Netflix 保護物，者d from Hollywood strike by 全世界の 乗組員, strong pipeline
By Samrhitha A
July 17 (Reuters) - Netflix 投資家s will 査定する／（税金などを）課す 危険s from the 現在進行中の strike in Hollywood when the company 報告（する）／憶測s 年４回の results on Wednesday, but 分析家s said it was 井戸／弁護士席 positioned 予定 to its solid pipeline of shows and international 生産／産物 乗組員.
Striking Hollywood actors have joined film and television writers on picket lines, 軍隊ing U.S. studios to shutter 生産／産物s as 労働者s 戦う／戦い over 支払う／賃金 in the streaming TV 時代.
Some of the people on strike are also picketing the Netflix offices in Los Angeles.
But the streaming 巨大（な）, which is 始める，決める to 報告（する）／憶測 its highest second-４半期/4分の1 加入者 新規加入s since 2020, is likely to keep churning out 肩書を与えるs such as Gal Gadot's 近づいている "Heart of 石／投石する" and "Too Hot to 扱う, Season 5".
Netflix's international 生産／産物 能力s are a "抱擁する differentiator", and a lot of their content comes from countries that are not 伴う／関わるd in the strike, 分析家s at SVB MoffettNathanson, Credit Suisse and Insider 知能 said.
The company 論証するd that 能力 during the pandemic, when 加入者s flocked to shows created outside the 部隊d 明言する／公表するs, 含むing the French mystery thriller "Lupin" and the comedy "Call My スパイ／執行官!", SVB MoffettNathanson 分析家 Michael Nathanson said.
Netflix is also not tethered to the parts of the entertainment 商売／仕事 that are struggling, すなわち theatrical and broadcast television, Nathanson 追加するd.
In the past week, three 仲買業s have raised their ratings on Netflix's 在庫／株, while five have 解除するd their price 的s.
Netflix's 厳重取締 on password 株ing is also 得るing returns, and its cheaper, 広告-supported 計画（する） is finding more takers, as the company 対処するs with 競争 from Disney+ and アマゾン's Prime ビデオ.
The move, that 軍隊s 使用者s who 株 an account outside the same home to 支払う／賃金 an 付加 料金, drove the four biggest days of 使用者 新規加入s in the U.S. in at least four-and-a-half years, data from 研究 会社／堅い Antenna shows.
"Our 専門家s 見積（る） that of the 100 million 世帯s 報道によれば 株ing passwords, Netflix could 運動 around 50% to 最終的に create their own accounts," Third 橋（渡しをする） 分析家 Jamie Lumley said.
Netflix is 推定する／予想するd to have 追加するd a 逮捕する 1.77 million 加入者s, によれば Refinitiv, in what is typically a weak ４半期/4分の1 予定 to school holidays. The company lost nearly 1 million 加入者s in the year-ago period.
It has also been two 十分な ４半期/4分の1s since Netflix 開始する，打ち上げるd its 広告-supported tier, which likely pulled in 2.7 million 加入者s in the April-June period, によれば 研究 会社／堅い 明白な Alpha.
"We 推定する／予想する the most important 面 of Netflix's 厳重取締 on password 株ing will be the catalyst it creates to attract more 使用者s to its $6.99 広告 tier base, in turn 生成するing higher 歳入 from advertising," Macquarie 分析家s said.
広告-supported 歳入 likely （機の）カム in at $169.3 million in the second ４半期/4分の1. Insider 知能 予報するs Netflix could 生成する $770 million in 広告 歳入 by the end of 2023.
The second ４半期/4分の1 also featured some strong programming from Netflix, 含むing 攻撃する，衝突するs like "Queen Charlotte: A Bridgerton Story" and "Never Have I Ever Season 4".
WALL STREET SENTIMENT
* 21 of 43 分析家s covering the 在庫／株 率 it "buy" or higher, while 20 have a "持つ／拘留する" 率ing and two "sell"
* 分析家s' median price 的 on the 在庫／株 is $400
* Netflix is 現在／一般に 貿易（する）ing at $446
(報告（する）／憶測ing by Samrhitha Arunasalam in Bengaluru; Editing by Aditya Soni and Shounak Dasgupta)
