Exness: Netflix reported the loss of users for the first time in a decade, and its share price plunged 25%

　　2022 year 4 month 19 Japan ( Tuesday ), Streaming giants Netflix Inc. (NFLX) Released the first quarter report , As the number of subscribers at the end of the first fiscal quarter was lower than that at the end of the fourth fiscal quarter 20 ten thousand ,Netflix Share prices plunged more than on Tuesday 25%. meanwhile ,Netflix It is also expected that the number of global paying users will decrease in the second quarter 200 ten thousand .

　　01 Netflix For the first time in ten years, the loss of users is reported

　　 Tuesday , Streaming giants Netflix After hours, the company announced its first quarter financial report , According to the report , Loss of users in the first quarter 20 ten thousand —— This is the first decline in paying users in more than a decade —— And warned that future losses could intensify ,Netflix The last time I lost a subscriber was 2011 year 10 month .

　　 On the data of the financial report ,Netflix First-quarter revenue 78.68 Billion dollars , Year-on-year growth 9.8%, Previously, the market was expected to be 79.3 Billion dollars ; Net income of 15.97 Billion dollars , Year-on-year decline in 6.4%. Stock income 3.53 dollar , Market expectations 2.9 dollar .

　　 After the announcement of financial statements ,Netflix Our shares plunged more than... In a few hours 25%.

　　02 It is expected that more users will be lost in the second quarter

　　Netflix The number of subscribers at the end of the first quarter was lower than that at the end of the fourth quarter 20 ten thousand , The company itself expects an increase in 250 Million subscribers .Netflix Express , Global subscribers are expected to decrease in the current fiscal quarter 200 ten thousand .

　　Netflix He said that the increasing competition in the field of sharing passwords and streaming media among members has led to what he called “ Revenue growth headwind ”.Netflix It is estimated that , Except near 2.22 Out of 100 million paying families , The service has also been added 1 Billion families share , Among them, only in the United States and Canada 3,000 Million sharing families .Netflix Express , The closure of services in Russia has also led to the loss of subscribers 70 10, , And eliminate this effect , The company said , In the last quarter , It will see 50w Net increase in .

　　 The company estimates , except 2.22 Million paying families , Also share with more than... Through your account 1 100 million families share access . It warns , The global crackdown on password sharing is coming . This time seems to be a serious warning , It may mean stopping borrowing from family or friends —— Or loose acquaintances —— The rampant practice of login information .Netflix Express , It is estimated that there are more than 3000 Million American and Canadian families use shared passwords to access their content .

　　 Besides cracking down on password sharing ,Netflix Joint CEO reed · Hastings also said ,Netflix Now for offering lower priced subscription plans supported by advertising “ Quite open ”. On Tuesday's pre recorded earnings conference call , He said , Provide customers with cheaper choices “ Very reasonable ”.

　　 Hastings said ：“ Those concerns Netflix Everyone knows , I've always opposed complex advertising , I really like the simplicity of subscription . Although I like it very much , But I prefer the choice of consumers , Allow those who want a lower price 、 Consumers who are tolerant of advertising get what they want , It's very reasonable .”