As things start to fracture more and more, the big studios kind of find themselves in the same position. Disney+ probably has one of the strongest single-publisher back catalogs, and there's still a lot of talk about there being nothing to watch after you finish the few originals and whatever old thing you were interested in.
Yeah, Netflix has far more new exclusive content. And by that, I'm counting out all of the currently released movies Disney has also on Disney+, since many saw those in theaters.