They are going to lose a lot of content to the other new streaming services like nbc (the office) HBO max (friends) etc.

That isn't to say that Netflix won't produce good content but they are going to have a hard time maintaining subscribers and likely won't be able to increase prices without getting subscribers to leave even faster.

My guess is Disney+ takes over and netflix/Amazon/hbo max/apple tv+/Hulu all fight for adult content.

The benefit of Disney+ is that a lot of adults love marvel, star wars, etc so it will be extremely popular with all ages.

I hate to say it but it would be smart for these companies to all get offered as packages.