Netflix will be fine. DISNEY is the one you shouldn’t bet on.
The streaming market is so splintered now, that people need to subscribe to half-a-dozen different services. HBO, Netflix, Amazon Prime Video, Hulu, Disney, Paramount… and each one costing at least $10/mnth. Not to mention people who ALSO pay for cable TV.
While Disney has a lot of content – there’s A LOT of the same stuff. Once you watch ALL of the Marvel movies on the Disney streaming service, what’s left? Kid’s shows for Disney… and Disney/PIXAR classic movies. That’s it.
With Hulu, Prime Video, Netflix, and HBO, there is such a huge, broad array of options, I believe people will opt for many different types of shows, over the ‘broadly-narrow’ Disney content.
In short, I don’t think consumers are going to pay 3, 4, or 5 different streaming companies $10+ each month just to have varied content. Hulu and Prime are much better options because of the selection of TV shows and movies to choose from.