根據本周剛出爐的Netflix第三季度最新財報，Netflix的訂閱用戶已經超過了6900萬戶，並將在今年年底超過7400萬戶。在日本以及西班牙、義大利、葡萄牙的成功發行案例，使得Netflix在年底時還將有一些全球化的成果展現。一些統計的結果可以見如下表格。
Netflix全球訂閱用戶正在以穩定的速度繼續增長，相比上個季度，訂閱用戶上升至6917萬戶，相比於上個季度上升362萬用戶，而環比同期，這個增長數字在2014年僅為302萬。營業收入達到7400萬美金，相比於去年同期1.1億美金以及對於今年第三季度8100萬美金的內部預測，略有下降。隨著國際網絡的增加，Netflix需要更為精準的財報預測，而第三季度預測結果與實際情況其實差距並不大，在用戶增長上僅僅差了2%（362萬相比355萬），而在收入上也僅僅差了10%以內。（7400萬相比8100萬）
隨著Netflix全球化成長，北美本土部分的預測相對要偏高而國際部分則比預計要低。
在美國本土新的訂閱用戶增加了88萬戶，相比於去年同期的98萬戶略有下降，對於原本Q3季度115萬戶的預測與目標也略不到。對於之所以會比預測要低的結論是由於一部分信用卡與借記卡的過渡造成的，經過2015年的前九個月，Netflix成功超越了去年的成績，並且預期在2015年第四季度完成一個完美的答卷。如果一切都如預期，那麼Netflix將獲得連續4年在美國本土擴大受眾600萬的成績。隨著播放許可內容的增加，在第一季度的用戶會有顯著的增加，而之後一些季度逐漸減少。於是在第三季度產生了比第一季度更少的收入，預計在第四節度，我們將預計比第三季度多出165萬的用戶，同時達到34%的毛利率，相比去年同期的28%高出6%。同時在2020年，北美部分市場的毛利率Netflix要指向40%。
國際用戶相比去年同期增長204萬用戶，第三季度上漲了274萬用戶，而預測數據則是240萬用戶。八月份，Netflix在歐洲推出了HD雙屏計劃每月價格的上漲，但到目前為止似乎還沒有負面影響出現。在推動了西班牙、義大利以及葡萄牙市場之後，國際市場中的虧損將有顯著的改善，目前Netflix已經宣布了其2016年初將業務擴展到韓國、臺灣以及新加坡。2016年，Netflix將計劃打破傳輸成本並形成盈利點。
上周，Netflix在包括美國的多個地方提高了價格，用於支撐其收購以及內容購買力。目前Netflix北美的價格是SD標清單屏每月收費7.99美元，高清雙屏每月收費9.99美元（提價1美元），UHD四屏11.99美元。已經支付了8.99美元高清的用戶依然可以在一年的時間內繼續享用這個價格。
英文原文：
We havegrown to over 69 million members around the world and expect to end this yearwith over74 million members. With a successful launch in Japan, andour launches next week in Spain, Italy andPortugal,we remain on track to becomeglobal by the end of 2016. Our summaryresults and forecastfor Q4 are below.
Global membership grew 3.62 million to69.17 million members compared to prior year growth of
3.02 million, and a forecast of 3.55million. Operating income was $74 million, compared to prior yearof $110million and a forecast of $81 million. Seven quarters ago we moved to providingyou our internal forecast for the quarter ahead. We strive for accuracy in thisprojection and, when it comes to global net additions, Q3 was our most accurateto date: we were within 2% (3.62 vs. 3.55) and within 10% on operating income($74m vs. $81m).
While global growth was as we expected, ourforecast was high for the US and low for international.
We added 0.88 million new US members in thequarter compared to 0.98 million prior year and a
forecast of 1.15 million. Our over-forecastin the US for Q3 was due to slightly higher-than-expected involuntary churn(inability to collect), which we believe was driven in part by the ongoingtransition to chip-based credit and debit cards. In terms of US net additions,through the first nine months of 2015, we are slightly ahead of prior year, andwe expect to finish 2015 at about 2014 levels. This would mark the 4thconsecutive year we』ve added about 6 million members in the US.Our US contributionmargin in Q3 expanded 375 basis points year over year to 32.4%. This was inclusiveof an acceleration in the amortization of some of our licensed content, similarto how we already treat originals and reflecting more viewing in the firstmonth. The effect of this change was a $13 million decrease in US streamingcontribution profit in Q3. For Q4, we anticipate 1.65 million US net adds andUS contribution margin of 34.0% vs. 28.0% in the year ago quarter. We continueto target a 40% US contribution margin by 2020.
International net add growth totaled 2.74million compared to 2.04 million in the prior year and a 2.40 million forecast.Excluding the impact of foreign currency ($96 million on a year over yearbasis),international ASP improved 6% vs. Q3 『14, helped by plan mix. In August, we raised our
high-definition 2-screen monthly price planin Europe by one Euro without negatively impacting
growth.As we have indicated previously,international contribution losses will grow sequentially in Q4 as we launchSpain, Italy and Portugal. We have announced our expansion to South Korea, HongKong, Taiwan and Singapore in early 2016. Our plan remains to run aroundbreak-even through 2016 and to deliver material profits thereafter.
Last week we increased prices in severalcountries including the US, to improve our ability to acquire and offer highquality content, which is the number one member request. Our US pricing is now$7.99 for our standard-definition 1-screen-at-a-time plan (unchanged), $9.99for our high-definition 2-screen plan (up $1), and $11.99 forultra-high-definition 4-screen plan (unchanged). Members who were paying $8.99for the high-definition plan are grandfathered at that price for one year.
文/AsiaOTT
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