Invest Shift 株式投資ブログ




・発表日 2019/4/16 アフターマーケット
・売上 $4.52B +22.2% コンセンサス予想より+$20M
GAAP EPS $0.76 +18.7% コンセンサス予想より+$0.19
GAAP net income $344M
・純増契約者数(paid)US +1.74M International +7.86M(コンセンサス予想US +1.38M International +6.52M)
・2019Q2純増契約者数(paid)予想 US +0.30M International +4.70M(コンセンサス予想 +5.4M)
・2019Q2予想売上 $4.92B
・2019Q2予想GAAP EPS $0.55
・Operating margin 10.2%(2018Q1 12.1%)
・決算発表後の株価 アフターマーケットで-0.85%
・2019FYコンセンサス予想PER 359.46/3.98=90.31
・2020FYコンセンサス予想PER 359.46/6.51=55.21

Netflix bid down over Q2 subscriber outlook - Netflix, Inc. (NASDAQ:NFLX) | Seeking Alpha


We believe there is vast demand for watching great TV and movies and Netflix only satisfies a small portion of that demand. Last quarter, we talked about how our streaming hours in the US (our most mature market) on TV still only represents roughly 10% of total TV usage. We are much smaller and have even more room to grow in other countries and on other devices like mobile. For instance, Sandvine estimates our share of global downstream mobile internet traffic is about 2%.


US Streaming 売上 $2.07B +13.9% 利益 $713M +12.6%

Contribution margin 34.4%(2018Q1 34.8%) 

US Streaming 契約者数(paid)60.23M +9.3%

International Streaming 売上 $2.36B +32.8% 利益は$274M +57.4%

Contribution margin 11.6%(2018Q1 9.8%) 

International Streaming 契約者数(paid)は88.63M +38.8%




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