I appreciate Netflix's strategy of producing and posting its own original content. The fact that Netflix has reached 238 million subscribers, even amidst intense competition, is a strong indicator of its market position. In contrast, Disney's recent output has been less impressive, which could affect its subscriber growth.

I believe Netflix's subscriber base in the U.S. may have limited growth potential unless a competing service ceases operations. Despite carrying $14.5 billion in debt, Netflix generated $31.6 billion in revenue last year, maintaining healthy profit margins and consistent revenue growth despite the competitive landscape and significant content investments.