Disney's streaming can afford to be less valuable. It's just additional revenue. Netflix's total revenue for 2017 was 11.69 Billion. Disney's revenue was $45 billion. Estimated are that once they combine with Fox, it will have revenue of close to $75 billion.

Another thing that makes Disney's content more compelling is that it's "evergreen" kids can watch the same shows over and over again. They will watch the first Toy Story movie just as excitedly as the last Pixar movie.