More on the Netflix-Disney deal: The agreement will begin with 2016 theater releases from studios under the Disney umbrella including Pixar, Marvel, and Walt Disney Animation. Netflix subscribers will be able to watch the selected titles ~7 months after release on a variety of platforms. In addition, older Disney titles will be added to the firm's mix of movies. Quick analyst take: On the positive side, it's a major coup for Netflix that's likely to separate it a bit from the crowded pack of streaming options. On the other hand, the deal doesn't launch for 3 years and with financial terms undisclosed, analysis is handcuffed.