Netflix Inc. 
NFLX has a significant first-mover advantage in streaming with over 280 million subscribers worldwide.
Its diverse content strategy, spanning multiple languages and genres, as well as its massive investments in original programming, continue to drive international expansion.
Still, Steve Weiss of Short Hills Capital Partners believes there is enough room in the streaming space for Walt Disney Co 
DIS can grow parallel to NFLX in 2025.
The streaming market will continue to grow rapidly
Growth estimates also suggest that there is still significant room for expansion in the global streaming space.
The streaming market is expected to grow at a compound annual rate of nearly 18% and reach $2.5 trillion by the end of 2032.
Additionally, the current penetration rate suggests that there is still plenty of room for growth.
As of this writing, there are approximately 1.8 billion subscriptions to streaming services, while an estimated 5.5 billion people have broadband access.
Therefore, Disney could particularly target under-penetrated markets such as Asia and Africa for future growth – and in more developed economies, the company should benefit from consumers’ increasing willingness to subscribe to multiple streaming services.
Note that Disney’s streaming business has already turned a profit, further supporting the “ample space” claim.
In the fourth quarter, this division generated an operating profit of $321 million, compared to an expected “loss” of $387 million.
The fourth-quarter release helped unlock significant upside potential for Disney, which is now up a whopping 35% from its annual low in August.
Disney Stock Could Reach $140 in 2025
Disney could also grow in the streaming space alongside Netflix because the company is pursuing a slightly different content strategy than its competitor.
While Netflix focuses on original content with broad appeal and licensed programming, Disney focuses on family entertainment and successful franchises such as Marvel, Star Wars and Pixar.
This important differentiation will likely continue to be central to enabling Disney to continue to appeal to a slightly different audience than Netflix as it strives for profitable growth.
Additionally, the company’s bundling strategy with Hulu and ESPN+ provides additional value to consumers, which has contributed significantly to the company’s ability to add more than 150 million subscribers worldwide over the past four years.
And analysts at Bank of America Securities are convinced that this number will continue to rise in the coming years.
The investment firm reiterated its Buy rating on Disney shares last week and raised its price target to $140, suggesting upside potential of about 13%.
In its most recent announcement, BofA based its optimistic assessment on the company’s forecast.
Disney expects earnings per share for the 2025 fiscal year to increase by almost 10% compared to the previous year – and management is confident that it will be able to increase the growth rate by a significant double-digit rate in each of the next two years.
Disney shares currently pay a dividend yield of 0.64%, making them all the more attractive for those looking for a source of passive income.
