Equity Mates Investing Podcast
Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly
Feb 16, 2025
In this discussion, financial expert Luke Laretive takes a deep dive into the streaming wars, declaring Netflix the victor over Disney. He also analyses the competitive landscape of GLP-1 drugs, weighing Eli Lilly against Novo Nordisk. Luke shares insights on how market trends are affecting Australian offices and discusses the potential impacts of sports victories on stock markets. Finally, he provides tailored portfolio strategies, emphasizing the importance of diversification and adapting to changing market dynamics.
44:47
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Quick takeaways
- Netflix's overwhelming success in the streaming wars is evident from a significant subscriber growth and low churn rate, contrasting sharply with Disney Plus's struggles.
- The ongoing debate surrounding workplace preferences highlights the challenges faced by companies enforcing return-to-office mandates in a post-pandemic world.
Deep dives
Netflix's Dominance in Streaming
Netflix is recognized as the leading platform in the streaming wars, having significantly outperformed its competitors. This is evidenced by its recent quarterly report, which showcased a remarkable addition of 19 million customers and an impressive 16% increase in revenue. In contrast, Disney Plus reported a loss of 700,000 customers despite a price increase, indicating that its user base is more price-sensitive compared to Netflix's. Additionally, Netflix's churn rate stands at just 2%, further exemplifying its market dominance as it continues to expand both its subscriber base and content offerings.
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