Thats a given, Netflix was the canary in the coal mine and if you think D+ is immune from streaming purge that's about to happen....well....
Except...
Netflix already maxed out all the global markets. They had no new markets to grow into. They need deeper penetration to keep growing, which is a lot harder to do.
Netflix lost the Pay1 Window of all the big studios except for Sony. You can't see the tentpole films of the other studios on Netflix like one used to. Netflix used to be like HBO like that. But not anymore (or for HBO). Netflix also lost the library of popular TV shows (Friends, Office) for the same reason... film and TV studios have their own streaming service which will be their online library.
That leaves Netflix only with the new movies/series they buy from independent studios or commission. Now they need to hope to create more Stranger Things and 'event' content. (They also still license other studios' content on a rotating basis, but, that library has significantly been reduced.)
Netflix now has competition, which they didn't have before. And so, people are deciding which of the streamers to subscribe to, or, which ones to sub for only a month or two and then drop for a while.
Netflix is offering less than they used to, but still is relatively expensive. Oops.
In the last quarter in which Netflix lost subs. But D+ gained subs. And so did all the other streamers.
Disney's streamers are in a much different position.
Obviously, there's an upper limit of people willing to pay for subscriptions. That's why Netflix, D+, and all the other streamers are adding a FAST tier (Free Ad-supported STreaming). That will certainly change the bottom line for Netflix as people who find it too expensive will watch Netflix FAST. But, that will certainly impact the number of paid subs, which makes keeping track of which streamers are growing or shrinking difficult to monitor.