I am not worried about Netflix one bit. Netflix has really changed the game and creates a vast majority-from the content I watch that has replaced TV, movies and channels like hbo.
On the flight back from Dubai to US this was so apparent to me. I just pre loaded a bunch of shows and boy was I positively surprised.
I could not test Disney in Dubai, bust just look at the list of content it seems for a different type of user all together: kids and family.
This is good. Different products for different part of the market