$Walt Disney(DIS)$ Disney has 118 million subscribers Netflix has 214 million subscribers. Disney launched in December 2019. NetFlix in 2007. If Disney never made anything new their vault of films (which is paid for) could carry the streaming service because every family with kids love it. Netflix has to continue to spend billions on content. But Disney will produce many new films and move to challenge Netflix over the next few years. The parks are coming back strong,cruise line coming back and hundreds of products with the Disney brand name growing. The stock was $150 just before the pandemic hit. If they spun off the streaming service now it would be a $50 stock the first day of trading.