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?
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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