Some kind of surprising comments in this thread. I think many people (obviously not everyone here judging by what I'm reading) would happily pay for a Disney-only service, maybe upwards of $20-$30 per month. Why? Its the mecca for family entertainment. They have Pixar, Disney Animation, Star Wars and Marvel, plus all of their Disney television content from years past. Its a quality brand people trust. Much different than Warner Bros, Paramount, Universal or any of the other major studios. Netflix and Amazon are still establishing their video content brands and I know they don't come close to Disney's reputation for family content.

Its a very logical move from my viewpoint (I don't even have a family). If other studios follow suit they will likely perish from lack of brand loyalty and/or poor execution.

I hear everyone on the desire for convergence. But we don't want convergence without competition. The problem with a Spotify model for video content is that if Netflix becomes the de facto video provider and Amazon or some other provider can't capture a sizable portion of the market, then we don't have room for other competitors.

The current model for movie theaters is one born out of anti-trust lawsuits. Its not a perfect model, but it allows for some competition on things beyond just the movie you are watching. Theaters compete on ticket prices, food options, seating and convenience (by offering multiple films). This would be a suitable model for convergence, but unfortunately it also means legislation to get providers there. And does it apply to the numerous self-starts on youtube or elsewhere? I'm digressing, but my point is that I'd rather not have just one service to rule them all.