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Netflix(NFLX)2020Q1決算 契約者数が大幅に増加


・発表日 2020/4/21 post-market
・売上 $5.77B +27.7% コンセンサス予想より+$20M
GAAP EPS $1.57 +106.5% コンセンサス予想より-$0.07
GAAP net income $709M
・純増契約者数(paid)Global +15.77M(コンセンサス予想 +8.2M)
・2020Q2純増契約者数(paid)予想 +7.5M(コンセンサス予想不明)
・2020Q2予想売上 $6.04B(コンセンサス予想不明)
・2020Q2予想GAAP EPS $1.81(コンセンサス予想不明)
・Operating margin 16.6%(2019Q1 10.2%)
・決算発表後の株価 post-marketで+0.18%
・2020FYコンセンサス予想PER 433.83/6.02=72.06
・2021FYコンセンサス予想PER 433.83/8.49=51.09


Yes. Well, the one thing that's maybe not widely understood is we work really far out relative to the industry because we launch our shows all episodes at once. And we're working far out all over the world. So our 2020 slate of series and films are largely shot and are in postproduction remotely in locations all over the world. So -- and we're actually pretty deep into our 2021 slate. So we're not -- we aren't anticipating any moving -- moving things around. And to give you some examples, The Crown, in its fourth season; our big fourth quarter animated release, Over the Moon. These are shot productions in our -- in the finishing stages right now to release later this year as planned. So we don't anticipate moving the schedule around much and certainly not in 2020.


「UCAN Streaming」

売上 $2.70B +19.7%

契約者数(paid)69.97M +5%

ARPU $13.09 +14%


売上 $1.72B +39.7%

契約者数(paid)58.73M +38%

ARPU $10.40 +2%(為替を除くと +4%


売上 $793M +25.8%

契約者数(paid)34.32M +24.5%

ARPU $8.05 +3%(為替を除くと +12%


売上 $484M +51.2%

契約者数(paid)19.84M +63.4%

ARPU $8.94 -5%(為替を除くと -3%


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