There's a weird and recurring anti-Netflix sentiment on here that is rather hard to fathom. Netflix demise has been predicted among the tech community for years now. Keeps growing. As publishers pull content from Netflix, that's more money that Netflix has to entice other publishers and to make their own. I suspect they'll do fine.

Because Disney has a huge back catalog that they can use in the coming years (https://en.wikipedia.org/wiki/Disney_Vault) would be one reason for that (and a lot of nostalgia).

A bunch of old movies that everyone has seen a hundred times, probably have on DVD, Blu-ray, and in all likelyhood mp4 form. Eh. The Disney "Vault" thing seems like it's a gimmick that is pretty threadbare now.

It’s not just about the existing movies. It’s about owning the franchises and licenses to them.

With 10% of netflix customers volume but how many will drop netflix of that number for disney? Disney will do fine so will netflix. Plenty of room for both.

Disney has [more] skin in the game now and will always give their own service highly preferential treatment. This isn't just about Mickey Mouse -- Disney owns many other major content producers. Personally, I've been hearing people complain about Disney-owned content disappearing from Netflix for more than a year already.

I'm sure they'll continue to license something to third-party streaming platforms, but they'll do their darnedest to make sure that if consumers are only going to choose one streaming service, it'll be one they control and operate.

It's nothing against Netflix itself -- they're one of the tech companies I admire the most. But they're stuck depending on relatively-short-term license agreements to offer most of the content that people are willing to pay for.

Whether or not the consumer is willing to pay for multiple streaming services, the media companies are going to be much less willing to make the content available outside of their own little streamer. This means rough seas ahead for Netflix.