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넷플릭스 Q4 실적: 매출 77억1천만달러, 구독자 증가폭 828만명으로 시장 예상은 충족했지만 향후 성장세 둔화로 인한 우려로 인해 실적 발표 후 시간외 주가 20% 하락. 실적발표에서 처음으로 경쟁사 증가로 인해 성장폭이 감소했다음을 인정한 발언이 주목받기도. https://t.co/Es4iMdPtSR
— Paranal (@nagato708) January 21, 2022
Netflix falls more than 25%, which would be its worst day since July 2004, after saying that streaming competition is eating into growthhttps://t.co/TeKfSzRBSF pic.twitter.com/UFRqbRVHgT
— CNBC Now (@CNBCnow) January 21, 2022
ちなみにこれは25%下落した2012年7月25日以来の暴落なんだそうよ。https://t.co/nVOemS9NwV https://t.co/W7uJUG66hG
— 今村咲 (@saki_imamura) January 21, 2022
Netflix shares plummet 20% after it shows growth slowdown https://t.co/Szifbr1Tdf
— CNBC (@CNBC) January 21, 2022
Netflix plummets 24%, on pace for its worst day since July 2012 https://t.co/IGzbuZE1gW
— CNBC (@CNBC) January 21, 2022
Netflix shares have dropped about 24% just this morning, and the company has surrendered about $128 billion in market cap over the last 2 months. pic.twitter.com/IF3WZYI3Jn
— Lucas Shaw (@Lucas_Shaw) January 21, 2022
Netflix CPO and COO Greg Peters told investors today that the company will likely license "large game IP that people will recognize" over the coming year. https://t.co/w9lU1pLwnL
— Janko Roettgers (@jank0) January 20, 2022
Well this throws a bit of a wrench into the antitrust arguments the makers of Fortnite are peddling, huh? https://t.co/kNo8UscACD
— Patrick Hedger (@PatHedger18) January 20, 2022
This got lost in the Netflix shares tankapalooza, but Reed Hastings made some bold comments about Netflix’s gaming aspirations in the call yesterday. This was a big week for the gaming industry! https://t.co/gA763STvsY
— Alex Sherman (@sherman4949) January 21, 2022
Netflix、決算説明資料で年率換算したリターンと合計リターンを載せているのが面白い。
— りょうちん (@pullup0721) January 21, 2022
IPO時から保有していればS&P500にもNASDAQにも圧倒的に勝っている...ただ元々はただのレンタルDVD業者だったことを考えると保有し続けるのは難しかったと思う 笑https://t.co/ikS6XB6rUo pic.twitter.com/OfDXB0uV9G
$NFLX:
— Joe Weisenthal (@TheStalwart) January 20, 2022
"...while retention and engagement remain healthy, acquisition growth has not yet re-accelerated to pre-Covid levels"https://t.co/2LcFm8HIf9 pic.twitter.com/hJ5hOZkJoQ
勉強になります！
— taro (@hapdog5) January 21, 2022
決算ベースなら、加入者ミスは、過去にもよくありそうな図でしたし、所持金が減り続けてるから？とか思ってました。https://t.co/5A94muSmIC
広い目線なら、航空銘柄が復調、一方でptonのような巣篭もり需要が低迷という経済情勢を反映しているのか?https://t.co/xlKuOlm85b pic.twitter.com/TYXkQE6DKO
$NFLX Hmm... down ~18% in a.h. after reported earnings showing slowing subscriber growth. ??
— HedgeMind (@HedgeMind) January 20, 2022
Not a good start of tech earnings season.
Letters to shareholders:https://t.co/WHYfEkJbOZ https://t.co/P8Vbtpill1 pic.twitter.com/0hsKb5N5Tg
Netflix warns margins are contracting. Blames strong dollar https://t.co/YuPfqW3l4P pic.twitter.com/7odDuNQtjM
— Sam Ro ? (@SamRo) January 20, 2022
▶️ 4Q決算プレスリリースhttps://t.co/h4WogrzNCm
— ちさと?米国株決算ガール?? (@chisato_invest) January 20, 2022
Netflix $NFLX
— ???投資勉強中 (@dangerousteee) January 20, 2022
Q4決算発表
EPS予想$0.83 結果$1.33
売上高予想$7.71 結果$7.71B (+16.1% Y/Y) in-line.
有料会員純増数：2020年の3,700万人に対し、2021年通年で1,800万人
Q1ガイダンス
有料会員純増数：2021年Q1の400万人に対し、2022 年Q1250万人と予想
AH??https://t.co/x6uVP0hGZI pic.twitter.com/5WGRvhF7kK
$NFLX down ~20% after hours https://t.co/DeybBwS0Ck pic.twitter.com/61xsl6n46R
— Hurricane Capital (@HurriCap) January 20, 2022
Netflix $NFLX '21 4Q決算
— TO-54 (@takuoyama54) January 20, 2022
EPS予想$0.82 vs 結果$1.33⭕️
売上高予想$7.71B vs 結果$7.71B⭕️
(前年同期比+16%)
次四半期ガイダンス
EPS予想$3.45 vs 結果$2.86❌
売上高予想$8.08B vs 結果$7.9B❌
株価時間外-18.86%?
ニュースリリースは以下↓https://t.co/Oj6sBaf655
2022.01.20 $NFLX FY21 Q4決算 ⭕️EPS $1.33(0.85) YoY+11.8% ⭕️売上 $7.71B(7.71B) YoY+16.0%/QoQ+3.0%
— もてのり∞／主夫投資家・米国株決算速報?? (@2525mementomori) January 20, 2022
次期ガイダンス ❌EPS $2.86(3.47) ❌売上 $7.90B(8.13B)【YoY+10%】
有料会員数 2.22億人→828万人増(予想850万人増)
会員平均売上(ARM) 7%増加https://t.co/RFXoyAfeZD#もてのり決算速報 pic.twitter.com/ED5ExMkwY6
Netflix stock plunges amid forecast of user growth slumphttps://t.co/zp29oA3QH4
— Axios (@axios) January 21, 2022
Well this throws a bit of a wrench into the antitrust arguments the makers of Fortnite are peddling, huh? https://t.co/kNo8UscACD
— Patrick Hedger (@PatHedger18) January 20, 2022
BOOM: Netflix looks to expand gaming with major IP deals, Fortnite-like updates https://t.co/w9lU1pLwnL
— Janko Roettgers (@jank0) January 20, 2022
Netflix and Microsoft show that video gaming has become too big for tech giants to ignore https://t.co/VE42kWVUWJ
— CNBC (@CNBC) January 21, 2022
(UPDATED with closing price.) Netflix stock, which went into Friday’s Nasdaq session already down 16% in 2022 to date, plunged 22% today on a wave of panic selling https://t.co/3SL5sttlIY
— Deadline Hollywood (@DEADLINE) January 21, 2022
Netflix stock, which went into today’s Nasdaq session already down 16% in 2022 to date, is getting blitzed in mid-day trading https://t.co/3SL5sttlIY
— Deadline Hollywood (@DEADLINE) January 21, 2022