Netflix 面临内容问题；对其能否重拾过往表现或通过直播活动留住用户持怀疑态度。
逐段跳播
另一个节目中的热门标的，就是Netflix。而Netflix最近确实采取了一些动作。目前股价大约在77美元左右。
another show favorite, and it's Netflix. And Netflix has actually made some moves here recently. Currently sitting at just about 77 bucks here.
这里有个挺有意思的反讽，我想，是这个故事里的反讽。Netflix内容主管对YouTube的威胁不以为然，他说：“年轻人只看短内容，这种说法并不成立。”
Here's an interesting irony, I guess, to the story. Netflix content chief shrugs off YouTube threat, saying, quote, "Young people only watch short things isn't true."
我现在有点怀疑，这里的内容主管是不是可能没有足够重视这一点。Netflix，股票代码NLX，随着风险偏好改善，其股价周四盘前上涨约半个百分点。
Part of me wonders now if the uh content chief here is maybe not paying enough attention to this. Netflix, ticker NLX, their stock is trading about a half a percent higher Thursday in the pre-market as risk appetite improves.
所幸，Netflix正随大盘一同走高，而大盘这里又上涨了约一个百分点，也就是纳斯达克期货。总之，在周四开盘前，Netflix正随大盘一同走高。
Thankfully, Netflix is moving with the broader market, which again is up about a percent here, the the NASDAQ futures. Anyway, Netflix is moving with the broader market ahead of Thursday's open.
但与此同时，首席内容官Bella Bajaria阐述了直播活动、全球节目、广告以及高端电影和电视如何支撑这家流媒体巨头的增长。
But meanwhile, chief content officer Bella Bajaria outlined how live events, global programming, advertising, and premium film and television could support the streaming giant's growth.
Bajaria周四对CNBC表示，Netflix对体育和直播节目采取机会主义的做法，而不是去追逐每一个可获得的版权包。公司瞄准的是那些能够产生文化相关性、话题度和必看性观看的活动。
这当然包括NFL比赛。没错，他们就是这么把我吸引过去的。拳击、演唱会以及其他直播节目。
Aaria told CNBC on Thursday that Netflix takes an opportunistic approach to sports and live programming rather than pursuing every available rights package. The company is targeting events that can generate cultural re relevance, conversation, and appointment viewing.
That of course includes NFL games. Yep, that's how they got me. Boxing, concerts, and other live programming.
但Bajaria说：“直播活动可以吸引新订阅用户和不同的受众。”这是真的。Netflix随后可以利用其更广泛的电影和电视内容库来留住这些观众。
But Jaria said, "Live events can attract new subscribers and different audiences." That's true. Netflix can then use its broader film and television library to retain those viewers.
至少在我这里，这并不成立。我们在这里已经反复讨论过，Netflix存在内容问题。虽然这看起来确实是一个试图增加订阅用户的好举措，但真正留住这些订阅用户的底层逻辑，我不确定那会有多好。
我应该说，我不确定那会有多有效。他们仍然存在内容问题。内容够好吗？这得由你们来告诉我。我知道我们已经讨论过很多次了。但那是基于观点的，可能相当因人而异。
That, at least in my case, is not true. We've discussed adnauseium here, how Netflix has a content problem. And while this does seem to be a good move to try and increase the subscribers, really this underlying concept of keeping those subscribers, I'm not sure that that's going to be all that great.
I'm not sure it's going to be all that effective, I should say. Um, they still have a content problem. Is the content good enough? You folks will have to let me know. I know we've talked about that a lot.
Um, but that's opinion based and can be quite varying.
她说：“你可能是为了这个你听说过的大型活动而来，或者你是那项运动的忠实粉丝。”Bajaria曾这么说，她还补充说，观众可能会留下来，因为Netflix持续投资于其他节目。
She says, quote, "You may come for this one big event that you've heard of or you're a big fan of that sport." End quote. Jaria had said that and she added that viewers may stay because Netflix continues to invest in other programming.
广告也支撑着直播战略。体育和其他重大活动可以让广告主接触到庞大的全球受众。不过，Bajaria表示，在评估其约200亿美元内容预算内的机会时，Netflix将保持自律。
Advertising also supports the live strategy. Sports and other major events can give advertisers access to large global audiences. However, Baria said Netflix will remain disciplined when evaluating opportunities within its roughly $20 billion content budget.
