Earlier quoted context omitted.
Disney has admitted that they will lose money at their current price level. Which implies strongly that they'll be increasing prices substantially in the future.
How do you lose money on content you already own? This is just Hollywood accounting in effect.
Netflix has ~150M paying subscriptions. Let's say that $0.20 of your Netflix subscription go to Disney (you can adjust it to whatever you think it might be). That's 30M a month. At $10/m, Disney+ would need 3 million users just to break even with what they used to make from Netflix.
How many active users (or what price point) will Disney need to justify the investment?
https://redef.com/original/nine-reasons-why-disney-will-succ... Towards the end of the article it talks about the challenges they will face.