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Why Disney+ Has Succeeded While Other Netflix Rivals Struggle


To one analyst, Disney’s streaming future looked inevitable back in 2016. Here’s what he thinks now.

The fact that it was all contained, used and watched in one place not only creates a stronger ecosystem around Disney content, it gives the audience a single point of transition. While Ball certainly wasn’t the only observer who realized Disney’s future was digital and not linear, the clarity and specificity of his writing back then captured the bigger picture of what was going on in streaming. But Ball understood that it would not have the market to itself for much longer, and in a series of essays, he sketched the rough outlines of what would become the streaming wars and the death of the cable bundle.

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