Disney ($DIS) and the Netflix ($NFLX) "Streaming Multiple"

How does the Netflix "streaming multiple" apply to Disney's ecosystem driven by IP and monetizing users in multiple ways?

Nov 17, 2020

∙ Paid

This week the "streaming multiple" is very much on my mind, especially after Disney's Q3 earnings call. The story for Disney+ was strong:

Disney Chairman Bob Iger said back in February 2019 that the company’s “number one priority” would be streaming. Now the stock boost after a mostly dismal earnings report proves that shareholders are buying in to the v…

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