摘自Q4 Earning Call
Reed Hastings:
….Google and Facebook and Amazon are tremendously powerful at online advertising. Because they’re integrating so much data from so many sources. There’s a business cost to that but they makes the advertising more targeted and effective. And so I think those three are going to get most of the online advertising business. And then to grow $5 billion or $10 billion advertising business you have to rip that away from other advertisers. In this case, say or other providers, Amazon, Google and Facebook which is quite challenging.
谷歌、脸书和亚马逊的在线广告业务非常强大，原因是它们从多种来源综合了巨量数据。这么做会有成本，但这使它们的广告更加精准和有效。因此我认为这三家巨头会获得在线广告的绝大多数份额。建立一个50亿至100亿的广告业务需要从三家巨头手中抢夺份额，这是非常困难的。
So don’t think of that as in a long term, there’s not easy money there. And instead we think if we don’t have exposure to that, the positive side is we’re a much simpler place. We’re not integrating everybody’s data. We’re not controversial that way. We’ve got a much simpler business model, which is just focused on streaming and customer pleasure. So we think with our model that we’ll actually get to a larger revenue, a larger profits, larger market cap because we don’t have the exposure to something that were strategically disadvantaged at which is online advertising against those big three, which over the next 10-years are just going to integrate incredible amounts of data about everybody. And we won’t and we’re not trying to have access to. So that’s why we’re really pretty confident that the best business model is this way is certainly in the long term.
从长期来看，广告业务不容易赚钱。而如果我们不涉足广告业务，好处是我们会有一个更简单的模式。我们不需要综合所有人的数据，我们在这方面没有争议。我们的商业模式非常简单，就是聚焦流媒体和用户满意度。三家巨头未来十年将从大众融合海量的数据，远离广告业务使得我们避免战略劣势，最终会使我们获得更多的收入、利润和更高的市值。我们不会尝试去获得那些数据。这就是为什么我们认为长期来说，现在的模式是最好的模式。
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