[Nelson69]

Where did Disney get all this delivery cred? They do seem to be taking their time and they've been gobbling things up and certainly have the content. Aren't they just an old media company though? I remember when Disney Channel was a pay channel with relatively bunk content; like it had some original stuff and then like ancient re-runs for the Mickey Mouse club and once fairly rarely they'd play a classic Disney movie. Tons of commercials too and they had like special "early access" adverts for the big next movie and toys and things like that.

Maybe it's a different company now but I'll ask, with all their content: the disney stuff, star wars, marvel, fox, etc.. If they put it all on Disney+ at $7 a month, are they not leaving money on the table? I can't imagine there won't be up-selling or limited availability of certain media properties or something. The author is right, if it's all there at $7 and the app is great and they are bold and aggressive, then I would think Prime and Netflix, etc. will be in a bit of trouble. On the other hand, if Disney acts like they always have then I expect there to be like 10% good stuff, an advertising machine for whatever movie is next in the pipe and then just some bunk filler content.

[runamok]

True. The idea that Disney would allow this is doubtful to me:

> Disney puts a blockbuster like Avengers Endgame on its platform the same day it opens in theaters.

Limiting distribution, sure... Though again they would be losing a lot of money to DVD/Bluray sales, etc. so again I doubt it:

> After a few weeks it’s no longer in theaters. You can’t buy it. You can’t rent it. The only way to watch is to subscribe to Disney’s steaming service, Disney+.