The report indicates that Disney+ could be surpassed by Netflix in terms of U.S. advertising revenue, which may signal a competitive threat to Disney's growth in the advertising domain. While this does not necessarily mean a decline in Disney+'s overall revenue, it does suggest that Disney+ will need to strategize effectively to maintain or grow its share of the advertising market. Investors might be cautious about this development, potentially leading to a short-term negative impact on Disney's stock price.

The forecast by Insider Intelligence suggests a positive outlook for Netflix's revenue growth, particularly in the advertising segment. The anticipated price hikes and password-sharing crackdown are strategic moves that could enhance Netflix's revenue streams and make it more competitive against Disney+. This news is likely to be viewed favorably by investors and could lead to a short-term increase in Netflix's stock price.