Wouldn't it be better if Disney bought Netflix. Sure it's a much more expensive move, but consider their large (and pretty loyal) customer base, content library, data insights on what people want to watch, award winning movie and series strategy, etc. Disney could populate Netflix with more content of their own, own all the revenue, while still providing users with a vast variety of content. Netflix brought all the content together in an awesome and simple experience. Large co's are smelling dollars so they start to build their own Netflix clone with their own content. Customers don't want to pay for 20 different subscriptions. Give us 1 simple app, with all the content, and we'd probably pay a lot more for it.
Disney is obviously thinking they have the winning strategy with their large license database. They'll obviously lure people in with Star Wars exclusive content, Pixar, etc. But if they'd go the extra mile of buying Netflix, and giving us 1 subscription 'to rule them all', they'll prove their care for their customers.