Archive for May 28th, 2019

Is Mickey positioned to walk all over Netflix?

May 28, 2019

Is the “disrupter” now going to get disrupted?

============

Interesting opinion piece by investor Stephen McBride in Forbes and channeled through the Daily Wire

With 150 million subscribers, Netflix is the undisputed king of streaming … at least for now.

Netflix understands that content is the name of the game … and has invested more than $12 billion in orignal content … and gets high marks from viewers for having the best original content.

image

But Netflix has largely financed the new content development with debt … now owing creditors more than  $10 billion … and faces a formidable threat from cash-rich Amazon and recently announced streaming services from  Disney…

(more…)