What Netflix’s Q3 Results Could Mean for Disney

Netflix reported better-than-expected subscriber growth in Q3, and that could be good news for Disney.

Key Points

  • Netflix added 4.2 million subs in Q3, well ahead of expectations.
  • Expectations for subscriber growth are low heading into Disney’s Q4 report.
  • Disney’s stock is responding to streaming subscriber figures more than other metrics nowadays.
The streaming content pioneer announced third-quarter results on Tuesday, Oct. 19. Netflix (NASDAQ:NFLX) generates all its revenue from streaming subscribers. The Walt Disney Company (NYSE:DIS) has several business segments, but its streaming services are taking center stage of late.

For that reason, information delivered in the Netflix earnings release could contain valuable insights for Disney’s streaming segment.

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