Does Disney have more off-brand subsidies like ESPN and Pixar?
Without more of that, Disney's amazing brand recognition could turn into a problem for them: because everybody thinks that they know exactly what to expect when they hear "Disney", a Disney-only subscription might feel much more like a monoculuture than one Amazon-only or Netflix-only (assuming those two even go that far towards exclusivity, which might be inevitable if more licensed content leaves)
Without more of that, Disney's amazing brand recognition could turn into a problem for them: because everybody thinks that they know exactly what to expect when they hear "Disney", a Disney-only subscription might feel much more like a monoculuture than one Amazon-only or Netflix-only (assuming those two even go that far towards exclusivity, which might be inevitable if more licensed content leaves)