All of the big providers are currently running streaming services. They are getting the experience necessary now. MLB has been quite successful in streaming to devices and TVs.
Disney charging each customer instead of the cable share is going to be above the money Netflix is willing to pay for all of Disney's content. All of the big players have quite a lot of content they are currently getting ready for digital streaming. Disney and HBO are already on Apple TV and others (heck Disney is there a couple of times).
Netflix doesn't have the money to scale up to their content machines before the cable money goes. They'll live if Amazon doesn't get aggressive.
Disney charging each customer instead of the cable share is going to be above the money Netflix is willing to pay for all of Disney's content. All of the big players have quite a lot of content they are currently getting ready for digital streaming. Disney and HBO are already on Apple TV and others (heck Disney is there a couple of times).
Netflix doesn't have the money to scale up to their content machines before the cable money goes. They'll live if Amazon doesn't get aggressive.