TUNA AMOBI: Disney+ is still well ahead of the long-term target subscriber growth that they've put out there -- 230 to 260 million by fiscal 2024. Remember, they started off really strong, getting to 100 million [subscribers] years faster than Netflix did -- basically in 18 months.
Now fast forward -- I think the next 100 million [needed] to get to that target is going to come a lot faster and especially from international markets. They're just only in 60 countries now, and we expect that number to double pretty soon.
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Both [Disney and Netflix], we think, are going to be among the ultimate winners of this war. They've positioned themselves really, really well. Disney with the Fox acquisition and three-pronged strategy in Hulu and ESPN Plus with live programming in sports -- and Netflix, not only entertainment. So I think it is a marathon, right? We expect these two to be among the ones that will shake out this space ultimately.
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