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Impact on Netflix from Disney loss seen as minimal

Published 08/14/2017, 10:58 AM
© Reuters.  Impact on Netflix from Disney loss seen as minimal
NFLX
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  • Surveys conducted by Piper Jaffray indicate that subscriber loss at Netflix (NFLX +0.1%) due to the loss of Disney content could be minimal.
  • 80% of Netflix users said they spend less than 10% of their time viewing Disney content, while less than 5% spend more than 40% of their time watching Disney shows or movies. PJ thinks those results indicate subscriber loss won't be a major factor.
  • Shares of Netflix fell about 5% last week off the Disney news.
  • Previously: Disney taking over BAMTech; to launch ESPN, Disney streaming services (Aug. 8)
  • Previously: Analysts unflustered over loss of Disney content at Netflix (Aug. 9)
  • Now read: Netflix: Zero Or Hero


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