-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：NFLX公布了强劲的2026财年第一季度业绩，营收达122.5亿美元（同比增长16%，按固定汇率计算增长14%），营业利润达39.6亿美元（同比增长18%），营业利润率从上年同期的31.7%提升至32.3%。稀释后每股收益为1.23美元，远超市场普遍预期的0.77美元，这主要得益于良好的运营表现以及因放弃收购华纳兄弟探索频道（WBD）而获得的28亿美元终止费。我们认为，放弃收购WBD的交易消除了重大的执行风险，使NFLX能够专注于内容、技术和盈利模式等方面的内生增长。管理层预计2026年营收将达到507亿美元至517亿美元（同比增长12%至14%），营业利润率将达到31.5%，高于2025年的29.5%。各区域业绩依然强劲，其中北美地区增长14%，欧洲、中东和非洲地区增长17%，拉丁美洲地区增长19%，亚太地区增长20%。我们认为，随着Netflix广告套件在所有12个市场的部署，NFLX拥有定价权，广告收入有望在2026年加速增长。我们相信，NFLX正在巩固其在全球视频流媒体领域的竞争优势。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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$^TASI$SASE:2380$SASE:4012