奈飞2024年第三季度营收同比增长15%至98.25亿美元,净利润同比增长41%至23.64亿美元,每股收益5.4美元均超过华尔街预期。新增全球付费用户507万人,高于预期452万人。截至季度末,奈飞全球付费用户总数达2.827亿。
值得注意的是,奈飞广告业务增长强劲,第三季度广告层订阅用户数环比增长35%,占有广告服务国家新增用户的50%以上,成为重要增长动力。尽管奈飞预计广告收入要到2026年才能成为主要增长动力,但未来几年广告业务依然将是重要引擎。
受强劲业绩推动,奈飞股价大涨11.09%至763.89美元,创历史新高。分析师纷纷上调其目标价,如高盛将目标价从705美元上调至750美元,美银将目标价从740美元上调至800美元。对于未来,奈飞对2024年全年营收指引上调至增长15%的高端,并预计2025年营收将增长11%-13%,达430亿至440亿美元。
市场人士对奈飞能否在付费订阅放缓的情况下完全实现业绩高预期持谨慎态度。
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