Motley Fool teased this on Feb 3rd
”What Netflix Really Fears (It’s Not HBO)
With Netflix reaching $15 billion in revenue in 2018, that still leaves $2.58 trillion left over. And according to Nielsen, 57% of Americans rank the variety of content as a service’s most important feature.
Which is bad news for Netflix, as it’s losing shows from NBC, Disney, and Warner Media, which all launched their own streaming services.
If you think Disney is the one stock to own, we think you’re missing the big picture; the real “Netflix Killer” is still lurking out there.”
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