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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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
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