一起學財經，聽故事，歡迎訂閱我的電子報：http://bit.ly/43HHCAn 如果有一檔股票，半年內股價從700跌到163，你多半會直覺聯想：「這公司是要掛了嗎！」但本集故事主角，其實是NETFLIX，這時候，情況又有些許微妙改變。 你可能會想，不對呀，它拍出這麼多熱門劇，業績應該很好，到底問題出在哪裡？你猜得一點沒錯，NETFLIX業績好是好，但是當串流平台從一家變成十家的時候，多麼好恐怕都無法滿足投資人的胃口，不是NETFLIX變了，是市場變了，競爭多了。NETFLIX上市20年，即使經歷大跌，掛牌以來仍然創造超過一百倍回報，依舊是精采絕倫的一筆投資。 然而，每家平台爭相樹立付費牆，都希望高築牆、廣積糧、緩稱王，要當最後活下來的那位，這時候，光是作品出色還不夠。為了榨取更多現金流，NETFLIX採用兩件事，但老周個人認為，平台彼此競爭，反而也成為盜版繼續野蠻生長的土壤。 精彩回顧：一個月花不到80就能看Netflix，為什麼這麼多人還是選楓林網？ 小額贊助支持本節目： https://bit.ly/3PC2hQ1 商業合作請來信：[email protected] Powered by Firstory Hosting
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