Disney’s Stream Snipe!
The hunt begins for the Netflix user base! Aside from a few minor technical issues, Disney+ flew out of the gates yesterday to get its hands dirty in the streaming wars, contest market share, and remove rivals standing in the way of price hikes.Â
There’s good money to be made in streaming stocks. The competitive landscape is up in the air, and so markets don’t yet know which companies to reward on Wall Street. Amazon has the advantage of scale, but not over every competitor. Netflix’s first mover’s advantage helped make its name. However, it could all prove worthless if the rest of the industry benefits by going second!
There are only so many eyeballs to go around in the entertainment biz, so investors need to work out which streamer most will be planted on. It’s not about Disney+ having the best debut (and it was a great debut, by the way), Hulu Max dominating in one region, or Apple TV+ being big only for a year. It’s about which streamer can protect the longest runway of low risk, high reward money-making opportunities for investors. With a head start, the streaming world is Netflix’s to lose!
Yesterday, Disney+ started playing catch-up. It may be a modern service, but its substance is made up of a hundred years of Disney classics. No other streamer can say the same. American families will savor the nostalgia and trust in the Disney stamp more than with Netflix, Hulu, or Amazon. That makes for a deep-seated, sentimental competitive advantage earned over decades of principled team effort.Â
As the heart and soul of an investor’s bull case, the success of Disney’s streaming service will be a test of where its brand lives in the mind of a modern consumer. The streaming war is getting real! We’ll bring you the latest!