But the problem is there is a chance that Netflix could be fourth at least in the US. Especially with Disney taking over Hulu. Hulu is already only $5.99 a month with commercials and $12.99 a month with no commercials. Disney will be moving most of it’s less kid friendly content over to Hulu. Disney Plus will only be $7.99. It’s not hard to imagine a bundled price for both - with better content - that’s less than Netflix.
If someone has Disney+, Hulu, Amazon Prime Video (because everyone already has Amazon Prime), do they really need the low budget originals on Netflix?
Disney owns Hulu, I expect that'll be rolled into Disney+. I might be over estimating Netflix's skill in this area, but I suspect they are really good at converting production money into subscribers.
All that said, none of this is good for creators or customers, it doesn't really matter if Netflix is first, second, or dead.
Disney isn’t going to roll Hulu into Disney+. Why would they when they can charge for both. Besides, Disney+ is suppose to be family friendly. Hulu isn’t it.
Disney doesn’t own Hulu outright yet. Warner Bros still has its 10% stake and Comcast still has its stake for now.
If someone has Disney+, Hulu, Amazon Prime Video (because everyone already has Amazon Prime), do they really need the low budget originals on Netflix?