[stupidcar]

I don't know. I think Netflix has a good idea of what they'd like their future to be, but no clear path to get there. Their subscriber growth is slowing, and their content library is shrinking (and was always pretty anaemic outside of a few core territories). Being owned by Disney would give them guaranteed access to a AAA content catalogue, and far more firepower in reciprocal licensing negotiations. And for their part, Disney gets a ready-made, world-class streaming service.

While I'm apprehensive about the idea of this as a Netflix subscriber, I think it probably makes a fair bit of sense for both businesses.

[ousta]

as a production company they will be much more successfull than disney in 5 years

[stupidcar]

No chance. They could be a digital-only HBO, but even HBO need the backing of a big media company (Time Warner).

[samfisher83]

Disney owns so much IP: Marvel, Star Wars, Disney. You expect them to come up with that much stuff in 5 years?

[exclusiv]

Those are definitely powerhouse IP, but Netflix has a wider range of quality content.

I agree it will be a challenge, but if you look at the talent that appears to want to work with Netflix and do originals, I wouldn't rule out the parent's 5 year estimate.

It's not like you can just go to Disney and say "let's do this". They have a brand and image to uphold so their content choices will always be limited.

[serge2k]

I'm curious whether you can make any reasonable argument at all for this.

[M_Grey]

They need a big company behind them sooner or later, but for the love of god, not Disney.