![]() ![]() A year earlier, in 2021, it was at the level of 4 million, but then the pandemic and low competition had an impact.Īs before, inflows will largely determine the content release schedule.Īfter a tight Q4 2022 release schedule, Q1 2023 traditional releases look scarce. In the first quarter of 2022 there was an outflow of 200 million, but there was an effect of the termination of the service in Russia.Īdjusted for this, the inflow was 500 million. ![]() For comparison, here’s data from similar quarters in previous years. Given the content release schedule, the forecast for subscribers looks optimistic. Free cash flow is projected at $890 million (11% margin). Operating income is $1.7 billion, implying a 21% margin. Net subscriber inflows are expected to be 3.5 million. What will happen to Netflix stock price history? For Q1 2023, the consensus forecast is for revenue of $8.1 billion, implying 3.4% YoY growth. Netflix stock price history: what does the consensus forecast expect from Q1 2023? is increasing, YouTube has taken and confidently holds the first position among the services, and since September has overtaken Netflix. Although the share of TV viewing hours in the U.S. also does not provide confidence in exceeding the consensus. The unexpected success of Wednesday (1.28 billion hours of viewing in the first 28 days after release), which became the service’s second most-watched series after season 4 of Very Strange Things, was partially offset by the complete failure of the The Witcher prequel (average audience rating on Rotten Tomatoes – 13%). ![]() On the other hand, the end-of-quarter content fell short of expectations. On the one hand, the content release schedule has been very busy, which should help exceed the consensus. Such a conservative forecast gives the company a chance to beat it, but it’s not that simple. ![]()
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