Disney will present the most immediate threat to Netflix if it wins the bidding war with Comcast for 21st Century Fox's assets, says GBH Insights, a research firm that cites the newly launched ESPN streaming service and a planned Disney over-the-top offering as strong potential rivals. Fox would also provide Disney with a second weapon -- control of Hulu -- to fight Netflix, the report says.
Analysis: Disney-Fox deal would put pressure on Netflix
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