Another red day for Disney

2023-03-02

Disney melting down again in premarket. Another red day!

Zerohedge article titled "These Are The Most Popular Video Streaming Services In Every Country" Netflix wins in 78 countries. Amazon Prime is #1 in the US and 4 other countries. Disney+ is #1 ONLY in India.

More interesting tidbits... Hulu is with 46M subs is saddled between HBO Max @ 79.9M and Paramount+ @ 46Mm and Apple TV @40M. This does make a more compelling case for DIS to sell Hulu.

However with Disney+ capturing only 1 country with a low profit margin Hotstar, I bet Disney is forced back into licensing their content to other platforms to increase revenue.

Bottom line: The entire Disney as a Tech Stock narrative has failed and does not justify a 50+ PE.$Walt Disney(DIS)$

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Comments

jannn
2023-03-02
jannn
[smile]
serenityj
2023-03-02
serenityj
Ok
Pettan
2023-03-02
Pettan
Noted
SPACaddict
2023-03-02
SPACaddict
Y
Longmao
2023-03-02
Longmao
Noted
neo26000
2023-03-02
neo26000
ok

Leave a comment

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