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Don't forget, the big news is creating their own streaming subscription service and taking away their movies from Netflix. If you could pay $5/month (price of a Starbucks), so your kid could watch Disney movies, wouldn't you do it.

Would you drop Netflix when you picked up the Disney streaming service, or would you end up paying for both? Disney's costs for the service would be about the same as Netflix's, so how could DIS undercut Netflix's price? With the demise of net neutrality, if DIS didn't pay the vig to the pipe owner, their content would be throttled to the point it was unwatchable. Pay the vig, and that's more cost. And, by restricting DIS content to their own streaming service, they lose the royalties the other services have been paying.

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