The size of Disney's catalogue may be underestimated by some. Having instant access to all their movies[1] and television shows[2] has quite a bit of value, and would consist of hundreds upon hundreds of blu-rays. I am not one who would sign up, but certainly if I had children I would much rather have streaming access to all of this than stacks of discs.

[1]https://en.wikipedia.org/wiki/List_of_Walt_Disney_Pictures_f... [2] https://en.wikipedia.org/wiki/List_of_Disney_television_seri...