-- Netflix (NFLX) 第一季度业绩同比增长，但这家流媒体巨头对第二季度的预期低于华尔街的预期。 每股收益从去年同期的 0.66 美元增至 1.23 美元。营收增长 16% 至 122.5 亿美元，高于 FactSet 预测的 121.8 亿美元。 Netflix 在致股东的信中表示，会员增长强于预期、价格上涨以及广告收入增加共同推动了营收增长。 Wedbush Securities 此前预计这家流媒体巨头的营收将超出预期，并表示最新一轮的价格上涨可能会提振 Netflix 今年的盈利能力。 上个月，该公司提高了其在美国的所有套餐价格，包括将广告支持的标准套餐价格提高至每月 8.99 美元。 Netflix预计第二季度营收同比增长13.5%至125.7亿美元，低于分析师预期的126.4亿美元。每股收益预计为0.78美元，低于市场普遍预期的0.84美元。 Netflix预计本季度营业利润率将从去年同期的34.1%降至32.6%。 盘后交易中，Netflix股价下跌8%。 该公司表示：“正如我们在上季度信函中所述，由于新片上线时间的影响，内容摊销的增长将主要集中在上半年。我们预计（第二季度）将实现2026年以来最高的同比增长率，之后增速将在下半年放缓至中高个位数。” Netflix 预计 2026 年营收将在 507 亿美元至 517 亿美元之间，年增长率为 12% 至 14%。市场普遍预期为 513.7 亿美元。 上周，Wedbush 将 Netflix 的目标股价从 115 美元上调至 118 美元，理由是广告收入的显著增长将推动 2026 年营收增长。 Wedbush 分析师 Alicia Reese 在周五发布的报告中写道：“Netflix 应该能够通过拓展合作伙伴关系、改进定向投放、利用人工智能以及增加更多直播内容，继续从广告业务中逐步获益。” Netflix 表示，其联合创始人兼董事长 Reed Hastings 将不会在 6 月份任期届满后竞选连任。
Related Articles
Asia
West Coast Silver Finds Electromagnetic Conductor at Western Australia Project
West Coast Silver (ASX:WCE) found a downhole electromagnetic conductor at its Elizabeth Hill mine project in Western Australia, located 50 meters to the east of the mine and 110 meters in depth, according to a Friday filing with the Australian bourse.The anomaly consists of a discrete modelled plate measuring between 20 meters and 100 meters by 60 meters, which has not undergone prior drilling, the filing said.The drill rig will move to test the anomaly, with drilling expected to be completed in the coming week, per the filing.
$ASX:WCE
Asia
Insurance Australia Group's Proposed Acquisition of RAC Insurance Headed for Phase 2 Review
Insurance Australia Group's (ASX:IAG) proposed acquisition of RAC Insurance has the potential to substantially reduce competition and therefore necessitates an in-depth phase 2 review, the Australian Competition and Consumer Commission (ACCC) said Friday.The proposed deal would merge two of the largest insurers in Western Australia, the regulator said, adding that it is also considering what impact the deal might have on smash repair services."We consider the acquisition could substantially lessen competition in both the supply of motor vehicle insurance and the supply of home and contents insurance in Western Australia," ACCC Chair Gina Cass-Gottlieb said.Insurance Australia Group acknowledged the ACCC's decision to proceed with a phase 2 review, saying that the company remains confident in its position and will continue to work with the competition commission throughout the process.The phase 2 investigation is expected to take up to 90 business days, Insurance Australia Group added.
$ASX:IAG
Asia
ASX Preview: Australian Shares to Fall as Middle East Tensions Ease Tentatively; Alcoa Posts Lower Q1 Adjusted Earnings, Revenue
Australian shares are poised to fall on Friday as geopolitical tensions in the Middle East ease only tentatively, with markets digesting reports that the US and Iran are exploring a potential ceasefire extension alongside ongoing uncertainty over the Strait of Hormuz and global energy flows.Overnight, the S&P 500, the Nasdaq Composite, and the Dow Jones Industrial Average rose 0.3%, 0.4%, and 0.2%, respectively.In the macroeconomy, investors are eyeing the release of the Westpac leading index and the S&P Global flash manufacturing, services, and composite purchasing managers' index reports next week.In corporate news, Alcoa (ASX:AAI) reported Friday first-quarter adjusted earnings of $1.40 per share on revenue of $3.19 billion, compared with adjusted earnings of $2.15 on revenue of $3.37 billion a year earlier.Insurance Australia Group's (ASX:IAG) proposed acquisition of RAC Insurance has the potential to substantially reduce competition and therefore necessitates an in-depth phase 2 review, the Australian Competition and Consumer Commission (ACCC) said Friday.Australia's benchmark index fell 0.3% or 23.7 points to close at 8,955 on Thursday.
$^AXJO$ASX:AAI$ASX:IAG