Netflix 公布 Q1 财报,密码共享限制延迟至7月前,最新变化汇总

将密码共享限制延迟至7月前/ Basic with Ads 订阅免费获得权益提升/DVD业务下架

书接上回,我们聊到了Netflix 即将推出限制密码共享政策,因为高层认为即使经历阵痛(退订朝),但 Netflix 有信心认为绝大多数的损失都能从额外付费的用户中赚回来。

Netflix 更新FAQ,首批反密码共享措施的细节汇总与浅析
Netflix 首批反密码共享措施的细节公布,本文汇总了几家外媒的报道,了解Netflix 究竟 如何判断哪些是非同住者? 外出旅行、在公司用 iPhone 看 Netflix 又会否被阻止?

时间来到2023年4月19日的凌晨3点,这是 Netflix 公布 2023 Q1 财报的时间

因为财报是凌晨发出的,起床时相关资讯已经如洪水般轰炸我的手机。

Netflix 第一季度增加 175 万订户,打击密码共享的行动推迟到7月之前

Netflix将其打击美国密码共享的计划推迟到7月之前。在周二发布的收益报告中,这家流媒体公司表示,它“将全球覆盖的时间从第一季度末推迟到了第二季度。”

In Q1, we launched paid sharing in four countries and are pleased with the results. We are planning on a broad rollout, including in the US, in Q2.

今年早些时候,Netflix 承诺在 2023 年第一季度末“更广泛地”打击密码共享。今年2月,Netflix 在加拿大、新西兰、葡萄牙和西班牙推出了新的反密码共享规则,但这些限制从未在美国推广。

Netflix 表示,到目前为止,它对在这四个国家实施付费共享的“结果感到满意”,在加拿大付费会员基础现在比推出付费共享之前更大,目前的增长速度比美国还快。

Netflix 今天还重申,目前有超过 1 亿个家庭共享密码,这“破坏了我们为付费用户投资和改善 Netflix 的能力,也破坏了我们的业务。”

Paid sharing is another important initiative as widespread account sharing (100M+ households) undermines our ability to invest in and improve Netflix for our paying members, as well as build our business.

Netflix 在 2023 年第一季度增加了 175 万用户,全球用户总数达到 2.325 亿。该公司从每月 6.99 美元的广告支持套餐赚到的钱比最便宜的无广告套餐的还多.

无需额外付费,广告支持套餐免费提升至 1080p 分辨率

Netflix 在其 2023 年第一季度致投资者的信表示,该公司正在将广告支持套餐的视频分辨率从 720p 提高到 1080p,并允许两个同屏串流。

加拿大和西班牙的用户将从今天开始获得这些权益,其他 12 个提供该订阅的地区将在本月的某个时候获得这些权益。

This month we’ll upgrade the feature set of our ads plan to include 1080p versus 720p video quality and two concurrent streams in all 12 ads markets – starting with Canada and Spain today. We believe these enhancements will make our offering even more attractive to a broader set of consumers and further strengthen engagement for existing and new subscribers to the ads plan.

Netflix 将取消运营了25年的DVD业务

以邮寄 DVD 起家的网飞公司(Netflix)正在逐步缩减其 DVD 业务。该公司周二宣布,它将于 9 月 29 日在  DVD.com 上发售最后一批光盘。

Netflix 在一篇博客文章中表示:“在经历了令人难以置信的 25 年运营之后,我们决定在今年晚些时候关闭 DVD.com。”“我们的目标一直是为会员提供最好的服务,但随着业务的不断萎缩,这将变得越来越困难。”

2012年3月,该公司收购了 DVD.com 域名,但在几个月前,该公司扭转了一项考虑不周的计划,将其 DVD 邮寄业务分拆为一个名为 Qwikster 的独立实体。

题外话:YouTube 不再认为将 720p 定义为 HD 分辨率

[Bug] 720p not HD?
by u/EdwardTheGamer in youtube

其他趣闻:

资料来源:

The Verge
Netflix is pushing back its plans to crack down on password sharing in the US until sometime before July. In an earnings report released on Tuesday, the streamer says it “shifted out the timing of the broad launch from late Q1 to Q2.” Earlier this year, Netflix committed to cracking down on passwor…
Netflix Adds 1.75 Million Subscribers in Q1, Its First Quarter Without Sub Guidance
Netflix added 1.75 million net new subscribers in Q1, compared with gaining a whopping 7.66 million for the final quarter of 2022, the period during which its lower-cost, ad-supported tier launched…
The Verge
Netflix is making its $6.99 per month ad-supported plan a much better value. The company is upping the video quality from 720p to 1080p and will let subscribers watch two streams at once, Netflix said in its Q1 2023 letter to investors. Subscribers in Canada and Spain will get the improved features…
The Verge
Netflix, which started as a company that shipped DVDs by mail, is winding down its DVD business. It will ship its final discs from DVD.com on September 29th, the company announced on Tuesday. “After an incredible 25 year run, we’ve decided to wind down DVD.com later this year,” Netflix said in a bl…
Netflix kills DVD-in-the-mail business, upgrades ad-supported plan from 720p
The newsiest part of this story may be that Netflix has continued to mail DVDs to customers as a subscription…
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