Not OP, but many think that Disney's launching it's streaming service will kill Netflix since it will pull all of it's content from Netflix and other streaming sites.
Hyperbole much? Granted I‘m not most people but what keeps me subscribed and using a streaming service is steady new content. Nobody does that better than Netflix. At least for now. Have you seen Prime Video? It‘s basically barren. I can count on one hand the originals they put out this year. Hanna, Good Omens and Homecoming (I think).
It’s not really hyperbole when they’re actually going to be facing a massive content drought in the near future and won’t be able to justify price increases while offering less. There was a quote from the Wall Street Journal even saying “the three companies launching new streaming services have created TV shows and movies that make up nearly 40 percent of the viewing minutes on Netflix.“ Netflix may seem to put out content frequently, but it’s 100 miles long and two inches deep.
Amazon and disney just have more firepower. Amazon has the expertise in hosting, disney in content making. Amazon can drain customers with prime, and disney with the existing portfolio. Both have infinite cash to aquire and create new licences.
No matter how good I think netflix is, and despite their now long and good track record, they are entering a new fight bare handed against machine guns.
But they own about half (Disney Studios, Marvel, Lucasfilm, Pixar, 20th Century Fox, Searchlight, NatGeo, and I am sure I forgot a dozen others), and they might never licence it to a "competitor" again unless they are forced to do under some sort of FRAND unbundling of content and distribution.
Netflix only needs to make a few good movies/comedy specials/tv shows a year and I'll keep my subscription. Amazon/Disney does not put out good content