{"id":310576,"date":"2019-12-19T20:43:22","date_gmt":"2019-12-20T04:43:22","guid":{"rendered":"https:\/\/nai500.com\/blog\/2019\/12\/netflix%e8%82%a1%e4%bb%b7-%e6%9a%b4%e6%b6%a8-%e5%82%ac%e5%8c%96%e5%89%82\/"},"modified":"2019-12-19T20:43:38","modified_gmt":"2019-12-20T04:43:38","slug":"netflix%e8%82%a1%e5%83%b9-%e6%9a%b4%e6%bc%b2-%e5%82%ac%e5%8c%96%e5%8a%91","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2019\/12\/netflix%e8%82%a1%e5%83%b9-%e6%9a%b4%e6%bc%b2-%e5%82%ac%e5%8c%96%e5%8a%91\/","title":{"rendered":"Netflix\u80a1\u50f9\u672c\u5468\u51fa\u73fe\u66b4\u6f32\u76843\u5927\u50ac\u5316\u5291"},"content":{"rendered":"<p>\u904e\u53bb18\u500b\u6708\uff0c\u6d41\u5a92\u9ad4\u884c\u696d\u5148\u884c\u8005<a href=\"https:\/\/nai500.com\/zh-hans\/\u80a1\u7968\u67e5\u8be2\/?qm_symbol=NFLX\">Netflix Inc\uff08NASDAQ: NFLX\uff09<\/a>\u7684\u80a1\u50f9\u5448\u73fe\u904e\u5c71\u8eca\u884c\u60c5\uff1a2018\u5e74\u5e74\u4e2d\u89f8\u53ca\u6b77\u53f2\u9ad8\u9ede\uff0c\u6b64\u5f8c\u56de\u843d\u8fd130%\u3002\u4e0d\u904e\uff0c\u8a72\u80a1\u80a1\u50f9\u904e\u53bb5\u500b\u4ea4\u6613\u65e5\u4e0a\u6f32\u8d85\u904e11%\u3002\u5118\u7ba1\u570b\u5167\u5e02\u5834\u589e\u901f\u653e\u7de9\uff0c\u53e0\u52a0\u7af6\u722d\u65e5\u76ca\u6fc0\u70c8\uff0c\u8a72\u80a1\u80a1\u50f9\u627f\u58d3\u3002\u4f46\u4e8b\u5be6\u8b49\u660e\uff0c\u5929\u5e77\u6c92\u6709\u584c\u4e0b\u4f86\uff0c\u6295\u8cc7\u8005\u5c0d\u4e8e\u8a72\u516c\u53f8\u7684\u589e\u9577\u524d\u666f\u53cd\u800c\u8b8a\u5f97\u66f4\u52a0\u6a02\u89c0\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u9a45\u52d5Netflix\u80a1\u50f9\u672c\u5468\u51fa\u73fe\u66b4\u6f32\u76843\u5927\u50ac\u5316\u5291\u3002<\/p>\n<h2>1. \u570b\u969b\u5e02\u5834\u589e\u9577\u5f3a\u52c1<\/h2>\n<p>\u672c\u5468\u65e9\u4e9b\u6642\u5019\uff0cNetflix\u62ab\u9732\u4e86\u8fd13\u5e74\u4f86\u5168\u7403\u4e3b\u8981\u5e02\u5834\u7684\u6d41\u5a92\u9ad4\u6536\u5165\u3001\u6703\u54e1\u4eba\u6578\u4ee5\u53ca\u6bcf\u7528\u6236\u5e73\u5747\u6536\u5165\uff08ARPU\uff09\u6578\u64da\u4ee5\u53ca\u5404\u5730\u5340\u7684\u696d\u7e3e\u8868\u73fe\u3002\u6578\u64da\u986f\u793a\uff0c\u9664\u4e86\u7f8e\u570b\u548c\u52a0\u62ff\u5927\u9019\u5169\u500b\u50b3\u7d71\u5e02\u5834\u7684\u589e\u901f\u51fa\u73fe\u653e\u7de9\uff0c\u570b\u969b\u5e02\u5834\u4ecd\u7dad\u6301\u5f3a\u52c1\u589e\u9577\u52e2\u982d\u3002\u8a72\u516c\u53f8\u8a08\u5283\u672a\u4f86\u5b9a\u671f\u767c\u5e03\u8a72\u6578\u64da\u3002<\/p>\n<p>\u5177\u9ad4\u4f86\u770b\uff0c2019\u5e74\u524d9\u500b\u6708\uff0c\u7f8e\u570b\u548c\u52a0\u62ff\u5927\u65b0\u589e\u8a02\u95b1\u7528\u6236\u6578\u50c5240\u842c\uff0c\u7e3d\u7528\u6236\u6578\u589e\u81f36710\u842c\u3002\u4e0d\u904e\uff0c\u6b50\u6d32\u3001\u4e2d\u6771\u548c\u975e\u6d32\uff08EMEA\uff09\u7684\u7528\u6236\u6578\u589e\u52a0950\u842c\u81f34740\u842c\uff0c\u62c9\u4e01\u7f8e\u6d32\u65b0\u589e330\u842c\u81f32940\u842c\uff0c\u4e9e\u592a\u5730\u5340\u65b0\u589e390\u842c\u81f31450\u842c\u3002\u6578\u64da\u986f\u793a\uff0cNetflix\u7684\u7f8e\u570b\u5e02\u5834\u5df2\u7d93\u63a5\u8fd1\u98fd\u548c\uff0c\u4f46\u570b\u969b\u5e02\u5834\u7684\u8a02\u95b1\u7528\u6236\u6578\u4ecd\u5728\u52a0\u901f\u589e\u9577\u3002<\/p>\n<p>Pivotal