[fullshark]

I agree with this. Disney is the real threat imo. Their IP seems really sticky and unbeatable. Netflix is basically in a race to establish beloved IP before Disney gets into the fray because the basic stories all these films/shows tell are not really all that different, but people way pay through the nose to get Star Wars / Toy Story etc.

[newscracker]

Competition wise, I think Amazon would be the bigger threat, because that company does not hesitate to lose money almost all the time while Wall Street continues to cheer it on. Netflix on the other hand, does get some unfavorable treatment as far as its stock is concerned.