{"id":1551,"date":"2020-10-13T10:05:01","date_gmt":"2020-10-13T01:05:01","guid":{"rendered":"https:\/\/kimera.jp\/?post_type=blog&#038;p=1551"},"modified":"2023-06-06T16:37:17","modified_gmt":"2023-06-06T07:37:17","slug":"%e3%82%b5%e3%83%96%e3%82%b9%e3%82%af%e3%83%aa%e3%83%97%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%81%aekpi%e3%82%92%e8%a6%8b%e3%81%a6%e3%81%bf%e3%82%88%e3%81%86","status":"publish","type":"blog","link":"https:\/\/kurojica.com\/invoice\/blog\/1551\/","title":{"rendered":"\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u306e\u4e3b\u8981KPI\u3001ARR\u3068RPM\u3092\u898b\u3066\u307f\u3088\u3046"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/invoice\/wp-content\/uploads\/2020\/10\/subscriptions-kpi-main-1024x538.png\" alt=\"\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u306eKPI\u3092\u898b\u3066\u307f\u3088\u3046\" class=\"wp-image-1785\"\/><\/figure>\n\n\n\n<p>\u3053\u3093\u306b\u3061\u306f\u3002<a href=\"\/invoice\/\" rel=\"noreferrer noopener\">\u300c\u30af\u30ed\u30b8\u30ab\u8acb\u6c42\u7ba1\u7406\u300d<\/a>\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306e\u82b1\u7530\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u306f\u69d8\u3005\u306a\u696d\u7a2e\u3067\u5229\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001SaaS\uff08Software as a Service\uff09\u3068\u306e\u76f8\u6027\u304c\u7279\u306b\u826f\u304f\u3001<a href=\"https:\/\/www.netflix.com\/jp\/\" target=\"_blank\" rel=\"noopener\" title=\"Netflix\">Netflix<\/a>\u3001<a href=\"https:\/\/www.adobe.com\/jp\/creativecloud.html\" target=\"_blank\" rel=\"noopener\" title=\"\">Adobe<\/a>\u306a\u3069\u5927\u624b\u306e\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u4e8b\u696d\u304c\u305d\u306e\u4ed5\u7d44\u307f\u3092\u5229\u7528\u3057\u3066\u696d\u7e3e\u3092\u62e1\u5927\u3055\u305b\u3066\u3044\u308b\u3053\u3068\u3067\u6709\u540d\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u306f\u3001\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u4e3b\u8981KPI\u3067\u3042\u308b\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff09\u3068\u7d4c\u5e38\u5229\u76ca\uff08RPM\uff09\u3092\u8ef8\u306b\u3001Adobe\u3068Netflix\u306e\u52d5\u5411\u3092\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n<div id=\"toc_container\" class=\"no_bullets\"><p class=\"toc_title\">\u76ee\u6b21<\/p><ul class=\"toc_list\"><li><a href=\"#KPISaaS\">\u4e3b\u8981KPI\u3068SaaS\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066<\/a><\/li><li><a href=\"#ARRAnnualized_Recurring_Revenue\">\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff1aAnnualized Recurring Revenue\uff09<\/a><\/li><li><a href=\"#RPMRecurring_Profit_Margin\">\u7d4c\u5e38\u5229\u76ca\uff08RPM\uff1aRecurring Profit Margin\uff09<\/a><ul><li><a href=\"#ARR\">\u65e2\u5b58\u306e\u53ce\u76ca\uff08ARR\uff09\u3060\u3051\u3067\u306f\u30e9\u30a4\u30d0\u30eb\u4f01\u696d\u306b\u8ffd\u3044\u3064\u304b\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b<\/a><\/li><li><a href=\"#i\">\u5148\u884c\u6295\u8cc7\u306e\u305f\u3081\u306e\u8cc7\u91d1\u8abf\u9054\u3068\u8fd4\u6e08\u4f59\u529b<\/a><\/li><li><a href=\"#i-2\">\u53c2\u8003\u8cc7\u6599<\/a><\/li><\/ul><\/li><\/ul><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\"><span