洛杉矶，10月20日：Netflix周二发布的第四季度利润预期低于市场预期，此前几天，这家流媒体先驱刚刚裁减了6%的员工，并更换了两位顶级节目主管。
LOS ANGELES, Oct 20 : Netflix issued a weaker-than-expected forecast for fourth-quarter profit on Tuesday, days after the streaming pioneer laid off 6 per cent of its workforce and replaced two of its top programming executives.
第三季度营收增长11.8%至134.4亿美元，符合华尔街预期，但增速为近三年来最低。公司预计第四季度净利润为27.9亿美元，每股收益（EPS）为67美分，低于分析师平均预期的30.7亿美元和73美分。
Third-quarter revenue rose 11.8 per cent to $13.44 billion, in line with Wall Street forecasts, but the lowest rate of increase in nearly three years. The company forecast fourth-quarter net income of $2.79 billion and EPS of 67 cents, below the average analyst forecast of $3.07 billion and 73 cents.
Netflix将2026年广告收入预期下调至约27亿美元，低于此前约30亿美元的预期。高管们在致股东的季度信中表示，部分广告产品功能的推出速度略慢于预期。
Netflix reduced its advertising forecast for 2026 to roughly $2.7 billion, down from about $3 billion. Some ad product capabilities rolled out slightly slower than expected, executives said in their quarterly letter to shareholders.
二十年前，这家公司凭借流媒体播放电视剧和电影震动好莱坞，如今却面临YouTube和TikTok观看量激增的竞争。Netflix已投资电子游戏、播客和现场活动，以吸引新观众并增加会员在平台上花费的时间。
The company that shook up Hollywood when it started streaming TV shows and movies two decades ago is now competing with a surge in viewership on YouTube and TikTok. Netflix has invested in video games, podcasts and live events to draw new viewers and increase the time members spend on the platform.
华尔街分析师质疑该公司将如何重启增长。在财报发布前一年，Netflix股价已下跌逾40%。
Wall Street analysts have questioned how the company will kick-start growth. Netflix shares had fallen more than 40 per cent in a year before the earnings report.
展望未来，Netflix表示将继续通过授权更多第三方内容来扩充片库。除此之外，公司将专注于流媒体电视、电影和现场活动的核心服务，并投资原创节目，以“引发话题、吸引更多会员，使我们成为‘必备’服务”，高管们在信中写道。
Looking ahead, Netflix said it would continue to expand its offerings through licensing more third-party content. Beyond that, it will focus on the core service of streaming TV, film and live events and invest in original shows that "spark conversation, bring in more members and make us a 'must-have' service," executives said in the letter.
第三季度每股收益为87美分，高于伦敦证券交易所集团（LSEG）调查的分析师平均预期82美分。本季度新增节目包括《怪物：莉齐·波顿的故事》（Monster: The Lizzie Borden Story）、《绅士们》（The Gentlemen）第二季、《外滩探秘》（Outer Banks）最终季以及《小屋》（Little House on the Prairie）重启版。上周，奈飞裁员1000人，约占员工总数的6%。公司更换了首席创意官贝拉·巴贾里亚（Bela Bajaria），并表示影业主管丹·林（Dan Lin）将离职，显示出其正在重置节目策略。
For the third quarter, earnings per share came in at 87 cents, ahead of the 82 cents average forecast of analysts surveyed by LSEG. New programming during the quarter included "Monster: The Lizzie Borden Story," the second season of "The Gentlemen," the final installment of "Outer Banks" and a reboot of "Little House on the Prairie." Last week, Netflix laid off 1,000 people, or about 6 per cent of its employees. The company replaced Chief Creative Officer Bela Bajaria and said film chief Dan Lin was departing, signs that it is resetting its programming strategy.
今年早些时候，奈飞在竞购华纳兄弟探索（Warner Bros Discovery）及其丰富的角色库中失利，该资产最终售予由大卫·埃里森（David Ellison）领导的天空之舞（Skydance）。
Earlier this year, Netflix lost a bidding war for Warner Bros Discovery and its rich library of characters, which was sold to David Ellison-led Skydance.