Disney $DIS.US$ is getting hit that their Disney+ subscriber...

Disney $DIS.US$ is getting hit that their Disney+ subscriber growth will slow. I feel it will also happen to Netflix $NFLX.US$ .

The difference is just one has positive sentiment around it the other doesn't. So analyst will wait until sentiment changes on Netflix to bring out this bear case. Like you said if it wasnt for Squid game Netflix could easily have been down another 10-15% because they had cut guidance at a previous earnings report.