[jdonahue]

> As a Netflix subscriber, I'd rather see them signing more non-exclusive deals than fewer exclusive deals.

It seems like a deal like this would be more intended to attract customers of competing services than appease current subscribers (many of whom are overwhelmingly likely to resubscribe by default month after month). I could easily imagine people switching from <Amazon/Hulu/some 2016 subscription service> to Netflix because the former no longer has Disney content and the latter does.

I agree with you on Disney though - I don't really see the logic in it on their part, unless they foresee Netflix being enough of a monopoly in 2016 (possibly due in significant part to this deal itself - maybe they even expect other media titans to join in) that the sales from all competing services combined over whatever time period the deal covers would be less than the lump sum Netflix offered.