Netflix, Inc.

NFLXleader

Netflix is the world's largest subscription streaming service, delivering original and licensed content to over 280 million members across 190+ countries. It pioneered the shift from linear TV to on-demand streaming.

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产品与营收

产品营收占比

营收构成 ($39.0B)

静态数据（加载实时财务…）

UCAN (45%)

EMEA (31%)

LATAM (12%)

APAC (12%)

业务板块构成与主要客户

产品详情

Subscription Streaming85%

Ad-free and ad-supported streaming tiers for movies, series, and documentaries

Advertising10%

Ad-supported tier revenue from brand advertisers

Gaming5%

Mobile games included with Netflix membership

供应链关系

竞争对手

The Walt Disney Company

Streaming content

影响: High — major streaming rival

Amazon.com (AWS)

Prime Video streaming

影响: High — key competitor in streaming and cloud

合作伙伴

Microsoft Corporation

Azure ad-tech platform for ad tier

影响: Medium — advertising technology partner

宏观与市场背景

커뮤니케이션 서비스行业新闻

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

近期催化剂

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

AI 分析

点击「获取 AI 分析」以获得 Netflix, Inc. 的 AI 供应链分析。

企业信息

总部

Los Gatos, California, USA

成立时间

1997

员工人数

14,000+

官网

netflix.com

行业概况 — 커뮤니케이션 서비스

行业新闻