7 December 2012 4:16 PM, PST | The Hollywood Reporter - Movie News | See recent The Hollywood Reporter - Movie News news »

Netflix and Walt Disney this week drew headlines with a new licensing deal that will bring Disney movies exclusively to the streaming video service beginning with the studio's 2016 slate. While much discussion has focused on the agreement's effect on the companies and Starz, which currently has a Disney output deal, Wall Street observers say it could also have a big impact on the broader pay TV and premium TV sector and the cord cutting debate. Story: Netflix's Ted Sarandos Calls Disney Content Deal a 'Game Changer' Davenport & Co. analyst Michael Morris highlighted that the arrangement cuts out a traditional

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- Georg Szalai

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