Netflix could lose one fifth of its content to new network-led streaming services. Disney is pulling Pixar and Marvel off of the SVOD for their own upcoming platform, and AT&T/Time Warner and Comcast could do the same. Some of the shows and movies that could be leaving are the SVOD’s most popular series, like Friends (which won’t be leaving in 2019 at least). Netflix is upping their original content production to offset the losses, but could new competitors loosen their hold on Millennials? (Recode)
