Netflix曾經(jīng)是在線視頻巨頭,但風(fēng)光已不再。從其目前的發(fā)展趨勢來看,很可能會在所謂的“流媒體大戰(zhàn)”中一敗涂地。
投資銀行尼德漢姆(Needham & Company)對504名美國Netflix用戶進(jìn)行了一項(xiàng)問卷調(diào)查,并基于調(diào)查結(jié)果在本周一發(fā)布了分析報(bào)告,揭示了Netflix面臨的最嚴(yán)峻挑戰(zhàn)。報(bào)告稱,尚不確定Netflix是否能匹敵迪士尼、蘋果、派拉蒙(Paramount)以及NBC環(huán)球旗下的流媒體服務(wù)商孔雀(Peacock)等競爭對手。
今年1月,有媒體報(bào)告稱,Netflix的業(yè)界領(lǐng)軍地位已遭削弱。隨后Netflix的股價(jià)下跌了近20%。該公司表示,第一季度預(yù)計(jì)新增250萬用戶,遠(yuǎn)低于分析師此前預(yù)計(jì)的590萬。Netflix還表示,最近一個(gè)季度只新增了830萬用戶,而非早先預(yù)測的850萬。
Netflix聯(lián)合首席執(zhí)行官里德?黑斯廷斯(Reed Hastings)在與分析師的電話財(cái)報(bào)會議中坦言道,“目前公司面臨的競爭比以往任何時(shí)候都要激烈?!辈贿^他也表示,流媒體視頻的市場規(guī)?!胺浅?捎^”,公司穩(wěn)定地執(zhí)行著管理,且業(yè)績逐步攀升。
Netflix未第一時(shí)間回復(fù)《財(cái)富》雜志,未作任何評論。
根據(jù)尼德漢姆的分析,以下是Netflix必須克服的一些問題。
訂閱者滿意度日漸下滑
Netflix的訂閱者對其提供的服務(wù)并不是非常感興趣。31%的受訪者表示,“對Netflix的內(nèi)容不如一年前滿意”,尼德漢姆的分析師表示,今年許多人可能會取消Netflix的訂閱服務(wù)。
報(bào)告作者表示,消費(fèi)者可能更愿意訂閱其他視頻服務(wù),因?yàn)槠浒嘈鹿谝咔槠陂gNetflix上看不到的內(nèi)容。另外,其他流媒體服務(wù)商也提供較低級別的訂閱方案,通常比Netflix更便宜。對那些不滿意Netflix的用戶來說,這可能更有吸引力。
定價(jià)策略尚存在缺陷
報(bào)告稱,Netflix所有級別的訂閱服務(wù),用戶可訪問的內(nèi)容都是相同的。其訂閱服務(wù)的分級依據(jù)是基于單一用戶使用服務(wù)的設(shè)備數(shù)量,以及其他技術(shù)因素。因此,這種定價(jià)模式暴露了其“競爭劣勢”。
然而,Netflix的幾個(gè)競爭對手,都提供免費(fèi)和較低級別的流媒體訂閱服務(wù),某些內(nèi)容需要付費(fèi)訪問,或者需觀看廣告來降低付費(fèi)額度。報(bào)告作者稱,事實(shí)表明,Netflix的競爭對手們采用這種定價(jià)策略是正確的。報(bào)告還援引了Discovery+的數(shù)據(jù),其透露,“帶精簡廣告的訂閱服務(wù)每月帶來的收入比無廣告會員訂閱服務(wù)要多?!?/p>
價(jià)格上漲使人望而卻步
今年1月,Netflix宣布將每月訂閱費(fèi)用上調(diào)1 ~ 2美元。尼德漢姆的報(bào)告稱,41%的受訪者表示,由于Netflix決定提價(jià),他們“更傾向于在2022年結(jié)束訂閱”。(財(cái)富中文網(wǎng))
Netflix曾經(jīng)是在線視頻巨頭,但風(fēng)光已不再。從其目前的發(fā)展趨勢來看,很可能會在所謂的“流媒體大戰(zhàn)”中一敗涂地。
投資銀行尼德漢姆(Needham & Company)對504名美國Netflix用戶進(jìn)行了一項(xiàng)問卷調(diào)查,并基于調(diào)查結(jié)果在本周一發(fā)布了分析報(bào)告,揭示了Netflix面臨的最嚴(yán)峻挑戰(zhàn)。報(bào)告稱,尚不確定Netflix是否能匹敵迪士尼、蘋果、派拉蒙(Paramount)以及NBC環(huán)球旗下的流媒體服務(wù)商孔雀(Peacock)等競爭對手。
今年1月,有媒體報(bào)告稱,Netflix的業(yè)界領(lǐng)軍地位已遭削弱。隨后Netflix的股價(jià)下跌了近20%。該公司表示,第一季度預(yù)計(jì)新增250萬用戶,遠(yuǎn)低于分析師此前預(yù)計(jì)的590萬。Netflix還表示,最近一個(gè)季度只新增了830萬用戶,而非早先預(yù)測的850萬。
Netflix聯(lián)合首席執(zhí)行官里德?黑斯廷斯(Reed Hastings)在與分析師的電話財(cái)報(bào)會議中坦言道,“目前公司面臨的競爭比以往任何時(shí)候都要激烈?!辈贿^他也表示,流媒體視頻的市場規(guī)模“非??捎^”,公司穩(wěn)定地執(zhí)行著管理,且業(yè)績逐步攀升。
Netflix未第一時(shí)間回復(fù)《財(cái)富》雜志,未作任何評論。
根據(jù)尼德漢姆的分析,以下是Netflix必須克服的一些問題。
訂閱者滿意度日漸下滑
Netflix的訂閱者對其提供的服務(wù)并不是非常感興趣。31%的受訪者表示,“對Netflix的內(nèi)容不如一年前滿意”,尼德漢姆的分析師表示,今年許多人可能會取消Netflix的訂閱服務(wù)。
報(bào)告作者表示,消費(fèi)者可能更愿意訂閱其他視頻服務(wù),因?yàn)槠浒嘈鹿谝咔槠陂gNetflix上看不到的內(nèi)容。另外,其他流媒體服務(wù)商也提供較低級別的訂閱方案,通常比Netflix更便宜。對那些不滿意Netflix的用戶來說,這可能更有吸引力。
定價(jià)策略尚存在缺陷
報(bào)告稱,Netflix所有級別的訂閱服務(wù),用戶可訪問的內(nèi)容都是相同的。其訂閱服務(wù)的分級依據(jù)是基于單一用戶使用服務(wù)的設(shè)備數(shù)量,以及其他技術(shù)因素。因此,這種定價(jià)模式暴露了其“競爭劣勢”。
然而,Netflix的幾個(gè)競爭對手,都提供免費(fèi)和較低級別的流媒體訂閱服務(wù),某些內(nèi)容需要付費(fèi)訪問,或者需觀看廣告來降低付費(fèi)額度。報(bào)告作者稱,事實(shí)表明,Netflix的競爭對手們采用這種定價(jià)策略是正確的。報(bào)告還援引了Discovery+的數(shù)據(jù),其透露,“帶精簡廣告的訂閱服務(wù)每月帶來的收入比無廣告會員訂閱服務(wù)要多?!?/p>
價(jià)格上漲使人望而卻步
