Advantage, Disney
The other good news for Disney was in its streaming biz. Disney took a solid step towards catching Netflix, announcing 12 million new subscribers to Disney+, almost double what analysts were expecting.
That update leaves Disney in a good spot to meet its 230-260m Disney+ subscriber goal by the end of 2024. It also means that once you account for Hulu and ESPN+ (both of which Disney owns), the company as a whole is over 196 million subscribers, not far off Netflix's 222m total.
Note: Amazon Prime Video has 200 million+ subscribers, but we've omitted it from this chart. Only 11% of people gave the streaming service as their primary reason for having Amazon Prime, the overwhelming majority (79%) are in it primarily for the one-day delivery.
