Disney Expands Global Streaming Reach, Challenges NFLX & AMZN

The Walt Disney Company's DIS international streaming business is expanding rapidly, threatening to challenge Netflix NFLX and Amazon AMZN.

Disney's early results are promising, with Rivals Season 2 becoming the biggest EMEA original premiere in the U.K. and Ireland, while The Perfect Crown was the most-watched Korean premiere on Disney+ globally.

The company plans to roughly triple its local original series over the next three years to drive new international users and reduce churn.

This strategy is gaining traction as streaming economics improve, with Entertainment SVOD revenues increasing 11% year over year in the third quarter of fiscal 2026.