Nai Fei will publish performance for the second quarter of June 30th after Thursday's United States stock. The current focus of the market is not only on whether income and profits are being met, but also on the promotion of the advertising package, the length of the platform ' s viewing and the latest management statement on industry integration.

There's been an interest in the ad package.

After the slowdown in the number of new users of streaming media, advertising has again become an important direction for media companies to compete for growth. Wall Street is particularly concerned about the speed with which Nai Fei’s low-priced advertising package is advancing and whether the product will generate higher unit-viewed income.

Analysts are also observing whether Nai Fei will continue to expand through content and product, improve users ' perceptions of content quality and increase the ability to view corresponding realizations every hour. KeyBanc states in its latest report that this is probably the company ' s most interesting business catcher this season.

Focus on viewing time and content

In addition to the advertising business, investors are tracking the participation of users of the Naif platform. Recent reports of some of the Nai Fei dramas watching the heat return after the first quarter triggered discussion in the market about the retention capacity of content.

Nai Fei had previously indicated in April that a 13 per cent increase in the second quarter was expected. At that time, however, the company also reiterated that the first half of the year was under greater pressure to spend on content, and that the amortization rate was expected to slow in the second half of the year.

Potential M&A movement pending statement

In addition to operating data, the market is waiting to see whether Nai Fei will respond to potential trade problems. At the end of last year, Nai Fei tried to buy the film and streaming media business explored by the Warner brothers, but eventually abandoned it. At one point, this action triggered speculation that Nai Fei might continue to look for other available assets.

The media industry is still in the process of integration. Traditional fee-paying television operations continue to be under pressure, while platforms such as YouTube and TikTok continue to divert users for long periods of time, exposing them to more intense competition. Against this background, management ' s statements on industry patterns and capital movements could be another point of view after this financial presentation.

  • Performance for the second quarter will be released on Thursday.
  • The press conference is scheduled at 16:45.
  • Corporate stock prices have fallen by about 40% over the past year.