With Disney, I think it depends on how much it’s an event thing or whether it doesn’t really matter. For example, I wouldn’t have wanted to be behind for a second with Severance or Expanse. Boba Fett? Whatever. Mandalorian? We watched that after the event and that was still fine.
As for Netflix, I don’t want to shit on it. I do, however, suspect it will increasingly find things tough and may eventually be subject to a buy-out. Same goes for Spotify, although I’d argue Spotify is in a much more precarious position in the long term.