Disney is currently making bank by licensing their catalogue to various streaming/cable services. This stream of revenue will dry up as they take back their IP.

Disney is currently making bank by licensing their catalogue to various streaming/cable services. This stream of revenue will dry up as they take back their IP. It might take them a long time to have enough users on Disney+ to cover the lost licensing revenue. Netflix has ~150M paying subscriptions. Let's say that $0.20 of your Netflix subscription go to Disney (you can adjust it to whatever you think it might be). That's 30M a month. At $10/m, Disney+ would need 3 million users just to break even with what they used to make from Netflix. How many active users (or what price point) will Disney need to justify the investment? https://redef.com/original/nine-reasons-why-disney-will-succeed-and-why-four-criticisms-are-overhyped https://redef.com/original/nine-reasons-why-disney-will-succ... Towards the end of the article it talks about the challenges they will face.