Anonymous

12 Dec 2020

∙

Which stock has stronger fundamentals in the entertainment industry, Disney or Netflix?

Is it true that Netflix vs Disney is basically Netflix vs Disney AND Apple? Do you think that with billions of dollars in content, Disney AND Apple have the firepower to kill off Netflix?

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cosmos99

12 Dec 2020

I believe Disney has a stronger portfolio as of now.

ESPN, 20th Century Fox, Marvel, NatGeo, Pixar,
abc entertainment etc..
$18B or so content spending muscle (matching or beating Netflix as per their latest plan)

But I think Netflix is being underestimated. And I doubt if a combination of Disney, Apple, HBO max can kill it off ever. Netflix has a great content pipeline, sticky platform and a mature recommendation engine in my view. Unlike other streaming platforms, they invested heavily in localized content as well. I hope they will also pivot to live sports, esports, gaming type of other categories.

Overall, moving away from standard theatrical releases to streaming (like HBO max) should only strengthen Netflix further. There will be fierce competition for sure, but I see a consolidation wiping off other players with only Netflix and Disney emerging as potential winners.

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