Jason @ 01:24:38Wrong
markets
Disney’s streaming business will catch up to Netflix and eventually surpass and dominate Netflix in the streaming market.
They're going to they're going to catch up to Netflix and then they're going to roll Netflix. They're going to roll right over Netflix.View on YouTube
Explanation
As of late 2025, Disney’s streaming business has not surpassed or dominated Netflix; Netflix is still clearly ahead on the core metrics used in the industry.
- Current subscribers: Netflix has about 300–310 million paid subscribers globally, and is widely described as the world’s largest subscription video-on-demand (SVOD) service.
- Estimates for 2025 place Netflix around 301.6 million paid memberships, after crossing 300 million at the end of 2024. (evoca.tv)
- Disney’s streaming subscribers: Disney’s own reporting for Q3 FY2025 shows a combined 207.4 million subscriptions across Disney+, Hulu and ESPN+ (183 million for Disney+ + Hulu, plus 24.1 million for ESPN+). (thewrap.com) By Q4 FY2025, Disney+ itself is around 131.6 million subscribers, with Hulu at 55.5 million, and ESPN+ roughly flat in the mid‑20‑millions — still totaling only a little over 210 million, well below Netflix’s base. (en.wikipedia.org)
- Temporary "catch up" did not become dominance: In August 2022, Disney briefly did edge past Netflix in combined subscribers (Disney+ + Hulu + ESPN+ ≈ 221 million vs. Netflix’s ~221 million at that time). (en.wikipedia.org) But this lead was short‑lived: Disney later lost significant low‑ARPU Hotstar subscribers while Netflix resumed strong growth, leading to today’s ~300M vs. ~210M gap in Netflix’s favor.
- Market position: Industry analyses in 2025 still describe Netflix as the largest global SVOD platform by paid subscribers, ahead of Disney+ and other rivals, and emphasize Netflix’s higher overall scale and revenue. (dataforcee.us) Disney’s direct‑to‑consumer division has only recently turned a few hundred million dollars of quarterly profit (about $346M on $6.2B in quarterly streaming revenue), which is meaningful progress but not evidence of market “domination” over Netflix. (thewrap.com)
Because Disney’s streaming business has neither maintained a subscriber lead nor achieved clear overall dominance of Netflix by 2025—and the current trajectory shows Netflix well ahead again—the prediction that Disney would “catch up to Netflix and then roll right over Netflix” is best evaluated as wrong.