Research\u7684\u5206\u6790\u5e2bJeffrey Wlodarczak\u5c07Netflix\u7684\u76ee\u6a19\u80a1\u50f9\u5f9e$400\u4e0a\u8abf\u81f3$425\uff0c\u7a31\u201c\u66f4\u52a0\u6df1\u5ea6\u7684\u4fe1\u62ab\u201d\u589e\u52a0\u4e86\u4ed6\u5c0d\u8a72\u516c\u53f8\u589e\u9577\u524d\u666f\u7684\u4fe1\u5fc3\u3002\u8a72\u5206\u6790\u5e2b\u9810\u8a08\u672a\u4f86\u4e00\u5b63\u5ea6\u7f8e\u570b\u7528\u6236\u6578\u5c07\u65b0\u589e60\u842c\uff0c\u570b\u969b\u7528\u6236\u6578\u65b0\u589e800\u842c\u3002\u9019\u9084\u4e0d\u662f\u91cd\u9ede\uff1a\u4ed6\u9810\u8a08Netflix 2020\u5e74\u6d77\u5916\u5e02\u5834\u65b0\u589e\u7528\u6236\u6578\u5c07\u90542700\u842c\uff0c\u7f8e\u570b\u5e02\u5834\u65b0\u589e200\u842c\u3002\u9ad8\u76db\u5206\u6790\u5e2bHeath 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DIS\uff09<\/a>\u4e0a\u500b\u6708\u4e0a\u7dab\u7684\u6d41\u5a92\u9ad4\u670d\u52d9\u8fea\u58eb\u5c3c+\u4e0d\u50c5\u6703\u4fb5\u8755Netflix\u7684\u672a\u4f86\u589e\u9577\uff0c\u751a\u81f3\u6709\u53ef\u80fd\u6316\u8d70\u516c\u53f8\u7684\u73fe\u6709\u7528\u6236\u3002\u4e0a\u7dab\u9996\u5929\uff0c\u8fea\u58eb\u5c3c+\u5ba3\u5e03\u8a02\u95b1\u7528\u6236\u6578\u7a81\u78341000\u842c\u3002\u6b64\u5f8c\uff0c\u8a72\u516c\u53f8\u5e77\u672a\u62ab\u9732\u7528\u6236\u6578\u7684\u6700\u65b0\u6578\u64da\uff0c\u4f46\u7b2c\u4e09\u65b9\u8ffd\u8e2a\u670d\u52d9\u516c\u53f8\u7684\u6578\u64da\u986f\u793a\uff0c\u8fea\u58eb\u5c3c+\u4e0a\u7dab\u4ee5\u4f86\u76844\u5468\u5167\u4e0b\u8f09\u91cf\u5df2\u7d93\u8d85\u904e2200\u842c\u3002\u6211\u5011\u56e0\u6b64\u6709\u7406\u7531\u76f8\u4fe1\uff0c\u8a72\u61c9\u7528\u5728\u4e0d\u52301\u500b\u6708\u7684\u6642\u9593\u5167\u6ce8\u518c\u91cf\u53ef\u80fd\u5df2\u7d93\u7ffb\u500d\u3002<\/p>\n<p>\u7232\u4e86\u641e\u6e05\u695a\u8fea\u58eb\u5c3c+\u7684\u4e0a\u7dab\u7a76\u7adf\u6703\u5c0dNetflix\u9020\u6210\u600e\u6a23\u7684\u885d\u64ca\uff0c\u7f8e\u570b\u9280\u884c\u7684\u5206\u6790\u5e2bNat 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Netflix\u898f\u907f\u4e86FAANG\u80a1\u7968\u7684\u76e3\u7ba1\u98a8\u66b4<\/h2>\n<p>\u53e6\u5916\uff0cNat Schindler\u9084\u5c07Netflix\u5217\u7232\u8a72\u6295\u8cc7\u9280\u884c2020\u5e74\u7684\u6700\u4f73FAANG\u80a1\u7968\u3002\u6240\u8b02FAANG\u80a1\u7968\uff0c\u6307\u7684\u662f<a href=\"https:\/\/nai500.com\/zh-hans\/\u80a1\u7968\u67e5\u8be2\/?qm_symbol=FB\">Facebook Inc\uff08NASDAQ: FB\uff09<\/a>\u3001<a href=\"https:\/\/nai500.com\/zh-hans\/\u80a1\u7968\u67e5\u8be2\/?qm_symbol=AMZN\">\u4e9e\u99ac\u905cAmazon.com\uff08NASDAQ: AMZN\uff09<\/a>\u3001\u860b\u679c<a href=\"https:\/\/nai500.com\/zh-hans\/\u80a1\u7968\u67e5\u8be2\/?qm_symbol=AAPL\">Apple\uff08NASDAQ: