I'm not going to pay for every streaming service, but these two have so much great content for such a reasonable price it's impossible to say no.
But anyway, I only have one screen, so it's still the case that Netflix charges considerably more just to receive UHD content. As price discrimination goes, that's a pretty scummy way to do it. They've shot and produced this content in UHD, yet they give a much lower quality version to their base customers. I know they have every right to do that, and it might make business sense for them (since people with UHD TVs probably have more disposable income), but it has always felt scummy to me.
Netflix's biggest problem is that they've spent a decade educating customers to expect their service at below cost with an unrealistically low price point funded by debt.
They need to hope the sentiment above isn't too common.
It's possible Disney will get the kinks sorted out and start rolling a good-enough CDN on their own, making the benefit in acquiring Netflix minimal. It'd also make it much cheaper to acquire if they could wait a few quarters for the damage to start showing up on Netflix's balance sheet. But the longer they wait, the longer they deprive themselves of Netflix's best-in-class content delivery network, which already has near-universal penetration.
It's ultimately a question of whether Disney sees a bigger risk in the expenditures necessary to buy up Netflix or the chance that technical issues will continue to haunt the Disney+ ramp-up, leading to a loss in consumer confidence and subsequent retreat back to third-party streaming platforms.
One thing is certain: Disney+ is an existential threat to Netflix, and Netflix's only hope is that the implementation will continue to flop hard enough that consumers lose the appetite for it immediately.
