Why isn't DIS valued higher than NFLX?
$Disney(DIS.US$ $Netflix(NFLX.US$ DIS revenue in the last quarter was 63b down from 78b pre pandemic
Their streaming service was 105m users meaning there's significant growth available
Their IP, movie and resorts/parks revenue hasn't fully recovered from COVID meaning more growth available
Disney's IPs have stronger licensing possibilities and revenue
NFLX revenue last quarter was 28b
Their streaming service is 210m users meaning it's almost saturated and the growth will really come through price increases which may reduce subscribers
Despite this, market caps for both are basically the same
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