COMMENTARY: Netflix May Actually Benefit From Disney+ and Other Streaming Entrants1 min read
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Is there a “Netflix killer” looming out there that will give the No. 1 subscription-streaming leader a run for its money and throw a serious wrench into its growth trajectory?
Maybe. But a more likely scenario is that new services from Disney, Apple, WarnerMedia and others will be a rising subscription VOD tide lifting Netflix’s boat — with pay TV ending up the real loser.
Disney’s announcement last week of its $6.99-per-month pricing for Disney+, first launching this fall in the U.S., spooked Netflix investors. There’s seemingly cause for concern, given the Disney+ lineup of 500-plus films, including streaming-window releases of all Disney, Marvel, Pixar, and Star Wars films, along with 25 original series, and 7,500-plus TV episodes set for the first year. And Disney says it’s likely to bundle Disney+ together with ESPN+ and Hulu.
Image credit: Janko Roettgers
