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.

No surprises here. I am betting on $DIS

What's your take on $DIS these days?

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

But not for #Disney; it’s up about 20% from where it was at this time last year. So your article means nothing for $DIS except to prove that it’s the dominant player!

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

$DIS did not disappoint.....ESPN did.... they need to dump that lead weight.

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

Great article. $DIS is going to keep going up.