Netflix - NFLX - Share Chat

[engineer]

@manoadamro

Netflix doesn’t have the cash to get through a bad year (saying that, the others probably don’t either now) and it’s income comes only from it’s streaming service, where as most of the others have fingers in other pies.

Disney+ other revenue comes from segments most of which may not see any traffic for long time.

2019 annual report - https://thewaltdisneycompany.com/app/uploads/2020/01/2019-Annual-Report.pdf

NYT:

@engineer

The company employed 223,000 as of last summer, and won’t say how many workers are furloughed, but the numbers are huge.

Amazon need Prime Video to keep its Prime users happy.

So, maybe, Amazon is better positioned.

@manoadamro

Netflix doesn’t have the cash to get through a bad year (saying that, the others probably don’t either now) and it’s income comes only from it’s streaming service

Netflix had $5 billion as of the end of last year. And it’s long-term debt was much lower than Disney’s.

2019 annual report - https://d18rn0p25nwr6d.cloudfront.net/CIK-0001065280/4b247013-f3f1-4881-92d2-13088d2bd8d7.pdf