[dmitriid]

> Netflix competes with YouTube content producers, TikTok and it even said that one of its biggest competitors is Fortnite.

It competes with these for screen time, not for content.

Meanwhile Disney owns how much content (movies, series and related IP)?

[scarface74]

Very little as a percentage of all the professional content that’s in the world.

And the value of IP without execution capability is overrated. Warner also has iconic content. But Disney has been able to make successful movies out of its 3rd tier IP while Warner has struggled with its first tier.

Sony isn’t doing too well with most of its Marvel content except Spider-Man and that’s produced by Disney.