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State of the Screens

It’s Netflix’s World, Disney Just Lives in It

By June 4, 2018No Comments
Wow: Netflix currently has a valuation higher than either Disney or Comcast!

Current valuation as of 6/3:
Netflix — $157B
Disney — $148B
Comcast — $144B

Quote from Tara Lachapelle– Columnist @ Bloomberg:
“While you were consumed by Roseanne’s tweets and the ensuing backlash, something bigger happened in Hollywood this week. Netflix Inc. firmly established itself as the world’s most valuable media company.

Let that sink in: An 11-year-old app that charges $11 a month is worth more to investors than the legacy conglomerates that earn billions more from TV advertising, box-office hits and cable and internet packages.”

Netflix stock is up 70% since January!

Global subscribers:
1) Netflix — 125M
2) Comcast — 22M

Not apples to apples: Comcast does have a far more diverse business with broadband and owning NBCUniversal along with potentially Fox’s movie and TV studio business. Either way Wall Street is placing a big bet on streaming and Netflix is the leader in that area.

More #1: Netflix beats Comcast in market value as streaming video explodes

More #2: If its ratings don’t really matter, why is Netflix suddenly canceling so many shows?

More #3: Insights: Between ‘Solo’ Misfire And Comcast Pitch, Is Disney’s Streaming Strategy Still A Winner?

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.