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Monday, October 18, 2021

Notes From All Over -- The Streaming War Edition -- October 18, 2021

Pre-market;

  • Netflix: up $4.40, up 0.70%
  • DIS: down 2.2%; down $3.80

Streaming wars: tracked here.

  • analysts suggest Disney struggling with subscriber numbers -- CNBC.
  • Disney shares under pressure
  • is Wall Street too optimistic on Disney+

Spending: previously posted, simply a reminder:

Netflix has said it intends to spend $17 billion to produce content in 2021. While reports in 2017 said Apple was spending just $1 billion on its initial slate of original content, by 2019 the tech giant had reportedly increased its original content budget to $6 billion to compete with the bigger streaming giants.

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