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Disney vs. Netflix: The Deathmatch of Streaming

The Town with Matthew Belloni

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Are You Prioritizing the Revenue Picture Over the Scale and Growth Picture?

I think in their communications, they realize that the return investment to by cricket is really, really difficult. And those voices have become much louder in recent weeks as the investor appetite for these growth targets as kind of faltered. People started just putting a huge multiple on streaming. We're past that. I don't think the world's going to revisit streaming by putting your massive tenure multiples on businesses. So you need to be more focused on profitability and the cost to achieve that growth. That's what i believe i's happening.

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