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美斯特陈
#奈飞财报在即,广告业务成新看点
$NFLX 今晚盘后发Q3,先把预期摆清:
营收指引128.6亿美元、同比+11.7%,EPS 0.82美元,营业利润率33.2%。问题不在利润——涨价撑住了利润率,
问题在增速:从18%一路降到11.7%,上半年观看时长只涨2%。
股价年内已跌25.5%,期权定价±9%。
今晚真正的胜负手不是Q3差几千万,而是Q4指引和广告能否冲到全年30亿美元,接棒订阅增长。
$NFLX

17K vol
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