On March 11th, Netflix raised its prices in the UK and Ireland for the second time in two years, making for a 22% increase in the price of its most popular plan, which is now £10.99 a month, over that period. And last year Disney+ upped its cost by a third after adding more content for subscribers.
3月11日,Netflix两年来第二次提高了在英国和爱尔兰的价格,其最受欢迎的套餐价格在此期间上涨了22%,现在售价每月10.99英镑(约等于92元人民币)。去年,在为用户提供更多内容后,Disney+将价格提高了三倍。
Netflix says that price rises are the cost of funding its swelling content budget, which has risen from $7bn to $18bn annually in the last four years, as it fights to maintain its position as the world’s favorite streaming service.
Netflix表示,价格上涨是为其不断膨胀的内容预算提供资金。过去4年,该公司为维持其全球最受欢迎的流媒体服务的地位,内容预算从每年70亿美元(约等于445.6亿元人民币)升至180亿美元(约等于1145.8亿元人民币)。
“The streaming market has been supported by debt-funded, loss-leading, loss-making models,” says Harrington. “Netflix entered the market and set a budget price and everyone has had to come in under that to compete. You had all these profitable content companies, pay-TV and linear-TV broadcasters who had to move into streaming, and it is not as profitable. Now they have to start looking at value, and customers are going to be continually asked to pay more until these things make real money.”
“一直以来,流媒体市场的经济发展离不开债务融资、亏本定价、亏损制作(饥饿营销),”哈灵顿(Harrington)说。“在Netflix进入市场后,它设定了一个预算价格,然后所有人都不得不以更低的价格来竞争。所有这些盈利的内容公司,付费电视和有线电视广播公司都不得不转向流媒体,然而利润并不高。现在,他们开始关注盈利,所以用户将不断被要求支付更多,直到这些公司可以赚到钱。”
Until now, Netfilx has let password sharing run rampant as breakneck growth outweighed the need to crackdown on families and friends being able to watch Netflix for a few pounds.
此前,网飞允许共享密码这种操作遍地开花,用户亲友仅需要几英镑就可以共享其网飞账号。共享密码刺激下,用户数量飞涨,公司打压这种操作弊大于利。
The drive for revenue, and the squeeze on customers, was highlighted last week when Netflix began its long-expected crackdown on a huge subscriber perk: password sharing.
但就在上周,Netflix终于开始打压共享密码这种大型薅羊毛行为,此举凸显了流媒体正在加强对收益的追求和对顾客的压榨。
In a blogpost on Wednesday, Chengyi Long, director of product innovation at Netflix, said the practice was “impacting our ability to invest in great new TV and films for our members”. The company announced a trial in Chile, Costa Rica and Peru charging between £1 and £2.50 to allow subscribers to add people from outside their household to their account.
在周三的一篇博文中,Netflix产品创新总监龙承毅(Chengyi Long)表示,这种做法“影响了我们为会员投资优秀新电视剧和电影的能力”。该公司宣布在智利、哥斯达黎加和秘鲁进行试点,允许用户支付1-2.5英镑(约等于8-21元人民币)来将家庭以外的人添加到自己的账户中。
The crackdown could add millions to Netflix’s bottom line. The research firm Magid has estimated that about a third of Netflix users share their password with someone else. Netflix’s decision also means, however, that many of those “borrowing” passwords will now have to decide if they want to add another cost to their monthly outgoings.
这次禁令可能会给Netflix增加数百万美元的利润。研究公司Magid估计,约有三分之一的Netflix用户与他人分享密码。然而,Netflix的决定也意味着,许多“借用”密码的人现在必须决定是否要每月增加额外的支出。
“The pandemic was good if you were a subscription service,” says Richard Broughton, an analyst at Ampere. “People were stuck at home and even those with their finances under pressure found home entertainment a must-have. But now there is a cost-of-living crunch on the horizon. With so many pay-TV and streaming products, I think we will see consumers seriously assessing their monthly outgoings. It will be about winning that battle to be seen as essential entertainment.”
安培(Ampere)分析师理查德•布劳顿(Richard Broughton)表示:“如果你提供的是订阅服务,那么疫情会是件好事。”“因为人们都被困在家里,即使是那些面临经济压力的人也必须要有家庭娱乐。但现在,生活成本的危机即将来临。面对如此多的付费电视节目和流媒体产品,我觉得消费者们会仔细计算他们的每月支出费用。似乎更日常的娱乐活动会在这场战争中胜出。