Netflix Stock Rises as Apple and Disney Land in Analyst Blog
Netflix stock is in focus as Zacks.com featured Apple, Netflix and Disney in its Analyst Blog on June 15, 2026. The lineup puts NFLX beside Apple AAPL and Disney DIS as the three companies push deeper into streaming-related businesses, with Netflix adding podcasts, live sports events and gaming.
Netflix and Apple AAPL
Netflix is expanding its service mix with podcasts, live sports events and gaming, a shift that moves the company beyond its traditional streaming model. It has also introduced a kids’ gaming app called Netflix Playground and is using AI to improve content creation and the user experience.
Apple is facing stiff competition from Netflix and Disney, while its shares have gained 8.8% year to date. That still leaves AAPL below the broader Zacks Computer and Technology sector’s 13.2% return, a gap that points to a weaker run even after the stock’s advance.
Disney DIS Posts 13% SVOD Growth
Disney’s Entertainment SVOD revenues rose 13% year over year to $5.49 billion in the second quarter of fiscal 2026. Operating income in that unit surged 88% to $582 million, and the combined Disney+ and Hulu platform now generates consistent operating income.
Netflix’s push into podcasts, live sports and gaming leaves it competing on a wider set of services than pure video streaming. If those additions gain traction, the company’s next comparison with Apple and Disney will be about how many ways it can hold users inside its ecosystem, not just how many hours they watch.
