They can roll their own streaming service (because there isn't any decent ones to buy). But content is expensive.
If the launch with Disney&Fox content while denying Netflix any Disney and Fox content, they'll have a shot at surviving.
https://www.recode.net/2017/12/14/16771712/hulu-disney-acqui...
The real out-of-the-ordinary films are always going to come from studios like A24. We'll never get a 150 million art film (Blade Runner 2049 notwithstanding), but it's a little much to expect that.
Which one did you exclude by stating there are only five?
Is that official? Disney has bet (and lost) a lot of money on sports broadcast over the past few years. I could see them trying to consolidate at least Fox sports into their current bet on sports.
https://thewaltdisneycompany.com/walt-disney-company-acquire...
But for instance they will own Sky - the biggest commercial broadcaster in Europe, and the UK's second biggest ISP...
This is a linear market that I think Disney will be really interested in. It's an area where Netflix haven't entered (to my knowledge), and it's an area that no one can seem to do well.