目前,Netflix遭遇了一些困難。
今年4月,該公司公布的第一季度業(yè)績不佳,再加上訂閱用戶流失20萬人的影響,導致其股價下跌了37%。
訂閱用戶和收入損失迫使Netflix選擇裁員,上周裁員150人。按照Netflix自己的解釋,痛苦遠沒有結(jié)束,公司預測下個季度將再損失200萬訂閱用戶。
Netflix的處境日益緊張。多年來,這家公司顛覆了傳統(tǒng)影視行業(yè),但它如今可能正在變成幾乎被其摧毀的模式。據(jù)媒體報道,Netflix正在考慮增加影院首映,并在流媒體商業(yè)模式中增加商業(yè)廣告。
據(jù)彭博社(Bloomberg)報道,Netflix正在考慮將其制作的電影在影院放映45天后,再投放到家庭流媒體平臺。Netflix今年可能嘗試在影院上映兩部大片:一部是《利刃出鞘2》(Knives Out 2),這部電影的前作在2019年上映,票房超過3億美元;另外一部是由導演亞歷桑德羅·岡薩雷斯·伊納里圖執(zhí)導的影片,目前尚未命名。
分析師稱,對Netflix來說,延長影片在影院的上映時間是合理的決定,因為公司要解決流媒體服務最大的問題之一:大片的曝光度。
電影行業(yè)分析公司Gower Street的創(chuàng)始人及首席執(zhí)行官迪米特里奧斯·米西尼科斯向《財富》雜志表示:“就電影而言,在影院上映是保證所有收入流的首選營銷途徑。在流媒體時代,電影院可以幫助內(nèi)容所有者,包括Netflix等流媒體平臺,展示其最精彩的內(nèi)容,并向核心受眾宣傳自己的平臺?!?/p>
對Netflix而言,電影院是讓更多的觀眾觀看其大片的必要媒介。
Comscore的行業(yè)分析師保羅·德加拉貝迪安告訴《財富》雜志:“沒有比電影院更好的炒作平臺。在流媒體生態(tài)系統(tǒng)無限的帶寬中,即使明星云集的大制作影片也會被淹沒在海量的內(nèi)容當中?!?/p>
Netflix并未立即答復《財富》雜志的置評請求。
Netflix對于在影院上映大片并不陌生,只是到目前為止在影院上映的時間都不會超過幾周。在影院上映持續(xù)45天,與其以往的做法形成了鮮明對比。Netflix的商業(yè)模式依靠即時提供專屬內(nèi)容,但其最近的困境和糟糕的財務狀況,可能正在迫使該公司重新評估這種模式的可行性。
自發(fā)布上一季度糟糕的業(yè)績以來,Netflix還表示可能在其服務中植入廣告,并將推出不同類型和不同支付層級的訂閱模式。據(jù)媒體披露,這家公司還計劃推出一個新內(nèi)容品牌,主打無腳本的直播節(jié)目和其特色節(jié)目單口喜劇脫口秀。
如果Netflix植入廣告和推出直播服務,它就將逐漸變得與已經(jīng)被其顛覆的傳統(tǒng)電視模式類似。而聚合Netflix與其他流媒體服務的新捆綁服務選擇,似乎正在讓該公司快速變成新一代的傳統(tǒng)有線電視。
Netflix是最早上市的大型流媒體服務平臺。自2007年上市以來,這家公司一直都被認為將徹底顛覆影視行業(yè),改變觀影體驗。而Netflix允許其影片在劇院上映更長時間,將逆轉(zhuǎn)這個趨勢,但這也可能是明智之舉,因為分析師認為經(jīng)過新冠疫情導致的長期蕭條之后,未來幾年,電影院將會迎來發(fā)展良機。
米西尼科斯說:“2019年,新冠疫情爆發(fā)之前的全球電影票房為423億美元,我們預計未來12至18個月,全球票房將恢復到這個水平?!?/p>
今年將有多部令人期待的大片上映,包括經(jīng)典影片《壯志凌云》(Top Gun)的續(xù)集、打破票房紀錄的《阿凡達》(Avatar)的續(xù)集等,以至于一些傳統(tǒng)好萊塢高管號稱大銀幕“即將回歸”。
Netflix等流媒體平臺延長電影在影院的上映時間,還能夠吸引更多導演或表演人才。馬丁·斯科塞斯、阿方索·卡隆和科恩兄弟等導演都曾經(jīng)同意為Netflix執(zhí)導電影,但條件是電影需要在影院首映。
德加拉貝迪安稱:“事實上,這或許是Netflix等公司的影院策略最重要的一部分,因為在影院上映的機會是吸引臺前幕后的人才同意參與影視制作最好的條件?!?/p>
他補充道:“毋庸置疑,大銀幕是無可替代的。”(財富中文網(wǎng))
譯者:劉進龍
審校:汪皓
目前,Netflix遭遇了一些困難。
