Motley Fool Money Disney Passes Netflix
Aug 11, 2022
Maria Gallagher, a Motley Fool Premium Analyst, and Tim Johnston, Co-founder of Li-Cycle Holdings, share insights into Disney's streaming success as it surpasses Netflix in subscribers. They discuss Disney's pricing power and the impact of consumer behavior in the competitive streaming market. Additionally, they explore Li-Cycle's innovative approach to lithium-ion battery recycling, addressing the growing demand for metals in electric vehicles and the importance of sustainability in the energy sector.
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Disney's Parks Revenue Exceeds Pre-Pandemic Levels
- Disney's theme park division saw a 70% year-over-year growth.
- Their parks business is exceeding pre-pandemic levels, demonstrating strong consumer demand.
Disney's Holistic Ecosystem Strength
- Disney's entire business is now performing well, not just specific segments.
- This holistic ecosystem strength is a recent development, showing the company's overall recovery.
Disney Surpasses Netflix in Total Subscribers
- Disney surpassed Netflix with 221 million total subscribers across all platforms.
- Their average monthly revenue varies across platforms, showing opportunities for pricing strategies.