![\"\"](\"https:\/\/rp.kddi-research.jp\/atelier\/wp-content\/uploads\/2023\/05\/\u56f31-3.jpg\")
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\n![\"\"](\"https:\/\/rp.kddi-research.jp\/atelier\/wp-content\/uploads\/2023\/05\/\u56f32-5-1024x464.jpg\")
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\u51fa\u6240\uff1aNETFLIX<\/figcaption><\/figure><\/div>\n\n\nNETFLIX\u306b\u3088\u308c\u3070\u3001\u5c0e\u5165\u304b\u3089\u7d04\u534a\u5e74\u5f8c\u306e2023\u5e745\u670817\u65e5\u6642\u70b9\u3067\u3001\u5e83\u544a\u30d7\u30e9\u30f3\u306eMAU\uff08\u30de\u30f3\u30b9\u30ea\u30fc\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\uff09\u306f\u5168\u4e16\u754c\u3067\u7d04500\u4e07\u4eba\u3001\u65b0\u898f\u52a0\u5165\u8005\u306e25\uff05\u4ee5\u4e0a\u304c\u5e83\u544a\u30d7\u30e9\u30f3\u3092\u9078\u3093\u3067\u3044\u308b\u3068\u3044\u3046[1]<\/a>\u3002<\/p>\n\n\n\n<\/div>\n\n\n\n\u5e83\u544a\u30d7\u30e9\u30f3\u306f\u5b9f\u306f\u300c\u7a3c\u3052\u308b\u300d\u30d7\u30e9\u30f3<\/h2>\n\n\n\n
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<\/div>\n\n\n\n\u30a2\u30ab\u30a6\u30f3\u30c8\u898f\u5236\u3092\u3057\u305f\u3089\u3001\u6b63\u898f\u30d7\u30e9\u30f3\u306e\u52a0\u5165\u304c\u4f38\u3073\u305f<\/h2>\n\n\n\n
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<\/div>\n\n\n\n\u2462\u30d9\u30fc\u30b7\u30c3\u30af\u30d7\u30e9\u30f3\u5ec3\u6b62<\/strong><\/h4>\n\n\n\n2023\u5e747\u6708\u3001\u7c73\u56fd\u3084\u82f1\u56fd\u3067\u30d9\u30fc\u30b7\u30c3\u30af\u30d7\u30e9\u30f3\uff089.99\u30c9\u30eb\uff09\u3092\u5ec3\u6b62\u3057\u305f\u3002\u540c\u30d7\u30e9\u30f3\u306e\u65e2\u5b58\u30e6\u30fc\u30b6\u30fc\u306f\u7d99\u7d9a\u5229\u7528\u3067\u304d\u308b\u304c\u3001\u65b0\u898f\u53d7\u4ed8\u306f\u306a\u304f\u306a\u308b\u3002\u4eca\u5f8c\u306f\u65b0\u898f\u30e6\u30fc\u30b6\u30fc\u304c\u9078\u3079\u308b\u6b63\u898f\u30d7\u30e9\u30f3\u306f\u4ee5\u4e0b\u306e3\u3064\u306b\u306a\u308b\uff08\u56f3\u88684\uff09\u3002<\/p>\n\n\n
\n![\"\"](\"https:\/\/rp.kddi-research.jp\/atelier\/wp-content\/uploads\/2023\/05\/\u56f34-3-1024x524.jpg\")
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\u51fa\u6240\uff1aNETFLIX<\/figcaption><\/figure><\/div>\n\n\n\u30d9\u30fc\u30b7\u30c3\u30af\u30d7\u30e9\u30f3\u304c\u306a\u304f\u306a\u3063\u305f\u3053\u3068\u3067\u3001\u5e83\u544a\u30d7\u30e9\u30f3\u3068\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u30d7\u30e9\u30f3\u306e\u4fa1\u683c\u5dee\u306f\u5927\u304d\u304f\u611f\u3058\u3089\u308c\u308b\u3002\u4e00\u822c\u7684\u306a\u677e\u7af9\u6885\u306e\u4fa1\u683c\u30b9\u30c6\u30c3\u30d7\u3068\u6bd4\u3079\u308b\u3068\u304b\u306a\u308a\u7570\u8cea\u3067\u3042\u308a\u3001\u5e83\u544a\u30d7\u30e9\u30f3\u306b\u8a98\u5c0e\u3057\u305f\u3044\u601d\u60d1\u304c\u3046\u304b\u304c\u3048\u308b\u3002<\/p>\n\n\n\n
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<\/div>\n\n\n\n\u30c9\u30e9\u30b9\u30c6\u30a3\u30c3\u30af\u306a\u65bd\u7b56\u306e\u524d\u306b\u53d7\u3051\u76bf\u306e\u7528\u610f\u3092<\/h2>\n\n\n\n
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<\/div>\n\n\n\nKDDI\u7dcf\u5408\u7814\u7a76\u6240\u30b3\u30a2\u30ea\u30b5\u30fc\u30c1\u30e3\u30fc\u3000\u6c96\u8ce2\u592a\u90ce<\/a><\/p>\n\n\n\n<\/div>\n\n\n\n![\"\u25fc\ufe0f\"](\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/25fc.svg\")
