So Disney finally won! Disney started late but caught up and now beating Netflix which is single show pony! Even If Netflix tries to compete, it canโt catchup with Disney because it has streaming service, in person Disneyland various other streams of income. Market Cap of Disney: 175 B Netflix: 85 B
Who cares
Disney was never a turtle lol. They are a goddamn world empire and always had more resources than netflix
A fair comparison will be looking at just their streaming services market share; even at that, Disney had a head start with its movie catalog.
Well Disney got star wars and marvel in their bag. They showing Dr strange now so how can one compete with them.
What is the one Netflix show? Stranger Things?
Apple will win streaming in the next 10 years
They don't own any studios.. My bet is on paramount plus. Best new movies day one
Disney's moat is its content. If you have good movies and shows, people might still tolerate poor tech/experience. Netflix for sure has made huge strides on the content front, but still its moat probably is the tech. But, it will be interesting to see how Netflix comes out of this rut.
Does tech even matter at this point? It's not like other video streaming providers are much behind. The only difference is really just the content and ui.
If you watch all big movies (think marvel) in theaters, there is shit left on Disney+. I barely open that app anymore. Netflix on the contrary has a lot more content to watch. Take the big ticket movies out and Disney+ is gone. None of the tv shows are even remotely exciting.
Star war shows mean nothing to you. How dare you ignore mandalorian
Own a lot of stock. Hope it recovers
LOL, I'm guessing that chart will be used at the next earnings call. That still won't save the stock from taking another poop.
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I can't believe the startup Disney was able to conquer such odds.