$Disney (DIS.US)$ is just getting started unleashing new ori...
$Disney(DIS.US$ is just getting started unleashing new originals from Star Wars, Marvel, and Pixar on streaming, so Disney+'s subscriber growth can reaccelerate. Over the last decade, Netflix has raised its subscription fee several times, which is another catalyst for Disney+. If Disney reaches its subscriber guidance and/or raises the monthly fee, Disney+ would be worth considerably more than the $133 billion estimate above.
For example, 245 million subscribers paying $12 per month would translate into $35 billion in annual revenue. At a P/S multiple of 7, Disney+ would be worth $245 billion, or almost as much as Disney's whole business is selling for now.
Keep in mind, we're not even talking about the value of Hulu and ESPN+, which had a combined 61 million subscribers as of Oct. 2. Taking all this into account, a double from today's share price within the next five years is not out of the question for Disney investors.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
Aurelian : this to orrow can be over $150. Alot of good news and if we beat the estimates this can go over $200 in a month
一桶金 :
PREMOSULTRAAOP Aurelian: There is a lot of good news waiting for us
PREMOSULTRAAOP 一桶金: