True, but they won't pay $15/month x 5 different services.
Netflix is already iffy in terms of content/quality, without some blockbusters, then it's really kind of b-films and bad tv, the occasional great show.
Disney et. al. may not produce enough content to warrant $15 themselves.
It'll be interesting to see how this plays out.
They should take note however, that we are 'done' with commercials.