This is going to be netflix's toughest qtr in its history, and the competition keeps coming. The real question is how many US subscribers did they lose in Q4? At it's current valuation, it seems that people are not accurately assessing the competition. $NFLX
I don’t think there is real competition. Netflix, Disney, and that’s it. If they lost any it’s temporary. Dis is just the shiney new object. Personally between the two i’d pick Netflix every time. Dis feels like that old dvd collection you never watch because you’ve seen it all.