Maybe Disney, more likely. Hollywood has essentially frozen production and from what I'm hearing they're really not setup for working remote in pre/post (especially the latter). Combine with delayed releases, cancellation of film festivals (which are marketplaces as much as exhibitions for content) and the new releases this year appear to be on a giant delay.

Disney is interesting because they have the deepest bench, so to speak in terms of catalog. They also have the kids stuff, and all the kids are at home. They also had their stock dip below $100 with the crash this week, had to shutdown their parks, and quite recently reorganized the entire direct to consumer business. I'd put some money on Disney coming out on top there.

Netflix relies on new content to reduce churn. If production is halted I don't know how that looks for them. However if you take out their capex on production, they suddenly become stupidly profitable. So who knows.

All movie and tv production has been halted, with Netflix losing much of its library to competing services it might not be that good.