My string of articles (talking about Netflix (NFLX) and AMC (AMCX)) regarding the upcoming "streaming wars" won't be complete without talking about the newest competitor in town Disney (DIS). Specifically, I want to talk about why Disney is poised to crush Netflix. So, let's get this out of the way first, Disney shares dropped 3% after missing Q3 expectations. Most of the decline in earnings was due to losses from the 21st Century Fox integration and taking full operational control of Hulu. However, one important thing to note about this string of bad news is that this is all temporary. For example, X-men: Dark Phoenix may have bombed hard at the box office; however, that doesn't reflect the value of the X-men franchise especially now that it's in Marvel's hands.

The most exciting news for long-term Disney holders is the announcement of the Disney+, ESPN+, and Hulu bundle at $12.99/month in an attempt to match Netflix's price point. With this bundled package, I forecast Disney to reach the same subscriber base as Netflix by around 2023, 3 years from the time of launch. Furthermore, Disney has certain key advantages over Netflix that will allow it to dominate in the future.

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