Disney just broke out exact numbers for Disney+. They were hoping for 5 to 10 million subscribers in their first full year, things have really taken off for them with over 28 million subs as of today.
About 40% of those subscribers report they cancelled another service to use Disney+, this number may rise over time as people get their credit card statements with multiple subscriptions on them.
Subscribers appear to leaving Prime and Netflix with 49% of subscribers saying that Disney+ is just as good as Netflix, and an additional 25% reporting they like Disney+ better than Netflix.
Based upon additional research it appears that people are choosing to drop Amazon Prime above any other major video service if they don’t need or want free shipping.