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Netflix made over $4.5 billion in revenue last quarter and has been consistently growing it every year at insane rates. Disney? Not so much. A blockbuster film

by dkrich 7y ago

Netflix made over $4.5 billion in revenue last quarter and has been consistently growing it every year at insane rates. Disney? Not so much. A blockbuster film costs hundreds of millions of dollars to make. How many companies have the money and desire to play in that space? It's Disney's and a couple of other studio's wheelhouse. Netflix is quickly reaching the scale to compete there though and they have demonstrated the ability to hire away talent from all the major studios and quickly put out content that viewers demonstrably spend time watching. It seems like half the bull case for Disney + is Endgame. How many people are going to pull out their wallets to sign up for a subscription to stream a six-month old movie that they've probably already seen if they're that excited about it? Seems like a stretch to me.

scarface74 7y ago
Netflix made over $4.5 billion in revenue last quarter and has been consistently growing it every year at insane rates. Disney? Not so much. Disney’s revenue was three times that and they just added Fox. Revenue means nothing without profit. Netflix’s total profit last quarter was less than that of either one of Disney’s last three Marvel movies. Netflix is quickly reaching the scale to compete there though and they have demonstrated the ability to hire away talent from all the major studios and quickly put out content that viewers demonstrably spend time watching. It’s not about the talent. Both Black Panther and Captain Marvel were made by unknown producers. Disney has multiple franchises that have been popular for decades. It seems like half the bull case for Disney + is Endgame. How many people are going to pull out their wallets to sign up for a subscription to stream a six-month old movie that they've probably already seen if they're that excited about it? Seems like a stretch to me. People are still buying Disney movies from decades ago. Kids will watch the same movie repeatedly. A lot of Disney movies are considered classics.

by dkrich 7y ago

scarface74 7y ago

Netflix made over $4.5 billion in revenue last quarter and has been consistently growing it every year at insane rates. Disney? Not so much. Disney’s revenue was three times that and they just added Fox. Revenue means nothing without profit. Netflix’s total profit last quarter was less than that of either one of Disney’s last three Marvel movies. Netflix is quickly reaching the scale to compete there though and they have demonstrated the ability to hire away talent from all the major studios and quickly put out content that viewers demonstrably spend time watching. It’s not about the talent. Both Black Panther and Captain Marvel were made by unknown producers. Disney has multiple franchises that have been popular for decades. It seems like half the bull case for Disney + is Endgame. How many people are going to pull out their wallets to sign up for a subscription to stream a six-month old movie that they've probably already seen if they're that excited about it? Seems like a stretch to me. People are still buying Disney movies from decades ago. Kids will watch the same movie repeatedly. A lot of Disney movies are considered classics.