Streaming media giant Nafei, adjusted to subscribe to price map production cost, local users growth pressure

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Streaming media giant Nafei, adjusted to subscribe to price map production cost, local users growth pressure

2022-01-15 18:05:56 14 ℃

Fin Federation (Shanghai, editorial Shizhen), US local time Friday, streaming media giant Nafei announced the raising service price in the United States and Canada, according to the distribution of the package between 1-2 US dollars per month. Affected by price increase, Nafei stock price will pull up over 3% before the close, eventually rose 1.25%.

(Nafei Friday trend minutes line diagram, Source: tradingView)

Take the standard package that supports both devices to play as an example. The pricing of the United States is adjusted from $ 13.99 / month to $ 15.49; the price of the Canadian region is also raised from 14.99 to the Dollar No. 16.49. For new customers, they will immediately pay according to the adjusted price, and the old customers will pay according to the new rate at the next renewal.

For price increase news, Nafei spokesperson responded to media interviews that companies understand that consumers now have a lot of entertainment options, but also promise to provide a better experience for video members. This adjustment price has also enabled us to continue to provide a wide range of high-quality entertainment options. As always, the company also provides different prices to meet the needs of different budget customers.

Nafei has previously disclosed that the total investment of $ 17 billion in content production in Content production is expected. In 2022, this number will also come back to the next level, and the company plans to disclose the four quarters after the US local time on January 20th. With Apple, Disney, AT & T, Amazon and other series of "not bad money" giants into the streaming media track, the cost of the content is also high.

The only good news is that in the content of the king's stream, at least Nafei can also take the work that attracts more money. Evercore ISI said that Nafei has previously been priced prices, the user base continues to increase, meaning that users can accept higher pricing, in other words, Nai Fei has a pricing power.

After the price increase in this wheel, Nafei's pricing in the United States has exceeded most competing products. For reference with $ 15.49, the HBO MAX is priced at $ 11.99 / month, and Disney + has an additional discount.

For Nairi, the US and Canadian area of ​​the United States and Canada have taken the lead in the market in the United States and Canada, and the "big camp" is also facing the pressure of the number of slowdown. According to the company's financial report, the number of users subscribed to the US, the number of users in the United States and the United States in the third quarter of 2021 is 7.4.2 million, and the 73.93 million at the end of 2020 is different. At present, the company's new subscription users are the overseas market.

(The subscription boom brought by the epidemic has risen the growth pressure of the local market. Source: Company Finance News)

Nine months ago last year, the company achieved a net profit of $ 4.5 billion, plus Q4 year-round performance is not double the problem, but subsequent growth slowdown has also become a market consensus. In the new year, a wave of "killing valuation" in the beginning of the year, Nafei has fallen 12.74%.

For the upcoming financial report next week, the current data shows that analysts are expected to increase the 8.5 million subscription users, making the overall subscribers of 222 million people.