Placeholder Image

字幕列表 影片播放

已審核 字幕已審核
  • Netflix has become a staple on American households.

    Netflix 已成為美國人的日用品。

  • So it might be hard to believe that the majority of its 137 million subscribers are international.

    所以你可能很難相信,13.7 億的訂閱數中,大部分都在美國境外。

  • The streaming giant has expanded to over a 190 countries, but one country where Netflix has had difficulty breaking through is India.

    串流媒體巨頭 Netflix 已觸及逾 190 個國家,可是卻在印度踢到鐵板。

  • Both Netflix and Amazon Prime Video launched in India in 2016.

    Netflix 和亞馬遜 Prime 影音皆在 2016 年於印度推出。

  • Thanks in part to the drastic drop in mobile data prices.

    這部分歸功於行動上網費的驟降。

  • Streaming services which were once considered a luxury suddenly became increasingly more appealing to Indians.

    以往被視為奢侈品的串流服務,突然對印度人的吸引力變大了。

  • India is now the second largest internet market in the world following China.

    印度是目前全世界第二大使用網路的市場,僅位居中國之後。

  • More than 35 different streaming services have launched or expanded their businesses in India in the last three-and-a-half years.

    過去三年半,超過 35 個不同的串流服務已在印度推出,或是擴展在印度的業務。

  • One company that streams Cricket and Indian movies and shows called Hotstar is leading the race.

    串流板球比賽與印度電影、節目的公司:Hotstar 是市場的龍頭。

  • Research firm Jana estimates Hotstar holds about 70% of the on-demand local streaming services market.

    調查公司 Jana 估計 Hotstar 達到當地串流服務 70% 的市場佔有率。

  • Even Amazon Prime video is bigger than Netflix in India.

    連亞馬遜 Prime 影音分到的餅都比 Netflix 大。

  • And India's online video market valued at over $700 million is expected to grow to $2.4 billion in value by 2023.

    印度的線上影音市場總值超過 7 億,預估在 2023 年前會破 24 億大關。

  • But according to analysts, Netflix is not grabbing a huge piece of that pie.

    然而分析師表示,Netflix 無法從中得到太多獲利。

  • We think that Netflix likely has somewhere between half a million and a million paid streaming subs in India right now.

    我們認為 Netflix 目前在印度的付費訂閱數介於 50 到 100 萬之間。

  • Pricing might be one reason Hotstar has had an edge on Netflix.

    價格問題可能是 Hotstar 略勝 Netflix 一籌的原因之一。

  • Hotstar offers its premium service for about $3 a month in India and about 80% of its catalog is free to begin with.

    Hotstar 向高級會員收取每個月 3 美元的費用,而大約 80% 的內容都可免費收看

  • Amazon Prime costs about a $1.90 a month including access to Prime Music.

    亞馬遜 Prime 則每個月收費 1.9 美元,其中包含使用 Prime Music。

  • Compare that to the cheapest plan that Netflix offers which is a little over $7 a month.

    相較之下,Netflix 最便宜的每月方案比 7 美元再多一點。

  • Hotstar also offers streaming rights to the majority of Cricket tournaments in India, the country's most popular sport.

    Hotstar 也提供串流觀賞印度大部分的板球比賽,也就是印度最熱門的運動。

  • Earlier this year, 10.3 million viewers tuned into Hotstar to watch the finale of the Indian Premier League tournament.

    今年稍早,1030萬人口為了觀看印度超級板球聯賽之總決賽,而收看 Hotstar。

  • Facebook even offered to pay more than $600 million for the IPL's digital rights but lost out to Star India which owns Hotstar.

    臉書甚至出價超過 6 億,想收購印度超級板球聯賽的數位版權,可卻輸給 Hotstar 的母公司:星空傳媒印度公司

  • It's worth noting that Netflix has purposefully stayed away from streaming live sports in the United States.

    值得注意的是,Netflix 在美國基本上刻意不轉播體育賽事。

  • It's a strategy that's worked well so far domestically but it remains to be seen if it will work in India.

    這個策略在美國本土實施成效還不錯,但是否在印度也可行?這還有待觀察。

  • Then there's the hunger for local content, here again Hotstar has an advantage.

    再來就是對當地節目的需求,這點讓 Hotstar 又再次佔有優勢。

  • Because it's been able to provide shows in regional languages which it borrows from channels operated by Star India, its parent .

    Hotstar 可以從母公司星空傳媒印度公司得到頻道資源,以提供各區語言的節目。

  • But Netflix has taken note of the demand.

    不過 Netflix 也記下這個需求了。

  • We'll go from expanding, you know, beyond English into Hindi and then into many more languages, more pricing options, more bundling, all of those things are possible.

    我們會先加入印度語節目,再增加更多其他語言、更多的價格、方案選擇,這些都有可能。

  • So we'll take it, you know, a million at a time and figure out how to expand the market as we grow.

    所以我們會先拿 100 萬的訂閱數做測試,判斷如何在成長之餘擴展市場。

  • Despite India's challenges, part of the reason investors have given Netflix its God evaluation is precisely because it has room to expand.

    即使在印度面臨挑戰,投資者仍對 Netflix 期望很高,正是因為其還有成長空間。

  • It's been an awesome growth story and it will continue to be an awesome global growth story as they expand into Asia, India and some of the international markets.

    這是很棒的成長故事,而未來仍會是很棒的全球成長故事,在進軍亞洲、印度和其他國際市場之際。

  • So our evaluation right now is $420 a share, that's progressed upward over time.

    現在預估每股上看 420 美元,這是隨著時間上漲的。

  • And we think that given that global runway it's likely to continue to go in that direction.

    且鑒於國際趨勢,我們認為這股潮流會持續延續。

  • It'll take time for Netflix to build up its presence.

    Netflix 要穩固地位,需要時間累積。

  • We have generally seen historically it take about three years for Netflix to achieve 10% household broadband penetration.

    綜觀歷史,我們都見證 Netflix 花費了三年的時間來深入 10% 的家用寬頻使用率。

Netflix has become a staple on American households.

Netflix 已成為美國人的日用品。

字幕與單字
已審核 字幕已審核

單字即點即查 點擊單字可以查詢單字解釋