Even with it's deep catalog, Disney+ still has far less content than Netflix. I do agree that Netflix relies on new content to reduce churn, but my argument was

Even with it's deep catalog, Disney+ still has far less content than Netflix. I do agree that Netflix relies on new content to reduce churn, but my argument wasn't so much about existing users (churn), but about millions of new people who never had Netflix deciding to sign up because they have nothing else to do at home. As for the rest of people, I agree that when you're competing with hundreds of other sources of entertainment and ways to spend your days, Netflix's catalog may not be amazing, but when most of the population is stuck at home, I'm sure there are plenty of stuff people will find and enjoy on Netflix. Disney is definitely a runner up too. They've started moving releases closers. They just released Frozen 2 and the new Starwars movie digitally.