r/stocks
Netflix 正在封堵密码共享漏洞
Netflix 通过新 MFA 封堵密码共享漏洞并与 TF1 合作，有望推动订阅量大幅增长并超预期完成 Q3 业绩。
- 实施多因素身份验证将封堵密码共享漏洞，有望将 1 亿共享家庭中的数百万转化为付费订阅用户。
- 与法国 TF1 的合作带来高利润率的收入分成和丰富的本地内容，可作为其他剪线市场的可扩展模式。
- 当前股价下跌提供了买入机会，因为这些增长途径很可能使 Q3 业绩指引轻松超出预期。
Netflix 将从7月7日起为个人账户引入多重身份验证（如面容识别等），从而堵住此前允许通过旅行和短信验证码共享密码的漏洞。
在几年前首次实施密码共享限制之前，Netflix曾估计有1亿个家庭在共享密码。即使现在仍有10%至30%的人继续这样做，也将为现有的3.25亿订阅用户带来数百万新增用户。
这一更新在Netflix开始弹出提示，要求用户为其个人账户输入电子邮箱后，迅速被用户和媒体关注。
股价因此下跌，似乎管理层正在探索多个增长路径。如果这项举措奏效，第三季度的业绩指引将轻松超过市场预期。
还有一个鲜为人知的更新：Netflix已与法国领先的电视媒体TF1达成合作，将其频道接入自家应用。TF1拥有数十万观众基础，且内容极具本地特色。这对双方都是双赢局面——Netflix获得新内容，同时以极低成本实现内容分润，即高毛利模式。
这是一次试点案例。随着全球范围内“去有线电视”趋势持续，电视台有充分动力加入Netflix，以开拓新的传播渠道。这能为电视台带来新观众，也使Netflix获得更多内容和分润收入。
考虑到有线电视服务商和YouTube TV的收费水平，Netflix在此策略上还有巨大发展空间。
They can’t stop the sharing of passwords between a family, doing so would make the platform so unusable that no one will bother. Their content is also getting worse and worse
100% their original stuff is bad to the extent it's insulting to the intelligence or it's giving off Dan Schneider there's going to be documentaries about this later vibes. Getting Warner Bros IP would have helped them a lot short term but they probably would have just turned it into slop.
I don’t think I’ve watched a Netflix show since season 3 of the Witcher. And I regret watching it.
More people will just move to HBO and Disney
I want best quality but I have to pay family of 4 price for it. I live by myself so I can’t even share it with anyone. What kind of bullshit is this?
Their stock is down because of nonsense like this. They’ve pissed off thier users with this password sharing nonsense and it’s gone too far. The harder it becomes to access the more users will cancel or find alternatives I feel.
Face ID? Get the fuck outta here.
It’s Netflix, not Fort Knox. 😂
We shouldn’t be normalizing ridiculous biometric security for mundane things like this. Ffs.
Incoming redditors that say they'll cancel their subscription to protest this like the last 10 times.
Ironically I feel like Netflix is much less culturally impactful following that decision. It may make up for it with additional subs, but feel like it’s pretty rare now for them to have something everyone is watching and talking about (outside of the OG stuff like Stranger Things for example).
I think there was a lot of free marketing you’d get from organic conversation and a sense of FOMO if you didn’t have Netflix, or access to it where you couldn’t participate in that conversation happening all around you. Not really the case anymore.
Pay for mine then if it’s not expensive
Cancelled Netflix a while ago :)
How can they stop you sharing them even if you live in a different house? We do it and if they somehow stopped it we would cancel. It’s not worth that silly price for one person to use
I've been pushing my wife to let me cancel Netflix for a while now. It's too expensive. If it starts making us do face scans, she will cancel it herself. That is the #1 way to tick her off.
HD doesn’t even have HDR I believe. It’s so scummy.
I haven't had Netflix for a number of years due to lousy content and their crackdown on sharing. Much of what they had, I could get for free on Pluto TV so there's that.
Talking heads at Netflix assume that they will convert the "sharers" to subscribers and nothing could be further from the truth. They will just piss people off and said people will look elsewhere for their entertainment, not to mention their stock will drop.
Man I miss the blockbuster days. Going to the store to pick out a few movies, some popcorn and candy was an adventure. No hassles just rent, your whole family could watch it (even if they didn't live with you) and just return a few days later.