Netflix is telling investors not to worry, even though you’re watching less and less
Netflix is telling investors not to worry, even though you’re watching less and less
Netflix 正在告诉投资者不必担心，尽管你观看的时间越来越少。
Improving monetization is one of Netflix’s top priorities.
改善变现能力是 Netflix 的首要任务之一。
Netflix is making monetization a top priority amid reports of falling viewing time. As part of its third-quarter earnings report on Tuesday, Netflix lists improvements to monetization as one of its main focuses going forward, alongside efforts to boost entertainment value and leverage new technology.
在观看时长下降的报道中，Netflix 将变现能力作为重中之重。在周二发布的第三季度财报中，Netflix 将改善变现能力列为未来的主要工作重点之一，同时致力于提升娱乐价值并利用新技术。
The streaming giant doesn’t say exactly how it plans to improve its monetization, but the company notes that these goals will help Netflix “create member value that lets us occasionally raise prices, and increase advertiser demand.” Netflix also highlighted plans to push further into original titles, live events, and third-party programming as it faces an “intense competition and an explosion of content competing for consumer attention.”
这家流媒体巨头并未明确说明其计划如何改善变现能力，但该公司指出，这些目标将有助于 Netflix “创造会员价值，从而让我们能够适时提高价格，并增加广告商的需求。”Netflix 还强调了其进一步进军原创作品、现场活动和第三方节目的计划，因为它正面临着“激烈的竞争以及争夺消费者注意力的内容爆炸”。
An analysis from financial firm Jefferies estimated that Netflix’s monthly viewing time per member dropped to 49 hours in the first half of this year, down from 66 hours in the first half of 2023, according to a report from Reuters. At the same time, Netflix made up 7.8 percent of US viewing time in the US in July, a one-percentage-point dip from the same time last year, The New York Times reports.
据路透社报道，金融公司 Jefferies 的一项分析估计，今年上半年 Netflix 每位会员的月观看时长降至 49 小时，低于 2023 年上半年的 66 小时。《纽约时报》报道称，与此同时，7 月份 Netflix 在美国观看时长中的占比为 7.8%，较去年同期下降了 1 个百分点。
During an earnings call, Netflix co-CEO Ted Sarandos pointed to success abroad when answering a question about the company’s content strategy. “We see titles across Latin America, EMEA (Europe, the Middle East and Africa), APAC (Asia-Pacific), driving engagement, subscriber growth, revenue, and profit,” Sarandos said. “Now, the US is also working. It’s just not growing as fast as it could or as fast as we’d like.”
在财报电话会议上，Netflix 联席首席执行官泰德·萨兰多斯（Ted Sarandos）在回答有关公司内容策略的问题时，指出了其在海外取得的成功。萨兰多斯表示：“我们看到拉丁美洲、欧洲、中东和非洲（EMEA）以及亚太地区（APAC）的作品正在推动参与度、用户增长、收入和利润。目前，美国市场也在发挥作用，只是增长速度没有达到预期或我们希望的那么快。”
Last week, Netflix laid off around 1,000 employees, while replacing key executives, including chief content officer Bela Bajaria and film head Dan Lin. Former Disney executive Peter Rice is taking over as chief content officer on October 26th. The Wall Street Journal recently reported that Netflix co-CEO Ted Sarandos complained internally that US-based users have been spending less time on the service, and that it’s “short on new hit shows.”
上周，Netflix 裁员约 1,000 人，并更换了包括首席内容官贝拉·巴贾里亚（Bela Bajaria）和电影部门负责人丹·林（Dan Lin）在内的关键高管。前迪士尼高管彼得·赖斯（Peter Rice）将于 10 月 26 日接任首席内容官一职。《华尔街日报》最近报道称，Netflix 联席首席执行官泰德·萨兰多斯在内部抱怨称，美国用户在平台上的花费时间减少了，而且平台“缺乏新的热门节目”。
In its letter to investors, Netflix mentions its upcoming lineup of NFL games, its Grand Theft Auto VI preview, and its partnership with French TV station TF1 as evidence of opening its platform to a wider breadth of content. The company reported earning $12.9 billion over the past few months, marking a 12 percent year-over-year increase. It also plans to bring its ad-supported tier — which raked in $1.5 billion last year — to 15 new countries in 2027.
在致投资者的信中，Netflix 提到了即将推出的 NFL 比赛阵容、《侠盗猎车手 VI》预告片以及与法国电视台 TF1 的合作，以此证明其正在向更广泛的内容开放平台。该公司报告称，过去几个月收入为 129 亿美元，同比增长 12%。它还计划在 2027 年将其去年收入达 15 亿美元的广告支持套餐推广到 15 个新国家。
In the coming months, Netflix may be facing tougher competition from HBO Max and Paramount Plus following the Skydance megamerger, as co-CEO David Ellison has said that he plans to combine the two apps into a single service. The streamer struck deals with several creators as it competes with YouTube, which has reportedly offered channels “millions of dollars” not to post their videos on Netflix.
在接下来的几个月里，随着 Skydance 的巨额合并，Netflix 可能会面临来自 HBO Max 和 Paramount Plus 更严峻的竞争，因为联席首席执行官大卫·埃里森（David Ellison）已表示计划将这两个应用程序合并为一个服务。该流媒体平台与几位创作者达成了协议，以与 YouTube 竞争，据报道，YouTube 曾向频道提供“数百万美元”，要求他们不要在 Netflix 上发布视频。
Netflix has also weighed making even bigger changes to its app, including integrating other third-party streamers, such as Peacock and Fox One, as well as adding always-on channels, according to reports from The New York Times and The Wall Street Journal.
据《纽约时报》和《华尔街日报》报道，Netflix 还考虑对其应用程序进行更大的调整，包括整合 Peacock 和 Fox One 等其他第三方流媒体，以及增加全天候频道。