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Illustration: Lazaro Gamio/Axios

Streamers, eager to bill themselves as family friendly entertainment alternatives, are eyeing kids content as their next big investments.

Why it matters: The streaming wars have focused on competitors looking to oust Netflix, but when it comes to kid-friendly options, the yet-to-launch Disney+ is the company to beat.

Driving the news: Disney+ will make the bulk of its classic Disney movie and series library available in the U.S. on November 12th, the company announced last week.

  • Disney has yanked most of its titles from Netflix and other streaming services. According to The New York Times, Netflix has been gearing up for a major investment in kids content in response.
  • "It has quietly amassed an army of children and family creators and executives who have been stockpiling counterattack content," writes The Times' Brooks Barnes.

Yes, but: Netflix faces stiff competition in the bid for children's entertainment.

  • HBO Max recently inked a deal to produce five new seasons of Sesame Street, each with 35-episodes, starting in spring of 2020.
  • Apple TV+ has also signed a deal with Sesame Workshop, the nonprofit behind Sesame Street, to produce a Sesame Street spinoff called "Helpsters." It's also producing a new series based on the Peanuts dog called "Snoopy in Space."
  • ViacomCBS, home to iconic kids brands like Nickelodeon and Noggin, has launched kids-specific streaming services, but is also producing content for streamers like Netflix.

The big picture: Kids content matters to streamers because it will help reduce churn, says Melissa Henson program director at the Parents Television Council.

  • "Streaming services correctly perceive daily audiences as having max value for them. Because young millennial subscribers are most likely to churn through the different streaming services after they're done binging their favorite hit, the services need to rely on the regularity of family audiences."
  • Henson notes that families develop daily routines around kids and family-friendly content, like watching a certain series after school.

Go deeper

Streaming reaches new milestone

llustration: Sarah Grillo/Axios

Nielsen on Thursday introduced a new metric for measuring how many people watch streaming video and for how long.

Why it matters: Streaming is exploding, but the industry has long lacked a uniform way to measure consumption, and that has held it back from being able to integrate advertising.

Ina Fried, author of Login
11 mins ago - Technology

The feds' dangerous data-grab game

Illustration: Sarah Grillo/Axios

Recent revelations about Trump-era data grabs by federal authorities have put the U.S. in a tricky spot as it competes with China to lead the digital age.

The assumption in the West is that U.S. tech companies only provide the government with data when it follows the rules and goes after specific suspects — while, in China, tech companies are forced to share everything with the government.

41 mins ago - Health

The Obamacare wars end in a whimper

Illustration: Shoshana Gordon/Axios

Existential threats to the Affordable Care Act just aren’t what they used to be.

The big picture: The anti-Obamacare fire on the right may not be fully extinguished — it still throws off some smoke and a few sparks every once in a while — but it has petered out into irrelevance, dismissed as a distraction even by some of the same conservatives who helped to stoke it in the first place.