智通财经APP获悉，周三，奈飞(NFLX.US)跌逾9%，报1123.68美元。消息面上，奈飞三季度业绩"爆 冷"，与巴西税务部门的税务纠纷带来意外的支出，公司盈利远不及预期，并且由此下调了全年的利润 率指引。 三季度营业利润率跌破30%至约28%，回落至今年内低位。净利润增速从二季度的将近46%放缓至不足 8%，EPS从二季度的47%以上增速放缓至不到9%，均较分析师预期低约15%，较奈飞的自身指引低至 少14%。 财报显示，奈飞三季度营收保持了两位数的增长，同比增速较二季度的近16%略为加快至逾17%，基本 符合预期。利润端增长较二季度大幅放缓。三季度净利润25.47亿美元，同比增长7.7%，分析师预期约 30亿美元，二季度同比增长近45.6%。 ...

奈飞美股跌近8%。消息面上，奈飞公布三季报，第三季度营收115.1亿美元，同比增17.2%；净利润 25.47亿美元。 ...

Core Viewpoint - Netflix (NFLX.O) shares fell 1.6% in pre-market trading following the release of its Q2 earnings report and Q3 guidance [1] Group 1 - The company reported its Q2 financial results, which influenced the stock's pre-market performance [1] - The guidance for Q3 was also provided, impacting investor sentiment and stock movement [1]

Group 1 - The core revenue for Netflix in Q2 reached $11.08 billion, exceeding the forecast of $11.06 billion [1] - Earnings per share for Q2 were $7.19, surpassing the expected $7.08 [1] - Free cash flow for Q2 was $2.27 billion, above the anticipated $2.17 billion [1] Group 2 - Netflix revised its full-year revenue forecast to $44.8 billion - $45.2 billion, up from the previous estimate of $43.5 billion - $44.5 billion [1] - The market forecast for full-year revenue was $44.56 billion [1] - The expected operating margin for Netflix is 29.5%, an increase from the prior estimate of 29% and slightly below the market expectation of 29.7% [1] Group 3 - Following the earnings report, Netflix's stock dropped over 2% in after-hours trading [1]

摩根大通发表研报，维持 奈飞"中性"评级，目标价为1220美元。报告指出，奈飞凭借强大内容库和广 告增长潜力保持长期优势，但短期股价已反映乐观预期，需关注下半年内容表现与货币化进展。 ...

Group 1 - Netflix plans to invest over €1 billion in Spain from 2025 to 2028 [1]