According to research conducted by Piper Jaffray, they have found that around 75% of Netflix customers that they surveyed said that they will not be abandoning Netflix for either Disney or Apple. According to analyst Michael Olson, “Our survey suggests that the majority (~75%) of Netflix subscribers do not intend to subscribe to either Disney+ or Apple TV+. For those that do expect to use one of these offerings, the vast majority expect to also maintain their Netflix subscription.”
However, we should point out that this is a relatively small survey and only polled about 1,500 Netflix subscribers. It is entirely possible that upon the launch of Apple TV Plus and Disney Plus, things could change, but for now, Netflix is safe. That being said, it’s not surprising that these are the results.
This is because neither Apple nor Disney have managed to prove themselves yet in terms of content, so we’ll just have to wait and see.