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Google? I think you mean Alphabet ;) I think the problem with Netflix is there's a ceiling. Disney (which owns, like, all the IP out there... not to mention th

Google? I think you mean Alphabet ;) I think the problem with Netflix is there's a ceiling. Disney (which owns, like, all the IP out there... not to mention theme parks, sports and countless other things) is worth $288bn and Netflix is somehow worth $291bn!? Sure, Netflix has some decent movies out there... but do you really think their catalogue even begins to touch Disney? Either Disney is undervalued (probably true) or Netflix is overvalued (definitely true), and Netflix doesn't currently seem to have significant momentum. Source (Nov 2021): https://www.bloomberg.com/news/articles/2021-11-11/netflix-s-value-nears-disney-amid-streaming-battle-tech-watch https://www.bloomberg.com/news/articles/2021-11-11/netflix-s... EDIT: I posted a longer list of their IP below, but don't forget that Disney owns a majority of Hulu and their television/movies!

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drstewart 5y ago
If you're not into kids movies or superheroes, Disney's IP isn't really all that compelling.
- gkoberger 5y ago
  Disney owns/co-owns ESPN, Hulu, ABC, Fox, A&E, The History Channel, Lifetime, Vice, 20th Century Fox, 21st Century Fox, Touchstone, Lucasfilm, Searchlight, National Geographic, FX, FXX... the list goes on.
- disgruntledphd2 5y ago
  Kids are into kids movies, and there are lots of them :)
- optimalsolver 5y ago
  >Disney's IP isn't really all that compelling Are you counting the entire back catalog of 20th Century Fox?
- jcranmer 5y ago
  It's worth remembering that Disney's single largest revenue source is... ESPN. Not its animated movies, other film IPs, other TV series, theme parks, or merchandising, but ESPN.
neogodless 5y ago
My armchair/couch analysis says that I see way more new, worthwhile content appear on a regular basis on Netflix than on Disney+. Disney does have arguably better content, and the theme parks are certainly a whole different market from Netflix's limited content and content delivery market, though. Disney+ seems to get much less frequent "new" content. EDIT: Although, I forgot they own Hulu. We use Hulu about as much as Netflix :) They get content at a good pace.
baxtr 5y ago
> Google? I think you mean Alphabet ;) Touché!

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drstewart 5y ago

If you're not into kids movies or superheroes, Disney's IP isn't really all that compelling.

gkoberger 5y ago
Disney owns/co-owns ESPN, Hulu, ABC, Fox, A&E, The History Channel, Lifetime, Vice, 20th Century Fox, 21st Century Fox, Touchstone, Lucasfilm, Searchlight, National Geographic, FX, FXX... the list goes on.
disgruntledphd2 5y ago
Kids are into kids movies, and there are lots of them :)
optimalsolver 5y ago
>Disney's IP isn't really all that compelling Are you counting the entire back catalog of 20th Century Fox?
jcranmer 5y ago
It's worth remembering that Disney's single largest revenue source is... ESPN. Not its animated movies, other film IPs, other TV series, theme parks, or merchandising, but ESPN.

neogodless 5y ago

My armchair/couch analysis says that I see way more new, worthwhile content appear on a regular basis on Netflix than on Disney+. Disney does have arguably better content, and the theme parks are certainly a whole different market from Netflix's limited content and content delivery market, though. Disney+ seems to get much less frequent "new" content. EDIT: Although, I forgot they own Hulu. We use Hulu about as much as Netflix :) They get content at a good pace.

baxtr 5y ago

> Google? I think you mean Alphabet ;) Touché!