Too much hype about Disney+ yet we are still 6.5 months away. NFLX has a good head start and great subscriber base which will take Disney years and years to catch up.
I actually see most households having 2 or more Streaming Services down the road.
The only thing that could hurt NFLX is if Disney makes a deal with Apple to allow their Streaming to be available to the close to 1+ billion Apple users which would allow all iPhones and iPads easy access.