今年1月,Netflix宣布將每月訂閱費(fèi)用上調(diào)1 ~ 2美元。尼德漢姆的報(bào)告稱,41%的受訪者表示,由于Netflix決定提價(jià),他們“更傾向于在2022年結(jié)束訂閱”。(財(cái)富中文網(wǎng))
Netflix is no longer the online video titan it once was and, based on its current trajectory, is likely to lose the so-called streaming wars.
That’s according to a Needham & Company analyst report published on Monday that’s skeptical of the company’s chances to fend off rivals like Disney, Apple, Peacock, and Paramount. The analyst note, based on a survey of 504 U.S.-based Netflix subscribers, revealed the biggest challenges.
In January, Netflix shares dropped nearly 20% after it reported weak guidance. The company said it expected to add 2.5 million customers in its first quarter, far short of the 5.9 million that analysts had projected. It also said that it only added 8.3 million subscribers in its most recent quarter instead of the 8.5 million it originally forecast for.
Netflix Co-CEO Reed Hastings acknowledged during an earnings call with analysts that “there’s more competition than there’s ever been.” However, he said that the streaming video market size is “very large,” and that the company’s execution is steady and getting better.”
Netflix did not immediately respond to Fortune for comment.
Here’s some of the problems that Netflix must overcome, according to the Needham analysts.
Netflix subscribers are increasingly unhappy
Netflix subscribers aren't as enthusiastic about the service. Thirty-one percent of respondents said they were “l(fā)ess happy with Netflix content than 1 year ago," the survey found, in what the Needham analysts said is a sign that many may cancel their Netflix subscriptions this year.
The authors said that consumers may be more willing to subscribe to other video services because those have more content that they haven’t already watched on Netflix during the COVID-19 pandemic. Other streaming services also offer lower-tier subscription plans that are often cheaper than Netflix, and that could be more attractive to the company’s unhappy customers.
Netflix’s pricing strategy is flawed
Netflix’s pricing model represents a “competitive disadvantage” because each of its subscription tiers includes the same library of shows, the report said. Instead, the company's tiers are based on the number of devices that people use to access the service, and other technical features.
Several rival streaming services, however, have free and lower-tier subscription plans that offer viewers limited access to some content or require customers to watch ads in exchange for paying less. This pricing strategy has proven successful for rivals, the authors claim, citing Discovery+, which disclosed “that it's ad-lite tier generates more revenue each month than its ad-free tier.”
Price hikes turn off subscribers
The report said that 41% of survey respondents said they are “more likely to churn in 2022” because of Netflix’s recent decision to raise its monthly subscription prices. Netflix announced the price hikes of $1 to $2 more per month in January.