Disney is already working on their streaming service. Disney only wants Netflix around for as long as it takes for Disney to build a competing service made up o

Disney is already working on their streaming service. Disney only wants Netflix around for as long as it takes for Disney to build a competing service made up of only Disney content that you have to pay a premium for. Even from Netflix's stratified perspective, Disney is a juggernaut, and Netflix's bargaining power goes away as soon as Disney has its own service running. Netflix needs to give subscribers a reason to keep their subscriptions going and if licensed content goes away they're going to need compelling original content to keep their subs interested.