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Comment by foepys | Hacker News Reader

When Disney will launch their streaming service in late 2019, Netflix will be in deep trouble. If Disney is allowed to aquire Fox, they will have such a massive (and exclusive) catalogue, that Netflix will simply be too expensive. Netflix Originals are not too bad but also not exceedingly good and I personally wouldn't pay 11€/mo for them.

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I'm betting Disney messes it up. They will be too married to legacy revenue streams in DVD + Cable TV to really make their service worthwhile and eat into Netflix's market share with an incredible deal for consumers.

They're also too obsessed with control and exclusivity. See their practice of "vaulting" movies so they can re-release them every 10 years. It's basically the opposite market strategy of streaming services that live on the long tail. https://en.wikipedia.org/wiki/Disney_Vault

They will have the technology side covered [1] but they have to nail the pricing/catalogue/UI mix to succeed. However Disney has the resources (time/$/talent) to go at it until they take down Netflix.

[1]: https://www.theverge.com/2017/8/9/16118694/disney-bamtech-es...

It’s not 90s anymore. Technology is a commodity. If they are smart enough anout it they’ve got all the chances to beat Netflix by that time.

That’s what HBO thought. Their streaming service was a streaming pile of crap technologically. They ended up using BAMTech to redo it. Disney bought BAMTech.

Disney will also own Hotstar if the deal goes through which is currently one of the most popular streaming service in India.

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