Disney are one of the few with the clout to take their content off Netflix and make their own service a success, the other licence holders probably don't imo. That said what is Disneys highest grossing content these days? Star Wars? Where did that come from?
Either way comparing Disney with Netflix is a bit pointless, they are different companies and one is about 80 years older than the other, the comparison should be Netflix Original content vs Apples.
On the bold part..
A couple of original shows? They've had a string of hits with their original shows, its a major part of why the services has been so successful. House of Cards, Orange is the New Black and Stranger Things were all huge and there are several more.
No Movies? Did you miss half of the world talking about Birdbox recently? or them earning their first Oscar nomination with Roma?
The point is Abazigal is talking about the long term financial viability of one service vs another without actually knowing if one of the services in question is able to deliver content that anybody wants to watch. Netflix have proven that they can, Apple not so much.
Music Streaming services are different the content is largely the same across all of them, TV content that's a different thing.
First thing you need to realize about content is that it doesn't matter where it comes from. It needs to be acquired (so you fully own it) or created yourself (very difficult, very expensive).
Wow, a whole Birdbox and Romo? Give me a break, please. Disney literally has a hundred of those. Disney has TONS of original content, but also tons of content they just own because they bought it, Star Wars included.
There is no shame in it. Disney knows content is king. Not a platform. Not a service. CONTENT. You acquire or make it at all costs, or die. Disney owns....ready for this? Around 40% of the entire box office revenues.
Here is some of Disney's content that has made around $1B JUST at the box office and untold BILLIONS in consumer products, park spend, licensing fees, etc etc:
Avengers
Toy Story
Frozen
Pirates of the Caribbean
Star Wars
Incredibles
Iron Man
Beauty and the Beast
Captain America
Finding Nemo/Dory
Alice in Wonderland
The Lion King
The Jungle Book
Guardians of the Galaxy
Thor
Coco
Maleficent (Sleeping Beauty)
Oh, they also have content that never dies:
Cinderella
Sleeping Beauty
Dumbo
Pinnochio
Aladdin
Snow White
Winnie the Pooh
Peter Pan
Tangled
Frozen
Brave
Moana
They also just bought all of Fox which will include stuff like full rights to Avatar, the highest grossing movie of all time.
They own ABC, ESPN, Marvel, Pixar, Lucasfilm, Disney XD, Disney Junior, Disney Channel, ETC ETC ETC.
Disney also has parks all over the word to reinforce the brand and their TV/Movies/Merchandise grabs kids by the age of 6 months.
Netflix is a great company, but their valuation is insane, their cash burn is breathtaking and scary, and they make about 12 times less profit as Disney and are valued the same.
Netflix needs about 3249043 more Birdbox hits to even approach Disney. They also need subscriber growth and a loan.