https://www.reuters.com/article/us-netflix-research/wall-street-analysts-buy-into-netflix-optimism-amid-disney-threat-idUSKBN1ZL2BK

Netflix Inc acknowledged pressure from Disney+ after the company reported its quarterly results. But executives largely brushed off the long-term global impact of rivals that also include Apple, Comcast Corp's NBCUniversal and AT&T Inc.