In a new survey from investment banking firm Piper Jaffray, 73% of Netflix users say they won’t subscribe to Disney+.
The survey, which polled 1,536 Netflix users in the U.S., also found that 20% will subscribe to both services, and only 7% said they’ll cancel Netflix and subscribe to Disney+.
It’s a very limited survey, but analysts say it indicates limited risk to Netflix once Disney launches its streaming service in November.
Analyst Michael Olson said he expects Netflix to “capture a significant portion of the tidal wave of traditional content dollars that are migrating to streaming.”
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