Do you think politics plays a role at all?  Personally I think #Disney should stick to entertainement and stop taking a political stand.  But after they did, and then all the fighting they had with DeSantis, half of America doesn't like them.  Certainly you won't find any MAGA republicans buying $DIS stock.

I think #Disney has become too woke for a lot of people to support their offerings.  $DIS

How do you think #Disney's fight with the state of Florida will affect the $DIS stock price? 

How is $DIS consistently considered a stay at home stock? The bulk of #Disney's revenue is the complete opposite of stay at home.

Smart move by #Disney. Hopefully this move opens the eyes of these 2,000 employees to a life not lived in servitude of heavy handed big govt. $DIS

See I thought #Disney was a recovery stock and everything new and great they did with their streaming service was sugar on the icing! $DIS

Interesting... but what is the value of the rest of what #Disney paid Fox 71bil for? Disney MrtCap has been sitting at 210bil area for some time $DIS.

I've read that for #Disney, the move into streaming is more about the data it can collect on viewers than the revenue it will generate from subscription fees. Disney can make billions off a single movie (Avengers Endgame, Star Wars, Frozen, etc.). A fortune off related licensing, etc. Streaming revenue is a drop in the bucket. $DIS

#Disney has a large library and will likely steal some of #Netflix's thunder, but I don't consider it a major threat. It's library still pales in comparison to Netflix and is limited to their own vault of films and TV shows. I expect the number of people who would actually REPLACE Netflix with Disney is relatively small. More likely, people will have both. $NFLX $DIS

You don't think #Disney's new streaming service will negatively affect the Outlook on #Netflix? $DIS $NFLX

Unless #Disney terminates it's agreements with other streaming providers like #Amazon and #Netflix, I don't see the value in having a standalone product featuring their films. Most are already available elsewhere, why would I sign up for yet another service $DIS

Lately #Disney has been making all the right moves. Bullish on $DIS

Good comment thread. Yes, #Netflix has much to offer and a rabidly loyal customer base. But the financials can't be ignored either. And unlike TV networks, they can't make up additional revenue in advertising without alienating the very customers whose loyalty the company relies on to survive.

I believe the solution is to take a page from #Disney's book and focus more on licensing. Sure Disney made billions of people paying to see it's lovable princesses, and other cartoon characters, not to mention the Star Wars franchise. But they've many more billions off the licensing of these characters.

Netflix has come up with some really top tier original content for both adults and kids. Not to mention brought over some cancelled shows which already had cult followings. They should leverage these character with licensing opportunities and bring a much needed additional revenue stream. $NFLX $DIS

Good question. The value of buying #StarWars made much more sense as it's in #Disney's wheelhouse with movie production, licensing, toys, etc. And that purchase has paid off in spades. But #ESPN? I don't see the value. I think they should spin it off.

I never understood the value proposition of #Disney buying #ESPN in the first place. Can someone explain to me why this made sense in the first place? Where are the synergies? $DIS