Disney delivered pretty good numbers (in the flash news), but not good enough to outperform Netflix. In recent years Netflix has grown tremendously and $DIS isn't able to grow at the same pace. I sold $DIS shares some time ago and if I didn't already have so many positions, I'd almost certainly buy $NFLX now.
Is $DIS still interesting to you, or is $NFLX simply a much better and more attractive company?
I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.
Yeah, it's all about streaming 😃. What they have beyond streaming is great, but it still clearly doesn't attract investors that much.
