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.

Yes, I recently read that about Blank Panther. I believe $DIS is unstoppable at the moment and that it wil only get better.

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 acquisition target for $AAPL that I hadn't thought of. $DIS

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

Never understood the value proposition for #Disney acquiring #ESPN. A divestment or spinoff would be a good idea. $DIS