If you’re an executive with Netflix or Amazon Prime Video or Hulu, no one can blame you for feeling a bit more nervous than usual. There is a mouse in the house that is making these buttoned-down executives jump on their chairs and scream. No, we aren’t talking about a real rodent here. Actually, the mouse we have in mind is named Mickey and remains the face of The Walt Disney Company.

Disney+ is a real threat to Netflix and its 60 million U.S. and 97 million global subscribers

Disney’s target is Netflix, the leading video streamer with 60 million U.S. subscribers and 97 million global members. And while Disney+ is off to a great start, there is a question whether the Burbank based entertainment giant has merely picked the low-hanging fruit consisting of Disney fans who would be interested in anything that the company launches. But there is some data that indicates that the success of Disney+ goes beyond getting Disney fanatics to sign up for the service. Apptopia says that there is strong demand for the $12.99 per month bundle offered by Disney which includes Disney+, Hulu, and ESPN+. Over the two weeks that the bundle has been available, Hulu downloads are up 55% while downloads of ESPN+ are up by 50%. Joanna Piacenza, senior data editor at Morning Consult, says, “I think everyone’s best bet is to bundle streaming services for the consumer so they don’t have to bundle it themselves.

Wall Street has also fallen for Disney+ as the company’s shares have risen 10.8% from $136.74 the day before the streamer’s launch to close Friday at $151.48. Wedbush analyst Dan Ives says, “This shows the company is gonna be a legit competitor to the likes of Netflix, despite the skeptics that continue to doubt the House of Mouse. The pricing, the content and the bundling was just a pure genius strategy from (CEO Bob) Iger and Disney.”