[Neil Jones]

I seem to remember last year reading they'd signed a deal with all3media for some of their content too.

I remember Apple+ originally started out as just their own original content, that very quickly changed when they realised that it couldn't sustain a service on its own.

It probably will (in due course) but that will take a long time as you have to make it.

Disney of course had the advantage in this area due to the back catalogue they made over the years, which of course was added to in various flavours both at pace through new commissions and the acquisition of various other networks and their back catalogues. They probably could run Disney+ through the catalogue alone.

However Covid probably gave Disney+ a massive proverbial boost to launch when we all had to stay at home, but it has now lost all that momentum and is probably churning by now.

Its probably too soon at this point to say the streaming bubble has burst - after all it was all "OMG the Four Horsemen of the Apocalypse are coming we're all going to die" when Netflix said they'd lost a few hundred thousand subscribers, but I believe they have recouped a good chunk of that with the new "Basic with Ads" option tier. I'm sure Disney+ were looking at something similar as well, but obviously haven't decided to go down that route - yet.