The short version

Jim Cramer predicted on January 25, 2019: “In the end, when it comes to the streaming wars, I think content is king and Disney has great content. The stock’s still cheap, selling for 15 times earnings… I would be a buyer ahead of what I expect to be a very bullish analyst meeting in April. ... We’ve seen a ton…

Prediction by

Jim Cramer

On January 25, 2019

“In the end, when it comes to the streaming wars, I think content is king and Disney has great content. The stock’s still cheap, selling for 15 times earnings… I would be a buyer ahead of what I expect to be a very bullish analyst meeting in April. ... We’ve seen a ton of new entrants in the streaming space, so if you want to invest in the OTT revolution, I say wait for a pullback in Netflix or buy some Disney ahead of that crucial April analyst meeting.”

Follow-up

Cramer's call for Disney and Netflix to be central winners in the streaming boom was validated by rapid Disney+ growth, Netflix's continued strength, and strong investor focus on both companies as leaders in streaming/media-tech.

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