Netflix Vs. Disney: Internet Traffic Crowns One Streaming Giant, While Both Leave Competitors In The Dust
Portfolio Pulse from Chris Katje
New internet traffic data shows Netflix leading the streaming sector with significant year-over-year growth, while Disney also sees positive trends despite slight declines. Both companies outperform competitors like YouTube TV and HBO Max. Netflix's growth is supported by future initiatives in live sports and potential price hikes, while Disney plans a price increase for its streaming bundle.
September 11, 2024 | 6:13 pm
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POSITIVE IMPACT
Netflix shows strong year-over-year global streaming traffic growth, indicating continued dominance in the sector. Future growth initiatives include live sports and potential price hikes.
Netflix's significant year-over-year traffic growth suggests strong consumer demand and market position. The company's focus on live sports and potential price hikes could further boost revenue, positively impacting stock prices.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEUTRAL IMPACT
Disney's streaming traffic shows slight declines but is improving compared to earlier in the year. The company plans a price increase for its streaming bundle, which could impact subscriber numbers.
Disney's streaming traffic is stabilizing, but upcoming price increases could affect subscriber retention. The company's emphasis on streaming for growth and recent profitability in the segment are positive signs.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 85