Bajaria表示，Netflix应继续投资于有吸引力的节目，同时保持财务纪律。她对公司的全球内容片单表达了信心，并表示Netflix应“继续坚持我们的战略、投资并保持自律”。
Vajaria said Netflix should continue investing in compelling programming while maintaining financial discipline. She expressed confidence in the company's global slate and said Netflix should quote continue to stay the course at our strategy and the investment and being disciplined.
与此同时，随着其业务和观看习惯的演变，Netflix仍然愿意改变方向。但Bajaria指出，广告和直播节目就是这种灵活性的例子。
At the same time Netflix remains willing to change direction as its business and viewing habits evolve. But Jaria pointed to advertising and live programming as examples of that flexibility.
“我认为，说‘哦，年轻人只看短内容’这种说法太笼统或太轻率了。那不是真的。”她说，并主张当Netflix制作出他们想看的精彩节目时，年轻观众仍然会出现。
Quote, I think that's too handwavy or dismissive to say, oh, young people only watch short things. That's not true. End quote. She said that arguing that young viewers still show up when Netflix makes compelling shows they want to watch.
这就是我注意到的另一件事，而且这不只是年轻人。这适用于我大致谈论过或交谈过的所有年龄段人群。当他们真的喜欢某样东西时，说到底还是内容，当有人们喜欢的好内容时，追剧在人群中仍然是一件存在的事。
而且连续一口气看完八小时一集的剧集、不出门去接触草地，这可一点都不短。
And that's the other thing here that I've noticed, and this isn't just with young people. This is with all age demographics that I talk about for the most part or that I talk to.
When there's something that they really like, again, coming down to content, when there's good content that people like, binge watching is like still a thing amongst people. And there is nothing short about watching eight hourong episodes in a row back to back without going outside and touching grass.
她说，优秀的电视剧和电影仍然可以吸引年轻观众，并提到了《星期三》和《怪奇物语》。Netflix还提供竖屏视频、播客、动画和其他形式。不过，Bajaria表示，公司不应只是追逐每一种新兴形式。
She said strong television shows and movies can still attract younger viewers, citing Wednesday and Stranger Things. Netflix also offers vertical video, podcasts, animation, and other formats.
However, Bajari has said the company should not simply chase every emerging format.
Netflix也仍然愿意承载或整合其他媒体公司的节目。公司已经在法国与TF1合作，并与其他媒体公司有授权关系。但表示未来的安排将取决于交易的经济性和合作伙伴的战略。她补充说，Netflix仍然愿意接受能够帮助业务“继续增长和演变”的合作。
Netflix also remains open to hosting or integrating programming from other media companies. The company already partners with TF1 in France and has licensing relationships with other media companies.
But said future arrangements will depend on deal economics and partner strategies. She added that Netflix remains open to partnerships that can help businesses quote continue to grow and evolve.
现在，你们得让我知道你们对Netflix的看法。我明白它有多普及。我明白这只股票过去的表现。我现在最大的顾虑是，这只股票真的能回到它曾经辉煌的样子吗？我不确定情况是否如此，尤其是在分拆之后。我很想听听群里各位的意见。
Now, um you guys are going to have to let me know what you think on Netflix. I I understand um I understand how pervasive it is. I understand what the stock has done in the past.
My big hangup right now is can the stock actually return to its once great self? I I don't know that that's the case, especially after the split. I'd love to get an opinion here from the group
Jay说：“要是能有一个订阅就能看所有直播体育，那就好了。”你知道吗？这一点我觉得这篇文章里没谈到，但这绝对是个关键点。而且，那种得去找哪个流媒体服务的感觉已经够烦人了，但当你开始把做这一切要花多少钱加起来时，就会想，天哪，这还值得吗？
Um Jay says, "It'd be nice to have one subscription to watch any live sports." And you know what? This I think not talked about in this article, but this is absolutely like a key thing.
And you um it's it's like the whole like having to find which streaming service that's annoying enough, but when you start tallying up how much it costs to do all of this, it's like, man, is it even worth it anymore?
而现在Netflix被拿来和它的一些同行比较，比如，我要不要砍掉这个？Netflix只有这么多我关心的直播活动。也许我换别的。这真是，我同意你，Jay。我觉得坦白说，这是个 overarching 的问题。
And now you're having Netflix compared against some of its peers, like, do I cut this? Netflix only has x amount of live events that I care about. Maybe I go with something else.
It just I'm with you, Jay. I think that's like an overarching problem to be quite to be quite honest with you.
这个频道对 $NFLX 的历次判断
Benzinga 在这只股票上共 3 条判断，这里只列相邻的几条。