id=\"KPISaaS\">\u4e3b\u8981KPI\u3068SaaS\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066<\/span><\/h2>\n\n\n\n<p>\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u304cSaaS\u3068\u76f8\u6027\u304c\u7279\u306b\u826f\u3044\u7406\u7531\u3068\u3057\u3066\u3001\u4f1a\u54e1\u9867\u5ba2\u306f\u521d\u671f\u6295\u8cc7\u304c\u4e0d\u8981\u3067\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u5fc5\u8981\u306a\u5206\u3060\u3051\u5229\u7528\u3067\u304d\u308b\u3068\u3044\u3063\u305f\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070Netflix\u306a\u3069\u306e\u52d5\u753b\u30b5\u30fc\u30d3\u30b9\u306f\u4f1a\u54e1\u304c\u5b9a\u984d\u5229\u7528\u6599\u3092\u652f\u6255\u3046\u3060\u3051\u3067\u597d\u304d\u306a\u3060\u3051\u52d5\u753b\u3092\u8996\u8074\u3067\u304d\u307e\u3059\u3002Adobe\u3067\u306f\u3001\u63d0\u4f9b\u3057\u3066\u3044\u308b\u30b5\u30fc\u30d3\u30b9\u300cCreative Cloud\u300d\u3067\u6700\u3082\u4eba\u6c17\u304c\u9ad8\u3044\u30a2\u30d7\u30ea\u306ePhotoshop\u3084Illustrator\u3092\u5b9a\u671f\u7684\u306b\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3057\u3001\u4f8b\u3048\u3070\u30a2\u30d7\u30ea\u306e\u8d77\u52d5\u6642\u9593\u3092\u77ed\u304f\u3057\u305f\u308a\u3001\u8fc5\u901f\u306b\u30d5\u30a1\u30a4\u30eb\u3092\u958b\u3051\u308b\u3088\u3046\u306b\u3057\u305f\u308a\u3068\u3001\u305d\u306e\u5229\u4fbf\u6027\u3092\u9ad8\u3081\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u4f1a\u54e1\u9867\u5ba2\u306f\u5229\u7528\u3057\u3066\u3044\u308b\u30b5\u30fc\u30d3\u30b9\u304c\u81ea\u52d5\u7684\u306b\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3055\u308c\u308b\u305f\u3081\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u30a2\u30c3\u30d7\u306e\u624b\u9593\u304b\u3089\u89e3\u653e\u3055\u308c\u3001\u9ad8\u3044\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u305d\u308c\u3067\u306f\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u4e3b\u8981KPI\u3067\u3042\u308b\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff09\u3068\u7d4c\u5e38\u5229\u76ca\uff08RPM\uff09\u306b\u3064\u3044\u3066\u3001Adobe\u3068Netflix\u306e\u52d5\u5411\u3092\u5177\u4f53\u7684\u306b\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span id=\"ARRAnnualized_Recurring_Revenue\">\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff1aAnnualized Recurring Revenue\uff09<\/span><\/h2>\n\n\n\n<p>\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u306f\u5c06\u6765\u306e\u53ce\u76ca\u4e88\u60f3\u3092\u3057\u3084\u3059\u304f\u3001ARR\u3068\u3057\u3066\u8868\u3057\u3066\u3044\u307e\u3059\u3002ARR\u306f\u89e3\u7d04\u524d\u306e\u4e88\u60f3\u7dcf\u53ce\u76ca\u3067\u3059\u3002\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u7d4c\u6e08\u306e\u4f01\u696d\u306f\u3001\u5b9f\u969b\u3001\u5e74\u521d\u306b\u306f\u305d\u306e1\u5e74\u9593\u306e\u53ce\u76ca\u984d\u3092\u628a\u63e1\u3057\u3066\u3044\u307e\u3059\uff08<a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/ja_jp\/www\/documents\/ebook\/saas-founders-guide_JP.pdf\" target=\"_blank\" rel=\"noopener\" title=\"\">Salesforce\u300c\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u30ac\u30a4\u30c9\u300d<\/a>\u3088\u308a\uff09\u3002<\/p>\n\n\n\n<p>ARR\u3092\u62e1\u5927\u3055\u305b\u308