Data Sheet—From The Simpsons to Star Wars: What You Need to Know About Disney’s New Streaming Service10

Some thoughts from Disney's investor day at the Walt Disney Studios in Burbank, Calif., Thursday, where the entertainment behemoth announced its new Disney+ streaming service will debut Nov. 12th in the U.S. at $6.99 a month or $69.99 a year:

* Disney executives didn't once utter the words Apple or Netflix (thanks, seatmate Dominic Patten of Deadline, for pointing that out to me). But their entire three-and-a-half-hour presentation could be read as a primal scream that Disney isn't afraid of its Silicon Valley competitor/partners. When Disney CEO Robert Iger said that the new service is built on a platform "that no content or technology company can rival," and when his possible successor Kevin Mayer, head of the company's direct-to-consumer and international business, referenced "brands that matter more than ever" and Disney's "evergreen library," there was no question to whom they were comparing their own company.

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