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A little bit apocalyptic...

Netflix could loose half of their subscribers, take a massive hit, and still survive... guess that the press love the “X company is doomed!” approach...

Disney entering the streaming area is pretty big, but they still have solid roots in cinema areas. They can’t premiere the next Star Wars movie in streaming without cannibalising it’s ticket sales. Maybe they’ll obliterate other companies, maybe they’ll be successful alongside other players, or maybe it will be a bad move. We don’t know yet. It looks like an interesting offering right now, and probably will be successful, but I don’t get why they need to be so bombastic in their analysis...



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