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@GerberKawasaki | |||||
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This is going to be netflix's toughest qtr in its history, and the competition keeps coming. The real question is how many US subscribers did they lose in Q4? At it's current valuation, it seems that people are not accurately assessing the competition. $NFLX
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dj Thistle / Coin Street News
@DJThistle01
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15. sij |
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I finally signed up for Disney.
There's a bunch of stuff I want to watch but I don't know if I would keep it for more than a year.
Netflix lost some great content, but their original series have me coming back for more. Stranger Things, Umbrella Academy, etc. Great concepts.
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Ross Gerber
@GerberKawasaki
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15. sij |
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wait till you see the content coming on over the next year!
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Ian Michael Nagle
@NagleIan
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15. sij |
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It blows my mind, there is a disconnect between Netflix and other streaming stocks now. Either Netflix’s P/E should be coming down or others, mainly Disney, should be rising. Probably a bit both!
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Ross Gerber
@GerberKawasaki
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15. sij |
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hence the opportunity... In Disney $DIS
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Damien Bombelli
@strandfund
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15. sij |
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dogshit stocks love central bank liquidity
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scott pennington
@scottwillpenn
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15. sij |
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Definitely a bot
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Doug
@dougdstecklein
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15. sij |
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Disney+ is only $6 a month. Apple TV has no content.
Hardly reasons to cancel Netflix.
Netflix will be fine.
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Erik Butler
@erikcbutler
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15. sij |
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I don’t think there is real competition. Netflix, Disney, and that’s it. If they lost any it’s temporary. Dis is just the shiney new object. Personally between the two i’d pick Netflix every time. Dis feels like that old dvd collection you never watch because you’ve seen it all.
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TS
@tonicskies
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15. sij |
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how much of $NFLX US sub base comes from carrier-subsidized/sponsored plans and what r the economics to the company vs regular sub?
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Nishant
@NishantGogna
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15. sij |
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When does $NFLX announce?
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