Kukura kwevanyoreri veNetflix kwakaiswa kunonoka mushure mekunyorera boom kwayakagamuchira muna 2020. Asi hazvisi zvese zvinogara nekusingaperi, sezvo yakarasa vataridzi kekutanga mumakore gumi kota yapfuura. Izvi zvakaita kuti chikamu chemuongorori wekutenga maresheni pamasheya ekambani adzikire kusvika pamakore masere. Zvakakonzerawo Pershing Square naBill Ackman anotengesa danda remadhora anopfuura bhiriyoni rimwe raakawana mwedzi mishomanana yapfuura. Asi nemutengo wekugoverana weNetflix ikozvino wakwira kupfuura 60% gore rino, kusava nechokwadi kwako kunogona kutiratidza mukana wakakura ...
Sei vanyoreri veNetflix vachidonha?👎
Goverana password🔑
Netflix inoti pamusoro pevanobhadhara mamiriyoni mazana maviri nemakumi maviri nevaviri, kune vanhu vanodarika miriyoni zana vanoshandisa sevhisi vasina kuribhadharira. Iyo kambani ikozvino iri kutsvaga nzira dzekuita mari vaoni ivavo, semuenzaniso nekukanganisa kugovana password, izvo zvinozoita kuti vamwe vavo vasaine. Kana kuti unogona kukumbira vanyoreri vanogovana nhoroondo yeakaundi yavo kuti vabhadhare zvakawanda (chimwe chinhu chauri kutoyedza nacho muChile, Costa Rica, nePeru). Saka, kugovana password kunogona kunge kuri chikonzero chekudzikira munyoreri kukura munguva yakapfuura, asi inogona kunge iri mukana wekukura kwekambani mune ramangwana. Kana Netflix ichikwanisa, toti, kunyorera kune chikamu chimwe chete muzvina cheaya mamirioni zana, inogona kuwedzera nhamba dzevashandisi ne222%.
Kuwedzera kukwikwidza🥵
Ichi chagara chiri chimwe chezvinetswa zvikuru zvekambani, uye zvichagara zvakadaro. Makambani enhau anotarisirwa kushandisa madhora mazana maviri nemakumi matatu emabhiriyoni emadhora kana kupfuura pane zvirimo gore rino sezvo hondo dzekugovana dzinowedzera, sekureva kwemumwe mushumo. Chinhu chete chakanaka chatinogona kuita pano ndechekuti Netflix inoramba iri mamaira pamberi pevazhinji vevakwikwidzi vayo kunze kweUS, nekuda kwekudyara kwayo kukuru muhurongwa hwekunze. Kubudirira kweSouth Korea kwe "The squid Game," semuenzaniso, kwakabatsira Netflix kuwedzera vanyoreri miriyoni imwe mudunhu reAsia-Pacific kota yapfuura, iyo chete nharaunda iyo kambani yakakwanisa kuwedzera nhamba yevashandisi.
Kukanzurwa kwevatengi👋
Kukwira kwemitengo yezvinhu zvinodiwa pakurarama kuri kusundidzira vanhu kuti vaderedze zvinhu zvakasarudzika senge masevhisi ekutepfenyura, danho rinotonyanya kukosha sezvo makambani anokwidza mitengo. Asi kana iwe uchitenda kuti inflation inozopedzisira yadzika uye kuti mibairo ichapora, kudzoreredza simba rekutenga kwevatengi, zvino izvi zvinogona kungova kudzoka kwechinguva. Zvichakadaro, Netflix iri kushanda pane inogona kugadzirisa: Inoronga kugadzira yakaderera-mutengo, ad-inotsigirwa shanduro yebasa rayo. Izvo zvinogona kubatsira kuderedza kubviswa-kunofambiswa nemutengo, uku uchikwevera vashandisi vatsva uye kugadzira mutsva wemari kubva kumashambadziro. Asi kunyange HBO Max, iyo yakaita zano rakafanana, haisati yaona vanyoreri vayo kubva kune inodhura ad-yemahara zvirongwa chinja kune yakachipa sarudzo (zvakadaro), iyo ichiri njodzi yeNetflix.
