, though analysts said streaming services are “best positioned” during the strike as many of them have a stockpile of content.“A roughly 90-day strike would enable many companies to reduce content spend for a quarter and clean up their books in the short term,” Brandon Katz of Parrot Analytics said.
The media and entertainment giant’s Disney+ streaming service is expected to add a net 1.3 million subscribers in the second quarter, compared with additions of 7.9 million a year ago, according to Visible Alpha.
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