Latest ideas and analyses related to Disney+

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NFLX , DIS

+39 pts



Bull You Must Remain, Young Skywalker

By adamsmith on Dec. 14, 2020, 3:23 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 27, Votes: 3, Responses: 1, Attachments: 0
DIS , NFLX

+43 pts



$DIS, $NFLX - BMO downgrades Disney from Buy to Hold after recent run up on reopening hopes and investor day, puts Netflix back on their Top Pick

By mooreideas on Dec. 14, 2020, 11:11 a.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 123, Votes: 2, Responses: 2, Attachments: 12
DIS , NFLX

+32 pts



I'll take Disney for $400 (RIP Alex Trebek)

By adamsmith on Dec. 11, 2020, 12:53 p.m.
Tagged topics: pricing , Disney+ , streaming , competition

Views: 31, Votes: 2, Responses: 0, Attachments: 0
DIS , NFLX

+47 pts



$DIS, $NFLX - Needham says Disney+ is beating Netflix in the streaming game that Netflix invented

By mooreideas on Dec. 11, 2020, 9:35 a.m.
Tagged topics: pricing , Disney+ , streaming , competition

Views: 181, Votes: 4, Responses: 1, Attachments: 4
DIS

+39 pts



$DIS - JP Morgan says Disney+ subscriber and profitability will be the focus of Investor Day on Dec 10

By mooreideas on Dec. 7, 2020, 11:56 a.m.
Tagged topics: guidance , Disney+ , investor day

Views: 162, Votes: 4, Responses: 0, Attachments: 7
DIS

+31 pts



$DIS - Goldman believes Disney+ can approach Netflix-like scale and economics over next five years

By junkfoodlover on Oct. 13, 2020, 1:35 a.m.
Tagged topics: Disney+ , investor day , reorganization

Views: 53, Votes: 1, Responses: 0, Attachments: 4
DIS , NFLX

+600 pts



$DIS - analysts cut estimates again on likely delays to parks reopening and production resumption

By junkfoodlover on June 26, 2020, 4:08 p.m.
Tagged topics: Disney+ , COVID-19 , reopening , OTT strategy

Views: 65, Votes: 5, Responses: 0, Attachments: 0
NFLX , DIS

+31 pts



$NFLX Thoughts ahead of Q1 print next week

By realjoe on April 17, 2020, 11:39 a.m.
Tagged topics: analyst checks , Disney+ , COVID-19 , stay-at-home

Views: 145, Votes: 1, Responses: 0, Attachments: 0
DIS , VZ

+32 pts



$DIS - Putting Disney+ early success into context

By mooreideas on April 9, 2020, 11:37 a.m.
Tagged topics: Disney+ , COVID-19 , stay-at-home , Marvel , Star Wars , park closures

Views: 369, Votes: 1, Responses: 0, Attachments: 0
NFLX

+30 pts



NFLX regained top spot in Q1, but Disney and Apple still took share

By phenphen on April 8, 2020, 8 a.m.
Tagged topics: Apple TV+ , Disney+ , YouTube

Views: 158, Votes: 1, Responses: 0, Attachments: 0