Izvi zvese zvakakanganisa sei kukosha kweNetflix?📊
Netflix ikozvino yakakosha kakapetwa katatu kutengesa kwayo kweiyo mwedzi gumi nemiviri inotevera - padanho rakaderera kubva kutanga kwa3 uye pazasi peavhareji yemakore mashanu. Ikozvino, kukura kweNetflix kwave kushoma pane zvazvaive panguva ipi neipi mumakore mashanu apfuura, saka zvine musoro kuti stock yayo itengese pane yakaderera P/S reshiyo. Asi zvakadaro, tinogona kutaura kuti iyo 12% dhizaini yairi kutengesa pari zvino iri kutanga kutaridzika zvishoma. Uyezve, chiyero cheNetflix chekutengesa-kutengesa (P / S) ikozvino 2015% yakaderera pane nhamba yeNasdaq 57. Iyi ndiyo nguva yokutanga kubva munaJanuary 30 iyo Netflix's P / S iri kutengesa pamutengo weNasdaq. Zvichitaurwa zviri nyore, Netflix iri pamutengo wakadzama pane zvese nhoroondo yayo uye yakakura musika wemasheya (Ndiani asingadi chibvumirano chakanaka?
Asi sezvo munyoreri weNetflix uye kukura kwekutengesa kunononoka, kushanda kwekuwedzera uye kugona kwekambani kugadzira purofiti kungangove kwakakosha kupfuura kutengesa. Saka pamwe tinofanira kutarisa mutengo-kune-mubairo (P/E) pachinzvimbo cheyero-yekutengesa-yekutengesa. Netflix ikozvino yakakosha 19,4 nguva yainotarisirwa kuwana mumwedzi gumi nemiviri inotevera, zvinoenderana neHome Depot, imwe inokunda yedenda. Izvo zvakakosha nekuti kukosha kweNetflix kuri padanho nekambani yekukura-pasi, kunyangwe iyo inoyerera iine akawanda nzira dzekukura, kubva pakushandura avo mamirioni zana vasingabhadhare, kutengesa ads (kuyerera kwemari kutsva zvachose) uye kuwedzera kune nharembozha. . kutamba.
Kana zvimwe zvese zvikaramba, Netflix inogona kuona mutengo wayo wakaora mwoyo wekugovana semukana wekutenga zvakare migove yayo, zvichitungamira kune mihoro yega yega (EPS) kukura. Iyo kambani yemahara cash flow (FCF) yakasvika madhora mazana masere nemazana maviri emamiriyoni kota yapfuura. Pagore, izvo zvinomiririra 802% yemutengo wemusika wekambani. Isa imwe nzira, kambani inogona kutenga zvakare 3,2% yemasheya ayo gore rega rega (zvimwe zvese zvakaenzana), izvo zvaizowedzera chiyero cheEPS gore negore nemari yakafanana.
Saka, inzira yakanaka yekuisa mari muNetflix?🛒
Sezvataona, mamiriro ezvinhu anova anonakidza nekuda kwezvibodzwa zvakati zvatakaona: (i) Kana tikatenga masheya eNetflix nhasi, isu tiri kunyanya kuvatenga pakugadziriswa kwekukosheswa kwehunhu hwekambani yekukura-pasi. Izvi zvinoreva kuti tinowana yemahara "kufona sarudzo" pane chero kukura kweramangwana iyo kambani inogona kugadzira. Uye kana iri yeNetflix kurasikirwa nevanyoreri mukota yekupedzisira, zvikonzero zvese zvipingamupinyi zvenguva pfupi kana kunyange mikana yekukura. (ii) Kuwedzera kukwikwidza kunonetsa uye zvine nharo ndiyo njodzi huru (kunze kwevatengi kudzima kunyorera kwavo kana kushandura kune zvirongwa zvakachipa) Nekukura kwemakwikwi, varatidziri vanofanirwa kugara vachipedza pane zvitsva kukwezva vataridzi, kunyanya sezvo anonyanya kufarirwa akatevedzana kana mafirimu anogona kutariswa muhusiku humwe chete. (iii) Iyi mari hombe asi inodiwa gore rega rega inomutsa mibvunzo nezve bhizinesi modhi rizere uye kana chero chinotakurisa chinogona kuita pundutso. Enzaniso yakanaka iindasitiri yezvekufambiswa kwemashoko. Mapoka makuru ezvekufambiswa kwemashoko muUS anofanirwa kuisa mari yakawanda gore rega rega kuti ape sevhisi yemhando yepamusoro uku achichengeta mitengo yakaderera nekuti, mukuita, vanotengesa chigadzirwa chimwe chete nevakwikwidzi vavo. Uye nepo makambani enhare achiita mari, purofiti yavo hapana padyo nemazinga anokatyamadza anowanikwa mune dzimwe nzvimbo dzeindasitiri yetekinoroji.