Disney burned $11B building Disney+, now licenses Pixar back to Netflix
aakashgupta · x · 2026-10-05
- In 2019 Disney walked away from $150M/year in Netflix licensing to launch Disney+, losing over $11B along the way.
- Seven years later it signed a non-exclusive deal: Percy Jackson seasons 1-2 hit Netflix Oct 4 for a 90-day window, with season 3 premiering on Disney+ Nov 20 mid-window; all five Ice Age films land on the same clock, a month before the theatrical sequel opens Feb 5.
- The argument: Disney is using Netflix's 300M+ households as a paid trailer while keeping content on Disney+/Hulu — evidence Netflix figured out streaming.
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