今年4月,該公司公布的第一季度業(yè)績不佳,再加上訂閱用戶流失20萬人的影響,導致其股價下跌了37%。
訂閱用戶和收入損失迫使Netflix選擇裁員,上周裁員150人。按照Netflix自己的解釋,痛苦遠沒有結(jié)束,公司預測下個季度將再損失200萬訂閱用戶。
Netflix的處境日益緊張。多年來,這家公司顛覆了傳統(tǒng)影視行業(yè),但它如今可能正在變成幾乎被其摧毀的模式。據(jù)媒體報道,Netflix正在考慮增加影院首映,并在流媒體商業(yè)模式中增加商業(yè)廣告。
據(jù)彭博社(Bloomberg)報道,Netflix正在考慮將其制作的電影在影院放映45天后,再投放到家庭流媒體平臺。Netflix今年可能嘗試在影院上映兩部大片:一部是《利刃出鞘2》(Knives Out 2),這部電影的前作在2019年上映,票房超過3億美元;另外一部是由導演亞歷桑德羅·岡薩雷斯·伊納里圖執(zhí)導的影片,目前尚未命名。
分析師稱,對Netflix來說,延長影片在影院的上映時間是合理的決定,因為公司要解決流媒體服務最大的問題之一:大片的曝光度。
電影行業(yè)分析公司Gower Street的創(chuàng)始人及首席執(zhí)行官迪米特里奧斯·米西尼科斯向《財富》雜志表示:“就電影而言,在影院上映是保證所有收入流的首選營銷途徑。在流媒體時代,電影院可以幫助內(nèi)容所有者,包括Netflix等流媒體平臺,展示其最精彩的內(nèi)容,并向核心受眾宣傳自己的平臺。”
對Netflix而言,電影院是讓更多的觀眾觀看其大片的必要媒介。
Comscore的行業(yè)分析師保羅·德加拉貝迪安告訴《財富》雜志:“沒有比電影院更好的炒作平臺。在流媒體生態(tài)系統(tǒng)無限的帶寬中,即使明星云集的大制作影片也會被淹沒在海量的內(nèi)容當中?!?/p>
Netflix并未立即答復《財富》雜志的置評請求。
Netflix對于在影院上映大片并不陌生,只是到目前為止在影院上映的時間都不會超過幾周。在影院上映持續(xù)45天,與其以往的做法形成了鮮明對比。Netflix的商業(yè)模式依靠即時提供專屬內(nèi)容,但其最近的困境和糟糕的財務狀況,可能正在迫使該公司重新評估這種模式的可行性。
自發(fā)布上一季度糟糕的業(yè)績以來,Netflix還表示可能在其服務中植入廣告,并將推出不同類型和不同支付層級的訂閱模式。據(jù)媒體披露,這家公司還計劃推出一個新內(nèi)容品牌,主打無腳本的直播節(jié)目和其特色節(jié)目單口喜劇脫口秀。
如果Netflix植入廣告和推出直播服務,它就將逐漸變得與已經(jīng)被其顛覆的傳統(tǒng)電視模式類似。而聚合Netflix與其他流媒體服務的新捆綁服務選擇,似乎正在讓該公司快速變成新一代的傳統(tǒng)有線電視。
Netflix是最早上市的大型流媒體服務平臺。自2007年上市以來,這家公司一直都被認為將徹底顛覆影視行業(yè),改變觀影體驗。而Netflix允許其影片在劇院上映更長時間,將逆轉(zhuǎn)這個趨勢,但這也可能是明智之舉,因為分析師認為經(jīng)過新冠疫情導致的長期蕭條之后,未來幾年,電影院將會迎來發(fā)展良機。
米西尼科斯說:“2019年,新冠疫情爆發(fā)之前的全球電影票房為423億美元,我們預計未來12至18個月,全球票房將恢復到這個水平?!?/p>
今年將有多部令人期待的大片上映,包括經(jīng)典影片《壯志凌云》(Top Gun)的續(xù)集、打破票房紀錄的《阿凡達》(Avatar)的續(xù)集等,以至于一些傳統(tǒng)好萊塢高管號稱大銀幕“即將回歸”。
Netflix等流媒體平臺延長電影在影院的上映時間,還能夠吸引更多導演或表演人才。馬丁·斯科塞斯、阿方索·卡隆和科恩兄弟等導演都曾經(jīng)同意為Netflix執(zhí)導電影,但條件是電影需要在影院首映。
德加拉貝迪安稱:“事實上,這或許是Netflix等公司的影院策略最重要的一部分,因為在影院上映的機會是吸引臺前幕后的人才同意參與影視制作最好的條件。”
他補充道:“毋庸置疑,大銀幕是無可替代的?!保ㄘ敻恢形木W(wǎng))
譯者:劉進龍
審校:汪皓
Netflix is going through some tough times right now.
