Disney had a very bad quarter, surprising analysts, and raising questions about its ability to turn its streaming operations into a profitable enterprise within just another 15 months or so. Patience may be a virtue, but Wall Street wasn’t waiting around, sending share prices down 12 percent.

With a muted earnings release expected Tuesday from Netflix, the drumbeat is rising for the company to consider an ad-supported tier. Can the company still be the bell cow of the streaming business?