Disney+ is set to follow November 12, with a bundle deal that includes ESPN+ and Hulu.
Netflix still has unique content that keeps bringing people back, like Stranger Things or Lucifer, etc. So while Disney+ will also have unique Marvel and Lucasfilm content that fans will want, it’s more likely fans will try to find a way to have both.
Some analysts think Netflix is going to take a major subscriber hit after Disney+ arrives, but I’m with Netflix boss Ted Sarandos, who suspects many subscribers will add services like Disney+ but most will not cancel Netflix.