Netflix, Inc. (NFLX) and Disney Sign Deal: Exclusivity But What Price?

Netflix and Disney announced an exclusive, multi-year deal for premium pay-TV content, which includes first-run live-action and animated releases from the Walt Disney Studios beginning in 2016. Included in the agreement are direct-to-video releases, as well as catalog content, like Pocahontas, Dumbo, and Alice in Wonderland. Netflix Strategy Evolving Towards Exclusivity?

Analysts at Barclays believe that Netflix, Inc. (NASDAQ:NFLX)’s content acquisition strategy has been evolving towards one of exclusivity, with originals programming like Arrested Development and House of Cards playing a large part, as its prior strategy of offering a...