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I really do believe that Netflix has some hard times ahead. Disney has been slowly but surely getting all of its ducks in a row, and with the Fox buyout, it see

I really do believe that Netflix has some hard times ahead. Disney has been slowly but surely getting all of its ducks in a row, and with the Fox buyout, it seems like it's set to setup a very compelling streaming service — to the detriment of competitors. Disney will own 39% of the theatrical marketshare once the fox acquisition closes [1]. They'll be able to make all of those movies available to their own streaming service and lock everyone else out if it makes business sense for them to do so. The problem for Netflix is that they'll effectively be middlemen unless they start competing like their competitors do: A vertically integrated media business where they own and distribute their own content. Yes, they've been pouring billions into their library, but it looks like it could be too little too late, much of it is too low quality, imho. [1] https://variety.com/2017/politics/news/disney-fox-deal-antitrust-enforcement-1202637338/ https://variety.com/2017/politics/news/disney-fox-deal-antit...

lylecubed 8y ago
> They'll be able to make all of those movies available to their own streaming service and lock everyone else out if it makes business sense for them to do so. They have to make that streaming service first. Disney has a long history of acquiring internet and game companies only to shut them down a year or two later when they prove unsuccessful. Their own endeavors in the web and game space have been wildly unsuccessful. They fundamentally do not understand the internet and I see no indication that has changed.