智通财经APP获悉，近日，奈飞(NFLX.US)召开了2025财年第四季度财报电话会。奈飞表示，展望2026 年，公司会专注于把核心业务做得更好，公司也在继续扩大 "云优先"的游戏策略规模。奈飞正在全力 推进收购 Warner Bros. Studios 和 HBO 的交易落地，公司认为这是战略上的加速器。同时，奈飞会在推 动并维持健康增长的前提下做这些事。公司预计 2026 年收入为 510 亿美元，同比增长 14%。 奈飞指出，公司内容上线节奏非常强。公司今年上半年一开始就会推出一些很强的作品，开年就会有不 错的爆款。2025 年内容排期更偏 "后半段"，2026 回归到季节性分布，因此会导致上半年内容摊销同比 增速更高；2026 年下半年仍会比上半年更重一些，尤其是 Q4——第四季度通常都是公司一年里最 "拥 挤" 的季度。但总体来说，今年的片单与排期会比 2025 年更平滑、更均衡。 奈飞续指，电视市场非常动态、竞争激烈，创作者、用户注意力、广告和订阅预算的争夺都在加剧。电 视消费的竞争边界正在模糊，不少服务同时把内容放在传统线性频道和流媒体上，越来越多平台进入客 厅电视。公司的交易会强化市场竞争，确 ...

Core Insights - The World Bank will provide a $250 million loan to support Morocco's "2030 Digital Strategy" aimed at enhancing digital infrastructure and services [1] Group 1: Funding and Investment - The funding will focus on two main areas: modernizing e-government services and enhancing digital industry competitiveness [1] - The loan will help improve system interoperability, promote a "cloud-first" approach, and expand broadband coverage in underdeveloped regions [1] Group 2: Strategic Goals - Morocco's national digital strategy, set to launch in September 2024, aims to address structural issues such as regional development imbalance and the mismatch between talent training and market demand [1] - The strategy is expected to create 240,000 direct jobs and contribute an additional $10 billion to the GDP by 2030 [1] Group 3: Current Economic Context - Currently, the digital economy accounts for only 4.5% of Morocco's GDP, indicating significant untapped potential [1]