The company’s shares dropped by as much as 37% in April after the company released poor first quarter earnings, fueled by a subscriber loss to the tune of 200,000.
The subscriber and revenue loss has pushed Netflix to force through layoffs, cutting 150 jobs just last week. And by Netflix’s own account, the pain is far from over, as the company forecast to lose an additional 2 million subscribers next quarter.
Things are getting desperate for Netflix, and, after years of disrupting the traditional movie and television industry, it might be turning into the very thing it once came so close to destroying by reportedly considering major movie premieres, and adding commercials to their streaming business model.
Netflix is considering letting the movies it produces run in theaters for up to 45 days before moving them to at-home streaming, Bloomberg reports. The company will reportedly try out a theater release with two high-profile films this year, including Knives Out 2, the sequel to the 2019 film that brought in over $300 million at the box office, and a new unnamed film by director Alejandro González I?árritu.
Analysts say that prolonging the amount of time Netflix movies are shown in theaters makes sense for the company, as it resolves one of the streaming service’s biggest issues: visibility for its blockbusters.
“The theatrical release is essentially the premier marketing campaign for all revenue streams, as far as movies are concerned,” Dimitrios Mitsinikos, founder and CEO of film industry analytics firm Gower Street, told Fortune. “In the era of streaming, the cinemas have the potential to help all content owners, including streaming platforms like Netflix, highlight their best content and essentially market their platforms to their core audience.”
For Netflix, theatrical releases may be a necessary medium for Netflix to get its big blockbuster movies known to a wider audience.
“There is no better buzz-building platform than a movie theater release,” Paul Dergarabedian, an industry analyst with Comscore, told Fortune. “Within the unlimited bandwidth of the streaming ecosystem, even big budget star-driven movies can get lost in that massive sea of content.”
Netflix did not immediately respond to Fortune’s request for comment.
Netflix is no stranger to theatrical releases for its high-profile films, but has so far limited these to no longer than a few weeks. A release that lasts 45 days would be a significant departure from how they have operated in the past. The company’s business model relied on delivering exclusive content instantly, but the streaming giant’s recent troubles and unnerving financials might be forcing the company to reevaluate.
Since the release of last quarter’s poor results, Netflix has also toyed with the possibility of implementing ads in its services, as well as creating different types and payment tiers of subscription models. The company is reportedly also planning on launching a new brand of content focused on unscripted livestream shows and stand-up specials, a novelty for the service.
Should Netflix implement ads and livestreaming services, the platform would begin to look very similar to the old TV model it so effectively disrupted. And with new bundle options aggregating Netflix with other streaming services, the platform appears to be quickly morphing into a new iteration of old cable TV.
Netflix was the first major streaming service to hit the market in 2007, and for a long time threatened to completely disrupt the traditional film industry and movie-going experience. Allowing its movies to live longer in theaters would be a reversal of the trend, but it might be a wise move, as analysts see movie theaters being in for a strong next few years after a prolonged pandemic-induced lull.
“The 2019 pre-pandemic global box office was $42.3 billion and we expect to bounce back to these levels in 12-18 months from now,” Mitsinikos said.
Excitement for major cinematic blockbusters this year—including sequels to the cult classic Top Gun and box office record-beater Avatar—is high, leading some old-school Hollywood executives to declare that “movies are back” for the silver screen.
Letting movies live longer in theaters could also help attract a wider pool of directorial or acting talent for streaming services like Netflix. In the past, directors like Martin Scorsese, Alfonso Cuarón, and the Coen brothers have agreed to direct movies for Netflix on the condition that the company play their movies in theaters beforehand.
“This may be in fact the most important part of a theatrical strategy for a company like Netflix for whom the opportunity for a theatrical release could be the perfect motivator for major talent (both in front of and behind the camera) to agree to be a part of such a production,” Dergarabedian said.
“There is no substitute for that big screen, and everyone recognizes that,” he added.