Netflix’s Biggest Problem Isn’t Disney

Netflix’s Biggest Problem Isn’t Disney

“Disney is developing a direct-to-consumer capability via ESPN+ which will permit subscribers to consume sports content on demand via an app,” says equity analyst John Zolidis. “Separately, DIS is developing a streaming service for the substantial pantheon of Disney TV and movie properties. We think both of these efforts have the potential to be extremely successful and in particular, we believe a Disney streaming offer could easily become a must-have subscription, perhaps even more successful than Netflix (which currently has access to much Disney content).”

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