One thing Netflix won't be able to claim pretty soon is a huge library of established and beloved movies as they move more and more toward simply functioning as a home for their own shit. Disney can definitely provide that, even on its own to some degree, with all of the Disney/Star Wars/Marvel/ABC/ESPN content they have. Combine that with Fox's entire library? That'd definitely be a major selling point.

And if they can lump ESPN sporting events in on this service as well? Oh yeah. People would buy it in an instant.