Disney+ is here, and it’s already beating expectations. Analysts projected it would take the rest of 2019 – about seven weeks – for the new streaming service to reach 8 million subscribers.

It hit 10 million in one day.

The huge launch for Disney+ reaffirms what we’ve been saying for the past three years. Disney’s unparalleled collection of IP, unique brand, and superior content monetization capabilities give it a significant competitive advantage over Netflix (NFLX) and every other content company. The Walt Disney Company (DIS) is this week’s Long Idea.

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