-- Netflix (NFLX) 第一季度業績年增，但這家串流媒體巨頭對第二季的預期低於華爾街的預期。 每股收益從去年同期的 0.66 美元增至 1.23 美元。營收成長 16% 至 122.5 億美元，高於 FactSet 預測的 121.8 億美元。 Netflix 在致股東的信中表示，會員成長強於預期、價格上漲以及廣告收入增加共同推動了營收成長。 Wedbush Securities 先前預計這家串流媒體巨頭的營收將超出預期，並表示最新一輪的價格上漲可能會提振 Netflix 今年的獲利能力。 上個月，該公司提高了其在美國的所有套餐價格，包括將廣告支援的標準套餐價格提高至每月 8.99 美元。 Netflix預計第二季營收年增13.5%至125.7億美元，低於分析師預期的126.4億美元。每股盈餘預計為0.78美元，低於市場普遍預期的0.84美元。 Netflix預計本季營業利潤率將從去年同期的34.1%降至32.6%。 盤後交易中，Netflix股價下跌8%。 該公司表示：“正如我們在上季度信函中所述，由於新片上線時間的影響，內容攤銷的增長將主要集中在上半年。我們預計（第二季度）將實現2026年以來最高的同比增長率，之後增速將在下半年放緩至中高個位數。” Netflix 預計 2026 年營收將在 507 億美元至 517 億美元之間，年增率為 12% 至 14%。市場普遍預期為 513.7 億美元。 上週，Wedbush 將 Netflix 的目標股價從 115 美元上調至 118 美元，理由是廣告收入的顯著成長將推動 2026 年營收成長。 Wedbush 分析師 Alicia Reese 在周五發布的報告中寫道：“Netflix 應該能夠通過拓展合作夥伴關係、改進定向投放、利用人工智能以及增加更多直播內容，繼續從廣告業務中逐步獲益。” Netflix 表示，其聯合創始人兼董事長 Reed Hastings 將不會在 6 月任期屆滿後競選連任。
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