Netflix Q4 Earnings: Will Disney+ Slow March Toward 160 Million Subscribers?

“There is large industry concern that Disney’s service will rob some of Netflix’s subscribers,” Parks Associates analyst Brandon Riney says

Have new streaming competitors slowed down Netflix?

That’s the main guidepost analysts and investors will be watching for on Tuesday afternoon, when the streaming heavyweight shares its fourth-quarter results. Both Disney+ and Apple TV+ launched during Netflix’s Q4. Their arrival comes after a number of media companies gave Netflix years to build its streaming lead, with Netflix entering Q4 with more than 158 million global customers. Now, as 2020 continues to unfold, Netflix will soon be fighting several other new services, including NBCU’s Peacock, HBO Max, and Quibi for viewers’ attention.

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Sean Burch

Sean Burch

Tech reporter • sean.burch@thewrap.com • @seanb44