\u95a2\u9023\u30b3\u30e9\u30e0
\u30b5\u30d6\u30b9\u30af\u30c8\u30ec\u30f3\u30c92023 \u301c\u300c\u6240\u6709\u3057\u306a\u3044\u300d\u4fa1\u5024\u89b3\u3060\u3051\u3067\u306f\u306a\u3044\u3001\u5bb6\u5177\u5bb6\u96fb\u30b5\u30d6\u30b9\u30af\u3092\u62bc\u3057\u5e83\u3052\u308b\u3082\u30461\u3064\u306e\u7406\u7531(2023-09-22)
https:\/\/rp.kddi-research.jp\/atelier\/column\/archives\/4808<\/a><\/p>\n\n\n\n\u30b5\u30d6\u30b9\u30af\u30c8\u30ec\u30f3\u30c92023 \u301c\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b5\u30d6\u30b9\u30af\u3067\u7a3c\u3050\u6642\u4ee3(2023-08-24)
https:\/\/rp.kddi-research.jp\/atelier\/column\/archives\/4787<\/a><\/p>\n\n\n\n\u30b5\u30d6\u30b9\u30af\u30c8\u30ec\u30f3\u30c92023 \u301c\u4e16\u754c\u306e\u901a\u4fe1\u30ad\u30e3\u30ea\u30a2\u304c\u5fd7\u5411\u3057\u59cb\u3081\u305f\u300c\u30b5\u30d6\u30b9\u30af\u30dd\u30fc\u30bf\u30eb\u300d\u30dd\u30b8\u30b7\u30e7\u30f3(2023-07-14)
https:\/\/rp.kddi-research.jp\/atelier\/column\/archives\/4734<\/a><\/p>\n\n\n\n\u53c2\u8003\u6587\u732e
[1]<\/a> NETFLIX 2023 Upfront (2023.05.18)
https:\/\/about.netflix.com\/en\/news\/netflix-2023-upfront-building-a-forever-business<\/a><\/p>\n\n\n\n[2]<\/a> NETFLIX\u306b\u3088\u308bARM\u306e\u5b9a\u7fa9\uff1astreaming revenue divided by the average number of streaming paid memberships divided by the number of months in the period<\/p>\n\n\n\n[3]<\/a> NETFLIX 2023Q2\u6c7a\u7b97\u767a\u8868\u4f1a\u30c8\u30e9\u30f3\u30b9\u30af\u30ea\u30d7\u30c8
https:\/\/s22.q4cdn.com\/959853165\/files\/doc_financials\/2023\/q2\/netflix-inc-q2-2023-earnings-call-jul-19-2023.pdf<\/a><\/p>\n\n\n\n[4]<\/a> \u65e5\u7d4c\u65b0\u805e \u201cNetflix4\u301c6\u6708\u3001\u58f2\u4e0a\u9ad83%\u5897\u3000\u65e5\u672c\u3067\u30a2\u30ab\u30a6\u30f3\u30c8\u5171\u6709\u7981\u6b62\u201d \uff082023.07.20\uff09
https:\/\/www.nikkei.com\/article\/DGXZQOGN186HL0Y3A710C2000000\/?type=my#QAAUAgAAMA<\/a><\/p>\n\n\n\n[5]<\/a>NETFLIX 2023Q2\u6c7a\u7b97\u767a\u8868\u8cc7\u6599_\u682a\u4e3b\u3078\u306e\u624b\u7d19
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\u51fa\u6240\uff1aNETFLIX<\/figcaption><\/figure><\/div>\n\n\n\u30c9\u30e9\u30b9\u30c6\u30a3\u30c3\u30af\u306a\u65bd\u7b56\u306e\u524d\u306b\u53d7\u3051\u76bf\u306e\u7528\u610f\u3092<\/h2>\n\n\n\n
\u95a2\u9023\u30b3\u30e9\u30e0
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https:\/\/rp.kddi-research.jp\/atelier\/column\/archives\/4808<\/a><\/p>\n\n\n\n
https:\/\/rp.kddi-research.jp\/atelier\/column\/archives\/4787<\/a><\/p>\n\n\n\n
https:\/\/rp.kddi-research.jp\/atelier\/column\/archives\/4734<\/a><\/p>\n\n\n\n\u53c2\u8003\u6587\u732e
[1]<\/a> NETFLIX 2023 Upfront (2023.05.18)
https:\/\/about.netflix.com\/en\/news\/netflix-2023-upfront-building-a-forever-business<\/a><\/p>\n\n\n\n
https:\/\/s22.q4cdn.com\/959853165\/files\/doc_financials\/2023\/q2\/netflix-inc-q2-2023-earnings-call-jul-19-2023.pdf<\/a><\/p>\n\n\n\n
https:\/\/www.nikkei.com\/article\/DGXZQOGN186HL0Y3A710C2000000\/?type=my#QAAUAgAAMA<\/a><\/p>\n\n\n\n
https:\/\/s22.q4cdn.com\/959853165\/files\/doc_financials\/2023\/q2\/FINAL-Q2-23-Shareholder-Letter.pdf<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"