b\u306b\u306f\u4f1a\u54e1\u9867\u5ba2\u306b\u3088\u308a\u5358\u4fa1\u306e\u9ad8\u3044\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3057\u3066\u3082\u3089\u3046\u300c\u30a2\u30c3\u30d7\u30bb\u30eb\u300d\u3068\u3001\u4ed6\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u4f75\u7528\u3057\u3066\u4f7f\u3063\u3066\u3082\u3089\u3046\u300c\u30af\u30ed\u30b9\u30bb\u30eb\u300d\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u300c\u30a2\u30c3\u30d7\u30bb\u30eb\u300d\u4e8b\u4f8b\u3068\u3057\u3066Netflix\u306e\u5834\u5408\u3001\u4f1a\u54e1\u9867\u5ba2\u304c\u3088\u308a\u9ad8\u753b\u8cea\u3067\u8996\u8074\u3057\u305f\u3044\u3001\u8907\u6570\u306e\u30c7\u30d0\u30a4\u30b9\u3067\u5229\u7528\u3057\u305f\u3044\u3001\u3068\u3044\u3046\u8981\u671b\u306b\u3042\u308f\u305b3\u3064\u306e\u30d7\u30e9\u30f3\u3092\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/invoice\/wp-content\/uploads\/2020\/10\/arr_upsell_cross-selling-1024x1024.png\" alt=\"ARR\u3092\u62e1\u5927\u3055\u305b\u308b\u300c\u30a2\u30c3\u30d7\u30bb\u30eb\u300d\u3068\u300c\u30af\u30ed\u30b9\u30bb\u30eb\u300d\" class=\"wp-image-1786\"\/><\/figure>\n\n\n\n<p>\u3082\u3057\u4f1a\u54e1\u9867\u5ba2\u304c\u30d9\u30fc\u30b7\u30c3\u30af\u30d7\u30e9\u30f3\u306e880\u5186\u304b\u3089\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u30d7\u30e9\u30f3\u306e1,320\u5186\u306b\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3059\u308b\u3068\u3001\u9867\u5ba2\u5358\u4fa1\u304c50\uff05\u5897\u52a0\u3057\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u30d7\u30e9\u30f31,980\u5186\u306a\u3089125\uff05\u3082\u5897\u52a0\u3059\u308b\u4ed5\u7d44\u307f\u3067\u3059\u3002<\/p>\n\n\n\n<ul>\n<li>\u30d9\u30fc\u30b7\u30c3\u30af\u30d7\u30e9\u30f3\u3000\u7a0e\u8fbc880\u5186\uff08SD\u753b\u8cea\u3067\u7aef\u672b1\u53f0\u306e\u307f\u5229\u7528\uff09<\/li>\n\n\n\n<li>\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u30d7\u30e9\u30f3\u3000\u7a0e\u8fbc1,320\u5186\uff08HD\u753b\u8cea\u30672\u53f0\u307e\u3067\u5229\u7528\u53ef\u80fd\uff09<\/li>\n\n\n\n<li>\u30d7\u30ec\u30df\u30a2\u30e0\u30d7\u30e9\u30f3\u3000\u7a0e\u8fbc1,980\u5186\uff08HD\u307e\u305f\u306f4K\u30674\u53f0\u307e\u3067\u5229\u7528\u53ef\u80fd\uff09<\/li>\n<\/ul>\n\n\n\n<p>\u300c\u30af\u30ed\u30b9\u30bb\u30eb\u300d\u4e8b\u4f8b\u3068\u3057\u3066Adobe\u306e\u5834\u5408\u3001Creative cloud\u30b5\u30fc\u30d3\u30b9\u3001Experience cloud\u30b5\u30fc\u30d3\u30b9\u3001Acrobat\u30b5\u30fc\u30d3\u30b9\u7b49\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070\u30af\u30ea\u30a8\u30a4\u30bf\u30fc\u90e8\u9580\u304c\u52d5\u753b\u7de8\u96c6\u306bCreative cloud\u3092\u5229\u7528\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u306f\u9867\u5ba2\u5206\u6790\u306bExperience cloud\u3092\u5229\u7528\u3001\u7ba1\u7406\u90e8\u9580\u304c\u66f8\u985e\u306e\u7ba1\u7406\u306bAcrobat\u3092\u5229\u7528\u3059\u308b\u306a\u3069\u30011\u3064\u306e\u4f01\u696d\u304c\u69d8\u3005\u306aAdobe\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3066\u53ce\u76ca\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span id=\"RPMRecurring_Profit_Margin\">\u7d4c\u5e38\u5229\u76ca\uff08RPM\uff1aRecurring Profit