The big idea: Traditional media companies such as Disney and Warner Media will not be ready to truly compete with Netflix for ≈ 18 months. In that time, Netflix will continue to scale globally.
Projections for subscriber growth in 2019:
1) Netflix — 30M
2) Disney+ — 5M
Flashback: Inside the Binge Factory
3) 2020P — 200M
4) 2030P — 360M
Wow: Netflix estimates that their programming accounts for 10% of total TV screen time in the U.S.
Netflix estimate on total daily TV time (% of total):
1) Total TV hours — 1B
2) Netflix TV hours — 100M (10%)