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📺 Don't bet against Disney

Published about 1 year ago • 2 min read

Welcome to Nonrival, the newsletter where readers make predictions.

How it works

  1. On Sundays, read the newsletter and make a forecast by clicking a link at the bottom.
  2. On Wednesdays (Thursday this week) see what other readers predicted and how your forecast compares.
  3. Over time, you’ll get scores based on how accurate your forecasts are.

In this issue

  • Disney vs. Netflix forecasts compared
  • More debt ceiling forecasts

Thanks for forecasting. Send feedback to newsletter@nonrival.pub.


​Disney expected to maintain its lead in streaming​

How your forecast compares

  • You didn't make a prediction by the Tuesday 9am deadline. Otherwise you'd be seeing your forecast here.

  • The average reader forecast was 61%.

What other readers said

Nonrival readers largely expect Disney to keep its lead in streaming through the first half of 2023. The average reader forecast gives a 61% chance that Disney has more streaming subscribers than Netflix at the end of Q2, with most readers leaving Netflix about a one-in-three shot of pulling ahead:

Reader rationales

The case against Disney:

10%: The bigger and older an organization, the slower they are to change and adapt to rapidly shifting market adjustments. The younger, more focused will prevail.
30%: Disney's IP seems to have the strongest pull with kids. The families that were going to get their service mostly have it already, at least in the US.

The case for Disney:

93%: Without a strong creative-first brand, Netflix can’t recruit new subscriber interest at the same rate—nor will they retain the best storytelling talent

The content that could make the difference:

55%: The numbers are so close it will come down to particular content events to decide. The Harry and Meghan doc on Netflix may have kicked enough to Netflix, for example, and Disney is waiting on its next big kick which will be Mandalorian season 3.

Or, maybe both companies are in trouble…

30%: The “golden age of television “ is going to be over. In person socializing will become the preferred leisure activity as the pandemic ebbs. It will become mildly embarrassing to admit that one watches a lot of television.

More on the debt ceiling

Over at Good Judgment Open, forecasters are tackling two debt ceiling questions:

Will the US breach the debt ceiling in 2023? Right now they give an 8% chance that the debt ceiling is not raised in 2023, which would likely trigger a default.

Will a credit agency downgrade its US outlook or credit rating? Right now Good Judgment Open forecasters give it a 47% chance, even higher than the 34% average of Nonrival readers.

While an outright default remains unlikely, there's a very real chance of self-inflicted economic chaos in the US later this year.


Extras...

Nonrival

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