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Netflix業績失望 係咪咁差?

大家有睇開Netflix(NFLX)電視節目的話,會否覺得近排冇乜特別劇集吸引,感覺有啲悶,如果你有同感,或對Netflix最新出爐的業績不會覺得太驚奇。

Netflix星期二收市後公布季度業績,股價在星期三急插3.8%收市,這是市場對業績的直接反應。


圖片來源:公司網頁

Netflix在截至6月30日的季度,新增訂戶154萬,雖然比市場預期的112萬戶多,但增長速度是近年來最慢,上季每股盈利為2.97美元,低於市場預期的3.14美元,收入則錄得73.4億美元,略為高於市場預期的73.2億美元。對業績報告有興趣,可以按此看一下公司給股東的信,

市場對Netflix失望,不是因為收入的問題,大家的焦點放在訂戶的增長,增速減慢特別是美加的訂戶不升反跌。這份業績有人形容為公司近多年來最難睇的季度成績表。隨著疫情對民生、經濟影響減低,又會否令Netflix失勢呢?

不過,睇番出面的評論,市場又唔係一面倒睇淡,睇淡的是因為訂戶增幅唔太勁,而仍然堅持睇好的則有兩個看法:1)公司正在積極開拓遊戲市場; 2)正如管理層在業績會議(earning call)解釋,下半年陸續有重頭戲推出,到時可能會好啲。

計劃出遊戲服務 不另收費

公司正打算開拓遊戲市場,並請來一個資深業內人士Mike Verdu負責拓展遊戲服務。 Mike Verdu曾在Facebook、遊戲開發商雅達利(Atari)工作過。計劃中的新服務,唔會另外收費,幾時推出就未有時間表。但這個新方向,自然又有正反兩面的反應,看好的就覺得串流電視服務增長放慢,遊戲市場或成為公司一個新的增長點。相反看淡的,就覺得遊戲開發又是燒錢的業務,同時不少公司曾經試過都唔成功。

事實上,在Netflix透露話會開拓遊戲市場時,多間同類的遊戲業務開發商如 Nintendo (NTDOY)、Electronic Arts (EA) 等,股價沒有太大變動, 似乎未擔心過😌。

下半年重頭劇出爐

講番節目內容, 受肺炎疫情的拖累,很多劇集製作的進度都大受影響,所以上半年都未有太多具號召力的劇集推出,或者下半年有收視保證的劇集(新一季)陸續出爐,訂戶可以回升番。

總括來說,Netflix的季度業績令市場失望,不過也未必要睇得太淡,但要撈底?或者睇定啲先。

利申:筆者只係訂戶,並沒持有Netflix股份🤫。

(23/7/2021)

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