Disney, Comcast and WarnerMedia all have an important thing in common. Their core cable networks segment is dying. They are entering the streaming space as a need for survival. Companies that have relied on staggered releases, from theatrical releases to DVD/Blu-ray to TVOD (transactional video on-demand), have been getting away with bad business practices for years. Consumers had to pay time and time again at several stages of the life cycle of the products. What Netflix's D2C strategy has truly revealed is how bad consumers were having it all these years.
There is a very good reason why it took so many years for services like Disney+, HBOMax and Peacock to come to fruition. By finally offering SVOD, these companies are not disrupting Netflix - they are first and foremost disrupting themselves.
Streaming Wars: A Tale Of Creative Destruction