Margin\uff09<\/span><\/h2>\n\n\n\n<p>\u7d4c\u5e38\u5229\u76ca\u306f\u6210\u9577\u306e\u5143\u624b\u306b\u306a\u308b\u8cc7\u91d1\u3067\u3001\u57fa\u672c\u7684\u306bRPM\u304c\u30d7\u30e9\u30b9\u3067\u3042\u308c\u3070\u4f01\u696d\u306f\u6210\u9577\u306e\u305f\u3081\u306e\u8ffd\u52a0\u6295\u8cc7\u304b\u3001\u30b3\u30b9\u30c8\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306b\u3088\u308a\u63a1\u7b97\u6027\u3092\u826f\u304f\u3059\u308b\u304b\u3092\u9078\u629e\u3067\u304d\u307e\u3059\u3002\uff08<a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/ja_jp\/www\/documents\/ebook\/saas-founders-guide_JP.pdf\" target=\"_blank\" rel=\"noopener\" title=\"\">Salesforce\u300c\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u30ac\u30a4\u30c9\u300d<\/a>\u3088\u308a\uff09\u3002<\/p>\n\n\n\n<p>RPM\u306e\u7b97\u5f0f\u306f\u6b21\u306e\u3068\u304a\u308a\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u55b6\u696d\u53ca\u3073\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cbb\u7528\u306f\u9664\u5916\u3055\u308c\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u640d\u76ca\u8a08\u7b97\u66f8\u306e\u300cOperating Profit\u300d\u3068\u4e00\u81f4\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>RPM\uff1d\u5e74\u9593\u7d4c\u5e38\u5229\u76ca\uff08ARR\uff09\u2212\uff5b\u58f2\u4e0a\u539f\u4fa1\uff08COGS\uff09\u2212 \u7814\u7a76\u958b\u767a\u8cbb\uff08R&amp;D\uff09\u2212 \u4e00\u822c\u7ba1\u7406\u8cbb\uff5d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"ARR\">\u65e2\u5b58\u306e\u53ce\u76ca\uff08ARR\uff09\u3060\u3051\u3067\u306f\u30e9\u30a4\u30d0\u30eb\u4f01\u696d\u306b\u8ffd\u3044\u3064\u304b\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b<\/span><\/h3>\n\n\n\n<p>Netflix\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u898b\u308b\u3068\u3001FY2019\u306f\u55b6\u696d\u6d3b\u52d5\u3067\u7d042,887\u767e\u4e07\u30c9\u30eb\u306e\u8cc7\u91d1\u6d41\u51fa\u3001FY2018\u3082\u7d042,680\u767e\u4e07\u30c9\u30eb\u306e\u8cc7\u91d1\u6d41\u51fa\u3067\u3057\u305f\u3002\u4e3b\u306a\u8981\u56e0\u306f\u81ea\u793e\u4f5c\u6210\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u305f\u3081\u306e\u5148\u884c\u6295\u8cc7\u3067\u3059\u3002\u3055\u3089\u306bNetflix\u306fFY2020\u3067170\u61b6\u30c9\u30eb\u3092\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u6295\u8cc7\u3059\u308b\uff082020\u5e741\u6708\u6642\u70b9\uff09\u3068\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u30e9\u30a4\u30d0\u30eb\u4f01\u696d\u306eDisney+\uff08\u30c7\u30a3\u30ba\u30cb\u30fc\u30d7\u30e9\u30b9\uff09\u306e10\u5104\u30c9\u30eb\u3001\u30ef\u30fc\u30ca\u30fc\u30e1\u30c7\u30a3\u30a2\u53c2\u52a0\u306eHBO\u306e20\u61b6\u30c9\u30eb\u3092\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u52d5\u753b\u8996\u8074\u30b5\u30fc\u30d3\u30b9\u5e02\u5834\u306f\u6fc0\u5316\u3057\u3066\u304a\u308a\u3001\u898f\u6a21\u306e\u30e1\u30ea\u30c3\u30c8\uff08\u30b3\u30f3\u30c6\u30f3\u30c4\u6570\uff09\u3092\u4f1a\u54e1\u9867\u5ba2\u306b\u8a34\u6c42\u3059\u308b\u305f\u3081\u3001RPM\u3092\u5927\u304d\u304f\u8d85\u3048\u3066\u5148\u884c\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u306a\u304a\u3001FY2020\u306f\u30b3\u30ed\u30ca\u798d\u306b\u3088\u308a\u6709\u6599\u4f1a\u54e1\u6570\u304c26\u767e\u4e07\u4eba\u3068\u6025\u5897\u3057\u307e\u3057\u305f\u304c\u3001Netflix\u306f\u5143\u306e\u72b6\u6cc1\u306b\u623b\u308c\u3070\u4f1a\u54e1\u6570\u306e\u5897\u52a0\u3082\u901a\u5e38\u306b\u623b\u308b\u3060\u308d\u3046\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/invoice\/wp-content\/uploads\/2020\/10\/netflix_2020_quarterly_earnings-1024x534.png\" alt=\"\" class=\"wp-image-1781\"\/><figcaption