Disney+ is a service that lets people watch movies and shows on their phones, tablets, or TVs. Some people like to share their accounts with others who don't live with them, so everyone can enjoy the shows they like. But Disney+ wants to stop this because it costs money to make those shows and they want everyone who uses it to pay for it. So, they will start asking people who use someone else's account to get their own or pay extra money. Other services like Netflix and YouTube are doing the same thing. This way, Disney+ can have more people using it and make more money. Read from source...

1. The headline is misleading and clickbaity, implying that Disney+ is following Netflix's footsteps in a negative way, when in fact, both platforms are simply adapting to the changing market dynamics and trying to increase their revenue streams by addressing password sharing issues.
2. The article uses vague terms like "improper sharing" and "borrowers" without clearly defining what constitutes as such. This creates confusion and ambiguity for the readers, who may have different interpretations of what is considered acceptable or unacceptable behavior.
3. The article mentions that Disney+ will allow users to add people outside their households to their accounts for an additional fee, but this option will be rolled out later in the year. This implies that the paid-sharing feature is a direct response to Netflix's move, when in reality, it was already in development before Netflix announced its password-sharing crackdown.
4. The article quotes Disney CFO Christine McCarthy as saying that they do not anticipate "notable benefits from their paid-sharing initiatives until the back half of calendar 2024". This statement contradicts the urgency and importance of the password-sharing issue, which is implied by the article's tone and focus.
5. The article compares Disney+'s actions to those of Netflix and YouTube, but fails to acknowledge that these platforms have different business models, target audiences, and content offerings. Therefore, their approaches to password sharing may vary depending on their specific needs and goals.

Neutral

The article discusses the recent actions taken by Disney+ to follow Netflix's footsteps in cracking down on password sharing. The company plans to implement new capabilities that will allow users with suspicious activity to sign up for their own accounts or pay an additional fee to continue using the account. This move is seen as an opportunity by some, while others believe it may not have notable benefits until later this year. The article also mentions other competitors in the streaming industry, such as Netflix and YouTube, who have already started cracking down on password sharing. Overall, the sentiment of the article is neutral, as it presents both the advantages and disadvantages of Disney+'s decision without taking a strong stance for or against it.

1. Invest in Disney+ as a long-term growth opportunity due to the increasing demand for streaming services and the company's dominant market position. The password sharing crackdown may initially lead to some churn, but it will ultimately benefit the company by monetizing its user base and improving customer experience.
2. Consider investing in Netflix as a comparison, since they have already implemented similar measures and have proven success in generating revenue from paid-sharing. However, be cautious of potential competition from other streaming platforms and regulatory risks.
3. Avoid investing in YouTube or Hulu at this time, as they are both owned by larger companies (Alphabet Inc. and Disney, respectively) and may face similar crackdowns in the future. Additionally, their business models rely more on ad revenue than subscription fees, making them less attractive from an investment perspective.