borrowers By End Of 2024, Analysts See Over 25% Upside
Netflix (NASDAQ:NFLX) continues to showcase robust performance in its first-quarter earnings report for 2024.
Netflix（纳斯达克股票代码：NFLX）在其2024年第一季度财报中继续表现强劲。
The streaming company is now on track to monetize about 40 million borrowers (i.e., people who do not live in the same household but share the same account).
这家流媒体公司现在有望通过约4000万借款人（即不住在同一个家庭但共享相同账户的人）获利。
In order to curb sharers/borrowers of an account outside a household, Netflix has restricted access to sharers beyond a household. The company also devised ways to make it easier for borrowers to transfer Netflix profiles into their own account.
为了限制家庭以外账户的共享者/借款人，Netflix 限制了家庭以外的共享者的访问权限。该公司还设计了使借款人更容易将Netflix个人资料转移到自己的账户的方法。
The initiative ultimately means more paying accounts for Netflix.
该计划最终意味着为Netflix提供更多的付费账户。
Read More: Netflix Q1 Earnings Highlights: Revenue Beat, EPS Beat, 9.33 Million Paid Subs Added, Ad-Tier Plan Update And More
阅读更多：Netflix第一季度收益亮点：收入超过预期、每股收益超过预期、增加933万付费订阅者、广告层计划更新等
With revenue surging to $9.37 billion, a 14.8% year-over-year increase, and earnings per share standing at $5.28, surpassing analyst estimates, Netflix demonstrates its resilience and ability to thrive in the ever-evolving media industry.
Netflix的收入激增至93.7亿美元，同比增长14.8％，每股收益为5.28美元，超过了分析师的预期，这表明了其在不断变化的媒体行业中蓬勃发展的韧性和蓬勃发展的能力。
The company's relentless pursuit of growth is evident in its addition of 9.33 million paid subscribers during the first quarter alone, bringing its total subscriber base to a staggering 269.60 million, marking a significant 16.0% increase from the previous year. Such impressive numbers underscore Netflix's unparalleled position as a market leader in the streaming space.
该公司对增长的不懈追求体现在仅在第一季度就增加了933万付费用户，使其总用户群达到惊人的2.6960亿，比上年大幅增长了16.0％。如此令人印象深刻的数字凸显了Netflix作为流媒体领域市场领导者的无与伦比的地位。
Netflix stock is up 68.72% over the past year, 14.02% YTD.
Netflix的股票在过去一年中上涨了68.72％，年初至今上涨了14.02％。
Netflix Strategy Through The Lens Of JPMorgan
摩根大通视角下的Netflix战略
Moreover, insights from JPMorgan's Video Streaming Survey shed light on Netflix's strategy to further capitalize on its user base.
此外，摩根大通视频流媒体调查的见解揭示了Netflix进一步利用其用户群的战略。
The survey reveals 44% of Netflix borrowers in the first quarter indicated their intention to either obtain their own subscription (38%) or become an additional member (6%). This data suggests that Netflix is effectively converting borrowers into paying customers, with projections estimating the potential monetization of approximately 40 million borrowers by the end of 2024.
调查显示，第一季度有44％的Netflix借款人表示他们打算获得自己的订阅（38％）或成为其他会员（6％）。该数据表明，Netflix正在有效地将借款人转化为付费客户，预计到2024年底，约有4000万借款人可能获利。
Netflix's initiatives to curb password sharing and introduce an ad-tier plan are notable developments aimed at enhancing monetization opportunities.
Netflix限制密码共享和推出广告层计划的举措是旨在增加获利机会的显著进展。
With 65% of Netflix users now restricted from sharing their accounts outside their households, and a growing awareness of the ad-tier option among subscribers, Netflix is diversifying its revenue streams and catering to varying consumer preferences.
现在，有65％的Netflix用户被限制在家庭以外共享账户，而且订阅者对广告层选项的认识也在不断提高，Netflix正在实现收入来源的多元化，迎合不同的消费者偏好。
Analysts See Over 25% Upside For Netflix Stock
分析师认为Netflix股票的上涨空间超过25％
In light of these developments, analysts remain bullish on Netflix's future prospects.
鉴于这些事态发展，分析师仍然看好Netflix的未来前景。
Following the release of the Q1 earnings report, Evercore ISI Group, B of A Securities, and Oppenheimer issued their latest ratings, collectively assigning an average price target of $691.67 for Netflix stock. This projection implies a substantial 26.03% upside potential, reflecting analysts' confidence in Netflix's ability to capitalize on its expanding subscriber base and innovative monetization strategies.
第一季度财报发布后，Evercore ISI集团、A证券B和奥本海默发布了最新评级，共同将Netflix股票的平均目标股价定为691.67美元。这一预测意味着26.03％的巨大上行潜力，这反映了分析师对Netflix利用其不断扩大的订户基础和创新的盈利策略的能力的信心。
As Netflix continues to invest in original content, expand its global footprint, and innovate its platform, the company remains poised for sustained growth and profitability.
随着Netflix继续投资原创内容，扩大其全球足迹并创新其平台，该公司仍为持续增长和盈利做好了准备。
With a compelling combination of subscriber growth, revenue diversification, and analyst optimism, Netflix stands at the forefront of the digital entertainment revolution, poised to deliver significant value to both investors and consumers alike.
Netflix 将订户增长、收入多元化和分析师乐观情绪相结合，站在数字娱乐革命的最前沿，有望为投资者和消费者带来可观的价值。
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Image: Shutterstock
图片：Shutterstock
译文内容由第三方软件翻译。