Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish
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An analyst predicts flat growth for Disney+ in Q1, contrasting with Netflix's record quarter. Despite this, the analyst remains optimistic about Disney's sports, direct-to-consumer, and experiences segments ahead of its Q1 financial results on Feb. 5.
January 23, 2025 | 6:00 pm
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POSITIVE IMPACT
Netflix had a record quarter, contrasting with Disney's expected flat growth for Disney+.
Netflix's record quarter highlights its strong performance, especially in contrast to Disney's expected flat growth, which could positively influence Netflix's stock in the short term.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Disney is expected to report flat growth for Disney+ in Q1, but there is optimism for its sports, direct-to-consumer, and experiences segments.
The analyst's prediction of flat Disney+ growth could be seen as a negative, but the optimism in other segments like sports and experiences balances the outlook, leading to a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90