I'm probably underestimating some of the Disney kids TV shows that I've never heard of, but are they even on Netflix right now? Isn't Disney just going to cannibalise their own existing TV market?
So it really becomes a question of whether people are buying Netflix just for their kids content and will cancel one for t'other if Disney pull all their content, or whether they're happy to buy both.
If they only want to buy one, then maybe they'll switch.
If they're happy with both, then it actually helps Netflix bottom line as they no longer have to license expensive movies from Disney.
It's a balancing equation between whether the people they lose outweigh the licensing costs for Disney. Which is exactly the same situation they've always been in anyway competing with traditional cable offerings.
I see a challenge, but not a considerable Netflix killer like some people try to make out.
It's painful, really, I just want the Mickey mouse clubhouse in Italian and am unable to obtain it legally.
The day an international Disney streaming service appears I'm guaranteed to sign up.