原標題是 Netflix 從今天起將向剩餘區域開鍘共享,我改成現在這個標題應該比較讓人
一目了然?
消息來源
https://s22.q4cdn.com/959853165/files/doc_financials/2023/q2/FINAL-Q2-23-Share
holder-Letter.pdf
https://reurl.cc/Yenz8o
Paid net additions were 5.9M in Q2, and today we’re rolling out paid sharing
to almost all of the remaining countries.
第二季度付費淨增量為 590 萬,今天我們將向幾乎所有剩餘國家/地區推出付費共享。
Beginning today, we’ll start to address account sharing between households
in almost all of our remaining countries. In these markets, we’re not
offering an extra member option given that we’ve recently cut prices in a
good number of these countries (for example, Indonesia, Croatia, Kenya, and
India) and penetration is still relatively low in many of them so we have
plenty of runway without creating additional complexity. Households borrowing
Netflix will be able to transfer existing profiles to new and existing
accounts.
從今天開始,我們將開始解決幾乎所有剩餘國家/地區的家庭之間的帳戶共享問題。 在這
些市場中,我們不會提供額外的會員選項,因為我們最近在許多國家(例如印度尼西亞、
克羅地亞、肯尼亞和印度)降低了價格,並且在許多國家/地區的滲透率仍然相對較低。
因此我們有足夠的跑道,而不會造成額外的複雜性。 借用 Netflix 的家庭將能夠將現有
的個人資料轉移到新帳戶和現有帳戶。
另外大家關心的營收是
Q2‘23 revenue of $8.2B and operating profit of $1.8B were generally in-line
with our forecast—and we expect revenue growth to accelerate in the second
half of ‘23 as we start to see the full benefits of paid sharing plus
continued steady growth in our ad-supported plan. We’re still targeting a
full year 2023 operating margin of 18% to 20%
23 年第 2 季度的收入為 $8.2B,營業利潤為 $1.8B,總體符合我們的預測,並且我們預
計收入增長將在 23 年下半年加速,因為我們開始看到付費共享的全部好處以及持續穩
定 我們的廣告支持計劃的增長。 我們仍將 2023 年全年營業利潤率目標定為 18% 至
20%。
另外 英國 和 美國 跟隨加拿大的腳步,取消基本方案了。
https://help.netflix.com/en/node/24926/US