[bunderbunder]

Disney's deal with Netflix was estimated to have netted them $300M (per year, I'm guessing, but I'm not sure), and Netflix is estimated to have 100M users. Assume that Disney would only take home half their revenues from running their own streaming service. That puts their financial break-even point at 300M / (5*12) = 5 million people signing up.

5 million US families attracted to this as an easy way to keep their kids entertained? Doesn't seem a huge stretch to me.