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The author brings up some good points, but in the end, dropping the Disney stuff makes the most sense for Netflix. For one thing, it is benefitting a competitor, and for another, it is probably best to allocate those monies toward developing new programs that can be fully owned. Managing the Disney series would have been a distraction, and Disney perhaps would have demanded different rights as time progressed...i.e., the ability to run the series on its own services after a certain amount of time has passed.

I think one corollary from all this is that Netflix is going to need to make some sort of acquisition of its own...
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