class=\"wp-element-caption\">\u51fa\u5178\uff1aNetflix 2020 Quarterly Earnings<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"i\">\u5148\u884c\u6295\u8cc7\u306e\u305f\u3081\u306e\u8cc7\u91d1\u8abf\u9054\u3068\u8fd4\u6e08\u4f59\u529b<\/span><\/h3>\n\n\n\n<p>\u4e8b\u696d\u3092\u7d99\u7d9a\u3057\u3066\u3044\u304f\u305f\u3081\u306b\u306f\u5229\u76ca\uff08\u8cc7\u91d1\uff09\u304c\u5fc5\u8981\u3067\u3059\u3002\u6295\u8cc7\u8cc7\u91d1\u304c\u306a\u3051\u308c\u3070\u8a2d\u5099\u6295\u8cc7\u3084\u65b0\u898f\u4e8b\u696d\u306e\u305f\u3081\u306e\u5148\u884c\u6295\u8cc7\u304c\u3067\u304d\u305a\u3001\u904b\u8ee2\u8cc7\u91d1\u304c\u8db3\u308a\u306a\u3051\u308c\u3070\u5012\u7523\u306e\u5371\u6a5f\u306b\u76f4\u9762\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>Netflix\u306e\u8cc7\u91d1\u4e8b\u60c5\u3092\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3067\u78ba\u8a8d\u3059\u308b\u3068\u3001\u4e3b\u306b\u30b3\u30f3\u30c6\u30f3\u30c4\u6295\u8cc7\u3092\u88dc\u3046\u305f\u3081\u3001\u6bce\u5e74\u591a\u984d\u306e\u793e\u50b5\u3092\u767a\u884c\u3057\u8cc7\u91d1\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>2019FY\u306f\u7d044,469\u767e\u4e07\u30c9\u30eb\u30012018FY\u306f\u7d043,961\u767e\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u8cb8\u501f\u5bfe\u7167\u8868\u306e\u6b8b\u9ad8\uff08Long-term debt\uff09\u306f2019FY\u3067\u7d0414,759\u767e\u4e07\u30c9\u30eb\u30012018FY\u3067\u7d0410,360\u767e\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u793e\u50b5\u306e\u8fd4\u6e08\u306f2030\u5e74\u307e\u3067\u7d9a\u304d\u307e\u3059\u304c\u3001\u5148\u306b\u30b3\u30f3\u30c6\u30f3\u30c4\u5236\u4f5c\u3092\u5b8c\u4e86\u3057\u9b45\u529b\u7684\u306a\u52d5\u753b\u6570\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u4ed6\u306e\u30e9\u30a4\u30d0\u30eb\u3092\u5727\u5012\u3057\u3001\u6bce\u5e74\u306eARR\u3092\u3055\u3089\u306b\u6025\u62e1\u5927\u3055\u305b\u3066\u5c06\u6765\u306e\u8fd4\u6e08\u4f59\u529b\u3092\u751f\u307f\u51fa\u3059\u6226\u7565\u306a\u306e\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u8fd4\u6e08\u4f59\u529b\u306b\u3064\u3044\u3066\u306f\u8ab2\u91d1\u4f53\u7cfb\u306e\u5909\u66f4\u3082\u3042\u308a\u3048\u307e\u3059\u3002Netflix\u306e\u6709\u6599\u4f1a\u54e1\u7dcf\u6570\u306f1\u51049295\u4e07\u4eba\uff082020\u5e746\u6708\uff09\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u3082\u3057\u6708\u984d\u8ab2\u91d1\u4f53\u7cfb\u30921\u4eba\u3042\u305f\u308a1\u30c9\u30eb\u5897\u52a0\u3057\u305f\u3089\u3001Churn\uff08\u89e3\u7d04\u7387\uff09\u304c\u5927\u304d\u304f\u60aa\u5316\u3057\u306a\u3044\u9650\u308a\u3001\u6bce\u5e742\u61b6\u30c9\u30eb\u524d\u5f8c\u306e\u53ce\u76ca\u5897\u52a0\u306b\u306a\u308b\u30b9\u30b1\u30fc\u30eb\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"i-2\">\u53c2\u8003\u8cc7\u6599<\/span><\/h3>\n\n\n\n<ul>\n<li><a href=\"https:\/\/www.adobe.com\/jp\/creativecloud\/information\/cc-best-10.html\" target=\"_blank\" rel=\"noreferrer noopener\" title=\"https:\/\/www.adobe.com\/jp\/creativecloud\/information\/cc-best-10.html\">Adobe\u3000Creative cloud\u3000\u30d9\u30b9\u30c810<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/d18rn0p25nwr6d.cloudfront.net\/CIK-0001065280\/4b247013-f3f1-4881-92d2-13088d2bd8d7.