In streaming services, content is king. If you look at the box office, Disney is killing it, and it's not even close.
According to https://www.boxofficemojo.com/studio/?debug=0&view=parent&p=... Disney was responsible for 38% of all movie gross revenue so far this year!
The other thing is that anecdotally, the biggest viewers of streaming video services are children. Disney is especially strong in content aimed at children.
Disney is going to be very hard to compete against.