{"id":6716,"date":"2021-01-21T00:00:00","date_gmt":"2021-01-20T23:00:00","guid":{"rendered":"https:\/\/instrid.sk\/uncategorized\/netflix-stoji-pred-hranicou-200-milionov-predplatitelov\/"},"modified":"2021-01-21T00:00:00","modified_gmt":"2021-01-20T23:00:00","slug":"netflix-stoji-pred-hranicou-200-milionov-predplatitelov","status":"publish","type":"post","link":"https:\/\/instrid.sk\/en\/archiv\/netflix-stoji-pred-hranicou-200-milionov-predplatitelov\/","title":{"rendered":"Fenom\u00e9n NETFLIX: 200 mili\u00f3nov predplatite\u013eov, 16-miliardov\u00fd dlh a 25 mili\u00e1rd pr\u00edjmov za rok"},"content":{"rendered":"<p><em>Ak sa niekedy sprav\u00ed remake filmu N\u00e1vrat do b\u00fad\u00facnosti (Back to the Future), Marty McFly sa vr\u00e1ti v \u010dase, aby k\u00fapil akcie spolo\u010dnosti Netflix, namiesto toho, aby sa sna\u017eil vyu\u017ei\u0165 almanach \u0161portov\u00fdch v\u00fdsledkov.<\/em><\/p>\n<p>Netflixu sa toti\u017e minul\u00fd rok darilo mimoriadne dobre, azda aj preto, \u017ee cel\u00fd vyspel\u00fd svet zostal doma. Netflix \u013eu\u010fom pon\u00fakol mesa\u010dn\u00e9 predplatn\u00e9 zadarmo bez viazanosti a podarilo sa mu tak dosiahnu\u0165 ich udr\u017eanie. U n\u00e1s stoj\u00ed \u0161tandardn\u00e9 mesa\u010dn\u00e9 predplatn\u00e9 menej ako desa\u0165 eur, \u010do znamen\u00e1, \u017ee streamovacia slu\u017eba sa oplat\u00ed viac ako plati\u0165 satelit \u010di k\u00e1blovku.<\/p>\n<p>V priebehu posledn\u00e9ho \u0161tvr\u0165roka 2020 sa streamovanej platforme podarilo z\u00edska\u0165 8,5 mili\u00f3na nov\u00fdch z\u00e1kazn\u00edkov a jej pl\u00e1ny na za\u010diatok tohto roka s\u00fa podobne smel\u00e9.<\/p>\n<p>Netflix pl\u00e1nuje v prvom \u0161tvr\u0165roku 2021 z\u00edska\u0165 a\u017e 6 mili\u00f3nov nov\u00fdch predplatite\u013eov (<em>zdroj: Observer<\/em>).<\/p>\n<p>Spolo\u010dnos\u0165 tie\u017e ozn\u00e1mila, \u017ee u\u017e nebude musie\u0165 z\u00edskava\u0165 extern\u00fd kapit\u00e1l (tj. po\u017ei\u010diava\u0165 si obrovsk\u00e9 sumy pe\u0148az\u00ed zvonka) na financovanie svojho rastu, \u010do je dobr\u00e1 spr\u00e1va s oh\u013eadom na aktu\u00e1lne priam neuverite\u013en\u00fd dlh Netflixu vo v\u00fd\u0161ke <strong>16 mili\u00e1rd americk\u00fdch dol\u00e1rov<\/strong> (<em>zdroj: Times<\/em>). Ten spolo\u010dnos\u0165 nadobudla v priebehu dek\u00e1dy, ale nemo\u017eno tvrdi\u0165, \u017ee by bol alarmuj\u00faci aj pre investorov.<\/p>\n<p>Cena akci\u00ed streamovacieho giganta <strong>vzr\u00e1stla v roku 2020 o 62%<\/strong> a celkovo r\u00e1stla priemern\u00fdm ro\u010dn\u00fdm tempom 37,5%. Utorkov\u00e1 spr\u00e1va o pr\u00edjmoch za Q4 zav\u0155\u0161ila neuverite\u013en\u00fd rok, ke\u010f streamer pridal rekordn\u00fdch 37 mili\u00f3nov nov\u00fdch predplatite\u013eov alebo takmer ve\u013ekos\u0165 celej z\u00e1kazn\u00edckej z\u00e1kladne Hulu (38,8 mili\u00f3na).<\/p>\n<p><strong>Netflix vyk\u00e1zal za rok 2020 pr\u00edjem 25 mili\u00e1rd americk\u00fdch dol\u00e1rov<\/strong>.<\/p>\n V\u00fdvoj ceny akci\u00ed spolo\u010dnosti NETFLIX za uplynul\u00fdch 5 rokov. Dnes dosahuje historick\u00e9 maxim\u00e1: tesne pred 600 USD. <em>Zdroj: Google Finance.<\/em>\n<p>&nbsp;<\/p>\n<p>Okrem toho sa Netflix \u010doskoro stane prvou streamovacou slu\u017ebou, ktor\u00e1 prekon\u00e1 200 mili\u00f3nov glob\u00e1lne platiacich z\u00e1kazn\u00edkov.<\/p>\n<p>Dlhodob\u00ed investori e\u0161te doned\u00e1vna neverili, \u017ee Netflix dok\u00e1\u017ee dosahova\u0165 zisk bez toho, aby zvy\u0161oval svoj dlh. Ak Netflix dok\u00e1\u017ee udr\u017ea\u0165 pozitivitu vo\u013en\u00e9ho toku hotovosti vpred, zrazu sa stane \u017eivotaschopn\u00fdm obchodn\u00fdm modelom, ktor\u00fd prin\u00e1\u0161a pekn\u00fa n\u00e1vratnos\u0165 invest\u00edci\u00ed. Ale dosta\u0165 sa do tohto bodu uprostred ro\u010dn\u00fdch v\u00fddavkov na obsah viac ako 17 mili\u00e1rd dol\u00e1rov nie je \u017eiadna mali\u010dkos\u0165. Avizovan\u00fd odklon od z\u00edskavania extern\u00e9ho kapit\u00e1lu m\u00e1 by\u0165 pozit\u00edvnou spr\u00e1vou pre investorov, ktor\u00ed slu\u017ebe d\u00f4verovali, ale aj pre t\u00fdch, ktor\u00ed k nej boli skeptick\u00ed.