A Disney streaming service would do well, I think. It's a strong brand, they have the back catalog of movies and TV shows, ESPN, and produce a number of animated shows; and more importantly, could probably pump out a host of new ones based on any of their thousand IPs. A Disney steaming service would be like hiring a babysitter for $10/month.
Netflix will be minimally affected by this, too: they've been revving up their original content, and I think that's where their focus seems to lie. How many times are long-time subscribers going to watch the same thing(s) over and over, anyway?
I think the biggest question is, who is going to buy Netflix? The Disney theories made sense, as Apple, Google, and Amazon all have streaming services. Not sure who has the capital to do it. Comcast? Facebook?
Of course it could be that nobody does.
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