Michale Nathanson Analyst Sees Ads on Disney Plus Bringing $1.8 Billion and Netflix Getting $1.2 Billion Michael Nathanson sees Disney Plus as big domestically while Netflix has more global potential New Model Favors Distributors NEXT TV NEWSLETTERThe smarter way to stay on top of the streaming and OTT industry. Sign up below.* To subscribe, you must consent to Future’s privacy policy. MOST READ1Kraken Skate Away From Roots RSN For Deals With Tegna, Amazon2Ron Howard Directs Jim Henson Documentary For Disney Plus 3Marty Moe Named President Of Trusted Media Brands4Hi Barbie! Mattel Launching First FAST Channels on Samsung TV Plus5Ad Spending On Digital Video Expected to Grow 16% in 2024