<\/p>\n<p>Pod\u013ea ANTENNA Data sa Netflix m\u00f4\u017ee pochv\u00e1li\u0165 najni\u017e\u0161ou mierou odchodovosti nov\u00fdch z\u00e1kazn\u00edkov zo v\u0161etk\u00fdch hlavn\u00fdch streamovac\u00edch platforiem. In\u00fdmi slovami, z\u00edskal bezprecedentn\u00fa \u00farove\u0148 lojality z\u00e1kazn\u00edkov, ktor\u00e1 z neho vy\u00fastila v \u00fa\u017easn\u00fa mieru udr\u017eania nov\u00fdch z\u00e1kazn\u00edkov.<\/p>\n<p>Zatia\u013e \u010do medi\u00e1n schopnosti udr\u017ea\u0165 si z\u00e1kazn\u00edkov po\u010das 12 mesiacov pre tento typ slu\u017eby predstavuje 45 percent, Netflix si udr\u017eiava a\u017e 68 percent.<\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">Netflix&#39; Retention remains best-in-class: the service boasts the lowest Churn Rate and highest 12mo Survival of its Premium SVOD peers <a href=\"https:\/\/t.co\/fDQbxu47h9\" rel=\"nofollow\">pic.twitter.com\/fDQbxu47h9<\/a><\/p>\n<p>&mdash; Antenna (@AntennaData) <a href=\"https:\/\/twitter.com\/AntennaData\/status\/1351718055299182598?ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">January 20, 2021<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>Bezprecedentn\u00fd \u00faspech Netflixu v roku 2020, ktor\u00fd bol do ve\u013ekej miery sp\u00f4soben\u00fd pand\u00e9miou koronav\u00edrusu a ochorenia COVID-19, ur\u00fdchlil \u010dasov\u00fa os spolo\u010dnosti prechodu z f\u00e1zy rastu do f\u00e1zy zisku. Spolo\u010dnos\u0165 tak koncom minul\u00e9ho roka zaviedla \u010fal\u0161ie zv\u00fd\u0161enie cien sk\u00f4r, ako sa o\u010dak\u00e1valo.<\/p>\n<p>Aj preto bol Netflix spokojn\u00fd, hoci v septembri registroval vlnu zru\u0161en\u00ed odberov, ako poukazuje hore prilo\u017een\u00fd graf vpravo od Antenna Data, a z\u00e1rove\u0148 zru\u0161enia niektor\u00fdch v\u00fdznamn\u00fdch programov.<\/p>\n<p>M\u00f4\u017ee si v\u0161ak streamer skuto\u010dne dovoli\u0165 zn\u00ed\u017ei\u0165 v\u00fddavky na obsah uprostred rast\u00facej konkurencie spolo\u010dnost\u00ed Disney + a HBO Max a z\u00e1rove\u0148 si zachova\u0165 v\u00e4\u010d\u0161inu svojej z\u00e1kazn\u00edckej z\u00e1kladne?<\/p>\n<p>&quot;<em>Mysl\u00edm si, \u017ee trend streamovania pre z\u00e1bavu je u\u017e nieko\u013eko rokov tak\u00fd siln\u00fd, \u017ee existuje st\u00fapaj\u00faci pr\u00edliv, ktor\u00fd d\u00e1va Netflixu priestor na rast, aj ke\u010f ostatn\u00ed vstupuj\u00fa do streamovania vo ve\u013ekom \u0161t\u00fdle<\/em>,\u201c hovor\u00ed <strong>Steven Birenberg<\/strong>, zakladate\u013e spolo\u010dnosti Northlake Capital Management, pre magaz\u00edn Observer, ktor\u00fd sa tejto t\u00e9me venoval p\u00f4vodne.<\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>Rok 2020 bol pre streamovaciu platformu Netflix pozoruhodn\u00fd &#8211; po rokoch pre\u0161iel z f\u00e1zy rastu do f\u00e1zy zisku.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[],"class_list":["post-6716","post","type-post","status-publish","format-standard","hentry","category-archiv","two-columns"],"_links":{"self":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts\/6716","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/comments?post=6716"}],"version-history":[{"count":0,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts\/6716\/revisions"}],"wp:attachment":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/media?parent=6716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/categories?post=6716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/tags?post=6716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}