Latest ideas and analyses related to Disney+

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NFLX

+42 pts



Some concerning indicators for NFLX out of Nielsen's latest report

By ethonomics on Feb. 13, 2020, 8:33 a.m.
Tagged topics: Apple TV+ , Disney+ , SVOD , CBS All Access , Peacock , AVOD

Views: 261, Votes: 1, Responses: 2, Attachments: 0
ROKU

+42 pts



2020 should be a big year for Roku

By bbern3 on Feb. 6, 2020, 1:37 p.m.
Tagged topics: Apple TV+ , Disney+ , OTT , SVOD , advertising , The Roku Channel , Roku TV , international expansion , new CFO

Views: 286, Votes: 1, Responses: 3, Attachments: 0
NFLX , DIS

+50 pts



US subscriber losses would mean it's no longer a growth stock

By junkfoodlover on Dec. 10, 2019, 8:13 a.m.
Tagged topics: Apple TV+ , Disney+ , subscriber losses , growing competition , Amazon , growth stock , international growth

Views: 648, Votes: 2, Responses: 2, Attachments: 0
DIS , NFLX

+30 pts



3 ways Disney+ can impact the telecom/media industry

By phenphen on Nov. 19, 2019, 5:40 p.m.
Tagged topics: Disney+ , traditional media , transition to streaming , wireless operators , traditional pay TV bundle , broadband service

Views: 205, Votes: 1, Responses: 0, Attachments: 0
VZ , T , TMUS , NFLX

+30 pts



Verizon's 12 month free Disney+ promo met with modest consumer reaction

By bbern3 on Nov. 19, 2019, 5:29 p.m.
Tagged topics: analyst checks , DirecTV , Disney+ , unlimited plans , promotion

Views: 140, Votes: 1, Responses: 0, Attachments: 0
NFLX

+31 pts



Disney+ impact on Netflix seems small so far

By realjoe on Nov. 19, 2019, 5:19 p.m.
Tagged topics: Disney+ , Netherlands , Disney+ launch impact

Views: 198, Votes: 1, Responses: 0, Attachments: 0
DIS

+49 pts



Early stats indicate Disney+ off to a very strong start

By phenphen on Nov. 19, 2019, 5:12 p.m.
Tagged topics: analyst checks , Disney+ , app downloads , launch day , Google search interest , Internet traffic , Amazon Prime Video

Views: 395, Votes: 2, Responses: 3, Attachments: 0
DIS , AMZN

+36 pts



Growing interest in Disney+ with Amazon onboard

By realjoe on Nov. 8, 2019, 1:28 a.m.
Tagged topics: analyst checks , Disney+ , digital distribution platform

Views: 208, Votes: 1, Responses: 0, Attachments: 0
AAPL , DIS , NFLX

+38 pts



With $102b cash, Apple TV+ will not lose the price war with NFLX and Disney+

By phenphen on Sept. 11, 2019, 8:03 p.m.
Tagged topics: Apple TV+ , price war , Disney+

Views: 131, Votes: 2, Responses: 2, Attachments: 0