The race for premium streaming video leadership is basically boiling down to Walt Disney‘s (NYSE: DIS) Disney+ and Netflix (NASDAQ: NFLX). The latter will always be in the conversation. Netflix kicks off 2020 with 203.7 million streaming paid memberships worldwide, and by the end of next month, it expects to be near 210 million.
Disney+ has less than half of Netflix’s premium sub count but is growing considerably faster. It had exploded to 94.9 million premium subscribers by early January, an amazing feat for a platform that wasn’t even around 14 months earlier.
Disney naturally has a lot more to offer than Disney+ — and we’ll get there shortly — but it’s as good a place as any to start to decide which market darling belongs in your portfolio. Is Disney the better buy? Is Netflix the better addition? Let’s take a deeper dive to see which one should be at the top of your shopping list.