I agree, from the several videos I’ve watched I’m sticking by my original prediction that US and HS will take the biggest hits, AK and EP should be equal or down slightly and IOA and MK should see equal or slightly up demand. (Relatively speaking, hard to know what’s going to happen with tourism as a whole due to world events)
I still think it’s going to change the Orlando vacation plan for a lot of people though, it’s gotten nearly impossible for Disneys fanboys (like me) who formerly did 4–6 days at Disney and zero at Uni to ignore what’s down the street now, our last FL trip was primarily DCL (with 3 days at WDW) but the prior, parks centered, trip we did 4 days at WDW and 2 at Uni, with Epic down the street I can’t envision a scenario where Uni doesn’t continue to get at least 2 days from us while Disney continues to get at least 2 but most likely 3.
Orlando will likely never again be a WDW only trip for us, or most our friends, though, whether it’s Uni, cruising, other parks, or just other FL has really expanded its overall vacation options.