[nik-]

Maybe, that combined with some early success on Netflix originals probably skewed how easy they thought it was going to be to lose content from other providers and remain successful. It's kind of like AMC coming out with AMC and Breaking Bad and then never being able to replicate.

Disney+ will be a problem, but less so at the start because Disney is rolling it out with a low price to gain marketshare. If more people had to choose because they were the same price, Netflix can't compete with Disney.

I would assume they know at this point and there's at minimum worry, if not yet panic, in their offices.