The most aggressive counter programming event of the streaming era kicks off this weekend, according to Parrot Analytics, with Netflix's “Stranger Things” season four, part one, and Disney+’s “Obi-Wan Kenobi” debuting on the same day. Global demand data reveals that “Stranger Things” is potentially poised for its largest audience ever, while “Obi-Wan Kenobi” has seen higher pre-release demand than “The Mandalorian” and “The Book of Boba Fett.”
“The debut of these shows serves as a proxy in the contest between Disney and Netflix for streaming and entertainment dominance, as a weakened Netflix stumbles into what it has already warned investors will be its worst quarter ever in terms of subscriber losses, while Disney+ continues to outperform subscriber growth estimates,” Parrot report says. “The simultaneous launch of these shows also highlights the proverbial ‘binge vs weekly’ release strategy debate, and the importance of building out franchise IP in order to drive audience attention in the 2020s and beyond,” it added.
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