The author assumes that there can be no overlap between Netflix customers and Disney customers. I imagine that for most consumers who cut the cord would be will

The author assumes that there can be no overlap between Netflix customers and Disney customers. I imagine that for most consumers who cut the cord would be willing to pay for more than one streaming service, especially considering how cheap they are. And every streaming service has to compete with video games and Twitch. Disney's content library will certainly get their streaming services in households with kids, but that doesn't necessarily mean the grown-ups will cancel Netflix. It is an interesting question as to how long the streaming services will sustain their foregoing profits for market share and what effect that will have on spending habits.