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Maybe Disney, more likely. Hollywood has essentially frozen production and from what I'm hearing they're really not setup for working remote in pre/post (especi

Maybe Disney, more likely. Hollywood has essentially frozen production and from what I'm hearing they're really not setup for working remote in pre/post (especially the latter). Combine with delayed releases, cancellation of film festivals (which are marketplaces as much as exhibitions for content) and the new releases this year appear to be on a giant delay. Disney is interesting because they have the deepest bench, so to speak in terms of catalog. They also have the kids stuff, and all the kids are at home. They also had their stock dip below $100 with the crash this week, had to shutdown their parks, and quite recently reorganized the entire direct to consumer business. I'd put some money on Disney coming out on top there. Netflix relies on new content to reduce churn. If production is halted I don't know how that looks for them. However if you take out their capex on production, they suddenly become stupidly profitable. So who knows.

jonknee 7y ago
Disney is also hemorrhaging cash with their parks closed. Along with resorts and cruises. And their TV advertising just vanished with losing all live sports. The next earnings season is going to be insane.
ehsankia 7y ago
Even with it's deep catalog, Disney+ still has far less content than Netflix. I do agree that Netflix relies on new content to reduce churn, but my argument wasn't so much about existing users (churn), but about millions of new people who never had Netflix deciding to sign up because they have nothing else to do at home. As for the rest of people, I agree that when you're competing with hundreds of other sources of entertainment and ways to spend your days, Netflix's catalog may not be amazing, but when most of the population is stuck at home, I'm sure there are plenty of stuff people will find and enjoy on Netflix. Disney is definitely a runner up too. They've started moving releases closers. They just released Frozen 2 and the new Starwars movie digitally.

jonknee 7y ago

Disney is also hemorrhaging cash with their parks closed. Along with resorts and cruises. And their TV advertising just vanished with losing all live sports. The next earnings season is going to be insane.

ehsankia 7y ago

Even with it's deep catalog, Disney+ still has far less content than Netflix. I do agree that Netflix relies on new content to reduce churn, but my argument wasn't so much about existing users (churn), but about millions of new people who never had Netflix deciding to sign up because they have nothing else to do at home. As for the rest of people, I agree that when you're competing with hundreds of other sources of entertainment and ways to spend your days, Netflix's catalog may not be amazing, but when most of the population is stuck at home, I'm sure there are plenty of stuff people will find and enjoy on Netflix. Disney is definitely a runner up too. They've started moving releases closers. They just released Frozen 2 and the new Starwars movie digitally.