I recently spoke to someone in a big streaming company, and the biggest unexpected benefit has been increased datacenter efficiency. They usually size machines for the evening traffic peak, and the rest of the day are overprovisioned. Recently, traffic has been smeared over the whole day, so they're effectively serving those videos for free.

>the streaming companies will come out alright

Production on new content is shutting down everywhere. Streaming companies will do ok until they run out of new content.