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Isn't the content and licensing costs are the majority of their costs? Honestly asking, I never assumed infrastructure and bandwidth might be the majority

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It depends on the service. For Disney and Paramount+ they already own the IP and the costs then would be storage + bandwidth + metadata/transcoding servers + engineer time. Of those, the bulk would be bandwidth.

Similar for content that’s owned by the platform. Netflix, Apple, and others invested in to original programming and in those cases there’s again no need to license.

However the prices of all those are similar. By this interpretation, either Disney does a very bad and expensive engineering job, or Netflix is losing big money. And I don't think either is the case... so there must be something else (and I can't tell what).

In this case you can’t look at prices as an indicator of profitability. Pricing is all marketing right now, and only barely connected to real business numbers.

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