$NFLX reed hastings smart dude - but *sleep* not their competition - expect to see them stream gaming live at some point over the next few years - I will add no one will cancel their subscription because $DIS now OTT - it is all about your latest show ... ie - I currently keep HBO because of succession <---- fckn awesome show!! ....If NFLX stops making series I want to watch I will cancel - else will keep paying (I subscribe to HBO/Sling/NFLX/Hulu so can not say that I am necessarily their typical consumer) - Their biggest tailwind is low interest rates (to finance their productions) ....as long as rates stay low I believe the story will still work
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