Cracks are appearing in Netflix’s worldwide dominance.

Netflix is ​​still the king of streaming video, according to research by Pot Analytics, but audiences are slowly turning to new competitors, the Walt Disney Company’s Disney +.

Netflix has a stake in worldwide demand – a measure of the popularity of its shows created by Parrot and the main barometer of how many new subscribers a streaming service attracts – fell below 50 percent for the first time in the second quarter of the year. .

Parrott said in a news release that the company’s “lack of new hit original programming and increased competition from other streamers will ultimately have a negative impact on customer growth and retention.”

Netflix relies on making as many different shows and movies as possible for as many different audiences as possible, and the epidemic is upset by that motto, forcing productions around the world to shut down.

The company will announce its second-quarter financial results on Tuesday afternoon and told investors not to expect too much. He set a surprisingly low bar for the quarter when he told Wall Street he expected to add 10 million new customers, the largest of the current 207 million customers. (Notably, low expectations are easy to beat, and beating expectations even through hair can boost a company’s stock.)

Disney + doubled its demand interest in the second quarter compared to a year ago, and according to Parrot, Amazon is also getting Prime Video, Apple Paltiv + and HBO Max.

Even new entrants to Netflix’s long-held grip, Netflix’s co-chief executive, Reed Hastings, has ruled out competing for the Netflix throne. In April, Mr. Past Hastings was asked by investors why the company lost expectations of adding new customers in the first quarter, he said, “Of course we’re surprised, ‘Well, wait a minute, are we sure it’s competition?’ Isn’t it? ‘

“We’ve seen all the data really in different regions, new competitors have launched, not started,” he added. “And we just don’t see any difference in our relative growth in those regions, which gives us confidence.”

He added, “We’ve been competing with Hulu for 14 years with Amazon Prime for 13 years.” “It has always been very competitive with linear TV. So there is no real change we can find in a competitive environment. It has always been high and remains high. “

In other words: If Disney + hurts us, we haven’t seen it.

The argument that Netflix has long competed with regular television and other streamers ignores the fact that new competitors like Disney + and Apple Paltiv + are cheaper than Netflix (and subscription televisions). And although those services produce far less original than Netflix, they seem to be getting more bang for their buck.

In the second quarter, Disney saw a big increase in demand from the Marvel Cinematic Universe-based series “The Falcon and the Winter Soldier”, which in recent years has completely dominated office fees. According to Parrot, another Marvel spin-off, “Loki” also helped.

Amazon Prime video gained momentum in the period with the launch of the animated superhero series “Invincible” for adults. And TV Paltiv + attracted new customers with the original trilogy: “Mosquito Coast,” a play based on the 1981 novel; “Man Le Mankind,” a science fiction series, and “Mythical Quest,” a Come Medi series, taking place at Game Developer Studios.

Speaking of which, Netflix said earlier this month that it plans to jump into video games. He has hired a gaming executive, Mike Verdu, formerly Electronic Arts and Facebook to oversee the development of new games. That’s a potentially significant move for the company, which hasn’t strayed far from the motto of its television series and films.