BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILEDIS

Disney+

$198B (Disney)132M subscribersGaming & Entertainment
0.71
B-index (V3.1)
GROWING GRAVITY
Capture0.512
Escape0.718
Key Structural Insight

IP exclusivity is the only moat. Without Marvel and Star Wars, indistinguishable from any streamer.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth5/10
Memory5/10
Action4/10
Process4/10
Network6/10
Closeness6/10
Portability7/10
Substitutability7/10
Human Fallback8/10
Org Depth3/10
Momentum4/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.4486CES(d, m, a, p)
Knowledge synergy σₖ0.5000√(d · m)
Operability synergy σₒ0.4000√(a · p)
Synergy boost1.13501 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.15001 + 0.5·o
Momentum multiplier1.12001 + 0.3·t
Total Capture0.5115c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.7326CES(x, s, h)
Feedback attenuation0.8430max(0.3, 1 − 0.35·core)
Total Escape0.7176ε + escCore · feedback
B = Capture / Escape0.710.512 / 0.718

Scoring Rationale

IP exclusivity (Marvel, Star Wars, Pixar). No user content, no social, no accumulated assets. Subscription rotation common.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE6
+0.24
ACT4
+0.11
PROC4
+0.11
DATA5
+0.10
MEM5
+0.10
ORG3
+0.06
PORT7
-0.06
SUB7
-0.06
NET6
+0.05
FALL8
-0.05
MOM4
+0.04
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsGaming & Entertainment (7 peers)

#PlatformTickerB-indexZone
01Apple App StoreAAPL6.13BLACK HOLEProfile →
02SteamPrivate (Valve)5.32BLACK HOLEProfile →
03RobloxRBLX4.79BLACK HOLEProfile →
04Google PlayGOOG3.94BLACK HOLEProfile →
05PlayStation NetworkSONY3.64BLACK HOLEProfile →
06SpotifySPOT2.31EVENT HORIZONProfile →
07NetflixNFLX1.00GROWING GRAVITYProfile →