来源：Gangtise投研
奈飞公司(NFLX.US) 2024年第三季度业绩电话会：公司在2025年的业务发展规划中预计实现430亿至440亿美元的营收，预期增长11%至13%，主要增长动力来自会员增长和ARM（平均每用户收入）的提升。公司将继续加大在原创内容的投入，特别是备受期待的新一季热门剧集如《星期三》、《鱿鱼游戏》和《怪奇物语》，同时，广告业务虽然目前不是主要增长驱动因素，但预计将在未来几年成为重要的收入贡献者，预计2025年广告收入将同比增长约一倍。此外，Netflix的全球会员基础为公司提供了巨大的增长潜力，公司将继续通过提高节目和服务质量来吸引更多的全球观众。
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