Under Discussion: Disney overtakes Netflix on total subscribers. Which one is your choice?
$Disney(DIS.US$ 's earnings report topped both revenue and profit, sending its stock higher in pre-hours trading on Thursday, August 11, 2022.
Key takeaways for the quarter ended July 2, 2022:
Non-GAAP EPS: $1.09, beating the consensus estimate of $0.98; +36% yoy
Revenue: $21.5 billion beat expectations by $490 million; +26% yoy
Total paid subscribers: reached 221 million, +27% yoy; new addition of 14 million, which is expected at 5.1 million.
Impressively, Disney+ specifically hit 152.1 million, +31% yoy
Disney+ ARPU: $ 4.35, +4.56% yoy
For comparison, here are some key takeaways from $Netflix(NFLX.US$ Q2 earnings.
Diluted EPS: $3.2, +7.7%
Revenue: $7.9 billion, +8.5%
Total paid subscribers: 220.67 million, +5.5%; losing 970,000 subscribers
Netflix ARPU: $ 9, + 2.9% yoy
The growth rate is a key metric that investors evaluate when pricing a stock. For streaming businesses, user growth and average revenue per user are common metrics to watch.
Disney's strength has boosted confidence in the industry among some investors who hope Netflix and others will pick up growth if it considers offering more products, such as ad-supported options, as the inflation frenzy cools. CPI data in July came down from the peak, showing signs of easing.
Some argue that Netflix is a pioneer in the streaming industry, like Tesla in the EV sector, and should have strong momentum compared to its peers.
Disney's strength has boosted confidence in the industry among some investors who hope Netflix and others will pick up growth if it considers offering more products, such as ad-supported options, as the inflation frenzy cools. CPI data in July came down from the peak, showing signs of easing.
Some argue that Netflix is a pioneer in the streaming industry, like Tesla in the EV sector, and should have strong momentum compared to its peers.
While some insist that a diversified revenue structure provides Disney with relatively solid support, it's a better choice in the industry.
An interesting fact
The time it took to reach 150 million subscribers:
Netflix: 12 years, 5 months
Disney+: 2 years, 7 months
![]()
What are your thoughts on the streaming industry? Netflix or Disney, which one is your choice?
Disney+: 2 years, 7 months
A: Netflix, a pure play streamer and the pioneer
B: Disney, a nearly century-old brand with a solid mass base
C:![]()
Bearish on the entire streaming media industry
![]()
Share your insights in the comments section.
Not sure how to evaluate a company's business data?
How about taking an exam before venturing into complex research>>
B: Disney, a nearly century-old brand with a solid mass base
C:
Not sure how to evaluate a company's business data?
How about taking an exam before venturing into complex research>>
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
Moomoo Learn Official Account
Easy learning at moomoo Learn.
Let's trade smarter！
20KFollowers
105Following
24KVisitors
Follow
Zeddddd : B $Disney (DIS.US)$
Street Outsider : There is no doubt, $Netflix (NFLX.US)$ has paved the way for the whole industry
witty Llama_cin : C
J-Zil : $Netflix (NFLX.US)$ the pioneer
AmcApe1st : C, I’m currently bearish on the whole industry. They’re played out at the moment in my opinion. People are using them a lot less from my observations.
Numapennywell : Disney
70731067 : I won’t give either one a penny
JJ Hou : I have disney shares! Anyway many remarked that disney+ is gd!
71639729 : B, Disney is the best to build position in!
calm Axolotl_5738 : bearish on all streaming services because people seem to using them less, I am... anyways, the main reason imo, that Disney gained almost 200 million subs on 2 years while it took Netflix more than 5x that is bad cally because Disney is in of itself, a library of movies, so it's streaming basically unlocked a way to profit from their already massive collection of movies, stories, etc ... just my two cents.
View more comments...