Is Disney losing its magic?

November 12, 2020

The Walt Disney Company (DIS)

Exactly a year ago today, Disney+ achieved the most successful streaming platform launch LikeFolio has ever recorded.

Since then, Disney has touted 100 million paid streaming subscribers across its network (including Hulu, ESPN+), with half aboard Disney+.

LikeFolio data shows that new subscription mentions have slowed significantly: -50% QoQ.

Disney+ New Subscriptions

Andy talked about this today on the TD Ameritrade Network.

Vroom (VRM)

VRM reported its 20Q3 earnings results yesterday. Despite beating revenue and EPS estimates, shares are trading lower due to weak 20Q4 guidance.

Purchase Intent data for Vroom accurately predicted this turn of events. We saw an impressive surge in the recently reported quarter, with PI volume up +157% YoY. Now, the company's fourth quarter is nearing the halfway point, and the current pace suggests...

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