### Comment:
Apple and Disney both will start streaming in the fall. They will produce their own shows, they will spend less money and also make more money, they’re losing friends and the office... Not many people have cancelled their service but I don’t think they’ve made that much more and their guidance will be lower and that’s what we need to look at also

### REPLY:
INTL subs are where it’s at. Those shows aren’t going away til 2021. And again, just because Apple and Disney are going to have their service, doesn’t mean people will cancel Netflix. They’ll cancel cable if anything, or just add another $15/mo to sign up for both of those new services.

### END.