1, Disney Plus is much more of a threat to services from Apple and WarnerMedia.

Disney's aggressive pricing of Disney Plus (and Hulu) also validates Netflix's emphasis on achieving global scale as quickly as possible.

Disney Plus has an attractive price point ($6.99 per month, or $69.99 per year) and the kind of blue-chip intellectual property that other entertainment companies dream about.

1 at over 139 million worldwide paying subscribers.

So the real battle is for who will take up those slots 2 through 4.

And that means that while Netflix shouldn't feel that Disney Plus is an existential threat, some services should, particularly those that haven't launched yet like Apple TV Plus and WarnerMedia's upcoming service.

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