AAPL\uff09<\/a>\u3001Netflix\u4ee5\u53ca\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet Inc\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/\u80a1\u7968\u67e5\u8be2\/?qm_symbol=GOOG\">NASDAQ: GOOG<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/\u80a1\u7968\u67e5\u8be2\/?qm_symbol=GOOGL\">NASDAQ: GOOGL<\/a>\uff09\u3002<\/p>\n<p>\u5728FAANG\u80a1\u7968\u7576\u4e2d\uff0cNetflix\u7684\u589e\u9577\u8def\u5f91\u6700\u7232\u6e05\u6670\uff0c\u540c\u6642\u76e3\u7ba1\u98a8\u96aa\u4e5f\u6700\u4f4e\u3002\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\uff0c\u6709\u5831\u9053\u7a31\u5305\u62ec\u806f\u90a6\u8cbf\u6613\u59d4\u54e1\u6703\uff08FTC\uff09\u548c\u53f8\u6cd5\u90e8\uff08DOJ\uff09\u5728\u5167\u7684\u7f8e\u570b\u53cd\u58df\u65b7\u76e3\u7ba1\u6a5f\u69cb\u8a08\u5283\u5c0d\u7f8e\u570b\u7684\u79d1\u6280\u5de8\u982d\u5c55\u958b\u8abf\u67e5\uff0c\u4f46Netflix\u4e0d\u5728\u5176\u5217\u3002Facebook\u56e0\u7232Cambridge Analytica\u919c\u805e\u5df2\u7d93\u88ab\u8655\u4ee5$50\u5104\u7684\u7f70\u6b3e\uff0c\u540c\u6642\u8c37\u6b4c\u548cYouTube\u6700\u8fd1\u56e0\u7232\u5152\u7ae5\u96b1\u79c1\u4fdd\u8b77\u4e0d\u529b\u88ab\u7f70$1.70\u5104\u3002\u6b64\u5916\uff0c\u4e00\u540d\u6cd5\u5b98\u6700\u8fd1\u88c1\u5b9a\u91dd\u5c0d\u860b\u679c\u7684\u53cd\u58df\u65b7\u8a34\u8a1f\u7e7c\u7e8c\u3002<\/p>\n<p>\u6b64\u5916\uff0cSchindler\u7a31Netflix\u4eca\u5e74\u7d93\u6b77\u4e86\u201c\u5b8c\u7f8e\u98a8\u66b4\u201d\uff1a\u7af6\u722d\u6050\u614c\u60c5\u7dd2\u53e0\u52a0\u6700\u8fd1\u63d0\u50f9\u653e\u7de9\u4e86\u8a02\u95b1\u7528\u6236\u6578\u589e\u9577\u5e77\u63d0\u9ad8\u4e86\u7528\u6236\u6d41\u5931\u7387\u3002\u6b77\u53f2\u7d93\u9a57\u986f\u793a\uff0c\u6bcf\u6b21\u5927\u5e45\u63d0\u50f9\u5f8c\uff0c\u7d55\u5927\u591a\u6578\u96e2\u958b\u7684\u7528\u6236\u6703\u57286\u52309\u500b\u6708\u671f\u9593\u91cd\u65b0\u56de\u4f86\uff0c\u800c\u9019\u4e00\u6642\u9593\u9ede\u6b63\u5728\u5feb\u901f\u903c\u8fd1\u3002\u9019\u5c07\u63d0\u632fNetflix\u672a\u4f86\u5169\u500b\u5b63\u5ea6\u7f8e\u570b\u7528\u6236\u6578\u7684\u589e\u9577\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u904e\u53bb18\u500b\u6708\uff0c\u6d41\u5a92\u9ad4\u884c\u696d\u5148\u884c\u8005Netflix Inc\uff08NASDAQ: NFLX\uff09\u7684\u80a1\u50f9\u5448\u73fe\u904e\u5c71\u8eca\u884c\u60c5\uff1a2018 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":310573,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[],"class_list":["post-310576","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/310576","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=310576"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/310576\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/310573"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=310576"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=310576"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=310576"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}