Disney has [more] skin in the game now and will always give their own service highly preferential treatment. This isn't just about Mickey Mouse -- Disney owns many other major content producers. Personally, I've been hearing people complain about Disney-owned content disappearing from Netflix for more than a year already.
I'm sure they'll continue to license something to third-party streaming platforms, but they'll do their darnedest to make sure that if consumers are only going to choose one streaming service, it'll be one they control and operate.
It's nothing against Netflix itself -- they're one of the tech companies I admire the most. But they're stuck depending on relatively-short-term license agreements to offer most of the content that people are willing to pay for.
Whether or not the consumer is willing to pay for multiple streaming services, the media companies are going to be much less willing to make the content available outside of their own little streamer. This means rough seas ahead for Netflix.