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" title=\"https:\/\/d18rn0p25nwr6d.cloudfront.net\/CIK-0001065280\/4b247013-f3f1-4881-92d2-13088d2bd8d7.pdf\">Netflix\u3000Form 10-K<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/variety.com\/2020\/digital\/news\/netflix-2020-content-spending-17-billion-1203469237\/\" title=\"https:\/\/variety.com\/2020\/digital\/news\/netflix-2020-content-spending-17-billion-1203469237\/\" target=\"_blank\" rel=\"noreferrer noopener\">VARIETY\u3000Netflix Projected to Spend More Than $17 Billion on Content in 2020<\/a>\u3000<\/li>\n\n\n\n<li><a href=\"https:\/\/s22.q4cdn.com\/959853165\/files\/doc_financials\/2020\/q2\/FINAL-Q2-20-Shareholder-Letter-V3-with-Tables.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" title=\"https:\/\/s22.q4cdn.com\/959853165\/files\/doc_financials\/2020\/q2\/FINAL-Q2-20-Shareholder-Letter-V3-with-Tables.pdf\">Netflix<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.itmedia.co.jp\/news\/articles\/2007\/17\/news068.html\" target=\"_blank\" rel=\"noreferrer noopener\" title=\"https:\/\/www.itmedia.co.jp\/news\/articles\/2007\/17\/news068.html\">ITmedia NEWS\u3000Netflix\u6c7a\u7b97\u306f\u904e\u53bb\u6700\u9ad8\u306e\u5897\u53ce\u5897\u76ca\u3060\u304c\u6709\u6599\u4f1a\u54e1\u6570\u5897\u52a0\u7387\u306f\u920d\u5316<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"SaaS\u3068\u3057\u3066\u3001Netflix\u3001Adobe\u306a\u3069\u5927\u624b\u306e\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u4e8b\u696d\u304c\u305d\u306e\u4ed5\u7d44\u307f\u3092\u5229\u7528\u3057\u3066\u696d\u7e3e\u3092\u62e1\u5927\u3055\u305b\u3066\u3044\u308b\u3053\u3068\u3067\u6709\u540d\u3067\u3059\u3002\n\u4eca\u56de\u306f\u3001\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u4e3b\u8981KPI\u3067\u3042\u308b\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff09\u3068\u7d4c\u5e38\u5229\u76ca\uff08RPM\uff09\u3092\u8ef8\u306b\u3001Adobe\u3068Netflix\u306e\u52d5\u5411\u3092\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002","protected":false},"author":8,"featured_media":1553,"template":"","tags":[44,26,27],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/blog\/1551"}],"collection":[{"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/types\/blog"}],"author":[{"embeddable":true,"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/users\/8"}],"version-history":[{"count":4,"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/blog\/1551\/revisions"}],"predecessor-version":[{"id":9577,"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/blog\/1551\/revisions\/9577"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/media\/1553"}],"wp:attachment":[{"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/media?parent=1551"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kurojica.com\/invoice\/wp-json\/wp\/v2\/tags?post=1551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}