"Netflix Will Be Crushed by Disney+" — The Streaming Wars Prediction

When Disney+ launched in November 2019, many analysts predicted it would quickly destroy Netflix. The logic seemed sound: Disney had Marvel, Star Wars, Pixar, and a century of beloved content.

Four years later, Netflix is thriving with over 280 million subscribers and is consistently profitable. Meanwhile, Disney+ has struggled with profitability, losing billions in its streaming division. Disney has been forced to raise prices, add an ad tier, and crack down on password sharing — all strategies Netflix pioneered.

Netflix stock, which traded around $300 when Disney+ launched, has since climbed past $900. The "Netflix killer" narrative has quietly faded as Disney's streaming losses mounted.