迪士尼vs奈飞，流媒体用户大战直观图

Disney paid subscribers. $迪士尼(DIS)$

Q1 FY23 (ending December 2022):

🔵 Disney+ *: 162M (+25% Y/Y).

🟢 Hulu: 48M (+6% Y/Y).

🔴 ESPN+: 25M (+17% Y/Y).

看样子，奈飞在Q4有点后继发力的感觉，当然，跟它的共享账号使用也有关系。

不过奈飞在加入了广告业务之后，ARPU反而升高，说明这俩业务的协同效应明显。

美股Q4财报重磅来袭！

Q4财报季尤为重要，因为它可能会塑造多空之争。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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