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FWIW, Netflix will no longer be able to license Daredevil shows from Marvel / Disney. I think a lot of folks signed up for Netflix to watch that catalog of films and shows specifically, including the latest Avengers and whatnot.

I think the more likely scenario is Hulu goes away and we're left with Amazon, Disney/ESPN and Netflix. And HBO, of course.

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Disney has a large stake in Hulu, due in part to the Fox acquisition. Moreover, Disney+ will focus on kids and family content, they will need Hulu to provide the network TV along with more adult focused content. Per Disney's own admission, Hulu will partner with their streaming service and will likely not go away anytime soon.

Yep, they already own a 30% stake which will become a controlling stake (60%) provided the Fox buy closes.

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