It took nine years for Netflix to accomplish what Disney pulled off in 14 months – build a subscriber base of 95M customers. Of course, along the way Netflix had to turn over new ground in creating the market for subscription streamed entertainment into the home. In fact, Netflix is doing just fine these days, sitting on a monthly recurring base of more than 200M subscribers, and still growing – particularly in international territories. Netflix’s annual revenues at $25B are more than twice the size of Disney’s streaming businesses, estimated at around $10B per year. Netflix’s Average Revenue Per User is almost three times Disney’s, with Netflix as $11/month compared to Disney+’s $4/month. With at-home entertainment riding high during pandemic times, both businesses are riding high, with consumers and investors.