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TheStreet.com
Netflix’s Problem Isn’t Membership. It’s What Disney Has That It Doesn’t
Netflix growth has slowed. More people will, of course, sign up for the popular streaming service, but the Los Gatos, Calif., company’s subscriber base is almost twice as large as Walt Disney’s Disney+ and almost double the size of the U.S. cable market at its peak. The streaming leader has not stopped growing, but that growth has slowed, which the company acknowledged in its fourth-quarter letter to shareholders.
